Tools

Annual Team Development Calendar

An Excel template designed to build consistency into your learning strategy.

Team Development Backlog

An Excel-based tool to ensure your IT team is set up to meet the evolving needs of your organization.

CMS Evaluation and Scoring Tool

Evaluate selected vendors to narrow your search and find the vendor most suitable for your company.

Construction Capability Map Workbook

Identify your company's capability map and understand the current information assessment and level of CMS support.

Build Competitive Intelligence for Market Success Workbook

Develop competitive criteria, models, and data to help evaluate your desired sales opportunities to correctly position your company and products in your battlecards.

CX Journey Interview Guide

Validate journeys with customer input.

CX Journey Orchestration Workbook

Map adaptive customer journeys.

CX Portfolio Designer

Align technology investments with CX priorities.

CX Strategy Prompt Workbook

Capture and refine buyer journey insights.

ICP Workbook

Create a personalized approach to defining your ideal customer profile (ICP), uncover valuable insights to develop a targeted account list (TAL), and measure your marketing...
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