Resource hub

Templates I actually use.

The audits, briefs and frameworks behind my client work — free to download, no email wall, no drip sequence. Take them, use them, make them yours.

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6 resources

The 30-Point Marketing Audit Checklist cover visual
Checklist

Strategy

The 30-Point Marketing Audit Checklist

Find the leaks in your funnel before you spend another pound on ads. The exact checklist I run at the start of every engagement.

  • Measurement foundations
  • Website & conversion
  • Search visibility
  • Paid media
  • CRM, nurture & retention

Best for: Teams unsure where their marketing is actually losing money

PDF · 2 pages · 5 KBDownload
The 90-Day Growth Plan Template cover visual
Template

Strategy

The 90-Day Growth Plan Template

Turn a long list of marketing ideas into a sequenced, commercial plan — foundations, demand capture, then demand creation.

  • The three numbers to know first
  • Days 1 — 30: foundations
  • Days 31 — 60: demand capture
  • Days 61 — 90: creation & scale
  • Monthly review questions

Best for: Anyone building a board-ready marketing plan for the next quarter

PDF · 2 pages · 4 KBDownload
Lead Generation Diagnostic cover visual
Diagnostic

Lead generation

Lead Generation Diagnostic

A stage-by-stage scoring sheet that shows where leads are really being lost — usually further down the funnel than you think.

  • Traffic quality scoring
  • Landing experience review
  • Conversion mechanics
  • Speed-to-lead benchmark
  • How to read your scores

Best for: Businesses with traffic but not enough qualified enquiries

PDF · 2 pages · 4 KBDownload
SEO Content Brief Template cover visual
Template

SEO & content

SEO Content Brief Template

The brief I use to make content rank and convert. Copy the structure and quality becomes repeatable, in-house or with freelancers.

  • Commercial context
  • Audience & angle
  • Page structure and headings
  • Editorial standards
  • Definition of done

Best for: Teams commissioning content that needs to earn its keep

PDF · 2 pages · 4 KBDownload
Marketing Reporting Framework cover visual
Framework

Measurement

Marketing Reporting Framework

One page your board will actually read, plus the two reporting layers underneath it. Outcomes over activity.

  • The board view (monthly)
  • The channel view (weekly)
  • The diagnostic view
  • Rules that keep reporting honest

Best for: Marketers tired of reporting that nobody acts on

PDF · 1 page · 3 KBDownload
CRM & Automation Starter Blueprint cover visual
Blueprint

CRM & automation

CRM & Automation Starter Blueprint

The minimum viable CRM setup that stops leads falling through gaps — including the five automations worth building first.

  • Clean data capture
  • Pipeline design
  • Five first automations
  • Reporting hooks
  • Adoption & documentation

Best for: Companies whose follow-up depends on someone remembering

PDF · 2 pages · 4 KBDownload

Where to start

Use them in order.

These work best as a sequence. Diagnose first, plan second, then pick the discipline that fixes your biggest constraint.

See how I work
  1. 01

    Diagnose

    Run the 30-point audit and the lead generation diagnostic. Score honestly and note anything you cannot answer with data.

  2. 02

    Plan

    Drop your findings into the 90-day growth plan. Sequence foundations, then demand capture, then demand creation.

  3. 03

    Execute

    Use the SEO content brief and CRM blueprint to standardise delivery so quality does not depend on who is doing the work.

  4. 04

    Report

    Adopt the reporting framework so every month ends with a decision, not a slide deck.

Want these filled in for your business?

Send over your goals and current setup and I'll come back with the audit findings and a prioritised plan.