Clients & Friends: Enjoy these crowdsourced strategy tools and products. Add your input. Use the “Keep in touch” link (right sidebar) to get quarterly updates. View our speaking engagements here.
1. Email Marketing Thought Starter
Brief: self-assess to determine your level of capability and need.
A very popular tool.
2. Trends with Benefits: Social Media Playbook Update
Brief: strategy & case studies presented at North Shore Tech Council. Also check out our deep-dive hands-on sequel event series titled “North by Northshore“. Back soon!
Read about it
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3. Sales & Marketing CRM Capability Maturity Model
Brief: Assess your current capabilities. Start the dialogue.
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4. Sales Pipeline Best Practice Reference Chart
Brief: Keep your deals, prospects and customers on the critical path to success. Eliminate gaps and bottlenecks in your sales process. Forecast more accurately.
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5. Are you a fanfoundry? (3 questions)
6. Sales & Marketing Development Plan for the Chief Revenue Officer
7. Sales & Marketing Alignment Topics (Chart)
8. DossKit ™ Dossier Builder for Luxury Marketers
The most perilous part of a luxury private client experience is the planning. Get that part right, with superior communication using DossKit™.
Customize it for your business
More to come. Subscribe for updates using the “Keep in Touch” tab (top right).
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