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- Marketing Requirements Document Template
- Sample Customer Use Case
- Whole Product Bill of Materials (BOM)
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Tools and Templates
Every building is different, but we still want our architects to know about blueprints, building codes and the strength of various materials. In that spirit, here is an assortment of templates and example that may help in your next software or service planning effort.
Note that most are filled out with fanciful information to give you a sense of what belongs: I can’t confirm (or deny) working on teleportation hardware or ESP-based password protection…
Early Product Planning
- Marketing Requirements (MRD) Document Template (MS Word)
- Sample Customer Use Case (MS Word)
- Getting Into Customers’ Heads | AIPMM Presentation (PowerPoint)
- “Whole product” Bill of Materials (BOM) Checklist (MS Word)
- Sample Beta Test Agreement(MS Word)
- Market Needs Presentation | An example for carriers (PowerPoint)
- Positioning template | Courtesy of Gary Pine (MS Word)
Pricing and Forecasting
- Strategic Pricing for Start-Ups | Basis of SVPMA workshop, (PowerPoint)
- Transaction-based Service Revenue Model (Excel)
- Product-based Revenue Model (Excel)
- Sales productivity and Revenue Recognition (Excel)
Services versus Products
- What is a service? (PowerPoint)
- Service Metrics (PowerPoint)
- Service Price List Template (MS Word)
- Service Level Agreement (MS Word)
- SLA Contract Addendum (MS Word)
- SL Uptime Calculator (Excel)
- Support Policy Template (MS Word)
Sales Tools, Templates and Sales/Marketing Planning
- External (sales) roadmap (PowerPoint)
- Security White Paper (MS Word)
- Joint marketing agreement (JMA) template (MS Word)
- One-way and mutual non-disclosure (NDA) templates (MS Word)
- Cost Comparison Calculator (Excel)
- Online calculator (Excel)