Get Started With Customer Advocacy – Phases 1-3

This storyboard will help leaders of customer advocacy programs get started with developing a formalized pilot program that will demonstrate the value of customer advocacy...

Lead Scoring Workbook

This tool accompanies the Optimize Lead Generation With Lead Scoring storyboard and is used to build and test your lead scoring methodology.

Conductor’s Shift to an AI Search Visibility Platform

Conductor has evolved beyond its traditional identity as an enterprise SEO platform and now positions itself as an AI search visibility and answer engine optimization (AEO)...

Key Investor Contacts Template

This template allows you to identify key investors, list contact details, record outreaches, and document outcomes.

Investor Campaign Presentation Template

This template will enable you to show the PR campaign results.

Build Investor Awareness RACI and Task Checklist

This template makes it easy for you to identify the tasks that need to be completed to execute the campaign and assign the tasks to the appropriate person/department.

Investor Interview Insight Guide

This guide enables you to record feedback from select investors about their approach to evaluating companies looking for funding.

Investor Meeting Guide

This template guides you in preparing the key spokesperson for investor meetings.

Investor Pitch Deck Template

This template guides you in determining the information needed by investors as they evaluate a funding decision.

Build Investor Awareness to Secure Next-Round Financing

A startup needs to quickly secure new financing and leadership is looking to PR for support. The PR Lead needs to identify the Ideal Investor Profile, create targeted...

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