Playbooks & Tools
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Business Strategy Plan Template
Tools January 1, 2026Use this template to quickly document your strategic plan.
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Business Strategy Presentation
Tools January 1, 2026Use this PowerPoint template to feature the highlights from your business strategy plan.
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Business Strategy Prioritization Tool
Tools January 1, 2026Use this tool to evaluate your strategic initiatives based on their strategic fit, economic impact, and feasibility.
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Buyer Persona Analysis Quick Win
Quick Wins January 1, 2026A simple yet powerful Buyer Persona Analysis Template helps you create detailed customer profiles, understand their behaviors and needs, and align your strategies accordingly.
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Buyer Persona Needs Analysis Quick Win
Quick Wins January 1, 2026This structured framework helps you analyze and document the needs of your buyer personas using a simple "When I am in a situation, I want to accomplish a goal so that I can achieve an outcome" approach. This method ensures that your solutions align directly with your personas' real-world challenges.
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Buyer Persona Template
Tools January 1, 2026Use this template to create buyer personas for the key buyers that you intend to target.
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Buying Process Stage Template
Tools January 1, 2026A template to document "buying stages" for each of your buyer personas.
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Calculating Customer Lifetime Value
Tools January 1, 2026This guide will help you learn what customer lifetime value (CLV) is, and how to calculate it in order to benefit your organization.
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Campaign Impression Calculator
Tools January 1, 2026Use this tool to determine your cost per impression across various communications channels.
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Capability Gap Analysis and Action Plan Quick Win
Quick Wins January 1, 2026The Capability Gap Analysis and Action Plan Canvas is a one-page tool that helps teams clearly define a critical capability's current and future state, identify root causes, and outline a specific plan to bridge the gap. It’s built to help you move from strategic intent to practical execution, fast.
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Case Analysis Research Report
Tools January 1, 2026Use this template to record case details, observations, insights and interpretation of the analysis.
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Case Study Template
Tools January 1, 2026A case study template to highlight a customer's problem and show how you solved it.
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Cash Flow Forecast
Tools January 1, 2026Use this template and to monitor forecasted and actual cash flow.
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Change Management Plan Template
Tools January 1, 2026Use this template to determine readiness for the proposed changes, and to build a project plan for delivery.
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Change Management Readiness Assessment
Tools January 1, 2026Use this tool to help you measure your readiness for a major organizational change.
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Change Management Strategy Scorecard
Tools January 1, 2026A template for documenting a one-page change management strategy plan.
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Channel Marketing Automation
Tools January 1, 2026This How-To Guide is designed to help companies with reseller, dealer, and distributor networks to empower their channel partners with the tools, information, and technology they need for revenue growth and profitability by using Channel Marketing Automation.
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Code of Conduct Policy Template
Tools January 1, 2026A policy template to outline standards for acceptable staff behavior.
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Collect Leads with City Tours
Tools January 1, 2026A guide to help you plan a campaign for city tours and collect leads from those tours.
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Communicating Social Value Improves Brand Equity
Tools January 1, 2026A guide to help you increase your brand value by developing a communication plan for your organization's social values.
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