Resources for Getting Work Done

All the resources and templates you need to get work done in one place

Branding

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Brand Story Template

Use this storytelling template as a guide to creating your brand stories. The right brand narrative has the power to increase the value of your business’s product or service by over 20 times.

Campaigns

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Growth Reporting Template (Social & Content)

Easily measure your social media ROI with our social media report template. Track audience growth, number of conversions, social shares, and more.        

Funnel Tracking Template .xlsx

Are you tracking the right ecommerce metrics to scale your business? Improve your sales funnel by tracking all the necessary KPI's of each deal.

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Customer Experience

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Customer & Website Visitor Survey Template .docx

Our survey template is a springboard for getting to know the needs of your website visitors and gauging the overall effectiveness of your online presence.  

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Event Management

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Event Investment Budget Template .xlsx

Plan your next organization or company event with this accessible event budget template. Compare budget versus actual costs and income in several categories.  

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Growth

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Website Experiment Template

The Website Experiment template helps you test strategies for scaling your business. Which strategies are most effective? How will they impact your revenue?    

Growth Reporting Template (Social & Content)

Easily measure your social media ROI with our social media report template. Track audience growth, number of conversions, social shares, and more.        

Marketing

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Content Mapping Template

If you are struggling to create content that your customer will find valuable, here is a template to help map your content marketing strategy.      

Marketing Strategy Framework Template

Strategy templates are a great way to capture and communicate what you know about the market and your long-term approach. They make it easy to define your goals, identify your target market, describe where your offering fits in the market, and understand your competition.

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Planning

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Project Timeline Template .xlsx

A strong project plan sets expectations and improves communication. Use our free project schedule Excel template to start your project off right.    

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Project Management Template .xlsx

The project management template makes it easier to manage projects of any size and complexity, all while keeping stakeholders in the loop along the way.

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Roadmaps

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Thematic Roadmap Template

Thematic analysis is a good approach to research where you’re trying to find out something about people’s views, opinions, knowledge, experiences or values from a set of qualitative data.  

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Sales

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Sales Funnel Template

Each of the sales funnel stages has an impact on consumer behavior. You need to know them intimately. By knowing each step, you can use tactics to improve the number of people that go from one step to the next.

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Social Media

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Social Media Calendar .xlsx

Crush deadlines, manage content creation, and create transparency with this social media calendar template that includes all major social media platforms.  

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Social Media Conversation Tracking Template .xlsx

Research and monitor social conversations to gain insights related to consumer sentiment, brand health, and your competition.

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Strategy

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Postmortem Analysis Template

What can your team learn from failures, real or imagined? The  postmortem template allows you to record project mishaps in conjunction with action items so you can learn from mistakes and avoid repeating them in the future.      

Power Words

These power words trigger an emotional response and pack some serious punch, getting us to click on ads, share blog posts and buy from sales pages.

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