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.

Start hereMost requested
The digital asset ownership register

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 register

ALL RESOURCES

GuideFree
MarTech
Email authentication in plain English

SPF, DKIM and DMARC, explained for people who run a business, not a mail server.

Get the guide
Checklist
AI
AI search readiness checklist

Your next client may ask an AI assistant before they ever see a search results page.

Get the checklist
Worksheet
MarTech
The MarTech stack audit worksheet

You are probably paying for software nobody logs into.

Get the worksheet
ToolFree
AI
Shortlist: the AI visibility checker

AI assistants are recommending businesses to your customers right now.

Run the free check
Assessment
Strategy
The digital strategy reality check

Most digital strategies fail in the ninety days after sign-off.

Get the assessment
GlossaryFree
AI
The plain-English AI glossary

Fifty AI terms you will actually meet, defined without the hype.

Get the glossary
ReportFree
Measurement
The one-page marketing report

The monthly report a board will actually read.

Get the report
Policy
AI
AI use policy starter for Australian businesses

Your team is already using AI.

Get the policy
ChecklistFree
Ownership
The website handover checklist

Changing developer or agency?

Get the checklist
Scorecard
Agencies
The agency vetting scorecard

Most agency pain was visible in the pitch, if you knew what to ask.

Get the scorecard
Guide
Measurement
The marketing diagnostic

When marketing stops working, the first explanation offered is usually wrong.

Get the guide
PackFree
AI
AI prompt patterns for marketing work

Ten reusable prompt structures with fill-in slots.

Get the pack
Guide
Strategy
Do you need a fractional CMO?

Sometimes a fractional CMO is exactly right.

Get the guide
TemplateFree
Teams
The meeting notes and decisions log

The exact meeting note format and decisions log I use with every client.

Get the template
GuideFree
AI
How AI assistants pick their sources

Why some sites get cited by AI assistants and others never appear.

Get the guide
Matrix
Teams
The marketing capability matrix

What the plan needs, what the team has, and a deliberate decision about every gap.

Get the matrix
ChecklistFree
MarTech
Ten questions before buying any marketing software

Software sprawl starts in the demo.

Get the checklist
Plan
AI
Run your own AI session

A complete 60-minute AI session for your team.

Get the plan
TemplateFree
Agencies
The universal brief template

One brief format that works on an agency, a freelancer, or an AI prompt.

Get the template
PackFree
Measurement
The UTM and campaign naming pack

Clean campaign data starts with boring, consistent names.

Get the pack

LATEST INSIGHTS

See all insights
MarTech · 8 min
Your emails are going to spam. It is not the copy

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.

AI · 10 min
They bought AI and the week looks the same

The licences are paid. People paste briefs into a browser. The week looks the same as it did last quarter.

AI · 7 min
How AI assistants decide who to recommend

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.