Applications - Templates & Policies

Market Analysis and Battlecards Workbook

This fully customizable, prebuilt PowerPoint presentation template documents the market analysis results and creates the sales battlecards. ​

CX Strategy Executive Presentation

Build the case for CX transformation.

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.

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.

The Omnichannel Strategy Playbook Template

Build an actionable omnichannel execution plan using this strategy template

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...

Analyst Briefing Presentation Template

The Analyst Briefing Presentation Template helps you build a more effective deck for increased success from analyst briefings.

Viral Loop Playbook

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

Pick Your Price Model Executive Presentation Template

A best-of-breed template to help you build a clear, concise, and compelling price model strategy document for stakeholders.
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