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...

Get Started With Customer Advocacy – Phases 1-3

This storyboard will help leaders of customer advocacy programs get started with developing a formalized pilot program that will demonstrate the value of customer advocacy...

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.

Conductor’s Shift to an AI Search Visibility Platform

Conductor has evolved beyond its traditional identity as an enterprise SEO platform and now positions itself as an AI search visibility and answer engine optimization (AEO)...

Build Investor Awareness Due Diligence Document Checklist

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

Diagnose and Optimize Your Lead Gen Engine – Phases 1-2

88% of marketing professionals are unsatisfied with their ability to convert leads, but poor lead conversion is just a symptom of a much larger problem with the lead gen...

Lead Gen Engine Diagnostic Tool

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

Investor Website Data Checklist

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

Diagnose and Optimize Your Lead Gen Engine

Quickly diagnose what’s not working within your lead gen engine so that you can remedy the issues uncovered and get back on track, building new customer relationships and...
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Lead Gen Engine Optimization Strategy Template

A step-by-step document that walks you through how to properly optimize the performance of your lead gen engine.
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