Marketing Solutions - Templates & Policies

Capitalizing on AI Executive Presentation

Present your highest-ranked AI initiative to your executive committee so that you can get approval, budget, and resources to move forward with high-value AI initiatives.

Online Reputation Report Template

Identify the current state of your reputation with your own online reputation report.

Marketing Budget Presentation Template

A template to show the budget allocation compared to benchmarks and the alignment of the marketing budget to the company goals and other teams who need marketing support.

Brand Architecture Strategy Template

The Brand Architecture Strategy Template is a tool for creating a coherent brand identity that enables businesses to launch new products and services, prepare for...

Brand Diagnostic Tool – Survey and Interview Questionnaires and Lists Template

The surveys and interviews represent the most critical step to understanding how your brand is being perceived by internal stakeholders, by your customers, and in your...

Brand Diagnostic Tool – Financial Metrics Analysis Template

Customer Retention Rate (CRR), Acquisition Cost (CAC), and Lifetime Value (CLV), revenue, profit margin, market share and Intangible Assets Market Value (IAMV) will allow...

Brand Diagnostic – Executive Presentation Template

Pre-built presentation template to educate, engage and unify key stakeholders on the importance of a strong brand, and to assess and improve brand performance. This is also...

Brand Diagnostic Tool – Digital Metrics Analysis Template

Digital metrics analysis will provide insights into how buyers and potential buyers interact and engage with your brand digitally. It's also used to evaluate the brand's...

Brand Diagnostic Tool – External and Internal Factors Metrics Analysis Template

The external and internal factor analysis will allow you to detect and understand broad changes, disruptors and mid- to long-term trends in your specific field that are...

Buyer Persona Creation Template

This template accompanies the Create a Buyer Persona and Journey blueprint and is used to run a buyer persona attribute capture session with colleagues.
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