β
True
True
Shared To-Do List
Keep track of your company to-dos and share them with your colleagues.
0
Shared To-Do List
Please pick the following tasks first:
Otherwise, feel free to handle others listed below:
π
True
True
Personal Organizer
0
Make every week a success by proactively organizing your priority and optional tasks.
Personal Organizer
Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.
β
- Paul J. Meyer
Things to handle this week*
-
Task A
-
Task B
-
Task C
-
Task D
|
*π‘ tick the box when the task is scheduled in the agenda
π WEEKLY AGENDA
Reminders
- Reminder 1
- Reminder 2
- Reminder 3
MONDAY π’ @office
β‘ TOP 3 PRIORITIES
- Priority A
- Priority B
- Priority C
Optional Tasks
Extra Notes:
TUESDAY π’ @office
β‘ TOP 3 PRIORITIES
- Priority A
- Priority B
- Priority C
Optional Tasks
Extra Notes:
WEDNESDAY π @home
β‘ TOP 3 PRIORITIES
- Priority A
- Priority B
- Priority C
Optional Tasks
Extra Notes:
THURSDAY π’ @office
β‘ TOP 3 PRIORITIES
- Priority A
- Priority B
- Priority C
Optional Tasks
Extra Notes:
FRIDAY π @home
β‘ TOP 3 PRIORITIES
- Priority A
- Priority B
- Priority C
Optional Tasks
Extra Notes:
SATURDAY π @home
β‘ TOP 3 PRIORITIES
- Priority A
- Priority B
- Priority C
Optional Tasks
Extra Notes:
SUNDAY π @home
β‘ TOP 3 PRIORITIES
- Priority A
- Priority B
- Priority C
Optional Tasks
Extra Notes:
Backlog
List here all the text you could not do this week. These shall be postponed in the next weekly schedule.
- Backlog 1
- Backlog 2
- Backlog 3
π
True
Sales Playbook
0
Provide salespeople with tips, lexicon and templates to help them sell faster.
Sales Playbook
Compiled below are tips & tricks collected among our veterans to help newcomers get started. We hope it will help you sign deals.
Prospection Templates
PRO TIP: From a lead, use the book button in the chatter to find this article and autocomplete your email with this template.
Hey ProspectName,
I was doing some research online and found your company.
Considering we just launched ProductName, I was thinking you would be interested.
Could you please let me know on which number I could reach you so that we could get in touch?
It should not take longer than 15 minutes.
Talk to you soon,
YourName
PRO TIP: From a lead, use the book button in the chatter to find this article and autocomplete your description with this qualification template.
Prospect Qualification
- Company
-
- Background:
- Size:
- Estimated Revenues:
-
Pain Points (tick the relevant ones)
- Inconsistent customer experience
- Complicated buying process
- Costing too much money
- Contact
-
- Job Position:
- Email:
- Phone:
The 5 Commandments
- My Forecast will always be accurate and up-to-date
- All my activities will always be encoded in our CRM
- I will only sell a project if I am convinced it can be a success
- I will not steal prospects from colleagues
- I will not waste time and energy bad-mouthing competitors
Tips to close more deals
- Be assertive but listen to what is being said
- Identify the pain points and offer clear solutions
- Prepare your demos in advance and integrate the prospect's use case into it
Company Abbreviations
You may have heard those a million times and yet you are not entirely sure of what it means.
Here is a quick recap for you to shine during the next meeting.
| MRR |
Monthly
Recurring
Revenues
(subscriptions, ...)
|
| NRR |
Non-Recurring Revenues
(consultancy services, ...)
|
| USP |
Unique Selling Proposition:
Advantage that makes you stand out from the competition.
|
| Q1,2,3,4 |
Nth Quarter of the fiscal year.
E.g. Q4 starts on Oct. 1 and ends on Dec. 31.
|
π§
True
True
Meeting Example
0
Meeting Minutes Template
βπΌ Please prepare the following before the meeting:
π£ Meeting Agenda
|
ππΌ Decisions Taken
|
- Which color should we pick for the logo?
|
|
- Which text should we print on the billboards?
|
- ftp: Manage your SME online
|
- Which size should the rollups be?
|
- 85x200 or 100x200, depending on the content
|
Next Meeting: 6th May, @John's Office
ποΈ
True
True
Meeting Minutes
0
Meeting Minutes Template
βπΌ Please prepare the following before the meeting:
π£ Meeting Agenda
|
ππΌ Decisions Taken
|
|
|
|
|
|
|
|
|
|
|
|
|
Next Meeting: @Date
π€
True
Account Management
100
Centralize account insights in one document for comprehensive monitoring and follow-up.
Account Management Cheat Sheet
Planned Next Step:
Company Details
Fast Facts
|
|
| Company Name: |
|
| Industry: |
|
| Company Location: |
|
| # Employees: |
|
| Company Structure: |
|
| Estimated Revenues: |
|
Sales Details
|
|
| Current Contract: |
|
| Contract Due Date: |
|
| Current Satisfaction: |
|
Objectives with our Collaboration
|
|
| Issues they are trying to solve: |
|
| How they measure success: |
|
| Potential Risks: |
|
Stakeholders Analysis
Blue: Expects accurate and rigorous results
Green: Values trust above all
Red: Values results above all
Yellow: Values creativity and enthusiasm above results
Main Point of Contact:
- Name
- Phone
- Email
- Job Title
- Color
|
Name
|
Role
|
Color
|
| Name 1 |
Job Title 1 |
Blue/Green/Red/Yellow |
| Name 2 |
Job Title 2 |
Blue/Green/Red/Yellow |
|
|
|
Challenges & Competitive Landscape
|
Name
|
Strengths
|
Weaknesses
|
| Competitor 1 |
|
|
| Competitor 2 |
|
|
| Competitor 3 |
|
|
Buying Process
- What is their buyer's journey?
- How do they compare and evaluate offers?
- How do stakeholders interact regarding offers?
- What is their key decision criteria?
Action Plan
What is your action plan to move forward with this account?
Which KPI will be used to measure this progress?
π¨
True
Brand Assets
0
Distribute brand digital assets while ensuring compliance with company policies and guidelines.
Brand Assets
Please submit a request for assistance to the Marketing Team if you fall into one of the following:
- Advertising that would appear online or on TV
- SEO & SEA projects (betting on keywords, ...)
- Booklets for a total price > $1000
For all other categories, we simply require you to follow the rules listed below.
Make sure to comply as you will represent our brand
If in doubt, get in touch with us.
|
Logo
Here are logos that you can use at your own convenience.
They can also be shared with customers, journalists and resellers.
Usage
- Do not recreate the Logo from scratch, use these ones
- Logos should only be used in the colors provided
- Always include sufficient clear space around the logo
Brand Name Rules
YourCompany is very proud of its brand image.
When representing the brand, we thus ask you to be very cautious in how you refer to the company.
Do
- Capitalize the word YourCompany, except if it's part of an URL e.g. website/company
- Always type YourCompany in the same font size and style as the content of the text
- Write it without any article(
the YourCompany, a YourCompany, ...)
|
Do Not
- Pluralize the trademark (e.g.YourCompanies)
- Use the logo instead of the word inside sentences
- Use the expression "YourCompanions" to refer to our community
|
"About Us" Template
Use this template whenever you have an announcement to make.
250 Executive Park Blvd, Suite 3400 94134
San Francisco California (US)
United States
info@yourcompany.com
YourCompany is proud to announce that...
About YourCompany: YourCompany is a team of passionate people whose goal is to improve everyone's life
through disruptive products.
We build great products to solve your business problems.
Our products are designed for small to medium size companies willing to optimize their performance.
β¨
True
Marketing Campaign Brief
100
Document your Marketing Campaigns to prioritize key objectives and outcomes.
Marketing Campaign Brief
β Elevator Pitch
Describe your campaign in just a few words.
π Objective
What are you trying to accomplish with this campaign?
π― Target Audience
Who are you trying to reach?
π£ Message
What are you trying to convince them of?
π KPIs
How will your measure progress?
πΌ
True
HR FAQ
0
Answer questions frequently asked by your employees
HR FAQ
Expense Policy
Who do I need to address if I need office supplies?
Instead of setting up complicated processes, we prefer to let our employees buy whatever they need. Just fill in an expense and we will reimburse you.
Why has my expense not been reimbursed? It has been accepted.
The Accounting team handles all payments on Fridays afternoon.
If 2 weeks have passed and you are still waiting to be paid, get in touch with them.
Car Policy
How do I know which model I can order or not?
Our catalog can be found here and is updated every 2 years. If you do not manage to find the specific model you are looking for, contact our FleetOfficer
Who can drive my car?
Your car can be driven by you, your spouse and by any person living under the same roof as long as they have a valid permit.
Leaves & Time Off
What do I have to do if I cannot work?
Please refer to the chart below.
| An hour or two (medical appointment, ...) |
Let your Team Leader know in advance. |
| A day or less |
Inform HR and your Team Leader. |
| Absent for more than a day |
See a doctor and send us the sick note. |
π§
True
Post-mortem
100
Analyze what went wrong and the underlying causes. Extract insights to avoid making similar mistakes in the future.
Post-Mortem Analysis
Issue Summary
Explain what went wrong in just a few words.
Impact
Explain the consequences of this issue.
Causes
How did it get to happen?
Recovery
How was it solved?
Outcome
Lessons Learnt:
- Lesson A
- Lesson B
- Lesson C
Actions Taken:
- Action A
- Action B
- Action C
π»
True
Release Notes
0
Inform users about your latest software updates and improvements.
Release Notes π
VersionName - ReleaseDate
Summary: What an exciting release! This time the focus was on...
New Features π
- New Feature 1
-
-
Detailed Explanation of the feature, with screenshots or a GIF
-
New Feature 2
-
-
Detailed Explanation of the feature, with screenshots or a GIF
But Also...
βοΈ
True
Software Specification
100
Ensure all stakeholders of a product change are aligned by clearly communicating the requirements.
Software Specification
β Release Notes
Explain in a single sentence what has been changed.
π Links
List here all the material and documentation related to the task.
Test Environment
DESIGN PROTOTYPE
Source Feedback
π Purpose
Explain in a few words the problem that this change is going to solve.
π§ Functional Specifications
List here all the changes to implement.
- Change 1
- Change 2
- Change 3
β Technical Specifications
Ask a Senior Engineer to fill this part before launching the task.
|
Change
|
Complexity
|
| Change 1 |
β
|
| Change 2 |
β
|
| Change 3 |
β
|
Extra Technical Instructions:
β Open Questions
Lay here any remaining question or doubt.
Q1: Would it be possible to...
Q2: Would there be an issue if...
π Review Checklist
Ask the developer to go through this checklist before asking for a review.
-
I made sure any visual change is responsive
-
I made sure it did not introduce any obvious regression
-
I made sure it did not introduce any security flaw
π‘
True
Tiny House Catalog
300
Create a simple catalog to provide technical details about your products.
Tiny House Catalog
Available Models β
How to find the perfect model for your needs π
Here is a short guide that will help you pick the right tiny house for you.
1. How many people will live in this house?
While tiny houses are inherently small, it's important to prioritize comfort when sharing such limited space. To ensure everyone's happiness, we recommend allowing at least 9mΒ² per person. If you plan to live with multiple roommates, our SerenitΓ model is highly recommended, providing ample space for each individual to enjoy
π’ House Model - SerenitΓ
2. What is your budget?
While tiny houses do offer a more cost-effective alternative to traditional houses, at MyCompany, we prioritize durability, which comes with a price. However, if you're on a tight budget, we have the perfect solution: our Cielo model.
It provides everything you need while allowing you to save.
π House Model - Cielo
3. Which style do you prefer: Natural or Industrial?
Whether your heart leans towards the rustic charm of a wooden hut or the intricate beauty of Victorian steelworks, we have you covered. Desiring a specific option? Rest assured, we are here to fulfill your wishes! Just get in touch with our architects and we will make sure to provide any specific choice you desire.
Natural Style β -ποΈ House Model - Incanto
Industrial β-π House Model - Dolcezza
4. What can I do if I haven't found exactly what I wanted?"
If none of those offers convinced you, just get in touch with our team.
At MyCompany, your happiness is our utmost priority, and we'll go the extra mile to make sure you find what you're looking for!
Contact Us
All Models π
π€
True
Customer Personas
500
Build fictional representation of your customers to better tailor your advertising messages for them.
Customer Personas
To add more, use the clipboard below ππΌ
Demographics
- Age:
- Gender(s):
- Education:
- Income:
- Interests:
Key Decision Factors
- Price β
- Speed of Service β
- Brand Attraction
- Social Status
- After-Sales Serviceβ
Strategy
How to best reach this customer type.
π±ββοΈ
True
True
Persona 1
100
Sonya
Demographics
- Age: 42
- Gender(s): W
- Education: Bachelor's degree in Marketing
- Income: $142,170
- Interests: Music
Key Decision Factors
- Price
- Speed of Service
- Brand Attraction
- Social Status β
- After-Sales Service
Strategy
How to best reach this customer type.
As an avid music listener, the best way to reach Sonya is through the radio since hers is always on.
π¨
True
True
Persona 2
200
Julius
Demographics
- Age: 29
- Gender(s): M
- Education: High school diploma
- Income: $109,160
- Interests: Politics
Key Decision Factors
- Price
- Speed of Service
- Brand Attraction
- Social
- After-Sales Service
Strategy
How to best reach this customer type.
Julius follows politics very tightly, and can best be reached with TV ads.
π©βπ¬
True
True
Persona 3
300
Abigail
Demographics
- Age: 29
- Gender(s): W
- Education: PhD.
- Income: $293,650
- Interests: Science
Key Decision Factors
- Price
- Speed of Service
- Brand Attraction
- Social Status
- After-Sales Serviceβ
Strategy
How to best reach this customer type.
Abigail works a lot and never watches TV. Better reach her on her phone or on her to work.
π¨βπ³
True
True
Persona 4
400
Vittorio
Demographics
- Age: 24
- Gender(s): M
- Education: Student
- Income: $68,170
- Interests: Cooking
Key Decision Factors
- Price
- Speed of Service
- Brand Attraction
- Social Status
- After-Sales Service
Strategy
How to best reach this customer type.
As a classic Gen Z member, Vittorio never watches TV and never listens to the radio. For him to see our message, we need to get to his Instagram feed.
π
True
Company Newsletter
0
Keep your colleagues informed about the company's latest developments and activities through periodic updates.
Company Newsletter
: Month
Welcome to the last edition of the MyCompany Newsletter!
We are very excited to share with you the hottest updates and news! π€©
Podcast updates π»
The podcast launches its new technical talks, for all tech-savvy listeners out there! This
new episode of the series features GΓ©ry, the mastermind behind OWL, the world fastest JS
framework. π
A must listen for all developers out there and anyone interested in Javascript!
π¨βπ»
Subscribe here to make sure you will not miss an episode!
PLANET ftp
Events π
The Future Entrepreneurship Fair
This year again, ftp was present at the Tech and Innovation festival for students in
Antwerp, ready to promote our company!
Fabien was also there and gave an interview on the main
stage.π’
ftp Experience π
Early bird alert
π¦
The tickets to participate to ftp Experience 23 are now available and they are cheaper if you book them now!
Don't forget to spread the word, we're so looking forward to unveiling this new ftp version! π₯³
BOOK NOW
Egg'cellent runπ°
More than 150 ftpers participated in this years' edition of the run of 5 or 11
kilometers.
Starting from the office, they enjoyed a great tour in the countryside before
coming back to Grand-RosiΓ¨re, where they were welcomed with a drink and a burger.π
Thank you to everyone involved in the organization of this edition of the
ftp Run
!
We already cannot wait for the next oneπ
And that's all for this month, folks!
Thanks for reading, see you soon.π
