Resources

The templates and checklists I use, ready for your team

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.

Sign in to your accountPurchased tools, saved files, and work in progress live there.

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 checklist

Template

$39

Go-to-market strategy template

The template I use to take a product from positioning to launch, with vertical-specific prompts for eight industries.

See the template

Tool

$149

GTM Builder

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 builder

Free

Free

Trade show checklist and cost template

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 template

Free

Free

Google Ads credit guide

How to claim the typical $500 Google Ads credit, the four deadlines that apply, and when the credit expires.

Read the guide

Tool

$129

Trade Show Planner

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 planner

Tool

$99

Digital marketing audit

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 audit

Interactive tools

Prefer to fill it in online?

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 Tools

Lost a file

Email me my files

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

Want someone to run this with you?

The tools do the structure. If you want senior judgment on the decisions they surface, start with a conversation.