Enterprise Applications - Templates & Policies

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...

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.

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.

Optimize Software Pricing in a Volatile Competitive Market Presentation Template

This presentation template is intended as a guide to communicating the pricing strategy team's results for a product or product line.

CRM Business Case Template

Document the key drivers for selecting a new CRM platform.

Brand Diagnostic Tool Survey and Interview Questionnaires and Lists Template

The surveys and interviews represent the most critical step to understanding how your brand is being perceived by internal stakeholders, by your customers, and in your...

Brand Diagnostic Tool - Financial Metrics Analysis Template

Customer Retention Rate (CRR), Acquisition Cost (CAC), and Lifetime Value (CLV), revenue, profit margin, market share and Intangible Assets Market Value (IAMV) will allow...

Brand Diagnostic Tool - Digital Metrics Analysis Template

Digital metrics analysis will provide insights into how buyers and potential buyers interact and engage with your brand digitally. It's also used to evaluate the brand's...

Brand Diagnostic Tool - External and Internal Factors Metrics Analysis Template

The external and internal factor analysis will allow you to detect and understand broad changes, disruptors and mid- to long-term trends in your specific field that are...
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