Resources & Tools

Practical templates and frameworks from Define Value, Drive Growth

Downloadable Tools

Put the 4D Roadmap® to work

Free, ready-to-use templates that support each stage of the UVPsolutions process. Click any tool to open the PDF.

Advocate Model Definitions

Client & Vendor Interview Summary

Client Needs Your Strength Matrix

Competitive Analysis Matrix

Employee Interview Invitation & Questions

Employee Interview Summary

Interviewing Best Practices

Sales Process Overview

Sales Toolkit Components

Strategic Questions

Swot Analysis

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