Tools

Service Level Agreement Template

Service Level Agreement Template – Use this Service Level Agreement Template as a framework to formally define the level of service between two parties where one is the customer and the other is the service provider.

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Lead Generation Prioritization Tool

Lead Generation Prioritization Tool – Use this tool to evaluate your Lead Generation initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.

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Cash Flow Forecast

Cash Flow Forecast – Use this tool to create a cash flow forecast and to monitor actual cash flow.

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Marketing Automation Vendor Evaluation Matrix

Marketing Automation Vendor Evaluation Matrix – Use this vendor evaluation matrix to compare potential Marketing Automation solutions. For each parameter, rank vendors based on their ability to deliver on your requirements.

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Tradeshow ROI Calculator

Tradeshow ROI Calculator - Use this tool to determine the ROI, in quantitative and qualitative terms, from industry Tradeshows and Conferences.

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Marketing Automation Vendors Matrix

Marketing Automation Vendors Matrix – Use this matrix to learn more about key vendors who provide marketing automation solutions.

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Project Charter Template

Project Charter Template - Use this project charter template to document: Project Purpose, Definition of Scope, and Project Plan

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Marketing Communications Budget

Marketing Communications Budget - Use this tool to create a marketing communications budget, and chart of the budget breakdown by category.

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Marketing Communications Plan Template

Marketing Communications Plan Template - The purpose of this tool is to help you develop a Marketing Communications Plan. The Marketing Communications Plan template was designed to summarize key exercises from our report: Plan Multi-Channel Marketing Communications.

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