Applications - Tools

B2B Cadence Formula Worksheet

This workbook is designed to help content marketing leaders collect and aggregate qualitative data on the buyer's asset and channel preferences, decision touchpoints, and...

Asset Quick Start Guide

This guide serves as a checklist of what to include or avoid in each asset type. Guidance is also given to create a look and feel consistent with the brand image and...

Asset Sunsetting Tool

The Asset Sunsetting Tool provides a way to record and benchmark your asset performance against industry standards. It also guides content marketers in collecting the data...

Build vs. Buy Decision Tree

This tool is a guide to help executives decide whether individual pieces of content should be made in-house or out-of-house.

Board Management Vendor Selection Workbook

Key resources include the vendor evaluation workbook and supporting frameworks for requirements gathering, vendor shortlisting, demo scoring, and contract negotiation to...

Competitive Intelligence and Go-to-Market AI Playbook

This playbook provides a repeatable, AI-enabled framework for building a market, competitive, and go-to-market analysis.

Lead Gen Engine Diagnostic Tool

An easy to use diagnostic tool that will help you quickly pinpoint weakness within your lead gen engine.

Investor Website Data Checklist

This template enables you to check external data sources to ensure they have current information.

Build Investor Awareness Due Diligence Document Checklist

This template provides a detailed list of due diligence documents that might be requested by investors.

Key Investor Contacts Template

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

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