Playbooks & Tools
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Social Media Marketing Training Course
Tools January 1, 2026This course has 6 video modules and a tool-kit with 21 tools & templates that will help you develop a comprehensive social media marketing plan.
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Social Media Metrics Dashboard
Tools January 1, 2026Use this to define, track and report on your key Social Media program metrics and KPIs.
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Social Media Monitoring Guide
Tools January 1, 2026A guide to help you understand how to use social media monitoring tools.
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Social Media Opportunity Assessment Template
Tools January 1, 2026Use this to identify social media opportunities in sales, marketing, and customer service.
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Social Media Policy and Guidelines Template
Tools January 1, 2026Use this template to help you create reasonable guidelines for online behavior by employees and contractors.
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Social Media Project Charter
Tools January 1, 2026Use this to establish a clear project scope, decision right, and executive sponsorship for the social media marketing project.
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Social Media Risk Assessment
Tools January 1, 2026A template to document risks, assess their impact and probability, and develop risk mitigation plans.
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Social Media Specialist Job Description
Tools January 1, 2026A template to quickly document the role and responsibilities for this position.
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Social Media Strategy Scorecard
Tools January 1, 2026A template to document your objectives, initiatives, measures and targets for Social Media for the next 12-18 months.
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Social Media Strategy Workbook
Tools January 1, 2026Use this template to outline, summarize, and communicate your overall social media strategy plan.
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Social Media Usage Survey
Tools January 1, 2026A survey to get a better understanding of social media use by your employees.
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Social Media Vendors Matrix
Tools January 1, 2026Use this matrix to compare Social Media vendor solutions based on your requirements.
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Solution Benefit Analysis Quick Win
Quick Wins January 1, 2026This simple, effective Solution Benefit Analysis Framework helps you categorize and communicate the value of your solution across different dimensions to ensure a compelling and well-rounded value proposition.
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Solution Cost-Benefit Analysis and Value Proposition Quick Win
Quick Wins January 1, 2026This focused Cost-Benefit Analysis and Value Proposition Template enables you to map the investment vs. return for your solution and clearly communicate your differentiating value. Use this tool to sharpen your sales narrative and help customers justify the spend.
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Solution Cost/Benefit Analysis and Value Proposition Quick Wins
Quick Wins January 1, 2026This fast, focused framework clarifies the total cost to solve a problem, identify measurable benefits, and define the core elements of your value proposition.
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Solution Development Roadmap Quick Win
Quick Wins January 1, 2026This high-level, easy-to-follow Solution Development Roadmap Template helps you define, structure, and validate your path to market.
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Solution Offer Design Canvas Quick Win
Quick Wins January 1, 2026Use this practical, easy-to-use Solution Offer Design Canvas to help you define, refine, and optimize your offer to maximize conversions and sales success.
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Solution Positioning and Messaging Framework Quick Win
Quick Wins January 1, 2026The Solution Positioning and Messaging Framework Template helps you define and organize your value proposition, internal positioning statement, elevator pitch, brand pillars, and supporting proof points. It’s the go-to reference for ensuring all teams communicate your solution with clarity and consistency.
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Solution Pricing Model Quick Wins
Quick Wins January 1, 2026This quick, practical Pricing Strategy Framework is designed to help you assess your solution’s market position and choose the right pricing approach based on quality, differentiation, and competitive context.
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Solution Requirements Prioritization Quick Win
Quick Wins January 1, 2026This practical, intuitive Solution Requirements Prioritization Template uses the MoSCoW method to help your team categorize, debate, and prioritize solution features based on real business needs and customer expectations.
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