Templates

Design a Lead Generation Scorecard

“Lead Generation refers to the creation or generation of prospective consumer interest or inquiry into a business’ products or services. Often lead generation is associated with marketing activities, such as cold-calling, targeted at generating new sales opportunities for a company’s sales force.

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Account Executive Job Description

Account Executive Job Description – Use this template to create an Account Executive Job Description.

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Develop Customer Centricity with CRM

Contrary to popular belief, Customer Relationship Management (CRM) is not a system, or a technology, or a simple application. CRM is a holistic strategy that places customers at the center of all business operations. Some call this customer-centricity; others coin this approach as listening to the “voice of the customer.”

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Balance Sheet

Balance Sheet – Use this tool to create a snapshot of your company’s financial position on a specific date (FYE).

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Market Research Best Practices

Market research is the process of systematically gathering, recording, and analyzing data regarding customers, competitors, and market conditions, to help organizations make better business decisions about the development and marketing of new or existing products and services.

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Net Promoter Score and the Ultimate Question

If you are wondering about the fate of your customers and the long term growth potential of your business, look no further…all you have to do is ask!

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Developing Stronger Leaders

From an organizational perspective, leadership can be defined as: the ability to influence, motivate, and enable people to attain goals and contribute toward improving the effectiveness and efficiency of an organization. Use our Management & Leadership Maturity Assessment to evaluate your organization’s Management & Leadership Program Maturity.

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Advertising Plan Checklist

Advertising Plan Checklist – Use this tool as a framework for building your annual advertising plan and budget.

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Balanced Scorecard Strategy Map

Balanced Scorecard Strategy Map – Strategy maps help communicate strategic objectives, metrics, targets, and initiatives, for each of the key perspectives: Financial, Customer, Learning & Growth, and Business Processes.

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Evaluate Website Effectiveness

Websites have become the de-facto standard for communicating externally to customers, prospects, investors, potential employees, partners, and other key stakeholders.

Surprisingly, since the boom of web activity in the dot.com era, many organizations have failed to maintain an effective website. As the executive responsible for managing website programs, it is your responsibility to drive this online channel forward and create a competitive advantage in online presence.

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