Marketing Solutions - Templates & Policies

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 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...

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.

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...

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...

CRM Readiness Assessment Checklist

Info-Tech has designed this readiness assessment checklist to ensure your organization has completed essential tasks prior to moving forward with the customer...

CRM Strategic Summary Template

This template allows you to compile all the project exercises and activities into a single presentation.

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...

CRM Project Charter

A project charter serves several important functions. It organizes the selection and procurement project so that you can make efficient and effective resource allocation...
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