Templates and frameworks

Use this handy sheet to track pipeline across the sales team.

Identify your ideal customers with precision.

Set clear goals that drive measurable results every time.

One spreadsheet to track them all – every asset, every format, every update.

Map out every step, uncover opportunities, and create strategies that truly resonate with your audience.

Turn “we’ll think about it” into “when do we start?”

A handy visual breakdown of the AARRR model (a.k.a. pirate metrics) and how it can help your business rake in the revenue.

Build reseller, affiliate, and tech partnerships to scale your business with this framework.

Track and present your most vital revenue marketing metrics.

Know your customer, refine your strategy, and win more deals with a strong ICP.

Clarify roles and responsibilities to ensure every task gets done right.

Plan, create, and succeed with this video production brief template.

Ensure consistency across all social platforms with these customizable guidelines.

Keep all your teams focused on the right audience with this handy ICP template.

A simple framework for tracking marketing success and driving measurable results.

Uncover wins, learn from challenges, and make your next product launch even stronger!

A step-by-step SEO framework to boost online visibility, drive traffic, and increase conversions.

General marketing board reporting template

Consolidate critical marketing metrics and insights, for better strategic decisions and budget management.

Have your customers spread the good word about your brand with this advocacy strategy template.

CI for marketing: Competitive positioning reference doc

Use this anchor document to support your fellow marketers with new product launches, content campaigns, SEO strategy, and analyst briefings.

A step-by-step blueprint to skyrocket your growth using the AARRR model.

Competitive analysis framework – Porter's Five Forces

A strategic tool to dissect your competitive landscape and identify your product's unique edge.

Get organized and boost your marketing success with this flexible, ready-to-use annual marketing plan template.

See how you stack up against your rivals – and strategize accordingly.

Harness the power of customer relationships and turn those happy customers into your most enthusiastic supporters.

Get your sellers thinking beyond the pitch and instead focus on the prospect's needs, wants, and concerns.

Learn to monitor user behavior, adoption rates, and market trends to identify opportunities and ensure a user-centric approach.

Email templates for you to create meaningful and personal follow-ups with customers.

Exploit marketing tools effectively with this guide.

Discover brain storming ideas for market research, crucial for staying competitive and meeting market demands.

Stakeholder feedback and improvement log

Keep track of stakeholder feedback so you can prioritize actions, address any issues, and identify opportunities for improvement.

Convey your product's unique value.

Unlock the secrets to effective pricing strategies.

Get your customers involved in a customer advisory board with this email invitation template.

Discover a strategic brand management process.

Benchmark your campaign planning and make project management simple.

Discover the best way to convert customers through A/B testing.

Interview questions to win more and lose less.

Build your B2C personas with ease.

A concise checklist for sealing the deal—no more missed opportunities!

A data-driven approach to build meaningful relationships with prospects.

A streamlined process for supercharging your daily standups.

A strategic tool to align your content with customer needs at every buying stage.

Content for each stage of the buyer’s journey

A comprehensive guide to craft content that resonates at every stage of the buyer's journey.

An intuitive dashboard for segmenting and prioritizing your ABM accounts.

A streamlined process for setting and tracking revenue goals across multiple channels.

An intuitive dashboard for gauging customer sentiment.

An actionable plan to minimize churn and maximize customer loyalty.

A customizable template to map out your ideal customer.

An intuitive dashboard for real-time tracking of key lead generation metrics.

A focused roadmap for crafting the perfect welcome email and fostering strong relationships.

A step-by-step blueprint to captivate your B2B audience.

A tactical method to communicate price increases while retaining customer loyalty.

A tactical method to skyrocket your Monthly Recurring Revenue.

A step-by-step blueprint to craft compelling case studies that build social proof.

Voice of the customer strategy framework (VoC)

A robust framework to capture customer insights for targeted marketing strategies.

A visual tool to map out every touchpoint in your customer's journey, from awareness to loyalty.

A dynamic solution for sales teams to pitch like pros.

A data-driven approach to dissect and dominate your competition.

A dynamic solution for crafting a killer sales strategy.

A tactical method to maximize revenue from existing customers.

A strategic tool to carve out your unique market space.

A comprehensive guide to craft a winning B2B sales strategy.

How to improve trial-to-subscription conversions

A step-by-step blueprint to skyrocket your trial-to-subscription conversions.

A focused roadmap for executing a killer Customer Advisory Board strategy.

A flexible model to create compelling sales emails that convert.

A concise checklist for crafting irresistible win/loss interview invites.

A dynamic solution for crafting compelling value propositions.

A data-driven approach to predict customer churn and take preventive action.

A tactical method to define and execute your go-to-market strategy.

A data-driven approach to nailing your value proposition.

A data-driven approach to validate market segments.

A streamlined process to create a high-impact sales one-pager.

Follow-up emails for non-responsive prospects

An actionable plan to re-engage MIA prospects and close the deal.

A dynamic solution for executing your ABM strategy in four simple steps.

A targeted strategy for maximizing revenue through cross-selling.

A data-driven approach to gauge your market's true potential.

A comprehensive guide for crafting laser-focused B2B personas.

A focused roadmap for in-depth customer account analysis.

A robust framework to unify your brand's voice across all channels.

A tactical method to reduce churn and elevate customer loyalty.

An illustrative example of creating buyer personas.

An illustrative example to ensure persona personalization throughout the customer journey.

An intuitive dashboard for navigating the buyer's journey.

An actionable plan to re-engage dormant users and prevent churn.

A comprehensive guide to craft a winning tone that resonates with your B2B audience.

A customizable template to shape your ideal B2B customer profile.

A comprehensive guide for insightful customer interviews.

ABM roles & responsibilities monthly checklist

A concise checklist for mastering your monthly ABM tasks.

A comprehensive guide for ensuring your content hits all the quality marks.

Templates & frameworks

Strategize like a pro with our expert-crafted frameworks.