Marketing Solutions - Templates & Policies

Storyboarding Guide

Use this guide to understand the benefits of using prototyping methods like storyboarding to clarify processes, ideas, and visions.

Employee Experience Project Planning Template

Use this template to document employer and employee needs from the employee lifecycle.

HR Process Mapping Template

Optimizing your HR department will mean streamlining and making improvements to existing processes. Use this template to help you map out your new and improved process...

Lead Gen Engine Optimization Strategy Template

A step-by-step document that walks you through how to properly optimize the performance of your lead gen engine.

Go-to-Market Strategy Presentation Template

The Go-to-Market Strategy Presentation Template helps you capture and easily present your team analysis and findings to complete your Go-to-Market strategy.

Buyer Persona Creation Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to run a buyer persona attribute capture session with colleagues.

Buyer Persona and Journey Summary Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to cut and paste findings from the Buyer Persona Creation Template and/or the Buyer...

SMMP RFP Template

A request for proposals lets organizations give vendors a detailed account of the requirements and the expected capabilities of their desired suite. Create a defined...

SMMP Vendor Demo Script

Use this template to support your business' evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

CRM Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...
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