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The templates and checklists we use on client work
Every one of these came out of a real project. Take the ones that fit, and keep them.
No download, no inbox
Three you can use right now
- Interactive tool
Free Marketing Strategy Quiz
Answer where your marketing stands today and get a scored read on which gaps are worth closing first.
Take the Strategy Quiz - Interactive tool
Free SEO Audit
Put a URL in and see the technical, on-page and visibility problems holding the site back in search.
Run the SEO Audit - Interactive tool
Marketing Budget Calculator
Split a monthly budget across local service ads, search, social and retargeting, and see what each should return.
Open the Budget Calculator
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The ones we send you
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The Competitor Analysis Worksheet
Get the Competitor Analysis WorksheetAn eight-tab spreadsheet that takes you from a list of competitors to an action plan, in Excel or Google Sheets.
The Content Planner Template
Get the Content Planner TemplateA seven-tab spreadsheet that takes every piece of content from idea to weekly review, in Excel or Google Sheets.
The Chatbot Use Case Planner
Get the Chatbot Use Case PlannerThe question is not whether to have one. It is what it should be allowed to do, which is a decision that normally gets made by whoever installed the widget. Three axes, twenty-four scored use cases, and the never column written before anything goes live.
The Content Production Workflow
Get the Content Production WorkflowNot a planner. You already have a plan, and the plan is not the problem. This is the part after it: how a piece gets briefed, drafted, edited, built, published and distributed in a business that does not employ an editorial team.
The Website Ownership Audit
Get the Website Ownership AuditOr does your agency own it? Under US copyright law, work done for you by a contractor belongs to the contractor until a signed document says so. Fifty-three checks across the domain, the code, the content and the accounts.
The Meta Ads Playbook
Get the Meta Ads PlaybookFacebook and Instagram run on different rules to Google, and the rules are not optional. Which objective you should be on, which one you are actually on, and the four settings that decide whether the money does anything.
The PPC Rescue Playbook
Get the PPC Rescue PlaybookYou inherited an account. Work out what is actually running, whether it is even the right campaign type, and the order to fix it in without losing what works.
The PPC Launch Playbook
Get the PPC Launch PlaybookStarting from nothing. Which campaign type you should actually be running, what has to be true before you spend a dollar, and the first ninety days.
The Google Recommendations Audit
Get the Google Recommendations AuditSome of Google’s recommendations are genuinely good. Some move money from your account to Google’s. This is how to tell them apart, one type at a time.
The Wasted Spend Audit
Get the Wasted Spend AuditEight places a Google Ads budget leaks, and most of them are settings nobody in your business ever chose. They were defaults.
The Negative Keyword Audit
Get the Negative Keyword AuditYour negative keyword list is blocking less than you think. Here is how to read your own search terms report, and how to build a list that holds.
The Google Business Profile Gap Audit
Get the Google Business Profile Gap AuditThree profiles are above yours on the map. This is how to find out what they have that you do not, field by field, and close it.