Tools & Templates

Balance Sheet – Use this tool to create a snapshot of your company’s financial position on a specific date (FYE).
Advertising Plan Checklist – Use this tool as a framework for building your annual advertising plan and budget.
Advertising Effectiveness Matrix – Use this tool to evaluate the effectiveness of advertising concepts.
Activity Report Template – The purpose of this tool is to document each activity, or result, that you have completed from the past week or month.
Account Status & Action Plan Tool – Use this tool to provide a high level report on the status of key accounts.
Sales Account Management Tool – This tool was designed to help you analyze and score your accounts and prioritize time accordingly.
Account Executive Job Description – Use this template to create an Account Executive Job Description.