Tools

AI Use Case Library for the Oil and Gas Sector

This deliverable helps organizations explore, sort, and evaluate a curated library of oil and gas–specific AI use cases to inform AI strategy and roadmap decisions.

Retail Supply Chain Use Case Prioritization Tool

Use this tool to develop AI‑driven supply chain use cases and to identify and prioritize high‑value, feasible initiatives.

Customer Advocacy Maturity Assessment Tool

By completing the Customer Advocacy Maturity Assessment Tool, you will gain insight into areas of strength and weakness, identify areas of improvement and where to focus...

Lead Scoring Workbook

This tool accompanies the Optimize Lead Generation With Lead Scoring storyboard and is used to build and test your lead scoring methodology.

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 Website Data Checklist

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

Investor Meeting Guide

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

Build Investor Awareness Due Diligence Document Checklist

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

Lead Gen Engine Diagnostic Tool

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

Investor Interview Insight Guide

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