Tools and templates
Free tools and templates for CX professionals.
What is a customer journey map? How to create one + templates
A customer journey map helps companies understand the entire customer experience—from discovery to advocacy and every touchpoint in between.
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How to calculate profit margin: Calculator, formulas, and examples
Arm your business with the tools you need to boost your income with our interactive profit margin calculator and guide.
How to create a buyer persona in 6 easy steps: Examples, tips, and templates
A buyer persona is essential for understanding and reaching prospects. Here's our guide on crafting personas that take sales to the next level.
Value chain: Definition, examples, and guide
The value chain gives you the tools to maximize your company’s value and profit margin by evaluating all business activities.
10 steps to building an effective go-to-market (GTM) strategy
Learn how to use a go-to-market strategy to turn your product concepts into tangible offerings—without chaos or confusion.
Sales and operations planning (S&OP): Definition, process, and best practices
See how sales and operations planning uses data to zero in on supply and demand issues so you can balance your business processes and set your teams up for success.
How to build a sales playbook framework (+ a free template)
Creating a sales playbook will streamline your sales process and solidify your branding in each customer interaction.
30-60-90 day sales plan for managers, reps, and sales territories
Establish credibility and confidence with a clear 30-60-90 day sales plan.
Creating a sell sheet: Sell sheet examples, template, and design
A sell sheet can pitch your product to hundreds of prospects at the touch of a button—if it’s designed well. Here’s how to create one that gets results.