Playbooks & Tools

Marketing Automation Software Selection
Tools January 1, 2025
A guide to help you understand the marketing automation software vendor selection process and to help you select the right one for your business.
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Marketing Automation Strategy Scorecard
Tools January 1, 2025
A template to document your marketing automation objectives, initiatives, measures, and targets for the next 12-18 months.
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Marketing Automation System RFP
Tools January 1, 2025
A template to write an RFP for marketing automation software.
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Marketing Automation Vendor Evaluation
Tools January 1, 2025
Use this matrix to compare marketing automation vendor solutions based on your requirements.
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Marketing Automation Vendor Matrix
Tools January 1, 2025
Use this matrix to obtain info about key marketing automation vendors.
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Marketing Budget Template
Tools January 1, 2025
Use this template to set and track your overall marketing budget.
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Marketing Business Alignment Tool
Tools January 1, 2025
A self-assessment of marketing/business alignment in 6 key areas.
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Marketing Calendar Template 2025
Tools January 1, 2025
A professionally designed calendar to organize, summarize, and communicate all of your marketing activities.
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Marketing Campaign Planning Checklist
Tools January 1, 2025
Use this Marketing Campaign Planning Checklist to document your campaign details and organize execution.
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Marketing Channel Gantt Chart Template
Tools January 1, 2025
Use this to create a graphical representation of the duration of your marketing initiatives over a time period.
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Marketing Channel Ranking Tool
Tools January 1, 2025
Use this to evaluate your marketing channels based on their brand promotion quality, lead quality and cost/event.
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Marketing Collateral Management Tool
Tools January 1, 2025
Use this database to ensure your marketing collateral is up-to-date and well distributed.
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Marketing Communications Budget Template
Tools January 1, 2025
Use this template to set and track your MarCom budget.
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Marketing Communications Calendar 2025
Tools January 1, 2025
Use this professionally designed calendar to organize and communicate all of your marketing activities.
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Marketing Communications Planning Framework
Tools January 1, 2025
Use this marketing communication framework to define the activities required to successfully create, plan, and execute a marketing communication plan.
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Marketing Communications Planning Playbook
Playbooks January 1, 2025
Use this step-by-step playbook and set of 33 premium tools and templates to create a comprehensive marketing communications plan.
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Marketing Communications Training Course
Tools January 1, 2025
This course has 6 video modules that expand on our Marketing Communications Plan Methodology and Tool-Kit.
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Marketing Data Management Plan How-To Guide
Tools January 1, 2025
Read this guide to help you organize your data management plan. The purpose of this guide is to give a quick introductory overview of marketing data management planning best practices.
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Marketing Disruption Toolkit
Playbooks January 1, 2025
Use this collection of tools to counter the impact of disruptive forces on marketing.
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Marketing Funnel Template
Tools January 1, 2025
Use this tool to evaluate how you can optimize your marketing funnel.
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