Consultant Evaluation Matrix – Use this matrix to compare your potential consultants across 5 key dimensions: Relevant Experience, Skill Set, Professionalism, Consulting Methodology & Tools, and Personality.
Creative Director Job Description – Creative Director is responsible for translating marketing objectives into creative strategies, designs, and plans. Our Creative Director will manage graphic design, website development, collateral development, copywriting, advertising, and promotions.
CRM Administrator Job Description – Use this template to formalize your CRM Administrator job description.
CRM Readiness Assessment Tool – Use this tool to measure your organization’s readiness to implement an enterprise CRM program and/or system.
CRM System RFP Template – The purpose of this tool is to help you design a CRM System Request for Proposal (RFP). An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.
Customer Profile Template – The purpose of this tool is to assist you with the creation of standardized, high-level, Customer Profiles. Profiles are helpful for product development & positioning, sales training, market segmentation, website customization, and improving customer service.
Customer-Centricity Checklist – The purpose of this tool is to provide a checklist, tools, and best practices for improving customer-centricity in your organization.
Dashboard Readiness Assessment – Use this tool to determine how prepared your organization is for a Marketing Performance Measurement or Dashboarding initiative.
Department Budget Template - Use our Department Budget template to accurately project your costs for the next fiscal period.
Department Goals Template – The purpose of this tool is to help you document organizational goals & objectives, department goals, deliverables, timelines, and how results will be measured.
