Applications - Templates & Policies

Onboarding Executive Presentation Template

Make the case for meaningful onboarding program improvements.

Dashboard Templates for Marketing, Sales, and Customer Success

Simplify dashboard creation and strategy presentations with easy-to-use templates. Build impactful visuals that align with goals, track critical metrics, and deliver...

Solution Delivery Throughput Optimization Plan Template

A structured template to help you clearly document and communicate the steps needed to optimize your throughput with AI.

Executive Marketing Strategy Template

Designed to help CMOs establish their marketing direction, leadership approach, and department alignment with business goals, unite teams, and implement changes from day one.

Viral Loop Playbook

Easily build viral loops using pre-built prompts and actions across social media, email, and in-app experiences.

Social Media Tactical Plan Template

A structured workbook and template that helps you audit your social media performance, prioritize platforms and tactics, and build a clear plan and presentation for...

The Omnichannel Strategy Playbook Template

Build an actionable omnichannel execution plan using this strategy template

Digital Experience Platform Vendor Demo Script

A comprehensive template that will allow you to give detailed instructions to vendors.

Digital Experience Platform RFP Template

A template that clearly communicates your DXP needs to interested vendors.

AI-Assisted Code Generation Tools Demo Script Template

​Leverage the Demo Script to ensure that vendor demonstrations are grounded in real-world workflows, rather than generic AI scenarios.
Visit our IT’s Moment: A Technology-First Solution for Uncertain Times Resource Center
Over 100 analysts waiting to take your call right now: +1 (703) 340 1171
GET HELP
Contact Us