Templates & frameworks
Templates & frameworks
Strategize like a pro with our expert-crafted frameworks.
- All
- User personas
- Customer engagement
- Content strategy
- Performance metrics
Replace vanity metrics with strategic, business-aligned KPIs by auditing what your team measures.
Turn disengaged customers into reactivated opportunities by building a repeatable system for diagnosis, personalization, and meaningful re-engagement.
Build a repeatable system to identify the right moments, engage the right customers, and turn product value into scalable advocacy outcomes like reviews, referrals, and case studies.
Assess your advocacy program, identify gaps, and build a clear roadmap to turn customer support into scalable, revenue-driving advocacy.
Map every key touchpoint in your customer journey then improve each stage with clearer messaging, smoother experiences, and stronger retention.
Bridge the gap between content creators and their audience in the dynamic realm of AI-generated media.
A structured framework that provides steps for continuous improvement.
A structured and supportive approach to concluding client engagements.
A visual framework to help define, segment, and align your most valuable customer profiles.
A strategic tool to help businesses plan, track, and refine their efforts to attract, convert, and retain new customers.
A guide to help you create compelling customer success stories by asking the right questions.
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A framework to reduce onboarding friction and help customers realize product value faster.
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A framework to reduce onboarding friction and help customers realize product value faster.
A set of email templates to up-sell products and maximizing opportunities.
A structured framework for defining objectives, goals, and strategic approaches to customer success.
This journey mapping framework spotlights key touchpoints to uncover the path to customer loyalty!
Monitor and evaluate the effectiveness of your brand ambassadors.
Get your sellers thinking beyond the pitch and instead focusing on the prospect and their needs, wants, and concerns.
Every type of content at your fingertips to support the customer journey.
Scope out the competitive landscape your business is operating in.
Understand your market value and be in the know on common pricing strategies.
Map out your customer personas to build a more useful and meaningful user experience.
Design and execute a structured strategy to maintain attendee interest, nurture relationships, and drive meaningful actions post-event.
Equip your sales team with quickfire responses to questions, objections, and competitive comparisons during the sales process.
Equip your sales team with quickfire responses to questions, objections, and competitive comparisons during the sales process.
Execute a well-structured post-purchase follow-up strategy to keep customers engaged.
Ensure you're utilizing ABM to the fullest with this handy monthly checklist.
Get the right content, in front of the right people, in the right way, and at the right time with this content mapping template.
Creating compelling customer success stories that demonstrate how your products and services make a difference.
Devise a wel-thought- out marketing plan for the year ahead with this marketing calendar template.
Devise a wel-thought- out marketing plan for the year ahead with this marketing calendar template.
Gain priceless customer intelligence and forge hyper-targeted campaigns with this checklist!
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This calculator helps you pinpoint your most profitable campaigns and maximize your return on investment.
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This framework provides a structured approach to transforming your customer feedback into tangible improvements.
This essential checklist walks you through seamlessly onboarding new hires - ensuring they ramp up fast and thrive on your team!
Supercharge growth with this battle-tested matrix, pinpoint untapped account needs, and uncover opportunities.
This comprehensive template empowers you to dissect your competitors' strategies and stay ahead of the competition.
This insightful template helps uncover account needs, identify growth opportunities, and strengthen customer relationships.
Elevate your campaign game with this powerful planning template.
Craft stellar onboarding experiences with this game-changing customer marketing template.
This handy tool is designed to help you dive deep into understanding what your customers really think about your product!
This dynamic spreadsheet is your new best friend for tracking and managing customer referrals.
This template walks you through the key steps to understand why customers leave and how to convince them to stay!
This blueprint is crafted to help you harness the power of customer relationships, turning happy customers into your most enthusiastic supporters!
This example shows you how to hit the essential steps to create a compelling video brief for easy cross-functional collaboration.
This brief is designed to help you kickstart your video marketing projects effectively.
Ask the right questions when interviewing customers for your B2B segments.
A comprehensive guide to craft cohesive and impactful messaging for your target persona.
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An actionable plan to tap into the goldmine of customer feedback.
A dynamic solution for supercharging your Monthly Recurring Revenue.
A concise checklist for crafting irresistible win/loss interview invites.
A customizable template to create compelling B2B user personas.
A data-driven approach to foresee and mitigate customer churn.
A focused roadmap for asking the right questions to build your B2C personas.
A strategic tool to transform loyal customers into raving brand advocates.
An adaptable workflow to rekindle the spark with inactive users.
A comprehensive guide for mastering the art of asking for customer reviews.
A comprehensive guide to craft laser-focused B2B buyer personas.
A dynamic solution for crafting vivid B2C buyer personas in the travel industry.
An actionable plan to slash your churn rates and boost customer loyalty.
A streamlined process for boosting revenue through strategic upselling.
A data-driven approach to understanding and targeting your customer base.
A flexible model to shape and adapt your B2C buyer personas.
An actionable plan to turn freemium users into valuable paid customers.
An in-depth analysis of customer perceptions for targeted marketing.
An illustrative example to visualize your ideal B2B customer persona.
A step-by-step blueprint to plan and execute a captivating webinar.
A focused roadmap for setting and achieving team objectives.
An actionable plan to ask the right questions and refine your B2B personas.
A concise checklist for mastering the art of competitor intelligence.
An in-depth analysis of your business values for laser-focused marketing.
A concise checklist for tracking your Customer Advisory Board's setup, goals, and strategies.
A holistic view on crafting compelling B2B buyer personas.
A dynamic solution for crafting a brand voice that resonates.
An actionable plan to elevate customer retention and monetization.
An intuitive dashboard for gauging customer sentiment at every stage.
A tactical method to re-engage prospects who've gone radio silent.
A focused roadmap for understanding and reducing customer churn.
A tactical method to keep churn rates at an all-time low.
A tactical method to measure, analyze, and prioritize your customer segments.
A focused roadmap for customer marketers to level up their career game.
A dynamic solution for maximizing sales opportunities with existing customers.
![Storytelling framework [example]](https://pma-assets-external.ams3.cdn.digitaloceanspaces.com/CMA_Member_Dashboards/Templates_and_frameworks/Original/Storytelling%20framework%20%5Bexample%5D.png)
A dynamic solution to inspire action and make your brand unforgettable.
A comprehensive guide for extracting rich insights from customer case studies.
An illustrative example to convey your product's message with meaning and impact.
A robust framework to unify your brand's voice and visuals across all social platforms.
