Playbooks & Tools
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Business Strategy Prioritization Tool
Tools January 1, 2025Use this tool to evaluate your strategic initiatives based on their strategic fit, economic impact, and feasibility.
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Buyer Persona Template
Tools January 1, 2025Use this template to create buyer personas for the key buyers that you intend to target.
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Buying Process Stage Template
Tools January 1, 2025A template to document "buying stages" for each of your buyer personas.
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Calculating Customer Lifetime Value
Tools January 1, 2025This guide will help you learn what customer lifetime value (CLV) is, and how to calculate it in order to benefit your organization.
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Campaign Impression Calculator
Tools January 1, 2025Use this tool to determine your cost per impression across various communications channels.
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Case Analysis Research Report
Tools January 1, 2025Use this template to record case details, observations, insights and interpretation of the analysis.
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Case Study Template
Tools January 1, 2025A case study template to highlight a customer's problem and show how you solved it.
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Cash Flow Forecast
Tools January 1, 2025Use this template and to monitor forecasted and actual cash flow.
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Change Management Plan Template
Tools January 1, 2025Use this template to determine readiness for the proposed changes, and to build a project plan for delivery.
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Change Management Readiness Assessment
Tools January 1, 2025Use this tool to help you measure your readiness for a major organizational change.
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Change Management Strategy Scorecard
Tools January 1, 2025A template for documenting a one-page change management strategy plan.
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Channel Marketing Automation
Tools January 1, 2025This How-To Guide is designed to help companies with reseller, dealer, and distributor networks to empower their channel partners with the tools, information, and technology they need for revenue growth and profitability by using Channel Marketing Automation.
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Code of Conduct Policy Template
Tools January 1, 2025A policy template to outline standards for acceptable staff behavior.
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Collect Leads with City Tours
Tools January 1, 2025A guide to help you plan a campaign for city tours and collect leads from those tours.
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Communicating Social Value Improves Brand Equity
Tools January 1, 2025A guide to help you increase your brand value by developing a communication plan for your organization's social values.
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Communications Touch Point Diagram
Tools January 1, 2025A tool to create a visual diagram of your communication strategy with new clients and/or customers.
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Community Manager Job Description
Tools January 1, 2025A template to quickly document the role and responsibilities for this position.
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Competitive Analysis Tool
Tools January 1, 2025This will help you determine your market position with regard to value, price and market share.
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Competitive PR and Advertising Analysis
Tools January 1, 2025A template to track PR & advertising programs to determine Ad Spend/Ad Value Equivalency ratios.
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Competitive Products Sales Reference
Tools January 1, 2025A matrix that compares competing products by evaluating features and identifying differentiators.
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