Tools

Change Management Readiness Assessment

Change Management Readiness Assessment – Use this tool to help you measure your readiness for a major organizational change.

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Competitive Ad vs PR Analysis Tool

Competitive Ad vs PR Analysis Tool – Use this tool to analyze the Advertisement vs. PR spending/value ratio for the top 5 competitors in your industry.

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Competitive Analysis Tool

Competitive Analysis Tool - This tool will help you complete a competitive analysis including: industry overview, direct/indirect competitor evaluations, competitive map, and competition matrix.

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Competitive Website Analysis Tool

Competitive Website Analysis Tool - Use this tool to evaluate the strengths & weaknesses of your website and compare its effectiveness against your top 2 competitors. This tool can be used to build a business case for website development and to demonstrate a measurable improvement to your capabilities.

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Consultant Evaluation Matrix

Consultant Evaluation Matrix – Use this matrix to compare your potential consultants across 5 key dimensions: Relevant Experience, Skill Set, Professionalism, Consulting Methodology & Tools, and Personality.

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Creative Director Job Description

Creative Director Job Description – Creative Director is responsible for translating marketing objectives into creative strategies, designs, and plans. Our Creative Director will manage graphic design, website development, collateral development, copywriting, advertising, and promotions.

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CRM Administrator Job Description

CRM Administrator Job Description – Use this template to formalize your CRM Administrator job description.

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CRM Consulting Services RFP

CRM Consulting Services RFP - The purpose of this tool is to help you design a Request for Proposal (RFP) for CRM Consulting Services. An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.

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CRM Readiness Assessment Tool

CRM Readiness Assessment Tool – Use this tool to measure your organization’s readiness to implement an enterprise CRM program and/or system.

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CRM System RFP Template

CRM System RFP Template – The purpose of this tool is to help you design a CRM System Request for Proposal (RFP). An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.

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