3-Year Planning Sheet - PDF
Want a quick and easy tool to get your team focused on strategic planning? This is it! A double-sided 11x17 sheet can take you from thinking about today to a three-year vision in an easy to read format that also allows for creating and assigning monthly tactics to keep you on track.
Social Media Playbook/Calendar - PDF
The Social Media Planner is the go-to resource to guide you through marketing strategy on social media in a flexible and customizable format to fit your own branding goals. This guide can help you organize, create, schedule, track, and measure your content and results. Getting the right message to the right audience at the right time using the right platform is essential to your success.
Business Development Playbook - PDF
We created this because when we asked people (industry and marketing peers and my company's own BD staff) to send me samples of their BD plans... we got crickets. Much like asking for a marketing plan. Everyone claims to have one, but when asked for a documented process, most people point to their heads and say, "Oh, it's all in here." So we set out to actually create a BD framework and structure that people can understand and use, from beginners to advanced. It can help everyone. BD is complicated (lots of moving parts), but the process itself is not complex. If you concentrate on making progress on the process, and not get buried under the "whirlwind" of random activities... then everyone can see results over time. We feel this is a one-of-a-kind fully integrated BD tool and template that no one else in our industry offers.
Business Development Planner/Calendar - PDF
This is a big BD focused, comprehensive planner with over 300 pages of yearly/quarterly goal planning, weekly scheduling, and weekly/monthly/quarterly reviews and metric sheets. It is absolutely tailor made for BD professionals, and will keep you more organized, accountable, and on-track for success in relationship building and sales. PDF version for you to print double-sided to 8.5 x 11 paper.