Templates and frameworks

An outline of the vision, mission, values, and success criteria for your CAB while providing actionable steps for member selection, engagement, and key outcomes....

A guide designed to help you create a tailored strategy for ensuring long-term customer satisfaction and success....

The stages of the buyer's journey, from initial awareness to post-purchase relationship management....

A tool used to clarify roles and responsibilities within a project by designating who is Responsible, Accountable, Consulted, and Informed for each task....

A tool designed to help businesses categorize their audience into distinct groups based on shared characteristics....

A structured tool designed to help teams capture, track, and respond to feedback from key stakeholders....

A strategic tool used to create detailed profiles of your ideal business customers....

Gain deeper insights into your target market and tailor your marketing efforts effectively....

A strategic tool used by product marketers to create detailed profiles of their ideal customers....

A structured email invitation designed to engage and invite key customers to participate in a Customer Advisory Board (CAB)....

A framework that helps individuals and teams set clear and actionable goals by breaking them down into five essential criteria: Specific, Measurable, Achievable, Relevant, and Time-bound....

A framework designed to help you assess and improve your customer onboarding processes....

A useful tool to help marketing professionals systematically gather and analyze information about their competitors - all in one handy document....

A tool designed to help you track, plan, and manage changes across various departments and timeframes....

This framework goes through key methods you can follow to improve trial-to-subscription conversions....