Tools and templates
Free tools and templates for CX professionals.
What is a customer journey map? How to create one + templates
A customer journey map helps companies understand the entire customer experience—from discovery to advocacy and every touchpoint in between.
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How to calculate profit margin: Calculator, formulas, and examples
Arm your business with the tools you need to boost your income with our interactive profit margin calculator and guide.
How to create a buyer persona in 6 easy steps: Examples, tips, and templates
买家persona is essential for understanding and reaching prospects. Here's our guide on crafting personas that take sales to the next level.
Value chain: Definition, examples, and guide
The value chain gives you the tools to maximize your company’s value and profit margin by evaluating all business activities.
10 steps to building an effective go-to-market (GTM) strategy
Learn how to use a go-to-market strategy to turn your product concepts into tangible offerings—without chaos or confusion.
Sales and operations planning (S&OP): Definition, process, and best practices
See how sales and operations planning uses data to zero in on supply and demand issues so you can balance your business processes and set your teams up for success.
Customer acquisition cost formula and tips to improve your CAC
客户获取成本的金额business spends to gain a new customer. Here’s how to calculate this key metric, plus three ways to improve it.
How to write a sales plan: Types, template, and tips
A sales plan helps you outline sales strategies and goals, identify resources, and set a budget so you can pack your pipeline with high-quality leads.
Cold calling scripts: 14 examples, templates, and tips
Cold calling scripts can help you get more leads and reach sales goals. Get tips on how to write effective scripts, and start crafting your own with our free templates that actually work.