Playbooks & Tools
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Key Marketing Metrics Dashboard
Tools January 1, 2024Use this to define, track, and report on your key marketing metrics.
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Key Performance Indicators Worksheet
Tools January 1, 2024A worksheet that provides lots of common examples of Key Performance Indicators (KPIs).
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Lead Acquisition Model
Tools January 1, 2024Use this process diagram to communicate your lead generation & nurturing process.
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Lead and Demand Generation Manager Job Description
Tools January 1, 2024A template to quickly document the role and responsibilities for the Lead and Demand Generation Manager position.
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Lead Generation Maturity Assessment
Tools January 1, 2024Use this tool to evaluate your organization
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Lead Generation Maturity Model
Tools January 1, 2024Our Lead Generation Maturity Model was designed to help organizations by providing a road-map for improving their lead generation efforts and capabilities.
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Lead Generation Prioritization Tool
Tools January 1, 2024Use this tool to evaluate your lead generation initiatives.
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Lead Qualification Process Diagram
Tools January 1, 2024A tool to help you visualize what steps need to be taken to qualify a new sales lead in your CRM system.
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Lead Scoring Template
Tools January 1, 2024A tool designed to help you analyze leads, and identify strong prospects.
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Linkedin Company Page Checklist
Tools January 1, 2024A checklist to ensure the success of your company's LinkedIn Page.
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LinkedIn Group Checklist
Tools January 1, 2024A checklist to ensure the success of your LinkedIn Group.
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Management and Leadership Prioritization Tool
Tools January 1, 2024Use this to evaluate your management initiatives based on their strategic fit, economic impact, and feasibility.
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Management and Leadership Strategy Scorecard
Tools January 1, 2024We created the Management Strategy Scorecard to document your objectives, initiatives, measures, and targets for the next 12-18 months.
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Management and Leadership Strategy Scorecard
Tools January 1, 2024We created the Management and Leadership Strategy Scorecard to document your objectives, initiatives, measures, and targets for the next 12-18 months.
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MarCom Objectives Worksheet
Tools January 1, 2024A template to help you write your MarCom plan objectives.
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Market Requirements Document
Tools January 1, 2024A template that summarizes market needs and the opportunity to develop a new product.
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Market Research Analysis Template
Tools January 1, 2024Use this template to identify and document the types of analysis you will use to analyze data collected from a market research initiative.
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Marketing and HR Alignment Tool
Tools January 1, 2024This self-assessment tool will help you understand how aligned your marketing and HR departments are.
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Marketing and Technology Alignment Tool
Tools January 1, 2024This self-assessment tool will help you understand how aligned your marketing and technology departments are.
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Marketing Attribution Cheat Sheet
Tools January 1, 2024Use this cheat sheet to learn about marketing attribution and how to leverage it at your company.
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