Tools

Sales Enablement Strategy Executive Presentation

A boardroom-ready deck that captures the high-value initiatives to enhance the organization’s sales enablement processes.

Sales Enablement Maturity Diagnostic

Benchmark your current sales enablement process maturity and derive concrete initiatives for improvement.

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.

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.

Decision Making Accountability Workbook

Template to record different decisions the team is called upon to make that provides transparency and accountability.

IT Team Effectiveness Survey Tool

This tool allows you to record and analyze responses from Info-Tech's IT Team Effectiveness Survey.
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