Free marketing templates for founders
Working templates you can download and run — the DIY versions of the systems AAJ builds with clients. Delivered to your inbox, free.
Templates
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The Startup Marketing Plan
Excel + Google Sheets · Free
Topic: Go-to-Market & Growth Planning
A fill-in Excel workbook (works in Google Sheets) that turns scattered tactics into a measurable 90-day plan — funnel & unit economics, positioning, a channel scorecard, a roadmap, and a budget allocator.
Get the template
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The Marketing Budget Planner
Excel + Google Sheets · Free
Topic: Analytics, Experiments & Budget
Size, allocate, track and forecast your marketing spend — with AAJ's stage bands, a CAC ceiling from your own unit economics, an automatic expense tracker, ROI verdicts, and a new-ARR forecast.
Get the planner
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The Positioning & Messaging Workbook
Excel + Google Sheets · Free
Topic: Strategy & Positioning
From "what do we actually do?" to a positioning statement your whole team can say out loud — competitive alternatives, differentiator tests, a messaging house, audience variants and copy blocks with live word counters.
Get the workbook
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The Sales Pipeline & Forecast Tracker
Excel + Google Sheets · Free
Topic: Sales & Pipeline
Will you hit the number? A weighted forecast, coverage math from your real win rate, the gap in dollars — and the lever to pull, named in plain words.
Get the tracker
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The MMM-Lite Starter Kit
Python + Templates · Free
Topic: Analytics, Experiments & Budget
A ready-to-run media-mix model, the data schema, an incrementality-test template, and monthly decision rules — where does the next $1,000 work hardest?
Get the kit
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The AI Visibility Starter Kit
Node script + Templates · Free
Topic: AI Search & Agent Readiness
A runnable audit that scores any page for AI citation readiness, the citation prompt set, schema templates, and the decision rules — can ChatGPT actually read your site?
Get the kit
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The Content Calendar & Repurposing Tracker
Excel + Google Sheets · Free
Topic: Content, Copy & SEO
Plan, publish and repurpose in one workbook — pillar strategy, a monthly editorial calendar, a repurposing tracker that turns one hero asset into ten, and a performance log.
Get the tracker
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The ICP & Target Account Scorecard
Excel + Google Sheets · Free
Topic: Sales & Pipeline
Turn your ICP into weighted signals, score every account 0–100, and tier A/B/C — with fit-vs-intent scoring, disqualifiers, and a calibration tab so your team works the winnable deals first.
Get the scorecard
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The Segment Scorecard
Excel + Google Sheets · Free
Topic: Strategy & Positioning
Score up to eight market segments on six weighted criteria, with the evidence and confidence behind every score, then rank them and commit to the first market to win.
Get the scorecard
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The Competitor Research Grid
Excel + Google Sheets · Free
Topic: Strategy & Positioning
Profile every alternative buyers consider, including workarounds and doing nothing, with a source and date on each entry, and turn it into where you win and your investor competition slide.
Get the grid
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The Lead Scoring and SLA Sheet
Excel + Google Sheets · Free
Topic: Sales & Pipeline
Score every lead on fit and behavior, set your MQL threshold, and write a marketing–sales SLA with response times and a weekly tracker.
Get the sheet
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The Tracking Plan and UTM Builder
Excel + Google Sheets · Free
Topic: Analytics, Experiments & Budget
Plan your GA4 events and key events, set a UTM convention that fits GA4's channel rules, build tagged links and keep a link log your whole team uses.
Get the builder
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The Security Questionnaire Answer Library
Excel + Google Sheets · Free
Topic: Sales & Pipeline
Log every security questionnaire, keep one approved answer per question with its evidence and owner, track subprocessors and changes, and reply inside a time you set.
Get the library
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The Marketing KPI Board Report
Excel + Google Sheets · Free
Topic: Analytics, Experiments & Budget
Turn a period of raw numbers into board-ready KPIs — CAC, payback, LTV:CAC, pipeline efficiency and attainment — each with a trend, a sourced reference line where one exists, and a headline that writes itself.
Get the report
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The Launch Plan Checklist
Excel + Google Sheets · Free
Topic: Go-to-Market & Growth Planning
Set one date and 40 launch tasks schedule themselves across six phases — with a readiness gate before you commit and a live Go/No-Go verdict.
Get the checklist
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The Retention & NRR Workbook
Excel + Google Sheets · Free
Topic: Retention, Expansion & Advocacy
Turn a period of revenue movement into NRR, GRR, churn and quick ratio — each with a plain-English read — plus a cohort view, a churn breakdown, and an LTV sizer.
Get the workbook
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The AI Tool Policy for Marketing
Word + Google Docs · Free
Topic: Marketing Ops, AI & Team
A one-page policy your team can adopt this week - approved tools, what never goes into a prompt, and the review gate before anything publishes.
Get the policy
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The Brand Voice Guide
Word + Google Docs · Free
Topic: Brand & Voice
Voice rules specific enough to check against - plus the block your AI tools read, so the rules can actually be enforced.
Get the guide
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The Pricing Page Teardown & Price-Test Log
Excel + Google Sheets · Free
Topic: Pricing & Monetization
Score your pricing page and three competitors on 21 checks, then test a price only when your traffic can answer the question.
Get the workbook
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The Diagnose, Design, Execute Email Course
Email course · Free
Topic: Go-to-Market & Growth Planning
Ten short lessons over three weeks, from the one number that matters to a plan you can measure.
Start the course
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The Board Marketing Slide Pack
PowerPoint + Google Slides · Free
Topic: Analytics, Experiments & Budget
Twelve board slides that lead with the answer: the number against plan, what it cost, what you learned and what you need.
Get the slide pack
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The Webinar Run-of-Show & Follow-Up Planner
Excel + Google Sheets · Free
Topic: PR, Partnerships & Events
Plan the session and the follow-up together: a dated countdown, a timed run-of-show, and three follow-up messages.
Get the planner
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The PR Pitch & Media Tracker
Excel + Google Sheets · Free
Topic: PR, Partnerships & Events
Pitch stories, not announcements: a story bank, a reporter list, a pitch writer and a log that says when to stop.
Get the tracker
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The Case Study Kit
Word + Google Docs · Free
Topic: Website & Conversion
Turn a customer result into proof you can publish - the permission to use it, the evidence that makes it believable, and the write-up.
Get the kit
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The Campaign Brief
Word + Google Docs · Free
Topic: Go-to-Market & Growth Planning
Decide the one number, the one audience and belief, and how you will judge the campaign - before any money is spent.
Get the brief
Looking for interactive tools instead? Explore the tools.