Playbooks & Tools
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Research Request Agreement Template
Tools January 1, 2026Use this template to create a Research Request Agreement to be used for multiple parties engaging in a market research program.
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Responsibility Assignment Matrix
Tools January 1, 2026Use this to clarify roles and responsibilities in cross-functional/departmental projects and processes.
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Revenue Marketing Transformation Guide
Tools January 1, 2026A guide to help you understand the Revenue Marketing journey.
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Revitalized Intranets Reduce Support Costs
Tools January 1, 2026This guide provides practical advice for revitalizing and re-launching your corporate Intranet.
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Risk Analysis Fishbone Tool
Tools January 1, 2026A root-cause analysis tool, or "fish-bone diagram," to identify and document potential risks.
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Risk Assessment Tool
Tools January 1, 2026Use this to document risks, assess their impact and probability, and develop risk mitigation plans.
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Risk Management Plan Template
Tools January 1, 2026Use this template to define how risks associated with the project will be identified, analyzed, and managed.
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Risk Mitigation Checklist
Tools January 1, 2026A checklist to help you mitigate risks and ensure success on your project.
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Risks and Contingency Plans Quick Win
Quick Wins January 1, 2026The Risk and Contingency Plan Template helps you systematically evaluate strategic risks by likelihood and impact. It provides a structured way to develop contingency plans for high-risk scenarios that can be activated when needed, supporting resilience and readiness across your strategy execution process.
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Risks and Threat Analysis Quick Win
Quick Wins January 1, 2026The Risks and Threat Analysis Template enables clear documentation and prioritization of risks based on impact and likelihood, providing actionable insights for risk mitigation.
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Root Cause Analysis and Problem Linking Quick Win
Quick Wins January 1, 2026The Market Segment Growth Opportunity Template is a strategic communication tool that allows teams to consolidate segment-level insights, prioritize initiatives, and highlight strategic bets by account. This tool is designed for clear communication, whether you're updating senior leadership, reporting to a board, or aligning cross-functional stakeholders.
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Sales Analysis Tool
Tools January 1, 2026The Sales Analysis Tool can be used to review products/service sales, channel sales, sales by representative, market segments, and sales team goals.
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Sales and Marketing Alignment Tool
Tools January 1, 2026Use this tool to assess the alignment between your Sales and Marketing functions.
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Sales and Marketing Executive Dashboard
Tools January 1, 2026A dashboard to collect, analyze, and communicate KPIs and metrics for sales and marketing.
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Sales Communication Maturity Model
Tools January 1, 2026Our Sales Communication Maturity Model was designed to help organizations by providing a road-map for improving their Sales Communication efforts and capabilities.
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Sales Communication Metrics Dashboard
Tools January 1, 2026Use this tool to define, track, and report on your key sales communication performance metrics.
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Sales Communication Solution Study
Tools January 1, 2026Our Sales Communication Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.
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Sales Communication Strategy Scorecard
Tools January 1, 2026A template to document your sales communication objectives, initiatives, measures, and targets for the next 12-18 months.
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Sales Communication Vendor Matrix
Tools January 1, 2026Use this matrix to obtain information about key vendors that can help you build your sales communication.
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