Tools and templates
Free tools and templates for CX professionals.
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Article
16 min read
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.
Article
9 min read
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.
Article
18 min read
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.
Article
12 min read
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.
Article
10 min read
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.
Article
10 min read
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.
Article
10 min read
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.
Article
11 min read
Customer acquisition cost formula and tips to improve your CAC
Customer acquisition cost is the amount of money a business spends to gain a new customer. Here’s how to calculate this key metric, plus three ways to improve it.
Article
9 min read
How to write a sales plan: Types, template, and tips
A sales plan helps you outline sales strategies and goals, identify resources, and set a budget so you can pack your pipeline with high-quality leads.
Article
23 min read
Cold calling scripts: 14 examples, templates, and tips
Cold calling scripts can help you get more leads and reach sales goals. Get tips on how to write effective scripts, and start crafting your own with our free templates that actually work.
Article
13 min read
What is a sales funnel? Strategies on how to create one (+ examples and templates)
A sales funnel is critical for understanding the path to purchase. Learn how it works and how to build one so you can increase conversions.
Article
15 min read
What are customer profiles? A complete guide, examples, and free templates
Leverage data to build rich customer profiles so you can provide more relevant, personalized experiences.
Article
8 min read
Customer service philosophy: How to create one + free template
To consistently provide great service, companies need an actionable customer service philosophy. Here’s how to create one that stands out.
Article
12 min read
The 4 types of communication styles in the workplace + quiz
Different types of communication styles exist in every workplace. Learn how to identify communication patterns and collaborate more effectively with teammates.
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