• New Client, Step-By-Step Guide
  
• Welcome Email Script
• Client Kick-off Meeting Deck
• Marketing Audit Step-by-Step Guide
• Marketing Audit Template
• Audit Spreadsheet Template
• Audit Items Request Checklist, Email Script
• Buyer Persona Templates
• Buyer Interview Request Email Script
• Buyer Persona Interview Guide
• Audit Survey (Principal), Microsoft Forms version
• Audit Survey (Principal), PDF version
• Audit Survey (Principal) Responses
• Audit Survey (Stakeholders), Microsoft Forms version
• Audit Survey (Stakeholders), PDF version
• Audit Survey (Stakeholders) Responses
• Sales and Marketing Alignment Survey, Microsoft Forms version
• Sales and Marketing Alignment Survey, PDF version
• Sales and Marketing Alignment Survey Responses
• Budget Survey, SurveyMonkey version
• Budget Survey, PDF version
• Budget Survey Responses
• Foundation Presentation
• Foundation Session Agenda, Facilitator Version
• Foundation Session Agenda, Client Version
• Foundation Setup, Email Script
• yor2/90 Document
• Scorecard Process
• Scorecard Template
• Campaign Plan Presentation
• Campaign Plan Document
• Content Marketing Calendar Template, 2024 Version
• Content Marketing Calendar Template, 2025 Version
• Master Marketing Calendar Single Location, 2024 Version
• Master Marketing Calendar Single Location, 2025 Version
• Creative Brief Template
• Client Campaign Workflow
• Best Practices for Working with External Vendors
• Quarterly Action Session Agenda
• Quarterly Review Deck
• Client Off-boarding Survey
• Client Off-boarding Form, for accounting purposes

Sales Process:

• MVP Proposal Deck Template (Generic version, CMO-specific versions available on each CMO’s team)
• MVP General Deck, Sharable (Generic version, CMO-specific versions available on each CMO’s team)
• MVP Pricing Guide

MVP Process Materials
Hiring Process:

• MVP Kick-off Checklist
• MVP Planner Template (to be added on the client’s team)
• MVP Intake Form
• MVP Intake Form Responses
• Kick-off Email Script
• Kick-off Meeting Agenda
• Marketing Assessment Template
• MVP Interview Guide

Training Process:

• MVP Workbook
• MVP Schedule Template

MVP Sample Materials

• Sample Marketing Assessment
• Sample MVP Job Description

• yorCMO Sales Process Document
• yorCMO Sales Process Infographic
• yorCMO Placemat
• Proposal Deck Template
• General Deck (Sharable)
• yorMarketing MVP Proposal Deck
• yorMarketing MVP Deck (Sharable)

HubSpot Email Templates & Campaigns (currently under review)

• Qualified Introduction Follow Up Email Script
• Fit Follow-Up Campaign (Pre-Conversation/Pre-Proposal) Outline
• Not a Fit Follow-Up Campaign Outline
• Formal Proposal Email
• Post Proposal Follow-Up Email

• W-9 Form
• Mutual Non-Disclosure Agreement
• Mutual Confidentiality and Non-Solicitation Agreement (CMO)

• yorCMO Internal Scorecard
• yorCMO Sales & Marketing Scorecard
• Peer-To-Peer Meeting Notes (2022)
• Peer-To-Peer Meeting Notes (2021)
• 2022 Internal Marketing Calendar
• 2021 Internal Marketing Calendar
• Guidelines for A/B Testing
• Personalized One-Pagers
• Personalized Handbills

CMO Success Resources

• CMO Win Sheet
• Quick Links (yorCMO social profiles, links to CMO success stories, case studies and additional resources)
• CMO Highlights
• Client Matrix
• CMO Resources/Preferred Vendors
• Napkin: We Move the Needle Infographic

Campaign Sequencing Guide

• 120-Day Plan – This document is currently under review.
• PDS Team Filters for Lead List Building

Webinar/Decks (the following files are currently under review):

• Pivot and Recovery Framework
• Does your business need a fractional CMO?
• Rapid yor2/90 Presentation Template (it can be used as a tool for CMOs to do a 1-2 hour quick consultation either paid or free)

• New CMO Pre-Work Form
• Blog Outline Template
• PDS Team Filters for Lead List Building

• yorCMO Training Workbook
• New CMO Pre-Work Form
• Training Feedback Survey
• 120-Day Plan

• yorCMO Brand and Marketing Plan
• yorCMO Ideal Client Profile
• yorCMO Logos
• Marketing Committee Meeting Notes