Tools & Templates

Balance Sheet

Balance Sheet – Use this tool to create a snapshot of your company’s financial position on a specific date (FYE).
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Advertising Plan Checklist

Advertising Plan Checklist – Use this tool as a framework for building your annual advertising plan and budget.
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Advertising Evaluation Matrix

Advertising Effectiveness Matrix – Use this tool to evaluate the effectiveness of advertising concepts.
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Activity Report Template

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.
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Account Status & Action Plan Tool

Account Status & Action Plan Tool – Use this tool to provide a high level report on the status of key accounts.
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Account Scoring Index

Sales Account Management Tool – This tool was designed to help you analyze and score your accounts and prioritize time accordingly.
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Account Executive Job Description

Account Executive Job Description – Use this template to create an Account Executive Job Description.
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