Templates and Frameworks

Structures campaigns with programs, offers, channels, and discussion points for clear execution.

Practical forecasting for tracking revenue and setting realistic targets.

Defines methods, sets goals, and tracks progress using V2MOM, visibility grids, and pacing tables for effective execution.

Helps plan and manage ROI calculator projects, defining characteristics, setting goals, tracking milestones, and mapping tasks.

Outlines a strategic 30-60-90 day plan for new roles, focusing on understanding processes, customer engagement, team evaluation, and goal setting.

Manages and tracks marketing expenses across demand channels, tools, agencies, events, and headcount.

Helps craft messaging and positioning that resonates with ideal buyers by focusing on problems, solutions, and examples.

Tracks weekly progress and pacing throughout a quarter, including month, dates, and performance metrics.

Outlines three people-first plays—closed lost reactivation, champion job change, and competitor rip and replace—to drive pipeline.

Maps customer journeys, tracking marketing and sales touchpoints from initial engagement to conversion.

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Templates & Frameworks to Save You Time