Marketing Templates
Create your marketing strategy fast & easily
Use expert marketing tools for greater success
Save time, reduce costs & get better results
Top Marketing Tools & Templates
7 Cs Compass Model
7 Cs Compass Model is a template that can be used to explain the reason an organization is experiencing success or failure in the market. In contrast to other marketing models, the 7 Cs Compass Model considers both the marketing strategies as well as the segment to which the strategies are being targeted. The seven Cs are Corporation, Commodity, Cost, Communication, Channel, Consumer and Circumstances.Learn More »
AIDA Marketing Model
The AIDA Marketing Model is a widely used framework to explain the cognitive steps a customer takes when determining whether or not to purchase a product, and the steps an organization needs to take to navigate the customer towards purchasing the product or service being offered.Learn More »
Balanced Scorecard
A Balanced Scorecard is a model that summarizes an organization’s high-level strategic goals, initiatives designed to reach those goals, and metrics, or key performance indicators, that monitor success over time, and shows how they are connected to the mission, vision, and core values of the organization. It is a strategic planning tool used ubiquitously in organizational management that clearly and concisely communicates what the organization has set out to achieve and how it proposes to do it.Learn More »
BCG Matrix
The BCG Matrix is a tool used by organizations to assess the value of the products that they offer in terms of their growth (i.e., how desirable the product on the market will be) and market share (i.e., competitive advantage). Using the model, an organization can determine which products are a worthwhile investment of company money and employee time and effort.Learn More »
Benchmarking
Benchmarking is the process of comparing an organizations performance to those of the top standards in the industry, which can be another organization within the industry or an organization in another industry that operates at the level that the industry is hoping to achieve.Learn More »
Brand Identity Prism
The Brand Identity Prism, developed by Jean-Noel Kapferer, is a framework for defining a company’s brand identity that includes six elements: physique, personality, culture, relationship, reflection, and self-image. Expressing the brand consistently across all six elements creates brand coherence, which strengthens the connection between the brand and the consumer.Learn More »
Brand Pyramid
A Brand Pyramid is a diagram that shows the five cumulative stages consumers go through with a brand, starting with presence, and then moving on to relevance, performance, advantage, and bonding. Shown as an inverted pyramid, the higher one goes, the greater brand loyalty he or she demonstrates, and the greater revenue potential there is for the company.Learn More »
Business Case Development
A Business Case clearly outlines the fundamental reason for why an organization should engage in a particular project or task. They can either be formally or informally presented to top-level management or other relevant stakeholders. Generally, the team creating the business case for a project or task should aim to argue that whatever resources (e.g., money, time, talent, etc.) need to be expended for a project are being requested in order to fulfill a business necessity.Learn More »
Business Model Canvas
The Business Model Canvas is a template for developing a new business model or clarifying the elements of an existing business model. It is a “canvas” or chart that describes a firm’s value proposition, infrastructure, partnerships, value proposition, customers, finances and other strategic and operational dimensions of the business.Learn More »
Closed Loop Customer Feedback
Closed Loop Customer Feedback is a systematic practice of promptly responding to customer needs and sharing the customer’s feedback with appropriate stakeholders in order to identify and make improvements to the customer experience and organizational performance.
Competitive Analysis
Competitive Analysis is the process of identifying your company’s competitors and evaluating their strategies in order to reveal their relative strengths and weaknesses and discover opportunities for how to position your company to achieve competitive advantage.
Competitive Landscape Analysis
Competitive Landscape Analysis is an investigation that is completed when an organization is interested in knowing who their competitors are and their relative position in the market. More than just identifying competition, a Competitive Landscape Analysis involves determining the strengths and weaknesses of the competition as well as their strategies, services, products and change management plans.Learn More »
Content Marketing
Content Marketing is a widely used, targeted marketing strategy that is created with the intention of formulating and continuously circulating unique content about a product or service that is pertinent to the customer. By emphasizing information that is truly important to the customer, content marketing is believed to increase the amount of profits attained from a good or service.
Customer Empathy Map
A Customer Empathy Map is a strategic tool that is used to develop a thorough understanding of the customer or client who will be using a new product or service. More specifically, an empathy map forces individuals who are part of innovation or marketing teams to consider customer attitudes towards the product or service and their behavioral response to it.Learn More »
Customer Experience Maturity Model
The Customer Experience Maturity Model describes a process that organizations can go through to better center their business on the needs of their customers. The experience maturity model provides guidance on how to align all of the organization’s employees, procedures and technologies toward providing the best experience and products to customers.
Customer Persona
A Customer Persona is marketing tool used to project and illustrate, in graphic form, an individual’s lifestyle habits, preferences, motivations, demographic background, and other key personality traits that are based on customer research and are intended to represent a broader customer segment of great importance to the company.
Customer Problem Statements
A Customer Problem Statement is a detailed description of an issue that needs to be addressed by a problem-solving team. It is written to focus the team at the beginning, keep the team on track during the innovation project, and to confirm that the team delivered an appropriate solution that addresses a real customer need at the end of the project.
Digital Marketing
Digital Marketing refers to any means of marketing a product or service using an electronic device or the internet. For instance, Digital Marketing can refer to the use of search engines, social media or e-mail campaigns to connect with current and potential clients.
Discovery Driven Planning
Discovery Driven Planning is a business process tool that distinguishes between traditional business planning and the planning required for new business ventures. Whereas traditional planning processes focus on clear goals with specific projections, Discovery Driven Planning can be used for internal corporate ventures and start-ups where the future is highly uncertain and contains many assumptions.Learn More »
Disruptive Innovation
A Disruptive Innovation is one that uses new technologies or business models to make existing products and services accessible to the market. To be considered disruptive, the product or service should be made more affordable, targeted to a less profitable or untapped segment of the market, or benefit all of the parties in a network or business model in a new way.Learn More »
Environmental Scanning
Environmental Scanning is the systematic process of collecting quantitative and qualitative data on the current state of an organization’s market environment, including technology trends, customer needs, political shifts, economic variables, and environmental issues.
Ethnographic Research
Ethnographic Research, a qualitative research method, is the practice of discovering and describing the culture of a group through observation, interviewing, and making inferences based on what the ethnographer perceives. Elements of Ethnographic Research design are frequently used in organizations for understanding customer behavior and assessing organizational effectiveness and culture.
Experiment Canvas
An Experiment Canvas is a way to lay out all of the risk factors and key assumptions being made about a potential new product or service being developed. A useful canvas will have space to list the assumption under scrutiny as well as a way to test it and measure the results.Learn More »
First Mover Advantage
The First Mover Advantage describes the dominant position held by the organization who puts a product or service on the market before their competitors. Advantage is achieved because the organization is able to establish themselves as the originator of the product or service and institute customer loyalty before competitors enter the marketplace.Learn More »
Five Whys Process
The Five Whys Process provides business leaders and managers with a simple and easy to understand methods used in the Analyze phase of DMAIC (Define, Measure, Analyze, Improve, Control) within the Lean Six Sigma process.Learn More »
Four Ps Marketing Mix Model
The Four Ps Marketing Mix Model describes the four elements (Product, Price, Promotion and Place) that best capture the distinctive selling points of the product or service that the organization is offering. These elements can then be used to develop a marketing strategy for the product or service that best fits the needs of your clients.
Go To Market Strategy
A Go To Market Strategy is a strategic plan that organizations use to outline how they will bring a new product, service, or business model to market. This strategy is created with the intention of attaining competitive advantage in the industry by improving the overall product experience of the customer (e.g., reasonable price, high quality materials, etc.).Learn More »
Geographic Market Expansion
Geographic Market Expansion is the strategy employed when a business leader is looking to launch an existing product or service into a new market. If your business is looking to expand beyond its current geographic area, it is vital to consider multiple factors which may influence the success or failure of any geographic market expansion.Learn More »
Jobs to be Done
Jobs to be Done is best described as a perspective through which new product ideas can be evaluated for usefulness and viability. Understanding your customers’ Jobs to be Done helps determine what specific needs, pain points, or problems to focus on during the innovation process.
Key Outcome Indicators
Key Outcome Indicators help measure the overall performance and success of an organization. Many companies use Key Outcome Indicators across departments to measure the success of specific groups and the organization as a whole.Learn More »
Key Performance Indicators (KPIs)
Key Performance Indicators (also known as KPIs) help measure the overall performance and success of an organization. Many companies use KPIs across departments to measure the success of specific groups and the organization as a whole. In addition, Key Performance Indicators are a helpful tool in decision-making since they create visibility into the measurable success factors of an organization. KPIs can also be used to understand where a team, department or organization stands with respect to the implementation of its strategies, goals and projects.Learn More »
Kotler's Five Product Levels Model
Kotler’s Five Product Levels Model provides a way to show the different levels of need customers have for a product, such as: Core benefit, Generic Product, Expected Product, Augmented Product and Potential Product.Learn More »
Kotler’s Pricing Strategies
Kotler’s Pricing Strategies, also know at the Nine Quality-Pricing Strategy, consists of a matrix of nine pricing options. The goal is the assist companies to position products based on their perceived place in the market relative to the competition. This model relates pricing to the quality delivered.Learn More »
Leading & Lagging Indicators
Leading and Lagging Indicators are two types of measurements used when assessing performance in a business or organization. The difference between the two is that a leading indicator can influence change and a lagging indicator records only what has happened in the past.Learn More »
Market Positioning
Market Positioning is the process and strategy used to differentiate a company’s brand, products, and services from its competitors and ensure consumers perceive them that way. It involves the methodical identification, effective communication, and influence on consumer perception of a brand’s unique identity and place in the market.
Market Segmentation
Market Segmentation is the process of dividing a market into specific customer segments or groups that are defined around a common yet distinguishable set of characteristics, and helps marketers isolate which target customers will be positively influenced by a potential marketing or promotional strategy.
Market Sizing
Market Sizing is the process of estimating the size of a market and evaluating market trends to enable a company to make sound strategic decisions about its product investments and accurately predict growth targets.
Mission Statement
A Mission Statement defines the fundamental purpose for why a company exists and may include aspects of the organization’s scope and values.Learn More »
Net Promoter Score (NPS)
Net Promoter Score (NPS) is a measure of your customers’ willingness to recommend your company’s products and services to a friend or colleague, and is a reliable and widely used indicator of customer loyalty and satisfaction.
PEST Analysis
PEST Analysis is a standard business practice of evaluating the Political, Economic, Social, and Technological dimensions that can impact your organization and its markets. Its purpose is to identify potential threats and opportunities coming from the external environment over which the organization has no control but must anticipate when making strategic decisions.Learn More »
PESTLE Analysis
A PESTLE Analysis is a tool used to analyze the outside influences on a potential product, project or service prior to launching it. PESTLE is an acronym, an extension of a PEST Analysis, which stands for Political, Economic, Social, Technological, Legal and Environmental factors. When completed, it provides an overall picture of the external environment to help with strategic planning and decision-making.Learn More »
Purpose Statement
The Purpose Statement defines the basic customer needs the organization exists to fulfill. Not associated with a definitive end point, time frame, or deadline, Purpose Statements essentially answer the question “what business are we in?” in a broad yet focused way.Learn More »
Portfolio Management
Portfolio Management centralizes the management of all projects across an organization and their associated components, such as goals, resources, staffing, timeline, and budgets. Portfolio Management provides a high-level overview of the business’ projects and requirements, which allows managers to more effectively prioritize and implement upcoming projects based on ROI, risk factors, and strategic fit. In its broadest sense, Portfolio Management can be applied to any set of projects, but it is most often applied to business strategy and new product innovation management.Learn More »
Pyramid of Purpose
The Pyramid of Purpose is a strategic tool that can be used to plan and effectively communicate a business strategy across all levels of an organization. Each level of the pyramid represents a different question about the strategy that an employee could ask.Learn More »
Sample Size Calculator
A Sample Size Calculator allows you to determine the sample size within a population necessary to test in order to make an accurate assessment without surveying an entire population or testing every single individual within a certain set.Learn More »
Scenario Planning
Scenario Planning is a process for businesses to think about and plan for the future. Also known as scenario development or scenario analysis, the process typically involves identify external trends and disruptors, exploring how the future could unfold, what the consequences would be for the business, and how to respond.Learn More »
Segmentation Targeting and Positioning (STP) Model
The Segmentation Targeting and Positioning (STP) Model is a marketing framework that can be used to prioritize the potential new markets to which your products or services can be advertised.
SMART(ER) Goals
SMART(ER) Goals stands for Specific, Measurable, Achievable, Relevant, Time-Bound, Evaluate and Re-Do. Setting SMART(ER) Goals helps to clarify ideas, focus individual or team efforts and efficiently use time and resources.Learn More »
SMART Performance Metrics
SMART Performance Metrics is a tool used to create criteria to help improve the chances of an organization’s business success. It is an acronym that many businesses use for different purposes, from goal-setting to performance reviews to evaluating innovation.Learn More »
Strategic Goals
Strategic Goals are the high-level, overarching objectives that an organization sets out to achieve over a set timeframe. They articulate what the organization plans to do to fulfill its mission and vision, and they form the foundation for designing and implementing strategic initiatives, which are the actual projects and programs that get implemented in service of accomplishing the Strategic Goals.Learn More »
Strategy Map
A Strategy Map is a clear visual representation of the major strategic objectives of an organization, usually based on a framework or model like the balanced scorecard. This representation is useful for communicating the organization’s strategy in a digestible way to employees at all levels of the organization.Learn More »
Strategy Roadmap
A Strategy Roadmap, also known as a Strategic Roadmap, is a visual depiction of where the organization currently is and where it would like to go in the future, including a plan to get from the current to the desired state.Learn More »
Strategy Uncertainty Map
A Strategy Uncertainty Map is a model that is used to navigate uncertain situations inevitably encountered during the strategy or innovation process. The uncertainty map explains why uncertainty occurs, how it will change throughout the strategy or innovation process, and how project leaders can harness uncertainty to make the most informed decisions.Learn More »
SWOT Analysis
SWOT Analysis is a strategic planning tool that explores an organization’s internal and external environment, including strengths, weaknesses, opportunities, and threats.Learn More »
Trend Mapping
Trend Mapping is the process of graphically illustrating the key trends affecting the market in which a business operates. A Trend Map is a tool designed to help individuals increase their knowledge of the relevant context, external developments, and changes over time relevant to the market and the business’ products and services in that market.
Unique Selling Proposition (USP)
The Unique Selling Proposition or USP Analysis is a strategy that is implemented to highlight the special features of a product that is marketed to the organization’s clients. Specifically, this analysis focuses on the product’s elements that distinguish the organization from competitors in the industry.Learn More »
Value Disciplines Model
The Value Disciplines Model suggests that in order to be viable a business must be successful in three key areas: Customer Intimacy, Product Leadership, and Operational Excellence. In addition, if an organization wants to become a market leader, it must excel in one of these areas.Learn More »
Value Net Model
The Value Net Model provides an alternative view of competition. That is, instead of viewing competition as an impediment to profits, competition can be viewed as a beneficial tool to the organization.Learn More »
Value Proposition
A Value Proposition is a strategic statement that defines the customer segments a company intends to target, the customer needs it intends to serve, and how it will do so competitively and profitably.
Values Statement
Values Statements articulate an organization’s core beliefs and principles that drive performance and behavior. They contain the essential and enduring tenets of an organization.Learn More »
Vision Statement
Vision Statements define and describe the vibrant future an organization wishes to create and achieve. The intention of a vision is to guide, inspire, and motivate people to reach the desired end state for the organization.Learn More »
Voice of the Customer Table
The Voice of the Customer Table is a template which helps business leaders and managers frame the inputs received through the process of carrying out a Voice of the Customer (VOC) exercise.Learn More »
Get all Marketing tools & many more with the Pro Subscription
Marketing Management Templates
Create marketing plans fast & easy
Use expert marketing tools for greater success
Save time, reduce costs & get better results
Learn More about Pro Templates.