Modern Marketing Templates

Blue LineBUY TEMPLATES

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Service Blueprint

Visualize the relationship between customer interactions and your internal processes that support them.
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Marketing Maturity Model

Visualize how your organization or team will adopt increasingly sophisticated marketing tools and tactics.
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RACI Matrix Chart

Determine the level of responsibility of individuals or teams for completing the tasks involved in your project.
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Double Diamond Design Process

Plan how you will create your new product or service - diverging and converging - from start to finish.
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Prioritization Matrix

Organize and visualize the relative priority of different marketing initiatives for your organization.
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Prioritization Criteria

Determine the relative priority of different initiatives based on the goals and capabilities of your organization.
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MoSCoW Analysis

Prioritize the requirements to be included as part of the scope of your new project or next release.
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Retrospective Meeting

Look back at your last project or iteration as a team to identify opportunities for improvement.
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A/B Test

Compare the performance between two different versions of a marketing tactic for your next test.
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Hypothesis Statement

Articulate a prediction that your research will test - the basis for designing your next experiment.
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Lessons Learned Library

Capture and share actionable learnings from all of your previous marketing initiatives.
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Dashboard Design

Structure the performance data that you need to be able to understand your results and take action.
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Measurement & Reporting Pyramid

Determine the nature of the reporting that is required for your different stakeholders relating to a marketing initiative.
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Customer Value Ladder

Segment and measure customers according to the value that they represent to your brand or organization.
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Profitability Tree

Understand how different revenue and cost factors impact the profitability of your organization.
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KPI Tree

Identify the specific Key Performance Indicators (KPIs) that you will use to evaluate your performance in relation to a goal.
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Gamification Framework

Determine how principles and elements of game design can be applied to your products and marketing programs.
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Micro Conversions

Help identify and measure the granular customer behaviours that contribute to your larger business objective.
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Jobs to Be Done

Identify the underlying reasons why a customer might choose your product or service.
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Automated Campaign Workflow

Design the sequence and logic for your next automated marketing campaign.
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Communication Signals

Identify the moments when you would like to target your customer with relevant advertising.
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Value Exchange

Articulate how your brand will deliver value to a customer that is commensurate with their level of commitment.
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Social Media Escalation

Determine when an issue has reached a point where it needs to be addressed with more gravity by your organization.
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Social Media Content Calendar

Manage all of the content that you will be posting via your social media channels.
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Social Media Footprint

Establish the goals, roles, and relationships among all of your different social channels.
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Social Content Sweetspot

Identify the core topics that your brand will (and will not) engage in via social media.
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Content Mindmap

Identify potential content opportunities based on the editorial strategy for your brand.
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Search Moment Framework

Identify opportunities to engage and serve your customers in moments of need through search marketing.
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Audience Targeting

Explore different attributes that may be used to create audience segments for your marketing campaigns.
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Marketing & Sales Funnel

Plan and manage your marketing initiatives that are focused on sales conversion.
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Advertising Plan

Consider and capture important strategic elements of your next advertising campaign on a single page.
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Phased Campaign Timeline

Describe how your marketing campaign will change at different points throughout its lifecycle.
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Campaign Ecosystem

Visualize the connections among different elements that comprise your marketing campaign.
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Customer Journey

Visualize the process that your target customer goes through to accomplish a goal.
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Customer Scenarios

Describe how your new product, service, or feature will work through a fictional story about the person using it.
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Cross-Channel Blueprint

Identify the level of importance and the specific roles that different channels play for your customer at each phase of their journey.
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Creative Brief

Describe the problem to be solved through a new marketing initiative.
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Get-Who-To-By

Capture your marketing strategy in a concise way for a marketing brief or briefing.
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Think-Feel-Do-Say

Identify the desired outcome of a marketing initiative from the perspective of your target customer.
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Value Proposition

Articulate why your target customer should choose your offering over alternatives.
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Brand Strategy

Articulate how your brand is positioned and what it stands for.
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Brand Architecture

Organize your portfolio of brands and products to support your business strategy.
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Brand Benefit Ladder

Translate your product or service features into relevant psychological benefits for customer.
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Stakeholder Influence

Identify different stakeholders according to their level of influence on a decision.
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Audience Personas

Communicate useful details about a specific segment of your audience defined by needs.
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5 Whys Technique

Identify the root cause of your problem by sequentially asking 'why'.
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Empathy Map

Develop a deeper shared understanding of your customers relative to a goal.
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Brand Positioning

Measure and visualize differences among competing brands across relevant dimensions.
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SWOT Analysis

Evaluate the current position of your brand or product relative to achieving a goal.
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Issue Tree

Illustrate the logical relationships between different elements of your problem.
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Competitive Audit

Understand how your brand or offering compares against available alternatives.
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Marketplace Insights

Identify opportunities based on insights from your marketplace research.
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Trend Exploration

Synthesize trends that relate to your initiative, and analyze the resulting implications.
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How Might We Question

Frame a problem in a way that helps your teams focus and identify many possible solutions.
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S.M.A.R.T. Goal

Describe a clear, measurable, and time-bound goal for your marketing initiative.
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Project Definition Worksheet

Define the fundamental problem that you need to solve and the considerations for solving it.
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