| Category | Primary Tool | Alternative | Purpose | Access Level | Setup Status | |
|---|---|---|---|---|---|---|
| CRM | TBD | TBD | Lead and opportunity management | Admin | ⏳ Pending | |
| Marketing Automation | TBD | TBD | Email marketing, lead nurturing | Admin | ⏳ Pending | |
| Analytics | TBD | TBD | Website and campaign performance | Editor | ⏳ Pending | |
| ABM Platform | TBD | TBD | Account-based marketing | Admin | ⏳ Pending | |
| Social Media | TBD | TBD | Social selling, engagement | Premium | ⏳ Pending | |
| Design | TBD | TBD | Creative asset development | Pro | ⏳ Pending | |
| Project Management | TBD | TBD | Task and project tracking | Admin | ✅ Active |
| Tool | Purpose | Access Level | Key Metrics | Reporting Frequency |
|---|---|---|---|---|
| Web Analytics | Website traffic analysis | Full Access | Traffic, conversions, user behavior | Daily |
| CRM Reports | CRM data and sales performance | Full Access | Leads, opportunities, pipeline | Daily |
| Marketing Analytics | Email and campaign performance | Full Access | Opens, clicks, conversions | Daily |
| Social Campaign Manager | Paid social performance | Admin | Impressions, clicks, leads | Daily |
| Ads | Paid search performance | Admin | Clicks, conversions, cost | Daily |
| Title | Author | Category | Priority | Reading Status |
|---|---|---|---|---|
| “The First 90 Days” | Michael Watkins | Transition Strategy | 🔥 High | ⏳ Pending |
| “Account-Based Marketing” | Sangram Vajre | ABM Strategy | 🔥 High | ⏳ Pending |
| “The Challenger Sale” | Matthew Dixon | Enterprise Sales | 🔥 High | ⏳ Pending |
| “Building a StoryBrand” | Donald Miller | Messaging | 🟡 Medium | ⏳ Pending |
| “Predictably Irrational” | Dan Ariely | Customer Behavior | 🟡 Medium | ⏳ Pending |
| Report | Source | Category | Priority | Review Status |
|---|---|---|---|---|
| Magic Quadrant for Marketing Automation | Gartner | Technology | 🔥 High | ⏳ Pending |
| B2B Marketing Research | Forrester | Strategy | 🔥 High | ⏳ Pending |
| State of Marketing Report | HubSpot | Trends | 🟡 Medium | ⏳ Pending |
| AI Search Market Analysis | Various | Market Intel | 🔥 High | ⏳ Pending |
| Resource | URL | Category | Update Frequency | Value Rating |
|---|---|---|---|---|
| MarketingProfs | marketingprofs.com | Education | Weekly | ⭐⭐⭐⭐⭐ |
| Content Marketing Institute | contentmarketinginstitute.com | Content Strategy | Daily | ⭐⭐⭐⭐⭐ |
| Sales Hacker | saleshacker.com | Sales Alignment | Daily | ⭐⭐⭐⭐ |
| Marketing Land | marketingland.com | Digital Marketing | Daily | ⭐⭐⭐⭐ |
| Competitor | Primary Strength | Key Weakness | Monitoring Source | Update Frequency |
|---|---|---|---|---|
| Tool | Purpose | Cost | Setup Status | Key Features |
|---|---|---|---|---|
| SimilarWeb | Website traffic analysis | $200/month | ⏳ Pending | Traffic, engagement metrics |
| SEMrush | SEO and paid advertising intel | $120/month | ⏳ Pending | Keywords, ad copy, rankings |
| Ahrefs | Content and backlink analysis | $100/month | ⏳ Pending | Content gaps, link building |
| G2 Crowd | Customer reviews, satisfaction | Free | ⏳ Pending | Review monitoring, sentiment |
| Template | Purpose | Format | Status | Usage Frequency |
|---|---|---|---|---|
| SWOT Analysis | Situation assessment | Notion | ✅ Ready | Weekly |
| Buyer Persona | Customer profiling | Notion | ✅ Ready | Monthly |
| Customer Journey Map | Process mapping | Notion | ✅ Ready | Monthly |
| Campaign Brief | Campaign planning | Notion | ✅ Ready | Per campaign |
| ROI Calculator | Investment analysis | ⏳ Pending | Per campaign |