Tools & Toolkits

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Lead Generation Metrics Dashboard

Use this tool to define, track, and report on your key lead generation metrics.

Lead Generation Objectives Scorecard

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

Lead Generation Plan Methodology

Use this step-by-step planning methodology and set of 46 premium tools and templates to create a comprehensive lead generation plan.

Lead Generation Prioritization Tool

Use this tool to evaluate your lead generation initiatives.

Lead Scoring Template

A tool designed to help you analyze leads, and identify strong prospects.

Lessons Learned Tempate

Use this template to keep track of lessons learned.

LinkedIn Group Checklist

A checklist to ensure the success of your LinkedIn Group.

MarCom Objectives Worksheet

A template to help you write your MarCom plan objectives.

Market Requirements Document

A template that summarizes market needs and the opportunity to develop a new product.

Market Research Agency Selection Tool

Use this tool to help you select a firm for your market research initiative.

Market Research Analysis Decision Matrix

Use this template to identify and document the types of analysis you will use to analyze data collected from a market research initiative.

Market Research Analyst Job Description

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

Market Research Capabilities Assessment

This tool will help you evaluate your organization's market research maturity level.

Market Research Decision Problem Checklist

Use this tool to connect your decision problem, exploratory research and resulting hypothesis to create a Research Problem Statement.

Market Research Methodology

Use this step-by-step planning methodology and set of 31 premium tools and templates to create a comprehensive market research process, report & presentation.

Market Research Presentation Template

Use this template to professionally document your market research study and its findings when presenting them to your executive team.

Market Research Project Management Tool

Use this template to track all of the tasks associated with your market research project.

Market Research Report Template

A formal report template that will help you communicate findings from a market research project.

Market Research RFP Template

A template to create an request for proposal (RFP) for market research support services.

Market Segmentation and Analysis Tool

A tool to help you select the markets that represent the best opportunity for your organization.

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