Free
Free
One-hour marketing audit checklist
Thirty checks across positioning, channels, customer experience, and pipeline, with guidance under each item for when you are stuck. Print it or save it as a PDF.
Get the checklistResources
Everything here comes out of client work. Start free with a checklist, or download a template you can fill in and hand to the person who approves the budget. Want an interactive version? The online tools live under Tools.
Free
Free
Thirty checks across positioning, channels, customer experience, and pipeline, with guidance under each item for when you are stuck. Print it or save it as a PDF.
Get the checklistTemplate
$39
The template I use to take a product from positioning to launch, with vertical-specific prompts for eight industries.
See the templateTool
$149
Fill the strategy in online, brand it with your logo, then export a formatted PDF or a slide deck ready for the leadership meeting.
Open the builderFree
Free
Ten sections covering deadlines, logistics, the booth roster, attendance history, goals, every expense line, and a SWOT on attending. Editable in any PDF reader.
Get the templateFree
Free
How to claim the typical $500 Google Ads credit, the four deadlines that apply, and when the credit expires.
Read the guideTool
$129
Fill the plan in online and watch the ledger total itself, then get cost per lead, expected revenue, ROI, and breakeven leads in a branded event decision report.
Open the plannerTool
$99
Six timed passes, live readiness scoring, and a branded audit report plus a one-page decision summary you can send to your team.
Run the auditInteractive tools
The GTM Builder, Digital Marketing Audit, Trade Show Planner, and Scope Estimator all run in the browser and export branded documents. They live under Tools.
Open the ToolsLost a file
If you bought a tool and never finished setting up an account, your exports are still saved. Enter the email you used at checkout and I'll send a private link. It works for seven days and needs no password.
Partnership
The tools do the structure. If you want senior judgment on the decisions they surface, start with a conversation.