Are you looking for an effective way to map out a multi-step sales process? Do you want to script out phone calls, emails and other sales activity to create a defined process? If so, this is the template for you!
When making cold calls or scripting emails or inmails, create a short cheat sheet so you can quickly arm yourself with important company info so you can prove your value and position yourself as the solution.
Identify your business mission and services as well as your audience and how to communicate with them. This is a core document I use with all my clients and is a game changer for any business.
Identify your tone of voice to ensure consistent communication. This easy to use pptx template can help define how you message your audience on social media.
Track all your marketing and sales activity from one spreadsheet. Here is an easy to use and adapt spreadsheet that you can use in many areas of your business.
Are you running multiple projects and ads and need to better organize your spending? This very easy to use spreadsheet includes formulas and tabs to organize all your marketing campaigns and business expenses.
Are you frustrated with unorganized content for your social media channels? Here is an easy to use spreadsheet to align your monthly social media posts and get approval from stakeholders.
Looking to organize a large website or event project? This excel template will help you define specific tasks and create timelines. Easy to use and make your own.
Are you looking to better plan for your next tradeshow or event? This excel spread sheet allows you to not only help identify your top prospects, but also figure out your budget and plan for events year round.
If you need to better visualize your tradeshow booth check out this powerpoint deck with ready to use lay out builders.
Booking keeping and financial planning is an essential part to any business. Stay organized by using this easy to understand financial planning tool.
Looking to figure out how to market to your audience based on where they are in the buyers journey? This template will help you break it all down into small segments.
Organize project details and create an easy process for working with internal teams and external partners.
Organize your content and external sources for site linking, directories and keywords.
Get optimized meta data with this is easy to use spreadsheet with a formula built in to count characters for page titles and meta descriptions.
Set your social media goals, create a strategy and define your content plan. This excel template will help you make sure your content has purpose.