Templates, checklists, AI prompts, SOPs, dashboards, and playbooks built from 20+ years of running real B2B marketing programs. Not from a content brief. Not to generate SEO traffic.
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20+
Years of B2B consulting
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Every structure reflects how B2B marketing actually works — account-based motions, longer sales cycles, multi-stakeholder deals. Not how someone imagined it works.
These documents were used on real ABM programs with real target account lists. The specificity comes from that — not from a design sprint to fill a content calendar.
Most free templates are gated because the template is the product. Here the template is the proof. Open it first, decide whether to stay in touch after.
Every resource is free. No credit card. No form before the good stuff.
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Score and prioritize accounts using firmographic fit, intent signals, and relationship strength. Built from real 200-account ABM programs.
Best for: Demand gen leads building their first account list
OpenDefine your ideal customer profile across firmographic, technographic, and behavioral dimensions.
Best for: Founders and early-stage teams
OpenFull campaign planning structure from objective to channel mix to success metrics.
Best for: Planning any campaign
OpenOne-pager for deciding which segment to go after first, in what order, and why.
Best for: Founders pre-first marketing hire
OpenWhat a Head of Marketing actually reports to leadership — pipeline contribution, channel efficiency, CAC, and forecast.
Best for: Heads of Marketing reporting to leadership
OpenMulti-touch attribution across paid, organic, email, and events. Built for teams running more than two channels.
Best for: Teams with multi-channel programs
OpenThe logic behind running personalized outreach at scale — tiering, messaging frameworks, sequence design.
Best for: Running personalized outreach at scale
OpenStructured prompts for account research, content drafting, campaign planning, and competitive analysis. Built for real B2B use cases.
Best for: Marketers using AI in their workflow
OpenSelf-select
Pick the category that matches the task in front of you right now.
Target account selection, account scoring, personalization frameworks, account-level reporting, sales alignment.
Campaign briefs, channel planning, nurture sequences, pipeline tracking, reporting templates.
Go-to-market frameworks, ICP worksheets, positioning documents, segment prioritization tools.
CRM process docs, marketing automation workflows, SLA templates, tech stack audits, onboarding checklists.
Prompt libraries for B2B marketers, workflow templates for n8n and Make, AI agent frameworks, content automation.
Marketing dashboards, pipeline contribution reports, board-ready reporting templates, attribution frameworks.
Content briefs, editorial calendars, SEO audit frameworks, content-to-pipeline trackers.
Campaign handoff documents, sales-ready content briefs, battle cards, outbound sequence templates.
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