Playbooks & Tools
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Shopper Marketing Metrics Dashboard
Tools January 1, 2026Our Shopper Marketing Dashboard is designed to help you keep tabs on the most important metrics for your shopper marketing program, to help your team understand the programs impact and growth.
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Shopper Marketing Mobile Best Practices Checklist
Tools January 1, 2026Use our checklist to ensure you are leveraging best practices for your shopper marketing mobile strategy.
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Shopper Marketing Partnership Prioritization Tool
Tools January 1, 2026Use our prioritization tool looking to determine the best retail or brand partners your organization should build or maintain to strengthen your Shopper Marketing program.
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Shopper Marketing Playbook
Playbooks January 1, 2026Follow this simple, step-by-step playbook to develop and implement a shopper marketing strategy that increases sales, builds shopper insights, and grows brand awareness.
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Shopper Marketing Profile Interview Questions
Tools January 1, 2026A template to facilitate the development of standardized interview questions for developing shopper profiles.
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Shopper Marketing Profile Template
Tools January 1, 2026Use this to create fictional personas for the key shoppers you intend to target.
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Shopper Marketing Program Strategies
Tools January 1, 2026Use our Shopper Marketing Program Strategies list to discover opportunities you can leverage while planning for your next shopper marketing campaign.
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Shopper Marketing Project Plan
Tools January 1, 2026Use this project plan to outline the key components of your shopper marketing program to steer the direction of your project.
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Shopper Marketing Roles Matrix
Tools January 1, 2026A roles matrix to help you organize your shopper marketing efforts.
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Shopper Marketing Signage Best Practices Checklist
Tools January 1, 2026Use our checklist to ensure you are leveraging best practices for your digital and/or traditional signs.
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Shopper Marketing Strategy Workbook
Tools January 1, 2026Use this template to outline, summarize, communicate and track your overall shopper marketing plan.
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Shopper Marketing System RFP
Tools January 1, 2026Use this tool to help you design a Request for Proposal (RFP) for a shopper marketing platform.
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Shopper Marketing Vendor Selection Tool
Tools January 1, 2026We created the Shopper Marketing Vendor Selection Tool to help you compare and evaluate potential shopper marketing solutions.
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Shopper Marketing Vendors Matrix
Tools January 1, 2026Use this matrix to obtain information about key vendors in the Shopper Marketing technology space.
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Situation Awareness Report Quick Win
Quick Wins January 1, 2026This structured Situation Analysis and Key Insights Summary helps you synthesize insights from your existing analyses and prepare your team for strategic planning discussions. It brings clarity to what matters most, before you define what’s next.
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Skills and Capability GAP Analysis Quick Win
Quick Wins January 1, 2026Use this Skills and Capability GAP Analysis Template to identify the core competencies required for success and assess how your current capabilities stack up. This tool helps you surface where the gaps exist, evaluate their impact, and define options to close them.
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Social Analytics System RFP Template
Tools January 1, 2026Use this tool to help you design a Request for Proposal (RFP) for a Social Analytics system.
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Social Analytics Vendor Evaluation
Tools January 1, 2026Use this matrix to compare Social Analytics vendor solutions based on your requirements.
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Social CRM Best Practices Guide
Tools January 1, 2026This How-to-Guide provides an overview of social media applications and emerging best practices for deploying social media at your company.
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Social Engagement System RFP Template
Tools January 1, 2026Use this tool to help you design a Request for Proposal (RFP) for a Social Engagement System.
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