Free Tools, Whitepapers and Guides

Whitepapers and Guides

The Business Leaders’ Practical Guide to Implementing Net Promoter

The Business Leaders’ Practical Guide to Implementing Net Promoter is targeted at Business Leaders who want a practical approach to implement Net Promoter in their organisation.

In this step by step document we lay out what we know from experience you need to do to become an organisation that drives value from the Net Promoter approach.

Download: The Business Leaders’ Practical Guide to Implementing Net Promoter

How to Implement an Effective Customer Feedback System

How hard could it be? You want to know what customers want so just ask them a few questions. Actually, it’s not quite that easy and there are a few tricks and traps to collecting this information.

Download: How to implement an effective customer feedback system

Ultimate Service Recovery Implementation Guide

This guide provides the latest information on the benefits of service recovery and practical best practices on its implementation in your business their organisation.

In this step by step document we lay out what we know from experience you need to do to become an organisation that drives value from the Net Promoter approach.

Download:Ultimate Service Recovery Implementation Guide

8 Tips for Writing Engaging Content for your Buyer Persona

writing tips for engaging content

This PDF contains tips from writing experts on how to effectively write blogs and other marketing materials in a style and language that will keep your ideal buyer reading and engaged with your content.

Download: 8 Tips for Writing Engaging Content for your Buyer Persona

10 Mistakes People Make When Running Customer Surveys

Any organisation that wants to build its business long term needs to listen to and act on customer feedback. This need to capture customer feedback has driven many companies to develop and execute customer surveys.

Download: 10 Mistakes People Make When Running Customer Surveys

How to Implement an Effective Customer Feedback System

How hard could it be? You want to know what customers want so just ask them a few questions. Actually, it’s not quite that easy and there are a few tricks and traps to collecting this information.

Download: How to implement an effective customer feedback system

30 Great B2B Lead Generation Tips, Tricks and Ideas

30-great-lead-generation-ideas

Any organisation that wants to build its business long term needs to listen to and act on customer feedback. This need to capture customer feedback has driven many companies to develop and execute customer surveys.

Check out these proven – yet often overlooked – lead generation strategies.

Download: 30 Great B2B Lead Generation Tips, Tricks and Ideas

Email Subject Lines that Drive Customer Feedback Survey Responses

Subject Lines to Prevent Survey Deletes

Before a customer can complete your meticulously developed customer feedback survey, they need to open the email invitation.

You have precious few seconds to prevent their finger jabbing at the delete key and your subject line is your first defence. So make it a good one.

Here are the best email subject lines to use for your survey invites.

Download: Email Subject Lines that Drive Customer Feedback Survey Responses

Customer Survey Question Sourcebook

149 Customer Survey Questions you can copy and use today.

The Customer Survey Question Sourcebook makes writing your customer satisfaction survey as easy as “Pick and Mix”.

Through an extensive template list of sample and example questions we make it easy to write your survey quickly and efficiently.

Download: Customer Survey Question Sourcebook

HubSpot Prospects Outbound Email Templates

I use these email templates everyday – Hopefully you’ll find them useful as well.

Engaging with people who visit your website but don’t download anything can be tricky.

But the HubSpot Prospects tool lets you target those people based on their company URL.

Use these scripts as a basis for your own engaging outbound contact to generate more leads.

Download: HubSpot Prospects Outbound Email Templates

How to Create Buyers Personas for your Business Workbook

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With this workbook you will learn best practices for persona research and create thorough, detailed buyer personas that you can share with your entire company. d Mix”.

Download: How to Create Buyers Personas for your Business Workbook

The Definitive Guide to Maximising Your Survey Response Rate

Definitive Guide to Maximising Your Survey Response Rate Cover

With just a few small changes you can more than lift your response rate by 100% – that’s double the number of survey responses —  so its’ worth sweating the details.

Download: The Definitive Guide to Maximising Your Survey Response Rate

Tools

The 5 Whys Root Cause Analysis Template

5 Whys is one of the most commonly used quality system tools. It is a simple and methodical way to identify the root cause of an issue. The real value of the process is that it drives you to find and solve the underlying cause of the issue not just the obvious symptom.

Download: The 5 Whys Root Cause Analysis Template

Net Promoter® Comparison Tester

Just because your survey score has gone down, or up, doesn’t mean that there has actually been a change in the overall business NPS®. The statistical tester will tell you if it is just a fluke of the sample you have collected.

Download: Net Promoter® Comparison Tester

Customer Retention ROI Calculator

One of the challenges that our customers often give us is to justify investment in Customer Retention, i.e. how much should I spend to keep my existing customers. We have simplified one of our advanced ROI tools to estimate Profit Improvement with just four pieces of company information.

Download: Return on Retention Estimator / Customer Lifetime Value Estimator

Facebook Ad Transparency: The Excel Reporting Tool Template

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This Excel spreadsheet template was developed by our Senior Account Manager, who has had over five years of experience managing social media campaigns for multiple businesses. 

The template is designed to be easy to use, with the most important metrics to lead generation highlighted for easy reading. 

Download: Facebook Ad Transparency: The Excel Reporting Tool Template

B2B Lead Scoring Example and Template

Lead scoring is like winnowing

Examples in 8 Categories

This example of best practice lead scoring includes the 8 different categories for increasing and decreasing scores you should consider .

42 Item Suggestions

Also included are 42 suggested line items and scores for each

Download: B2B Lead Scoring Example and Template

Analysing Survey Data in Excel Template

With this comprehensive template you will be able to:

  • Graph questions and add error bars
  • Add histograms of each question
  • Test for significant changes using Student’s t-Test
  • Analyse correlation

Download: Analyzing Survey Data in Excel Template

Acceptable Survey Response Rate Calculator

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No need to recreate the math yourself. Just make a copy of this Google Sheet calculator and enter your own data.

  • Confidence level
  • Margin of Error
  • Actual response rates
  • Minimum acceptable response rates
  • And more…  

Download: Acceptable Survey Response Rate Calculator

Best Practice Net Promoter Score Report Templates

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The report template shows you exactly what to report and how – for maximum impact.

  • How to Handle Small Sample Sizes
  • Statistics to Clearly Identify “Real” Change
  • Tracking Response Rates
  • and more…

Download: Best Practice Net Promoter Score Report Templates

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