Startups and Technology Templates

In a business where there are profits and losses, there are risks involved too. But some risks can harm your business and business organization and that you want to avoid at all cost. A smart business manager is the one who assesses the risks beforehand and keeps a plan all set in case a contingency arises. As an owner and a business manager, you must:

• Identify what can be the cause of any illness for your business? (hazard)
• How dangerous the situation can be, and whether can someone be harmed? (risk)
• What can be the precautions that you can take to avoid these? (control)

There can be different types of risks in a business, and managing all of them individually and taking control of them can get too overwhelming. For this, a risk assessment template is a perfect solution for you. You can record information like what type of risk you can face, who will be in charge of it, what can be done, what will be required, etc., all at one template. You can have the details of what, whom, and when required to facilitate risk management available in a single location with the Risk Assessment Template.

What are the Steps needed to Manage the Risk? 

Here are the steps every organization should follow to keep the risks at bay:

1. Identify hazards

You need to look around your organization and see what kind of work people are doing? What time are they doing the work? Is anyone exposed to harmful chemicals? Does anyone feel uncomfortable or threatened? Do your employees/workers need any protective gear for some particular type of work? Etc. Also, look at your records for any past mishaps.

2. Assessment of risk

Now you need to ask yourself whether someone would be harmed from all those risks or not. If yes, what kind of harm can be done and to whom, what will be done in that condition and who will be responsible for taking the corrective measures?

3. Control the risks

Now is the time to take corrective precautions to avoid the risks as much as possible. You need to think of how to execute the planning for controlling the risks. If required, you may have to change some policies or redesign your working structure to protect your business and your employees also who are also a part of the organization. 

4. Record the findings

After executing controlling measures and redesigning the framework, you should record all the changes brought with the measures and note down your findings for future use. You can use a risk assessment form or template for this to avoid confusion.

5. Review the findings

Finally, review & analyze what was done, and if the results are not up to the mark, think about any other work that could have been done and start planning again.

Have your own free risk assessment template with Stackby and be free from the work of managing every little information regarding risk assessment.

For a company, managing its users’ experience is a very crucial task. To satisfy the users is the primary goal of any company to generate profit and keep the goodwill intact. Managing the users’ experience is essential for a company to take the product to the next level. Our User Research Template can help you out with that!

A user research template is an answer for effectively managing all the data and research done by the company to know the experience of the consumers. You can manage any qualitative and quantitative data in this user research template by Stackby. All you have to do is copy the data and apply it in the template; that’s it!

User research is typically done at the beginning of the project or any product development. It is done to know the perspective of the consumers and for the development of the product. There are two ways research is done:

1. Qualitative: The type of research in which the information such as how a user thinks or feels. It is done to find the user’s opinion, emotions, and experiences.
2. Quantitative: A quantitative data looks into numerical values, which can be read in a statistical form. It is generally used to quantify the opinions of the users.

In user research, both qualitative and quantitative data is collected and is analyzed for the research purpose. The study can be used to develop and perform an existing product or apply to a whole new product.

The need for user research is to find the answers to your questions. It tells you who your users are; In what context will they be using the product; and what are their expectations from you. Stackby’s user research template helps you manage all your research separately for the individual user and keeps it saved for future purposes.

To conduct effective user research, you need to:

• Take note of what your users do. 
• Set upright questions in the questionnaire to get unbiased answers from the people/users.
• Think from the user’s perspective and do not make assumptions beforehand.
• Be ready to get surprised.

With Stackby’s User Research Template, you can keep track of all the research and the interview stack, your NPS score, and all those companies which took part in the research. 

Having a user research template has its advantages. It helps a company manage its research to develop the product or design and a new one. It is always good to know what people think of your company or your company’s products. And this User Research template is there to lend you a helping hand.

One of the basic management functions is to conduct meetings to execute the project at hand properly. However, the obstacle of cost, lack of time, and disorganization make it difficult for the team to execute the work according to the time and standards of the firm. In such a case, Stackby’s Team Meeting Agenda Template comes to the rescue that helps in planning meetings and saves time and money.

How is the Team Meeting Agenda Template useful?

• The template helps the user to organize their meetings with ease. It helps them classify the meetings according to the date, time, and type and allows users to record their plans in detail. 
• The cost of having to issue separate templates for separate issues is dealt with since this template allows the user to prepare notes alongside their topics of discussion, and the conclusion of the meeting determines the role of the employees. 
• The agenda of the meeting is essential to be prepared since it gives the meeting a direction. The team meeting agenda template proves useful while planning the invites, the number of members included in the meeting, the team and its leader's role, and many more. 
• Its feature allows the topic to be discussed according to its type, priority, and content. This helps the firm manage time efficiently.
• The meetings can be recorded and linked to the team meeting agenda template. This allows the attendees to review the discussion and go over the reached conclusion when required. 

Who will find this template useful?

Business firms that take bulk contracts are likely to find this useful with other big businesses irrespective of their industry.

In this ever-changing world, new and creative products are entering the market every day. To keep up with the current trends and maximize their revenue and profit, companies need to continuously adjust and adapt their products and services according to customers’ requirements and demands everywhere.

Companies design and develop new products with added features to attract new customers and retain potential customers. So, the question arises. How do companies do that? The answer lies in product planning.

Product planning is the process of searching and developing new ideas for a product, sorting out the best and profitable ideas, planning their development, converting them into actual products, and introducing them in the market after extensive marketing campaigns.

Product planning is not the sole responsibility of one person. It requires intricate planning and seamless coordination between multiple departments of the company. The process of product planning is a continuous and dynamic one. Therefore, the process requires a tool that can keep up with the task and our Product Roadmap template is ideally equipped for the job. 

During the initial stages, each step is carefully planned and allocated to different teams according to the company’s overall goal and objective. From research and development to customer service, the success of a product is dependent on the proper functioning of each department.

To plan and create a product, a company formulates an overall high-level strategy called a theme. To execute this plan, it is broken down into multiple additional steps or epics, which are small strategic plans themselves. Each epic is further broken down into user stories, representing a small unit of development work that allows a user to complete a task or goal in the product.

Epics, themes, and stories are used to classify the amount of work in a product plan. A particular epic has one common objective. It could be a feature, business requirement, or customer request. In other words, it is a placeholder for a required feature. An epic takes more than one sprint to complete.

If there are multiple user stories with the same focus area, product planners create an epic and attach the stories to a particular epic.

However, keeping track of the multiple stages of product development is a time-consuming and challenging task. Looking for a product roadmap template to make your job easier?

Well, don’t worry! Stackby is here to your rescue. We have created a state-of-the-art Product Roadmap Template to assist you with your product plan. With this product roadmap template, product development will now seem like a walk in the park.

Using Stackby’s product roadmap template, you will be able to:

• Track your product planning roadmap and milestones on a single interface.
• Record each epic created and attach a description and the corresponding story.
• Track each story and attach an ID to the same. You can also track its current status. 
• Monitor the start date and end date of each sprint and its current status.
• Use the template’s in-built calendar to monitor the releases.
• Record the planned and actual release date. 

Monitor and update all the details of your product planning process with this product roadmap template. 

User story mapping is one of the main marketing strategies that help the company simultaneously improve its customer interaction and its products. The company needs to pay attention to customers' reviews if they want more engagement and more sales. Thus, Stackby makes it easier for businesses to reach out to their users for feedback for better product development with the User Story Mapping Template. 

How will the Stackby User Story Mapping Template help your business?

• This template records the feedback of the customers who have tried out the products and services of the company. This allows the firm to make alterations in their output according to the demands of their customers. 
• The Stackby user story mapping template helps the firm improve customer interaction, while constructive criticism helps the firms improvise in their products and CRM strategies.
• The template allows the user to arrange the data collected based on the necessity as well. 
• The creation and maintenance of the user story also encourage other engagers to buy the company’s products in good faith. 
• Building this user story and its management increases employee efficiency since they understand their customers better and thus improve their work quality.

Who will be finding this User Story Mapping Template useful?

Product managers in marketing firms will be finding this template extremely useful. It will also prove beneficial for companies selling software products since they would have to develop the products according to the customer demands.

Are you looking for new and innovative methods to increase the sale of your product and see your company grow? Let us introduce you to growth hacking experiments and the Growth Hacking Experiments Template.

What are growth hacking experiments?

Growth hacking is a relatively new concept. As the word suggests, growth hacking is solely concerned with the company’s growth. It involves a process where several experiments are conducted across a variety of channels to grow a business and expand its customer base.

The concept of growth hacking has been around for a few years and is a significant reason behind the success of some very well-known start-up companies. It is less concerned with the process and more focused on the ultimate goal.

While traditional marketing techniques aim to increase the traffic through your website, growth hacking, or growth marketing focuses on the entire customer journey. Growth hackers use data to track customers through their journey and conduct various experiments at each level to increase the overall growth of the company.

Growth hacking is a data-driven, full-funnel marketing strategy! You may be wondering what the funnel is? Let’s breakdown the various parts of a growth hacking funnel:

• Awareness: Knowledge about your product. Are people aware of your product?
• Acquisition: The step of first engagement. What do customers see when they sign up?
• Activation: Did they sign-up for your product? What can you do to increase the chances that they will try out your product?
• Retention: Do they come back and buy again? What can you do to increase customer retention?
• Referral: Did they refer the product to their friends? How can you turn your current customers into channels of marketing?
• Revenue: How can you increase the revenue stream of your company?

Due to its dynamic and experimental nature, keeping track of the entire process of growth hacking experimentation can be chaotic. Here’s Stackby’s Growth Hacking Experiments Template to the rescue!

With our customizable Growth Hacking Experiments Template, you can create, strategize, and implement your growth hacks with immense ease! Using the growth hacking template, you can:

• Record all the growth hacking experiments planned and conducted.
• Add notes to each one for a better understanding of the process.
• Assign a category to each experiment (User Acquisition/ Automation/ Management/ Marketing/ Promotional Offer).
• Keep track of the channels on which the growth hacks are applied (Facebook/ Twitter/ Instagram/ Email/ Paid Ads/ Product Interactions/ LinkedIn).
• Track the funnel impact of each growth hack (High/ Medium/ Low).
• Assign a team to each experiment.
• Store the graphics related to each growth hacking experiment.
• Track the start and end date of each and monitor the status of the same (Yet to Start/ Planning/ Ongoing/ Completed).

The Growth Hacking Experiment Template is highly customizable and can be modified to vibrate at the same frequency as your experiment, thereby ensuring that the whole workflow is as smooth as possible. Moreover, the recursive tasks can be automated for maximum efficiency.

Brainstorm ideas and experiments and implement them with minimum effort with Stackby’s Growth Hacking Experiments Template!

Whether you’re developing an app or website, the ultimate goal is to cater to the needs and requirements of customers! It is the customers who will determine your success or failure in the end.

What is customer success?

The concept of customer success is not new. When a customer uses your product, if their needs are met, and they get the desired outcome, we term it as customer success. A company is required to understand customer needs and anticipate any future challenges to form a strategy that will ensure maximum customer success.

The needs of the user should be in perfect sync with the goal of the company. To be able to meet customer needs and address potential problems to achieve customer success, you must have a clear idea about when, how, and why customers are using your product. With our Customer Success Management Template, you will be able to monitor these details in a more organized manner. 

Where does Intercom come in?

For improved customer satisfaction and success, you have to provide the best possible customer support. Intercom allows you to do just that. With its conversational customer engagement and support services, you can connect with your customers and significantly enhance their experience. This, in turn, will help you forge long-lasting relations and boost your sales and revenue!

Supporting customers via Intercom will give you a great deal of information on your customer profile and product usage. Starting from the duration and number of user sessions to when they were last seen on your application, you can get access to a wide variety of useful customer data!

Keeping track and regularly updating such data can prove to be a tedious task. That’s why we are here! We here, at Stackby, have meticulously planned and developed a one-of-a-kind Customer Success Management Template!

By connecting a column to the Intercom API, you can now import all the user data generated in Intercom to the success plan template. This automated template will eliminate the need to manually enter data about each client or customer.

Using Stackby’s Customer Success Management Template, you will now be able to:

• Keep track of the details of your users or customers automatically via Intercom API.
• Record the name of the users.
• Store the email ID and relevant contact details of each user on a single platform.
• Track the city and corresponding country to which a particular user belongs.
• Record the current session count and other data, including the duration of each session.
• Import other relevant information (like custom events that you configure for your product) from Intercom.
• Monitor, track, and automatically update the data related to all users and customers.

Customer engagement and customer success management have never been so easy. Check out this automated customer success management template to track everything about your users and build custom cohorts. 

With new companies emerging by the hour and achieving success, the competition for any available market is bound to increase rapidly. Competition drives innovation and creativity and gives you that extra push that’s needed to boost sales and revenue. There is no field or aspect of business that has been left untouched by competition.

What is competitor research and analysis?

When you identify, analyze, and research your competitor’s products, business plans, and marketing strategies, it is called competitor analysis. Before we move any further, let’s understand its importance.

Why is competitor analysis critical?

In the current market climate, you won’t find a single successful company that hasn’t devoted a significant portion of its product competitor analysis resources. The question is, why?

Competitor analysis is critical as it:

• Determines the strengths of your competitor’s product. You can use this information to analyze and improve your product.
• Points out the weaknesses of the same, giving you an edge over your competitor.
• It helps you estimate your sales and returns by keeping track of the various players in the market.
• Allows you to research and eventually adopt the best practices in every aspect of the business by analyzing your competition strategies.
• It gives you an idea of the current and upcoming marketing trends to plan and implement your business accordingly.

Competition can be both direct and indirect. Regardless of the type of competition or the size of your business, it is clear that no company can afford to ignore the numerous advantages associated with competitor analysis.

However, with an expanding market and companies stepping up to conquer it, keeping track of all your competitors can be quite a hassle. That’s why we’re here. Our Product Competitor Analysis Template, also known as competitive analysis template, helps you to:

• Record detailed information of all your competitors on a single platform. 
• Store the website URL of your competitor for future use.
• Track the products launched by each competitor and the average price associated with each product for comparison.
• Store the type of each product.
• Keep detailed records of the strengths and weaknesses of each product.
• Track the marketing strategies and channels associated with each for all your competitors.
• Monitor the popularity of your competitor’s product.
• Create a checklist to understand which features are associated with which competitor’s product.
• Track the number of competitors for each type of product.
• Monitor, track, and update the details regularly.

Stay ahead of the curve by keeping an eye out for the competition effortlessly with our Product Competitor Analysis Template.

Marketing strategies Template help businesses in coming up with an appropriate set of goals and means to achieve them. A company’s success is primarily based on how well they market their products and services. Marketing is an incredibly difficult task as the same marketing strategy may not work for all businesses.

Companies promote and sell their products via several platforms and avenues. One of these avenues is affiliate marketing.

What is affiliate marketing?

Consider a scenario where your company has launched a product. If you want to increase your product's sale, you can offer a financial incentive to a promoter via an affiliate program.

Affiliate marketing is based on a revenue-sharing model. A commission rate is fixed. The amount earned by each affiliate depends on the revenue they generate via the sale of your product. A fixed percentage of this revenue is offered to the affiliate as a commission.

Affiliate marketers promote and sell your product and earn based on their performance. Any organization or business can use affiliate marketing to increase their sales and revenue from solo entrepreneurs to multinational companies. 

It allows companies to reach a wider audience pool and increases brand awareness to a large extent.  

The affiliates employed by a company are often renowned influencers and promoters. This also helps in attracting more customers to your product. It is a cost-effective method to promote your product and reduces the revenue you would have spent marketing the product yourself.

Are you facing difficulty tracking your affiliate’s revenue and commission? Looking for a tool to help you track the payments made and due to affiliates? If your answer is yes, then Stackby’s Affiliate Tracker is your solution!

The Affiliate Tracker is an all-in-one template that will enable you to monitor your affiliate's revenue and track the commission due to each of them. This template is easy-to-use and will make your job easier.

Here’s how you can use Stackby’s Affiliate Tracker to streamline your work. This template will allow you to:

• Record the details of all the affiliates on a single interface.
• Track the revenue generated by each affiliate during a particular period.
• Store the commission rate allotted to each affiliate. Using the revenue earned, you can now generate the affiliate's commission during the same period.
• Record the date on which the payment is due to the affiliate.
• Monitor the current status of the payment corresponding to each affiliate (Completed/ Pending).
• Add notes to the details of each affiliate wherever necessary.
• Add the month and corresponding year for which the details of revenue and commission are being recorded.
• You can also view the data for a particular month separately using this template.
• In addition to this, the template also offers an in-built Affiliate Revenue Report Form. Your company can use this standard form to collect all the information related to the revenue generated by each affiliate.

With this Affiliate Tracker template, you can maximize the benefit you receive from your affiliate marketing program with minimum effort! Keep track of all the details easily in one place and for free with Stackby’s Affiliate Tracker Template.

Public Relations has gained momentum these days. Bloggers, brands and almost every other online business wants to expand their PR outreach and find new platforms to showcase themselves. This is why PR agencies get numerous requests every day and sometimes managing these requests can become a real hassle. 

Stackby has now made organizing and managing PR requests much easier with our easy-to-use Press Release Request Management template because if you are not organized, you might miss many potential clients. 

• Collect, review, organize and prioritize all your PR requests in no time
• Add data to your stack automatically using Stackby forms 
• Track all press requests converting into press releases 
• Manage all your PR contacts in one place 

Time is of the essence for PR professionals and our Press Release Request Management template helps you record, track, understand, and respond to every request as soon as possible. If you have your whole PR team at your disposal, you can share this template with them and all of them can work upon press release requests from time to time. 

What’s included in Stackby’s Press Release Request Management Template? 

1. Our PR Request Management Template includes three separate tables that will help you organize and monitor your PR requests, Press Releases, and PR Contacts respectively. 
2. Our template also includes different views that will help you visualize your PR requests based on the subject status, subjects type, and published by status. 
3. The template comes with a pre-built PR request form that you can share anywhere on your website, blogs, or via a direct link. 

• The template also includes different views for visualizing the press release list based on status and date of publishing. 

Who can use Stackby’s Press Release Request Management Template? 

Stackby’s press release request management template is useful for PR agencies or marketing agencies who are handling the public relations of different clients. 

How will Stackby’s Press Release Request Management Template help you? 

Our press release request management template will help you bring all your team together and manage the PR request process in real-time. It will make the whole workflow of PR request management much easier for you. With this template, you will be able to do the following:

• Manage all the PR requests from different channels in one place
• Track the status of the press release requests (Due, Approved, Pending, Rejected, etc)
• Record the contact name for every PR request 
• Record the press release date for every PR request you receive 
• Store the description of the press release request 
• Track the type of PR requests you receive (Event, Daily News, Hiring Updates, etc)
• Track the details of the press release for every request that you receive 
• Track the press release associated with every contact 
• Keep a record of the publication website 
• Store details of PR contacts (Photograph, Phone Number, Email, PR request send, Number of requests sent, Number of press releases approved, Number of press releases pending, etc)

Take your organizational skills a step further by incorporating various automation, security, and privacy features that Stackby has to offer to you and smoothen your workflow even more. Use our Press release request management template right away and enhance your productivity.