Playbooks & Tools
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Advertisement Evaluation Matrix
Tools January 1, 2024A matrix to evaluate the effectiveness of advertising concepts.
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Advertising Agency RFP Template
Tools January 1, 2024You need to create a tool for selecting ad agencies regarding specific projects designed by your company.
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Advertising Plan Checklist
Tools January 1, 2024Use this as a framework for building your annual advertising plan and budget.
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Agency Alignment Strategy Workbook
Tools January 1, 2024Use our Agency Alignment Strategy Workbook to create a 'scorecard' that concisely outlines your marketing strategy in terms of objectives, programs, metrics, and timeframes.
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Agency Compensation Audit Template
Tools January 1, 2024Use the Agency Compensation Audit Template to help guide your organization's review of the compensation model and approach used with an agency partner.
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Agency Compensation Evaluation Checklist
Tools January 1, 2024Use the Agency Compensation Evaluation Tool to understand which agency compensation model is the strategically best approach for your organization's needs.
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Agency Compensation Model Framework
Tools January 1, 2024Review the Agency Compensation Model Framework to evaluate the different options available when it comes to compensating an agency partner.
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Agency Compensation Negotiation Checklist
Tools January 1, 2024Leverage the Agency Compensation Negotiation Checklist to help your team while negotiating the compensation agreement with an agency partner.
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Agency Onboarding Checklist
Tools January 1, 2024Leverage the Agency Onboarding Checklist to ensure the onboarding process runs smoothly.
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Agency Onboarding Model
Tools January 1, 2024Review the Agency Onboarding Model to understand the best practice process recommended for onboarding your new agency partner.
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Agency Performance Review
Tools January 1, 2024Use this performance review to evaluate the efforts of the agencies you work with closely.
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Agency Selection Tool
Tools January 1, 2024You need to learn more about potential advertising agencies before interviewing them.
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Agency Termination Letter Template
Tools January 1, 2024Leverage 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, 2024Use 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 Creative Assignment Transfer Plan Template
Tools January 1, 2024Use 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, 2024Review the Agency Transition Model to understand the best practices required to transition from one agency partner to another.
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Agile Marketing Framework
Tools January 1, 2024Follow this simple framework 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, 2024A 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, 2024Use this tool to organize your sales & marketing activities along a shared opportunity funnel.
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Analyzing Competitive Ad vs. PR Spending
Tools January 1, 2024A guide to help you track and analyze your ad and PR spending.
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