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Marketing Forms and Templates
Format: Powerpoint Document | Free Download
This PowerPoint presentation provides a way for you to assess the business potential of products or services. It looks at the product evolution process, idea generation, phase definitions and associated checklists, profiles and weighting models. Every company is searching for a quick way to evaluate the business potential of products or services. This material will enable you to evaluate products and services utilizing a proven methodology to minimize the risks involved and apply standard metrics to find offerings that have a reasonable chance of success. It is a vehicle you can apply to your product spectrum with a medium amount of effort on your part.
Format: Word Document | Free Download
This Word document is a complete program for establishing a certified and trained reseller channel for your products. Developing a Certified Reseller Agreement Guide is an important part of any channel program. This tool includes contact information, company information, reseller certification, training, program benefit levels, and much more.
Format: Word Document | Free Download
This Word document is a short template to use when questioning and resolving customer problems with your products or services. Developing a client questionnaire can be helpful when trying to identify, track and eliminate specific problems encountered by your user base -- either internal or external to the company. This tool was designed for a company looking at implementing a different computer system but can be easily modified to address other types of problems. This tool questions the user regarding the specific problem, current solution, the criteria used when evaluating a different solution, any implementation issues encountered, and more.
Format: Excel Document | Free Download
This Excel spreadsheet is a template for developing a total cost of ownership model for your product versus the competitors. Developing a total cost of ownership model for your products can highlight advantages that might not be readily apparent at first glance. This tool includes initial costs, on-going costs, support, upgrades and more.
Format: Word Document | Free Download
This Word document is an excellent sample marketing plan for a computer reseller company. The document uses a business plan template provided by Bplans.com - the Planning People. Developing a marketing plan is a very crucial step any business owner or manager needs to complete to be successful in today's marketplace. This sample plan is based on a business plan format and includes all the key elements for a successful plan: an executive summary, objectives, mission, keys to success, company summary and ownership, product plans, market segmentation, marketing plans and programs, sales forecasts, management team overview, complete and integrated financials, and much more!
Format: Word Document | Free Download
This Word document is a checklist of activities that should be considered when outsourcing work to a contract manufacturer. Developing a standardized Statement of Work is important when using outside contractors. It ensures you follow the same guidelines and require the same information when assessing individual contractors. This tool highlights several activities that should be considered in the evaluation process, including the contractor's overall scope and understanding of the project, financial management issues, handoff management, front and backend operations, and much more.
Format: Word Document | Free Download
This Word document is a template to define the contents of a corporate backgrounder. This tool includes language and approach, technology, market, management, and other areas that must be covered for a corporate backgrounder to be complete.
Format: Word Document | Free Download
This Word template should be completed at the beginning of a creative project to ensure all parties are in agreement as to the project objective, direction, and target audience. A Creative Brief is important to help you translate a client's needs, expectations, and objectives into a viable project. A good brief will capture all of the pertinent project details and will ensure client buy-in prior to undertaking a given project.
Format: Word Document | Free Download
This Word template should be completed at the beginning of a creative project to ensure all parties are in agreement as to the project objective, direction, and target audience. This template is similar to the Creative Brief Template but asks for information in slightly greater detail. Stop the insanity of trying to create collateral for people based on vague project descriptions. The Creative Project Brief ensures that the piece to be created will hit the mark and meet the customer's project objectives.
Format: Word Document | Free Download
This Word template is an Electronic Software Distribution Plan. Developing an Electronic Software Distribution Plan is important for any business that wishes to distribute product electronically. This comprehensive plan includes market opportunity, competitive climate, primary program audience, reseller prospects, and much more.
Format: Word Document | Free Download
This Word document is a template for a software license to use agreement. Developing a license to use agreement is important to protect your company from lawsuits that may arise from "claimed" damages from your software. This tool also includes intellectual property protection and much more.
Format: Excel Document | Free Download
This Excel spreadsheet provides a quantitative assessment of a project's risks and benefits to enable prioritization within a collection (div., dept., program) of projects. Projects are rated, scores averaged, and an overall score calculated. Charts are provided to illustrate scores for each project (risk, benefit, overall). This planning tool provides an easy way to assess the risks and benefits of a collection of projects. After completing this exercise, you will have a better understanding of the cost/benefit trade-offs for given products or projects. You can then use the information in prioritizing where your time, efforts, and dollars should be spent.
Format: Word Document | Free Download
This Word document is an excellent example of using a business plan format as the basis for a sample marketing plan for an upscale furniture manufacturing company. The document is based on a template provided by Bplans.com - the Planning People . Developing a marketing plan is a very crucial step any business owner or manager needs to complete to be successful in today's marketplace. This sample plan is based on a business plan format and includes all the key elements for a successful plan: an executive summary, objectives, mission, keys to success, company summary and ownership, product plans, market segmentation, marketing plans and programs, sales forecasts, management team overview, complete and integrated financials, and much more!
Format: Word Document | Free Download
This Word template is a good refresher of the critical marketing principles that can make or break a high tech company. Developing a list of High Technology Marketing Principles is an important part of your planning process. These principles serve as a checklist for evaluating your plans. This tool includes strategic vision and marketing, developing new products, understanding market forces, pre-launch development processes, developing a compelling value proposition, and much more.
Format: Word Document | Free Download
This Word template is for an internal press release regarding a new product. Developing an Internal Press Release for a New Product is important for making sure that all areas of the product release are sufficiently reviewed. This tool includes product comparisons, credit terms, product guarantees, cost, customer service, and much more.
Format: Word Document | Free Download
This Word document is an excellent sample marketing plan provided by Bplans.com - the Planning People for an Internet cafe. Developing a marketing plan is a very crucial step any business owner or manager needs to complete to be successful in today's marketplace. This sample plan is based on a business plan format and includes all the key elements for a successful plan: an executive summary, objectives, mission, keys to success, company summary and ownership, product plans, market segmentation, marketing plans and programs, sales forecasts, management team overview, complete and integrated financials, and much more!
Format: Word Document | Free Download
This Word document is a basic introduction to the various types of documents used for communicating company information to the press. Having a good understanding of the types of print marketing tools available is important for any sized company. This tool covers backgrounders, press releases, articles, application notes, white papers, and fact sheets.
Format: Word Document | Free Download
This Word document is a template for the terms and conditions of market development funds (MDF) for resellers. It addresses prior approval, claims, and reimbursement for a variety of activities - from advertising to trade shows. Having a formal market development funds program is critical to protecting your company from misuse of funds or investing in low ROI activities. Good MDF programs cover advertising, trade shows, seminars, point of sales, promotions, prior approval, claims, reimbursements, and much more.
Format: Excel Document | Free Download
This Excel spreadsheet is a template for allocating marketing development funds by channel or geography. Developing a summary level view of your marketing expenses by channel or geography is important to maximizing sales. This tool includes revenue by channel/geo, MDF in dollars and in percentage of revenue.
Format: Word Document | Free Download
This Word document is a template for a Marketing Development Fund request form. Developing an MDF Request Form is an important part of your overall MDF program. This tool includes recommended time frame, funds requested, suggestions and requirements, events and promotions, and more.
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Featured Downloads
- Standard Business Plan Format
Present a professional business plan to potential investors, including executive summary, situation review, SWOT analysis, and more.
- Press Release Package
Everything you need to develop a marketing package to deliver to the press.
- Incentive Stock Option Agreement
This consistent format for employee stock option agreements includes exercise price, grant price, grant date, vesting schedule, and moreit even serves as auditing.
- Product Presentation Template
Create a Product / Service Presentation with product overview, features and benefits, applications, specifications, pricing, and availability.
- Board Resolution Certification
Accurately retain information regarding the date, time, attendants, and resolutions adopted at every shareholders meeting.
- Sample Press and Investor Roadshow
Make sure your press and investor roadshow includes mission, opportunity, corporate overview, management team, products, financials and more.
- Checklist for Starting a New Business
Eliminate the "first time" mistakes of new business owners make with this listing of required background work, business transactions, first steps, and more.
- Cash Flow Budget Analysis Worksheet
Estimate your cash flows in pessimistic, expected, and optimistic scenarios.
- Employee Performance Appraisal
Establish a common format for performance appraisals to keep the process organized and professional.
- Marketing Plan Template
This fundamental marketing plan structure includes current state of the market, product alignment and definition, communication, launch strategy, pricing and distribution, vertical markets, Internationalization, Metrics, and schedule.
- Incentive Sales Plan Spreadsheet
Establish a standard format for the salary plus commission incentive plans of your entire sales team for any desired time frame.
- Senior Account Manager - Job Description
Clearly detail the job requirements, duties, and responsibilities of the position, as well as the required educational background, computer skills, and experience.
