Tools

Communications Planner Tool

Use this tool to plan your communications, view your deliverables, and compose your pitch all in one document.

Nonprofit Data and Analytics Use Case Tool

A tool that helps you accelerate your use case analysis and further your nonprofit organization’s mission.

Choose the Right Channel Sales Partner Workbook

The supporting tools accompany each step of this blueprint you need to complete your evaluation of your channel sales partner strategy.

Email Security Checklist

This tool provides a checklist for implementing controls to strengthen your organization's email security posture.

Customer References and Reviews Tracker

The Build a Strong AR Program Foundation Customer References & Reviews Tracker helps you manage the process to identify, recruit, and reach out to customers as you recruit...

Research Firm Markets Tracker

The Build a Strong Analyst Relations Foundation Research Firm Markets tracker is designed to help you record the specific analysts, firms, and markets you are pursuing.

Analyst Engagement and KPI Tracker

The Analyst Engagement and KPI Tracker helps you track your analyst engagement types to ensure your AR program is making healthy progress on AR program KPIs.

ICP Workbook

Create a personalized approach to defining your ideal customer profile (ICP), uncover valuable insights to develop a targeted account list (TAL), and measure your marketing...

ABM Strategy Presentation Template

A comprehensive presentation template that covers all steps of implementation, including aligning Sales and Marketing, results of gap assessment, optimizing lead generation...

ABM Maturity Diagnostic Assessment

Quickly and accurately diagnose your current account-based marketing (ABM) maturity. This diagnostic assessment will help you understand how prepared you are for each...
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