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Jesse Hopps
Customer Profile Template – The purpose of this tool is to assist you with the creation of standardized, high-level, Customer Profiles. Profiles are helpful...
Jesse Hopps
CRM Readiness Assessment Tool – Use this tool to measure your organization’s readiness to implement an enterprise CRM program and/or system.
Jesse Hopps
CRM Consulting Services RFP - The purpose of this tool is to help you design a Request for Proposal (RFP) for CRM Consulting Services. An RFP is a formal...
Jesse Hopps
CRM Administrator Job Description – Use this template to formalize your CRM Administrator job description.
Jesse Hopps
Creative Director Job Description – Creative Director is responsible for translating marketing objectives into creative strategies, designs, and plans. Our...
Jesse Hopps
Competitive Website Analysis Tool - Use this tool to evaluate the strengths & weaknesses of your website and compare its effectiveness against your top 2...
Jesse Hopps
Consultant Evaluation Matrix – Use this matrix to compare your potential consultants across 5 key dimensions: Relevant Experience, Skill Set, Professionalism,...
Jesse Hopps
Competitive Analysis Tool - This tool will help you complete a competitive analysis including: industry overview, direct/indirect competitor evaluations,...
Jesse Hopps
Competitive Ad vs PR Analysis Tool – Use this tool to analyze the Advertisement vs. PR spending/value ratio for the top 5 competitors in your industry.
Jesse Hopps
Change Management Plan – The purpose of this tool is to facilitate the development of a Change Management Plan. A Change Management Plan is a helpful tool for...
Jesse Hopps
Change Management Readiness Assessment – Use this tool to help you measure your readiness for a major organizational change.
Jesse Hopps
Case Study Template – The purpose of this tool is to assist you with the creation of an effective Case Study. Focus on what is critical for your business, and...
Jesse Hopps
Business Strategy Plan – The purpose of this tool is to help you develop a business strategy plan. The Business Strategy Plan template was designed to...
Jesse Hopps
Business Objectives Matrix – This tool provides sample business objectives that can be inserted into a Balanced Scorecard Strategy Map. Ensure that each...
Jesse Hopps
Business Requirements Template – The purpose of this tool is to help you document business requirements for products based on various user personas. This...
Jesse Hopps
Build vs Buy Decision Matrix – Use this matrix to compare your options for in-house builds vs. outsourced solutions.
Jesse Hopps
Branding Selection Tool – Use Demand Metric’s Branding Selection Tool to drive consensus on key branding decisions. Choices include: mission, vision,...
Jesse Hopps
Bid or No-Bid Assessment – Use this tool to help you determine if you should submit a bid on a new project or contract.
Jesse Hopps
Blog Policy – The purpose of this policy is to protect your organization from the increasing risk that blogs present. Use this template as a starting point, to...
Jesse Hopps
Balance Sheet – Use this tool to create a snapshot of your company’s financial position on a specific date (FYE).
Jesse Hopps
Balanced Scorecard Strategy Map – Strategy maps help communicate strategic objectives, metrics, targets, and initiatives, for each of the key perspectives:...
Jesse Hopps
Advertising Plan Checklist – Use this tool as a framework for building your annual advertising plan and budget.
Jesse Hopps
Advertising Effectiveness Matrix – Use this tool to evaluate the effectiveness of advertising concepts.
Jesse Hopps
Account Status & Action Plan Tool – Use this tool to provide a high level report on the status of key accounts.
Jesse Hopps
Activity Report Template – The purpose of this tool is to document each activity, or result, that you have completed from the past week or month.

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