Templates, checklists, working documents
RESOURCES
Templates, checklists and working documents from real client work. The free downloads are free, take them. The guides and templates cost an email address, and you get one delivery email plus a single follow-up question. No sequences, no drip campaigns.
Built from twenty years of client work across government, construction, healthcare, retail and professional services. Updated as the work evolves.
Who actually owns your domain, your ad accounts, your analytics? If you had to go and look, that is the point of this register.
Get the registerALL RESOURCES
SPF, DKIM and DMARC, explained for people who run a business, not a mail server.
Get the guideYour next client may ask an AI assistant before they ever see a search results page.
Get the checklistYou are probably paying for software nobody logs into.
Get the worksheetAI assistants are recommending businesses to your customers right now.
Run the free checkBuild the pack the week before you sit down with your agency.
Build the agendaRun a bounded scan after a launch, a redesign handover, or when the channel numbers stop agreeing with each other.
Run a scanMost digital strategies fail in the ninety days after sign-off.
Get the assessmentPut sourced pipeline, influenced pipeline and marketing spend in one place.
Run the numbersFifty AI terms you will actually meet, defined without the hype.
Get the glossaryWrong titles, zombie lists and duplicate contacts do not wait for an operations project.
Run the spot-checkThe monthly report a board will actually read.
Get the reportBuild the agenda before a leadership or board slot.
Build the prep packYour team is already using AI.
Get the policyAI drafts arrive faster than the review process was built for.
Open the checklistChanging developer or agency?
Get the checklistWhen sales says the leads are junk, another email thread will not fix it.
Build the agendaMost agency pain was visible in the pitch, if you knew what to ask.
Get the scorecardChannel return arguments dig trenches.
Run the numbersWhen marketing stops working, the first explanation offered is usually wrong.
Get the guideMost Marketing Hub seats include far more than the team uses.
Open the menuTen reusable prompt structures with fill-in slots.
Get the packModel arguments waste stand-ups.
Build the menuSometimes a fractional CMO is exactly right.
Get the guideMost answers of the form Salesforce cannot do that are really permissions, definitions, or the wrong question.
Open the digestThe exact meeting note format and decisions log I use with every client.
Get the templateKickoffs fail when everyone assumes the brief was read.
Build the packWhy some sites get cited by AI assistants and others never appear.
Get the guideIf the only lever you pull is send more, performance keeps slipping.
Open the menuWhat the plan needs, what the team has, and a deliberate decision about every gap.
Get the matrixDashboards do not speak in meetings.
Draft the updateSoftware sprawl starts in the demo.
Get the checklistA complete 60-minute AI session for your team.
Get the planOne brief format that works on an agency, a freelancer, or an AI prompt.
Get the templateClean campaign data starts with boring, consistent names.
Get the packLATEST INSIGHTS
Replies dry up and everyone blames the subject line. In the audits I run, the copy is rarely the first problem. The sending domain is.
The licences are paid. People paste briefs into a browser. The week looks the same as it did last quarter.
Search gave your customer ten links and a choice. An assistant gives them one answer and a name. Being the name is a different job.
Start a conversation
A document can only take you so far.
If one of these raises more questions than it answers, bring it to a call. First conversation is free and useful either way.