Playbooks & Tools

Marketing Automation Business Case
Tools January 1, 2024
A template to create a business case for an investment in a Marketing Automation solution.
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Marketing Automation Maturity Assessment
Tools January 1, 2024
A self-assessment to evaluate your marketing automation and lead generation capabilities.
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Marketing Automation ROI Calculator
Tools January 1, 2024
Use this to calculate the overall financial impact that Marketing Automation can have on your business.
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Marketing Automation Solution Study
Tools January 1, 2024
Our Marketing Automation (MA) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.
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Marketing Automation Strategy Scorecard
Tools January 1, 2024
A template to document your marketing automation objectives, initiatives, measures, and targets for the next 12-18 months.
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Marketing Channel Ranking Tool
Tools January 1, 2024
Use this to evaluate your marketing channels based on their brand promotion quality, lead quality and cost/event.
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Marketing Communications Planning Framework
Tools January 1, 2024
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 Training Course
Tools January 1, 2024
This course has 6 video modules that expand on our Marketing Communications Plan Methodology and Tool-Kit.
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Marketing Funnel Template
Tools January 1, 2024
Use this tool to evaluate how you can optimize your marketing funnel.
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Marketing Measurement Maturity Assessment
Tools January 1, 2024
Use this tool to assess your marketing measurement and reporting capabilities.
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Marketing Operations Manager Job Description
Tools January 1, 2024
A template to quickly document the role and responsibilities for this position.
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Marketing Performance Review
Tools January 1, 2024
A comprehensive template that standardizes your employee appraisal process.
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Marketing Strategy Plan Framework
Tools January 1, 2024
Use this marketing strategy framework to define the activities required to successfully create, plan, and execute a marketing strategy plan.
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Marketing Strategy Scorecard
Tools January 1, 2024
A template to document your strategic marketing objectives, initiatives, measures and targets for the next 12-18 months.
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Marketing Strategy Training Course
Tools January 1, 2024
This course has 6 video modules that will help you develop a comprehensive strategic marketing plan.
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Marketing-Fueled Growth Cheat Sheet
Tools January 1, 2024
Use this cheat sheet to learn about marketing-fueled growth and how to effectively communicate your ideas.
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Marketing-Fueled Growth Checklist
Tools January 1, 2024
Use this checklist to help you create a structured process for identifying growth opportunities and securing buy-in to pursue them.
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Marketing-Fueled Growth Workbook
Tools January 1, 2024
Use this template to run a growth workshop at your organization.
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Media Mix Modeling Cheat Sheet
Tools January 1, 2024
Use this cheat sheet to learn about media mix modeling and how to leverage it at your company.
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Media Mix Modeling Checklist
Tools January 1, 2024
Use this checklist to help you create a marketing data table and implement a media mix model.
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