Templates & Policies

Virtual CIO Service Description Template

Use this template as a starting point for defining your own Virtual CIO Service offering.

Brand Diagnostic Tool Survey and Interview Questionnaires and Lists Template

The surveys and interviews represent the most critical step to understanding how your brand is being perceived by internal stakeholders, by your customers, and in your...

Brand Diagnostic Tool - Financial Metrics Analysis Template

Customer Retention Rate (CRR), Acquisition Cost (CAC), and Lifetime Value (CLV), revenue, profit margin, market share and Intangible Assets Market Value (IAMV) will allow...

Brand Diagnostic Tool - Digital Metrics Analysis Template

Digital metrics analysis will provide insights into how buyers and potential buyers interact and engage with your brand digitally. It's also used to evaluate the brand's...

Brand Diagnostic - Executive Presentation Template

Pre-built presentation template to educate, engage and unify key stakeholders on the importance of a strong brand, and to assess and improve brand performance. This is also...

Brand Diagnostic Tool - External and Internal Factors Metrics Analysis Template

The external and internal factor analysis will allow you to detect and understand broad changes, disruptors and mid- to long-term trends in your specific field that are...

Transactional Service Desk Survey Template

Use this template to design or write your transactional (ticket) satisfaction survey.

End-User Satisfaction Survey Review Workflows

This template will help you map out the step-by-step process to review collected feedback from your end-user satisfaction surveys, analyze the data, and act on it.

Incident Management and Service Desk SOP for Small Enterprise

Use this template as the base to build out your standard operating procedures, to quickly inform new team members or contractors of your support approach.

Service Desk Improvement Initiative

Use this template as a starting point for building out an improvement plan in presentation format.
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