Launching your first campaign?
Start with the launch check.
Check the offer, tracking, CRM handoff and response capacity before you spend.
12 checks · Free access after the formCheck launch readiness ↗Resources / The Growth Workshop
Bring the evidence. Work through the decision.
Explore 40 practical B2B marketing templates, calculators, worksheets and checklists. Choose a resource and enter your details to open the working tool.
Not sure where to start? Try one of the three recommendations below, or filter the full library by capability and format.
Find your next move ↓My starting points
Start with the problem in front of you.
Leads are arriving, but sales quality is weak?
Compare what the campaigns produce.
Put spend, reviewed leads and accepted leads side by side before reallocating budget.
Campaign comparison worksheet · Free access after the formCompare lead quality ↗Considering automation?
Count the whole workload first.
Include exceptions, review time, setup and maintenance before estimating the saving.
Interactive calculator · Free access after the formCalculate the workload ↗Pick the problem. Choose the tool.
What are you working on?
Start where the business needs an answer.
40 resources · Each has its own gated workspace.
Interactive worksheet01
Paid Media
Where your paid budget earns its place
Compare campaigns on accepted demand before reallocating spend.
Free · Details requiredOpen resource ↗
Simulator02
Paid Media
What does the next ad budget really buy?
Turn spend, click cost and funnel rates into expected customers and media acquisition cost.
Free · Details requiredOpen resource ↗
Checklist03
Paid Media
The paid campaign launch check
Verify the journey before your first euro leaves the account.
Free · Details requiredOpen resource ↗
Strategy template04
Paid Media
The paid acquisition decision brief
Define the audience, promise and stop condition before writing ads.
Free · Details requiredOpen resource ↗
Fact sheet05
Paid Media
Paid media numbers without the smoke
Read the funnel before you celebrate the platform.
Free · Details requiredOpen resource ↗
Interactive worksheet06
Organic Growth
The content-to-demand map
Find the missing answer between a search and a useful enquiry.
Free · Details requiredOpen resource ↗
Simulator07
Organic Growth
What would useful organic traffic be worth?
Model enquiry quality and programme cost without pretending to predict rankings.
Free · Details requiredOpen resource ↗
Checklist08
Organic Growth
The organic growth release check
Publish a page buyers can understand, find and act on.
Free · Details requiredOpen resource ↗
Strategy template09
Organic Growth
The organic growth roadmap
Choose what to publish, improve and measure before filling a calendar.
Free · Details requiredOpen resource ↗
Fact sheet10
Organic Growth
Organic growth: what the numbers can prove
Keep traffic, demand and return in separate columns.
Free · Details requiredOpen resource ↗
Interactive worksheet11
Conversion & Lifecycle
The form friction decision sheet
Challenge every question before asking a prospect to answer it.
Free · Details requiredOpen resource ↗
Simulator12
Conversion & Lifecycle
More forms or more useful conversations?
Compare completion, attendance and acceptance across two demo journeys.
Free · Details requiredOpen resource ↗
Checklist13
Conversion & Lifecycle
The demo journey test checklist
Test the whole route from interested visitor to attended conversation.
Free · Details requiredOpen resource ↗
Strategy template14
Conversion & Lifecycle
The conversion and lifecycle experiment brief
Build a test around a real obstacle, not a prettier button.
Free · Details requiredOpen resource ↗
Fact sheet15
Conversion & Lifecycle
Conversion is a journey, not a button
Know which denominator you are changing.
Free · Details requiredOpen resource ↗
Interactive worksheet16
Analytics & Measurement
The measurement reconciliation sheet
Follow one outcome across the website, analytics and CRM.
Free · Details requiredOpen resource ↗
Simulator17
Analytics & Measurement
Where does your measurement lose the lead?
Check review and import coverage on a single mature lead cohort.
Free · Details requiredOpen resource ↗
Checklist18
Analytics & Measurement
The measurement trust checklist
Prove the event before trusting the report.
Free · Details requiredOpen resource ↗
Strategy template19
Analytics & Measurement
The measurement implementation brief
Specify the records and checks before asking for a dashboard.
Free · Details requiredOpen resource ↗
Fact sheet20
Analytics & Measurement
Measurement terms that change the decision
Keep recorded activity separate from attributed credit.
Free · Details requiredOpen resource ↗
Interactive worksheet21
Growth Strategy
The growth experiment decision board
Rank ideas by the problem they solve and the evidence needed.
Free · Details requiredOpen resource ↗
Simulator22
Growth Strategy
What does your customer target require?
Work backward from new customers to opportunities, leads and budget.
Free · Details requiredOpen resource ↗
Checklist23
Growth Strategy
The growth plan reality check
Make a roadmap executable before calling it strategy.
Free · Details requiredOpen resource ↗
Strategy template24
Growth Strategy
The first 90 days growth plan
Build a route from business goal to evidence and execution.
Free · Details requiredOpen resource ↗
Fact sheet25
Growth Strategy
Growth strategy without the channel shopping list
A good plan makes trade-offs visible.
Free · Details requiredOpen resource ↗
Interactive worksheet26
Digital Transformation
The marketing stack responsibility map
Find duplicated work and lost data between your systems.
Free · Details requiredOpen resource ↗
Simulator27
Digital Transformation
What is the rework costing your team?
Estimate released capacity, ongoing costs and a conditional payback period.
Free · Details requiredOpen resource ↗
Checklist28
Digital Transformation
The martech change release check
Replace the process without losing the customer.
Free · Details requiredOpen resource ↗
Strategy template29
Digital Transformation
The marketing operating model brief
Design the handoffs and ownership before adding another platform.
Free · Details requiredOpen resource ↗
Fact sheet30
Digital Transformation
Digital transformation beyond buying software
Know what changes before replacing what you own.
Free · Details requiredOpen resource ↗
Interactive worksheet31
Workflow Automation
The workflow rules and exceptions sheet
Define the trigger, action and failure route before building.
Free · Details requiredOpen resource ↗
Simulator32
Workflow Automation
Will this automation actually save time?
Include exceptions, review time and tool cost before declaring a win.
Free · Details requiredOpen resource ↗
Checklist33
Workflow Automation
The automation release checklist
A working happy path is only the first test.
Free · Details requiredOpen resource ↗
Strategy template34
Workflow Automation
The lead-routing and automation brief
Turn the team’s rules into a workflow someone can build.
Free · Details requiredOpen resource ↗
Fact sheet35
Workflow Automation
Automation that survives the exception
Reliable workflows are rules with a recovery route.
Free · Details requiredOpen resource ↗
Interactive worksheet36
AI Marketing
The AI task, evidence and review sheet
Choose where AI helps and where a person must decide.
Free · Details requiredOpen resource ↗
Simulator37
AI Marketing
Is AI saving time or moving it to review?
Compare the full approved-output workload, including rework and tool cost.
Free · Details requiredOpen resource ↗
Checklist38
AI Marketing
The AI marketing workflow check
Get the output approved before calling the workflow faster.
Free · Details requiredOpen resource ↗
Strategy template39
AI Marketing
The AI marketing pilot brief
Design one useful workflow before promising transformation.
Free · Details requiredOpen resource ↗
Fact sheet40
AI Marketing
AI marketing without the magic act
Drafting, evidence and approval are different jobs.
Free · Details requiredOpen resource ↗
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How the workshop works
Open it. Use your evidence. Leave with a decision.
01
Choose the job.
Every resource has a specific purpose, from checking a campaign launch to estimating the effort an automation could release.
02
Put your assumptions to work.
Leave your details to open the page. Enter your own figures, notes and decisions in the interactive workspace.
03
Take it to the team.
Export your work or print it. Calculations show assumptions and limits, so a useful discussion can follow the result.
The tool helps you see the choice.
The work is making it happen.
If you want help building, fixing or scaling the system behind the result, let’s start with your goal.
Talk through your next move ↗