Methodology and Guidelines

Building a Market Opportunity Forecast

Guidance for building a financial spreadsheet forecast for new market opportunity, including key success factors (PDF, 128k, 10 pages)

Read a detailed synopsis of the document and download the complete PDF.

Go to Market Rollout Plan

Strawman marketing activities, timelines, and budget to roll out a "typical" enterprise technology product. (PDF, 544k, 7 pages)

Read a detailed synopsis of the document and download the complete PDF.

Strategic Audit Methodology

A framework for identifying and assessing internal and external factors impacting a strategic business or marketing decision. (PDF, 148k, 8 pages)

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Messaging Development Process Framework

A guide to developing compelling company or product positioning, focusing on business value provided to your customers. (PDF, 194k, 12 pages)

Read a detailed synopsis of the document and download the complete PDF.

Applying the Customer Decision Making Process to Marketing Strategy

A guide to better understanding your customer’s purchase decision making process and applying it to your marketing strategy. (PDF, 572k, 10 pages)

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Marketing Plan Development Template

Guidelines for developing effective marketing plans to ensure you meet your business objectives. (PDF, 492k, 15 pages)

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White Paper: Effectively Using ROI as a Sales Tool

A guide for sales and marketing executives to maximize the use of ROI in the enterprise process. (PDF, 270k, 11 pages)

Read a detailed synopsis of the document and download the complete PDF.

Callan Consulting Strategic Planning Framework

Framework used to drive development of new corporate, product, or messaging strategy. (PDF, 550k, 9 pages)

Read a detailed synopsis of the document and download the complete PDF.

 

 

Sample Projects

Pricing/ROI Automation Tool

Web-based tool to automate sales quote creation and generate ROI analysis
supporting the sales cycle. (PDF, 1.3MB, 18 pages)

Read a detailed synopsis of the document and download the complete PDF.

CNET Channel ROI White Paper

Currently used by CNET Channel sales team (PDF, 442k, 16 pages)

Read a detailed synopsis of the document and download the complete PDF.

IBM ROI white paper

Currently used in IBM’s Digital Media sales kit. (PDF, 270k, 22 pages)

Read a detailed synopsis of the document and download the complete PDF.

ROI model

Model built for a network infrastructure technology company, disguised to protect confidentiality. (PDF 700k, 9 pages)

Read a detailed synopsis of the document and download the complete PDF.

Case Study Samples

Customer success stories developed for MetaDesign

Palm Computing
Download PDF, 128K, 2 pages

Xerox, Inc.
Download PDF, 156K, 2 pages

Nike
Download PDF, 240K, 2 pages

The Ocean Conservancy
Download PDF, 950K, 2 pages

The Nelson-Atkins Museum of Art
Download PDF, 112 K, 2 pages

© 2008 Ed Callan. All rights reserved. Client quotes used by permission.