Playbooks & Tools
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Key Account Reporting Tool
Tools January 1, 2024A template for providing a high-level status report for each of your key accounts.
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Key Audience and Groups Crisis List Template
Tools January 1, 2024The Key Audience and Groups Crisis Template helps your organization organize which groups they will be responding to.
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Key Audience and Groups Questions Template
Tools January 1, 2024The Key Audiences and Groups Questions Template is designed to help your organization prepare for the questions that key groups will ask during a crisis.
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Key Marketing Metrics Dashboard
Tools January 1, 2024Use this to define, track, and report on your key marketing metrics.
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Key Performance Indicators Worksheet
Tools January 1, 2024A worksheet that provides lots of common examples of Key Performance Indicators (KPIs).
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Lead Acquisition Model
Tools January 1, 2024Use this process diagram to communicate your lead generation & nurturing process.
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Lead and Demand Generation Manager Job Description
Tools January 1, 2024A template to quickly document the role and responsibilities for the Lead and Demand Generation Manager position.
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Lead Generation Maturity Assessment
Tools January 1, 2024Use this tool to evaluate your organization
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Lead Generation Maturity Model
Tools January 1, 2024Our Lead Generation Maturity Model was designed to help organizations by providing a road-map for improving their lead generation efforts and capabilities.
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Lead Generation Prioritization Tool
Tools January 1, 2024Use this tool to evaluate your lead generation initiatives.
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Lead Qualification Process Diagram
Tools January 1, 2024A tool to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system.
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Lead Scoring Template
Tools January 1, 2024A tool designed to help you analyze leads, and identify strong prospects.
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Linkedin Company Page Checklist
Tools January 1, 2024A checklist to ensure the success of your company's LinkedIn Page.
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LinkedIn Group Checklist
Tools January 1, 2024A checklist to ensure the success of your LinkedIn Group.
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Management and Leadership Prioritization Tool
Tools January 1, 2024Use this to evaluate your management initiatives based on their strategic fit, economic impact, and feasibility.
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Management and Leadership Strategy Scorecard
Tools January 1, 2024We created the Management Strategy Scorecard to document your objectives, initiatives, measures, and targets for the next 12-18 months.
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Management and Leadership Strategy Scorecard
Tools January 1, 2024We created the Management and Leadership Strategy Scorecard to document your objectives, initiatives, measures, and targets for the next 12-18 months.
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MarCom Objectives Worksheet
Tools January 1, 2024A template to help you write your MarCom plan objectives.
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Market Requirements Document
Tools January 1, 2024A template that summarizes market needs and the opportunity to develop a new product.
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Market Research Analysis Template
Tools January 1, 2024Use this template to identify and document the types of analysis you will use to analyze data collected from a market research initiative.
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