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Free Templates
Create Your Marketing Game Plan
Follow these step-by-step worksheets and detailed checklists to set yourself up for successfully executing proven marketing and sales strategies.
Before You Automate

Know which processes to automate in order to streamline and scale your business.

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To Automate or Not To Automate

Create more free time by automating internal business tasks.

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The Process Creator Worksheet

Create and document processes to set your business up for streamlined, controlled growth.

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Preparing to Sell Online

Find out how to start and manage your ecommerce site.

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Membership Sites Page-by-Page

Know what to put on every page of a membership site to build a reliable, recurring revenue stream.

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Hook Leads With An Engaging Pre-Sales Article

Attract high-quality leads with well-written, relevant content.

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Decoding the Lifetime Value Formula

Want your business to grow faster? It starts with knowing who your most valuable customers are.

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Finding Your Buyer Personas

Narrow your audiences with buyer personas for greater engagement, conversion and loyalty.

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Build a Better Sales Page

Build highly converting sales pages with this comprehensive worksheet.

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Setting Up Your Lead Scoring System

With lead scoring, focus on high quality leads who are ready to purchase.

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Marketing Campaigns Checklist

Pull off a stress-free and organized marketing campaign with this detailed pre-launch checklist.

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Marketing Campaign Strategy Worksheet

Set yourself up for marketing campaign success by clearly framing your goals and defining your audience.

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UTM Link Planning Worksheet

Learn how to create UTM tracking links that will show you exactly where your leads are coming from so you can optimize your marketing efforts.

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The Landing Page Optimization Checklist

Drastically increase your page’s success and generate more sales with these conversion tips.

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Email Delivery Checklist

Stop wasting your time on emails that end up in the spam folder.

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What to Split Test

Stop pouring money into campaigns that just don’t work. Spend your marketing budget wisely with split testing.

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The Membership Site Conversion and Retention Checklist

Stop losing potential subscribers with membership site pages that don’t convert.

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