Resources to Download

Process Mapping

Virtual whiteboard Lead Process Mapping example. This collaborative activity can help Marketing and Sales teams get on the same page, spot gaps, agree SLAs.
Screenshot 2024-02-25 at 2-48-31 PM

Team Values

This virtual whiteboard has 2 great activities to help you explore workstyles as well as values. It also includes step-by-step instructions for facilitating. 

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Work & Personal Profiles

Map where team members live across the US (or world!), and get a sense of their interests as well as work modalities. Use to embrace new team members upon arrival. Click to explore.
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Customer Story Engine

How can you source customer candidates for stories, content, speaking, case studies, bylines, etc. before you need them? Here's a strategy + Airtable example
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Marketing Planning

How do you effectively get 10-thousand foot, 5-thousand foot and ground level views of your projects, campaigns AND regular work streams, without a lot of duplicate effort? How can team members deliver weekly/monthly reports efficiently? Here's an Airtable example.

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Project/Campaign Template

Here's a skeleton template that might be helpful, as you're working together to agree and shape up key projects or campaigns.
Screenshot of project template doc