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Onboarding
- Roadmapping Services Guide
- Intake Questionnaire
- Getting Started Guide
- Audience Research Survey
- Roadmapping Agenda
- How To Prepare For Roadmapping
Roadmapping
- Customer Research Spreadsheet
- Customer Persona Template
- Roadmapping Skeleton
- Final Roadmapping Report
- Website Review
- Partnership Pack
- Client Next Steps Checklist
Assets
Meeting Agenda Template
A template that you can use before and after every meeting with your client so everybody knows what you are going to be talking about, along with the goal and purpose of the call. Every meeting should be clear, valuable, and as efficient as possible.