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.
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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.