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A simple dashboard to define your key metrics and track and report on your results.

A self-assessment to rate your capabilities across 6 key success drivers.

A worksheet to define a positioning statement that describes your product and its differentiation.

Website Vendor Selection Tool

An analysis tool to assess, score and compare website vendors during the selection process.

A template to document risks, assess their impact and probability, and develop risk mitigation plans.

An analysis tool to evaluate corporate accounts based on 6 key criteria.

A template to quickly document the role and responsibilities for this position.

A self-assessment tool to rate your compliance with best practices across 10 core competencies.

Use this customizable Microsoft Excel assessment to audit your project management capabilities, identify areas for improvement, and get a list of recommended tools and resources to help you improve your process.

A self-assessment of marketing/business alignment in 6 key areas.

A strategy scorecard to demonstrate your objectives, programs, metrics, and timeframes.

Competitive Website Analysis Tool

Use our tool to analyze your website and your top 2 competitors based on best practices.

Use this to create a Product Launch Plan that successfully gets your product to market.

Smart Checklists

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Use these Smart Checklists as templates for creating your own customized workflows.  Simply duplicate the task cards, edit them as you see fit, and then save them to standardize repeatable processes for your department.

Smart Project: Marketing Plan

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Our Marketing Plan Smart Project will guide you through the steps to create a compelling marketing plan, presentation, and budget.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Demand Generation

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Our Demand Generation Smart Project will guide you through the steps to successfully create demand and fill the sales pipeline for your products and services.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Customer Engagement

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Our Customer Engagement Smart Project will guide you through the steps to set up a customer engagement program that drives customer retention.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: CRM Program

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Our CRM Program Smart Project will guide you through the steps to make customer relationship management a core competency in your organization.  This project plan contains over 40 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Content Marketing

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Our Content Marketing Smart Project will guide you through the steps to drive inbound lead generation through effective content marketing.  This project plan contains over 40 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Blogging for Business

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Our Blogging for Business Smart Project will guide you through the steps to set up and maintain a blog that drives engagement and leads for your organization.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Agency Management

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Our Agency Management Smart Project will guide you through the steps to develop a set of solid and transparent agency relationships.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Event Marketing

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Our Event Marketing Smart Project will guide you through the steps to create an engaging events program.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Market Research

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Our Market Research Smart Project will guide you through the steps to perform and enterprise-level market research initiative.  This project plan contains over 30 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Marketing Strategy

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Our Marketing Strategy Smart Project will guide you through the steps to develop a traditional marketing strategy plan.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

Smart Project: Mobile Marketing

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Our Mobile Marketing Smart Project will guide you through the steps to ensure your organization is not left behind with the mobile revolution.  This project plan contains over 25 resources including training courses, playbooks, frameworks, how-to guides, tools, templates, and webinars.

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