Templates & frameworks

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  • User personas
  • Customer engagement
  • Content strategy
  • Performance metrics
B2C buyer persona example

A dynamic solution for crafting vivid B2C buyer personas in the travel industry.

Converting freemium users to paid users

An actionable plan to turn freemium users into valuable paid customers.

Storytelling framework [example]

A dynamic solution to inspire action and make your brand unforgettable.

OKR canvas template

A focused roadmap for setting and achieving team objectives.

Customer retention survey

A focused roadmap for understanding and reducing customer churn.

B2B user persona example

An illustrative example to visualize your ideal B2B customer persona.

Messaging framework

A comprehensive guide to craft cohesive and impactful messaging for your target persona.

B2B persona questions

An actionable plan to ask the right questions and refine your B2B personas.

How to reduce your churn rate framework

An actionable plan to slash your churn rates and boost customer loyalty.

Webinar template

A step-by-step blueprint to plan and execute a captivating webinar.

Voice of the customer framework (Voc)

An actionable plan to tap into the goldmine of customer feedback.

B2B user persona template

A customizable template to create compelling B2B user personas.

CAB strategy one-pager

A concise checklist for tracking your Customer Advisory Board's setup, goals, and strategies.

Cross-selling email template

A dynamic solution for maximizing sales opportunities with existing customers.

Customer experience map checklist

An actionable plan to elevate customer retention and monetization.

Social media guidelines

A robust framework to unify your brand's voice and visuals across all social platforms.

Checklist for growing MMR

A dynamic solution for supercharging your Monthly Recurring Revenue.

B2C persona questions

A focused roadmap for asking the right questions to build your B2C personas.

Tone of voice template

A dynamic solution for crafting a brand voice that resonates.

Competitor intel checklist template

A concise checklist for mastering the art of competitor intelligence.

Segment hypothesis worksheet

A tactical method to measure, analyze, and prioritize your customer segments.

Follow-up emails for non-responsive prospects template

A tactical method to re-engage prospects who've gone radio silent.

Inactive user templates

An adaptable workflow to rekindle the spark with inactive users.

Customer feedback questions - Masterlist

An in-depth analysis of customer perceptions for targeted marketing.

B2B buyer persona template

A comprehensive guide to craft laser-focused B2B buyer personas.

Advocacy strategy framework

A strategic tool to transform loyal customers into raving brand advocates.

Business values, and processes analyzing questions - Masterlist

An in-depth analysis of your business values for laser-focused marketing.

Churn rate prediction framework

A data-driven approach to foresee and mitigate customer churn.

Customer case study questions

A comprehensive guide for extracting rich insights from customer case studies.

Customer segmentation template

A data-driven approach to understanding and targeting your customer base.

Segment sentiment audit checklist

An intuitive dashboard for gauging customer sentiment at every stage.

Storytelling framework

An illustrative example to convey your product's message with meaning and impact.

Product upselling email templates

A streamlined process for boosting revenue through strategic upselling.

Requesting a review email templates

A comprehensive guide for mastering the art of asking for customer reviews.

Win/loss email invite templates

A concise checklist for crafting irresistible win/loss interview invites.

B2B buyer persona example

A holistic view on crafting compelling B2B buyer personas.

B2C buyer persona template

A flexible model to shape and adapt your B2C buyer personas.

Career competency framework

A focused roadmap for customer marketers to level up their career game.

Churn rate cheat sheet framework

A tactical method to keep churn rates at an all-time low.