Marketing templates

Run an in-depth interview with your ideal client about who they are, their goals, the obstacles they face and what they would expect from a program. Made for coaches and course creators shaping offers around their audience.

Learn who your customers are and how they shop for sportswear, from how often they use it to their reasons, channels and the features they value most. Useful for brands and retailers fine-tuning products and campaigns.

Ask consumers how often they buy in the category, where they shop and what they think of the product and its price, alongside demographics. Helps you gauge revenue potential before moving into a new market.

Collect contact and agency details from people who want to represent your products as marketing agents, plus the products they are interested in. Useful for companies building out an agent or reseller network.

Receive press coverage, article and media placement requests in one place. Capture the contact, outlet, piece type, languages and target date so your communications team can prioritize each one.

Lets departments order brochures, presentations and other marketing pieces with every detail the team needs. It gathers the piece type, audience, purpose, preferred vendors and approval signatures.

Get explicit permission from customers before sending them promotions or calling them. Record their contact details, the channels they accept and a dated signature as compliance evidence.

Screen the businesses that want to work with you before booking a call. Ask about their ideal customer, competitors, current revenue, growth goals and readiness to invest.

Collect entries for your marketing contest along with participant details and their files. Each entrant picks the categories they compete in and attaches their work for the judges.

Receive applications from people who want to join your marketing network or start a business with you. Ask about their motivation, employment status, background and available time, plus their contact details.

Gather everything your agency needs to kick off with a new client, step by step. It covers primary and secondary contacts, logo, team access, keywords, competitors, Google Business details, hours, photos, social access and a signature.

Centralize internal campaign requests so the marketing team gets a complete brief from day one. It captures goals, audience, key messages, dates, channels, design needs, budget and success metrics.

Log each marketing task with its quarter, dates, cost and owners. Useful for teams that plan work by period and need to know who is handling what.

Learn which media your audience uses, why they use each one and how much attention they pay to its advertising. It also asks about the TV channels, shows, radio stations, magazines and newspapers they follow regularly.

Centralize requests for photos, video, graphics and other assets coming from colleagues or the press. Requesters describe what they need, when they need it and how they would like it delivered.

Organize your clinic's or practice's marketing strategy in one place. It includes a SWOT analysis, key metrics, target market, objectives, a budget by channel and goals for social media and public relations.

Learn what customers think of the phone they own, from how long they have used it to performance, buying experience and wished-for changes. Useful for brands, retailers and market researchers.

Invite your community to nominate a special mom by sharing why she deserves the prize and uploading her photo. A simple way for businesses and brands to spark engagement around the holiday.

Sign up entrants for your Mother's Day raffle with just their name, phone and email. Great for shops, schools or organizations that want to draw prizes and reach the winners.

A short, friendly opt-in with topic and frequency preferences.

Sent to recruited participants ahead of a focus group so they arrive having reflected on the topic. It captures their outlook on health and wellbeing, everyday eating habits, views on protein and yoghurt, and a three-day diary that moderators use to sharpen the discussion guide.

Sales reps log each prospect with contact details, whether a meeting was booked and what the prospect wants to see. A slider estimates the odds of closing so follow-ups can be prioritized.

Find out which social apps your audience prefers and, more importantly, the reasons behind the choice. A multiple-choice list of platforms is paired with an open question that surfaces the real motivation. Handy for marketing teams, research students and creators planning where to publish.

A lightweight signup for online sessions, with attendee role and advance questions.