Playbooks & Tools
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Agency Termination Letter Template
Tools January 1, 2025Leverage the Agency Transition Termination Notice Letter Template to send a letter to your existing agency partner notifying them about the end of your relationship, and beginning of the transition process.
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Agency Transfer Meeting Agenda Template
Tools January 1, 2025Use the Agency Transition Transfer Meeting Agenda Template to set up a successful transition meeting between your old and new agency partner.
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Agency Transition Assets Acquisition Database
Tools January 1, 2025Use the Agency Transition Assets Acquisition Database to collect and track all of the assets you will need to have transferred over to your new agency partner.
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Agency Transition Creative Assignment Transfer Plan Template
Tools January 1, 2025Use the Agency Transition Creative Assignment Transfer Plan Template to plan the handing over of creative work from one agency to another.
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Agency Transition Model
Tools January 1, 2025Review the Agency Transition Model to understand the best practices required to transition from one agency partner to another.
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Agile Content Marketing Calendar 2025
Tools January 1, 2025Use this calendar template to keep track of your content marketing efforts through an agile approach.
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Agile Marketing Framework
Tools January 1, 2025Follow this simple framework to develop an Agile Marketing plan that supports your company’s goals and objectives.
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Agile Marketing Playbook
Playbooks January 1, 2025Use this step-by-step playbook and set of premium tools and templates to develop an Agile Marketing plan that supports your company’s goals and objectives.
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Align Sales and Marketing with Lead Nurturing
Tools January 1, 2025A guide to help you align your sales and marketing functions to improve lead nurturing.
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Aligned Sales and Marketing Funnel
Tools January 1, 2025Use this tool to organize your sales & marketing activities along a shared opportunity funnel.
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Analytical Marketing Tools and Techniques
Tools January 1, 2025A guide to help you utilize analytical marketing tools and techniques and implement marketing dashboards into your department.
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Analyzing Competitive Ad vs. PR Spending
Tools January 1, 2025A guide to help you track and analyze your ad and PR spending.
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Are You Customer Centric?
Tools January 1, 2025A guide to help you understand and develop a customer-centric point of view in your company.
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Are You Prepared for CRM?
Tools January 1, 2025A guide to help you evaluate if your company is ready to begin a CRM initiative.
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Assess Advertising Concept Effectiveness
Tools January 1, 2025A guide to help you learn the key characteristics of a solid advertising concept.
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B2B Data Management Best Practices Guide
Tools January 1, 2025Read this guide to help you organize your data management efforts. You will also learn how to define goals, specify requirements, and build a plan to meet those requirements for data management success.
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B2B Data Management Maturity Model
Tools January 1, 2025Our B2B Data Management Maturity Model was designed to help organizations by providing a road-map for improving their Data Management efforts and capabilities.
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B2B Display Advertising
Tools January 1, 2025Read this How-To Guide to learn what B2B Display Advertising is and how B2B Display Advertising can benefit your organization.
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B2B Marketing Automation Best Practices Guide
Tools January 1, 2025This guide discusses how the ins-and-outs of B2B marketing automation to ensure your organization's success as you purchase and implement a system.
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Backlog Tool
Tools January 1, 2025Use this Agile Marketing tool to organize your Product and User Story Backlog.
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