Ultimate collection of fail-proof MOps templates for planning, documentation, and more. Buit by the community, for the community.
This document is an Excel tool designed for technology purchasers to evaluate and plan software license costs across vendor pricing tiers. Updated last on July 6, 2023, it guides users through pricing analysis and license forecasting with easy-to-follow instructions. Key sections include pricing tier evaluation and license planning, with highlighted inputs for user data. Access updates at: https://bit.ly/sedlak-mops-templates.
DownloadThe "HubSpot User Permissions Template" Excel workbook is designed to help manage and assign user permissions within HubSpot efficiently. It contains a single sheet named "Permission Sets" which outlines various CRM object access levels across different user groups or roles such as Marketing, Sales, and other customizable groups. Categories covered include Contacts, Companies, Deals, Tickets, Tasks, Notes, Invoices, Workflows, and communication permissions. This template is essential for administrators looking to streamline permission settings, ensuring team members have appropriate access to the CRM functionalities necessary for their roles.
DownloadThe "Marketo User Role Definitions Template" Excel workbook is a resource designed to specify and organize user permissions within the Marketo platform. It details various roles such as Admin, Standard User, Marketing User, Web Designer, Analytics User, Inactive, Marketing Review, and Review Only, each defined by the level of access to different sections of Marketo. This template serves as a guide for Marketo administrators to assign appropriate roles to team members, ensuring efficient management of the marketing automation tool and safeguarding against unauthorized access or changes.
DownloadThe "Marketing Automation Vendor - Side-by-Side" Excel workbook offers a structured comparison of key marketing automation platforms, utilizing a straightforward 3-point scale for feature assessment based on individual analysis. Initially crafted with a significant emphasis on blogging capabilities, this template includes comparative sections for Pardot, HubSpot, and Marketo, covering aspects such as contract terms and costs for a set number of contacts. It's designed to aid in the decision-making process by allowing users to adjust criteria and scores to fit their specific needs, making it an invaluable tool for companies evaluating marketing automation solutions.
DownloadThe "Growth Hacking Project Planner" Excel workbook is a dynamic tool designed for growth teams to strategize, implement, and track growth hypothesis and initiatives. It comprises several sheets tailored to different aspects of growth hacking and includes links to external resouces to learn more about the Growth Hacking methodology and framework.
DownloadThis excel workbook provides standardized guidelines for classifying marketing and sales campaigns to improve discovery, grouping, and reporting. It includes sections for organization principles, tool templates, performance tracking, and specific naming conventions for HubSpot users. Developed from insights of over 100 Marketing Operations Professionals and best practices from INBOUND conferences, this tool aims to enhance strategic alignment and communication of marketing strategies.
DownloadThis Excel workbook is a comprehensive tool designed to assist event planners and coordinators in organizing the myriad details involved in executing an event. It includes templates for; Event Planning, Collateral Orders, Swag Orders,and a Quick Expense Template. This workbook is structured to ensure nothing is overlooked, from materials and ideas for events to the logistics of booth setup and promotional item distribution. It's an indispensable resource for achieving smooth and successful event execution.
DownloadThe "MarTech Justification Scorecard by AJ Sedlak" is an Excel-based tool designed for technology purchasers to score and evaluate new marketing technology solutions based on their alignment with business priorities. Created by AJ Sedlak and last updated on September 12, 2023, it features sections for scoring solutions and includes instructions for inputting data. This scorecard is instrumental for decision-making regarding the purchase and implementation timing of new technologies. It emphasizes user input in specific highlighted blocks for a tailored assessment, supporting strategic investment decisions in marketing technologies. Access updates and more at: https://bit.ly/sedlak-mops-templates.
Download"This is an Excel workbook created to assist technology managers in collecting and organizing key information about their products, including usage, subscription details, and important contacts. AJ Sedlak last updated this template on September 15, 2023, and it includes instructions for customization and updating. It's a vital tool for ensuring efficient technology management and planning, with easy access to updates and more resources available at: https://bit.ly/sedlak-mops-templates. FYI - Members can also take advantage of the MartechGuru (https://www.martechguru.com/) platform."
DownloadThe "Technology Vendor Scorecard by AJ Sedlak" is an Excel-based evaluation tool for technology purchasers to assess vendors or solutions against specific use cases and functionalities. Updated last on August 14, 2023, by AJ Sedlak, it provides a structured approach for scoring potential technology partners. This template includes instructions for populating the scorecard with relevant use cases, functionalities, and their importance using a weighting guide. Essential for making informed decisions, it ensures vendors align with organizational needs. Updates and further resources are available at: https://bit.ly/sedlak-mops-templates.
Download"The ""HS Implementation Design"" Excel workbook is structured to guide through the comprehensive setup and integration process of HubSpot (HS), detailing phases from pre-configuration and planning to final implementation steps. It spans various critical aspects including; Timetable, Properties Sections, Lifecycle Stages & Forms, Emails, Pages, and Setups, Integrations, Scoring, Lists, and Automation. This asset is designed for marketers and sales teams implementing HubSpot, and can act as a roadmap for aligning HS functionalities with business processes, ensuring a smooth transition and effective use of HubSpot's marketing, sales, and service hubs."
Download"Justin Norris' - Marketing Operations Task Lifecycle" Excel workbook is designed to streamline the workflow within marketing operations. It features a comprehensive guide through various stages of task management, including Initiation, Triage, Prioritization, Execution (with phases like Design, Build, QA, Enablement, and Go-Live), each detailed with triggers, activities, and expected outputs. This tool aids in managing marketing tasks from conception through to successful implementation, ensuring tasks are effectively prioritized, executed, and monitored for impact, making it essential for marketing teams seeking to optimize their operational workflows.
DownloadThe "Marketing Technology Solution Business Case by AJ Sedlak" is a document template designed to help professionals articulate the business justification for investing in marketing technology solutions. Created by AJ Sedlak and last updated on October 31, 2023, it guides users through defining the proposed solution and its business impact. This template is essential for marketers seeking to secure approval or funding for technology investments by clearly outlining the benefits and strategic value. Access updates and more resources for efficient business planning in marketing technology.
DownloadThis document contains a Salesforce (SFDC) script created to streamline the process of dynamically generating Salesforce contact or lead links for use in Slack notifications or internal communications. The script, shared by a marketing operations professional, aims to address the common challenge of linking to the correct Salesforce record type (contact vs. lead) in automated messages. It does so by checking if the record has synced with Salesforce and then generating the appropriate URL based on whether the record is a contact or a lead. This solution is particularly useful for sales and marketing teams looking to improve their workflow efficiency and ensure accurate linking in their communications.
DownloadThe image is a "Marketing Ops Responsibility & Vision Funnel Map" that visualizes the buyer's journey through various lifecycle stages in marketing operations. It illustrates the progression from awareness to evangelist, with digital and physical channel touchpoints such as paid search, webinars, trade shows, and loyalty programs. It also includes stages like MQL (Marketing Qualified Lead), SQL (Sales Qualified Lead), and OPP (Opportunity) before reaching the customer phase, and highlights the importance of data synchronization between Marketing Automation Platforms (MAP) and Customer Relationship Management (CRM) systems throughout the journey. This map serves as a strategic guide for marketing professionals to design and monitor the customer experience.
DownloadThe "Template - Naming Convention Generator" Excel workbook is a tool for marketing teams to create standardized naming conventions for various digital assets, including campaigns, workflows, landing pages, and emails. It allows users to select predefined options to generate consistent and descriptive names for marketing objects, facilitating better organization and easier identification of assets across the team. The template aims to simplify the process of naming marketing assets, ensuring clarity and ease of use for all team members involved in content creation and management.
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