Playbooks & Tools
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Hypothesis Testing Tool
Tools January 1, 2026This template will help you test a hypothesis as part of a market research effort.
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Ideal Customer Profile Quick Win
Quick Wins January 1, 2026This practical, easy-to-use Ideal Customer Profile Template is designed to help you identify and document your ideal accounts and key buyer personas, ensuring your marketing and sales efforts are sharply focused on the most valuable prospects.
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Ideal Customer Profile Template
Tools January 1, 2026You need to describe the type of company that would benefit the most from your products or solutions.
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Implement a Marketing Automation Solution
Tools January 1, 2026This guide provides practical advice for implementing a Marketing Automation strategy.
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Implementing a Purpose-Led Culture Cheat Sheet
Tools January 1, 2026Use this cheat sheet to learn about best practices for implementing a purpose-led culture at your organization.
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Implementing Effective Marketing Dashboards
Tools January 1, 2026This guide provides practical advice on how to implement a marketing dashboard.
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Improving Campaign Conversion with Journey Maps
Tools January 1, 2026This How-To Guide has been designed to help you improve the conversion rate of marketing campaigns by aligning tactics and calls-to-action to customer journeys.
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In-Depth Interview Guide
Tools January 1, 2026Use this template to create a plan and guidelines for conducting in-depth interviews to gain insight into a market research problem.
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In-House Agency vs. External Agency Model
Tools January 1, 2026Review the In-House Agency vs External Agency Model to evaluate the different options available when it comes to considering utilizing a mix of in-house and external agency resources.
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Income Statement Template
Tools January 1, 2026Use this tool to determine net income or (loss) by recording income and expenses.
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Increase Your Presence with Infographics
Tools January 1, 2026This guide provides practical advice for implementing a Marketing Automation strategy.
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Influencer Comparison and Selection Tool
Tools January 1, 2026Use this template to compare influencers for an upcoming Influencer Marketing campaign.
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Influencer Contract Checklist
Tools January 1, 2026Use this checklist to ensure that you have conducted your due diligence before entering into a contract with an influencer.
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Influencer FTC Disclosure Due Diligence Checklist
Tools January 1, 2026Use this checklist protect your brand by ensuring that the influencers you leverage adhere to FTC guidelines.
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Influencer Marketing Campaign Budget Template
Tools January 1, 2026Use this template to set and track your influencer marketing campaign budget.
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Influencer Marketing Campaign Metrics Dashboard
Tools January 1, 2026Use this template to define, track, and report your Influencer Marketing campaign metrics.
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Influencer Marketing Campaign Plan and Timeline 2026
Tools January 1, 2026Use this tool to ensure the successful execution of an influencer marketing campaign.
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Influencer Marketing Framework
Tools January 1, 2026Follow this simple framework to develop an Influencer Marketing program that supports your company’s goals and objectives.
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Influencer Marketing Goals and Objectives Template
Tools January 1, 2026A template to document your Influencer Marketing program and strategic marketing/business objectives for the next 12-18 months.
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Influencer Marketing Platform Comparison Template
Tools January 1, 2026Use this template to compare solutions for managing and executing your Influencer Marketing program.
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