Tools & Templates
Practical tools and templates to implement influence frameworks in your business. Download ready-to-use resources based on Harvard and McKinsey research.
Planning
Customer Influence Canvas
Strategic framework to map your customer influence strategy across all touchpoints
Features:
- Customer persona mapping
- Journey stage identification
- Influence opportunity analysis
Trust Building
Trust Signal Checklist
Comprehensive checklist to audit and improve trust signals across your customer experience
Features:
- Authority signal assessment
- Social proof evaluation
- Consistency verification
Storytelling
Story Framing Canvas (SCQA)
Harvard Kennedy School framework for crafting compelling stories that influence decisions
Features:
- Situation analysis
- Complication identification
- Question formulation
Behavioral Design
Nudge Funnel Template
Template for designing behavioral nudges that guide customers toward desired actions
Features:
- Trigger identification
- Ease optimization
- Reward design
Value Communication
Value Framing Worksheet
Framework for presenting your offer in ways that resonate with customer values
Features:
- Value type identification
- Customer value mapping
- Message framing
Network Analysis
Influence Network Map
Tool for mapping and optimizing your influence network for advocacy and referrals
Features:
- Network mapping
- Influence tier identification
- Relationship strength assessment
Step-by-Step Playbooks
How to Influence Consideration Stage
Step-by-step playbook for influencing customers during the consideration phase
24 pagesHow to Frame Your Offer
Complete guide to framing your product or service for maximum appeal
32 pagesHow to Design a Trust Signal
Practical guide to building trust signals that convert prospects into customers
28 pagesHow to Turn Buyers into Advocates
Systematic approach to transforming customers into brand advocates
36 pagesHow to Use Micro-Nudges in Sales Funnel
Advanced techniques for using behavioral nudges throughout the sales process
30 pages