Applications - Tools

Key Investor Contacts Template

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

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 Meeting Guide

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

Investor Interview Insight Guide

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

Go-to-Market Strategy RACI and Launch Checklist Workbook

The Go-to-Market Strategy RACI and Launch Checklist Workbook helps you outline team roles, responsibilities, tasks, due dates for a comprehensive Go-to-Market strategy, and...

Product Market Opportunity Sizing Workbook

The Product Market Opportunity Sizing Workbook provides marketers a way to capture the dimensions of your currently penetrated market, then enables you to size your...

Go-to-Market Strategy Cost Budget and Revenue Forecast Workbook

The Go-to-Market Strategy Cost Budget and Revenue Forecast Workbook enables the capture of costs related to product design, build and launch, and helps you compare...

Pick Your Price Model Workbook

A structured tool to help you prioritize which pricing models build the correct roadmap to ensure success.

Asset Effectiveness for B2B SaaS Companies – A Comprehensive Cheat Sheet

This is a guide that content marketers can use to build the asset journey with the right data to accelerate the buyer journey. It can also be used to communicate the...

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...
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