⚡️ memo templates

A library to be more efficient today

Buyer Persona form

Description

The Buyer persona memo allows you to share the typical profile of one of your customers, to better know and understand them.

How to use it?

The buyer persona is a representation of your ideal client as a whole. You create a complete profile of your ideal client, including his professional situation, goals, wishes, dreams, and so on. A good knowledge of your customers will allow you to better identify them, satisfy them and build their loyalty.

Business Model Canva

Description

This memo makes it possible to transcribe in a simple way the economic model of a project or a company. 

How to use it?

Use this memo as you work on your project, adjusting and clarifying it as you go along. This will require you, for each component of the project, to synthesize the decision made and put it down in black and white.

Sharing of deliverables

Description

This simple memo allows you to share the latest updates of your marketing deliverables (brochure, onepage, documentation, video, landing page…).

How to use it?

Even if in Cocoom the shared version is always the last updated, remember to indicate the creation date of your deliverable and to remind to whom and why it is intended.

Market presentation

Description

All the information of your market for a given product / service.

How to use it?

This model is very important to bring transparency in a company, a service, a project. Make the effort to simplify and popularize market information so that everyone understand it and make it their own. 

Client Signature

Description

Announcement of a commercial achievement to the internal teams.

How to use it?

Celebrating the signing of a new client or contract together is important for the morale of the staff. It is also an opportunity to make your customers better known to all employees and thus reduce the distance and improve understanding between the sales department and other departments (especially the marketing department).

Objectives & KPIs

Description

A template to share the status of your department’s projects

How to use it?

Select between 3 and a maximum of 5 targets per period and then define the expected results. These indicators must be quantified and measurable. This memo is a recurring template to be completed every month/quarter.

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