Free marketing templates, ready to fill in
33 spreadsheets, documents, decks and starter kits for founders and marketing leads. Each one arrives by email and opens in the tool you already use.
21 spreadsheets, 8 documents, 2 code kits, 1 slide deck, 1 email course.
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Search, or browse the jobs below. Every template shows what is inside before you ask for it.
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One email address, and the full file is sent to your inbox.
Open it where you work
Excel or Google Sheets, Word or Google Docs, PowerPoint or Google Slides. The code kits run on your own machine.
Plan and budget
5 templates. Set the plan, size the spend and decide what to fund next.
Run the numbers with the free Money and spend tools.
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Start with this one
The Startup Marketing Plan
Excel + Google Sheets
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.
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The Marketing Budget Planner
Excel + Google Sheets
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.
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The MMM-Lite Starter Kit
Python + Templates
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?
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The Pricing Page Teardown & Price-Test Log
Excel + Google Sheets
Score your pricing page and three competitors on 21 checks, then test a price only when your traffic can answer the question.
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The Diagnose, Design, Execute Email Course
Email course
Ten short lessons over three weeks, from the one number that matters to a plan you can measure.
Positioning and research
5 templates. Know who to serve, what they compare you with and what to say.
Run the numbers with the free Positioning and audience tools.
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The Positioning & Messaging Workbook
Excel + Google Sheets
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.
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The Segment Scorecard
Excel + Google Sheets
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.
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The Competitor Research Grid
Excel + Google Sheets
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.
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The Customer Interview Kit
Word + Excel
Recruit and screen the right buyers, run a 30-minute interview about the last time, code every note, and see which problems are patterns and when to stop. Word guide plus a coding workbook.
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The Brand Voice Guide
Word + Google Docs
Voice rules specific enough to check against - plus the block your AI tools read, so the rules can actually be enforced.
Pipeline and sales
6 templates. Score accounts and leads, run the first call and forecast the number.
Run the numbers with the free Pipeline and customers tools.
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Start with this one
The Sales Pipeline & Forecast Tracker
Excel + Google Sheets
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.
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The ICP & Target Account Scorecard
Excel + Google Sheets
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.
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The Lead Scoring and SLA Sheet
Excel + Google Sheets
Score every lead on fit and behavior, set your MQL threshold, and write a marketing–sales SLA with response times and a weekly tracker.
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The Discovery Call Guide
Word document
Run a 30-minute first sales call about the buyer's problem: preparation, a timed agenda, a question bank with AI-product questions, AAJ's seven-check qualification rule and a note sheet.
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The Sales Process Workbook
Excel + Google Sheets
Write sales stages a deal can fail, score first calls on seven checks, map the buying committee with role presets for AI, SaaS, schools and clinics, and see where deals stall from your own dates.
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The Security Questionnaire Answer Library
Excel + Google Sheets
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.
Campaigns and channels
8 templates. Brief, launch and test campaigns, and keep channel work on a schedule.
The steps behind it are in the Go-to-market and demand playbooks.
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Start with this one
The Campaign Brief
Word + Google Docs
Decide the one number, the one audience and belief, and how you will judge the campaign - before any money is spent.
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The Launch Plan Checklist
Excel + Google Sheets
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.
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The Paid Audience Spec Builder
Excel + Google Sheets
Turn one persona into LinkedIn, Meta, Google and Microsoft Ads targeting, check each audience clears the platform's own minimum, and check your budget can finish a test before you spend.
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The Paid Media Test Log
Excel + Google Sheets
Log every paid test before it starts with its hypothesis, baseline and read-out date, flag tests read early, and see what share of decided budget led to a roll-out.
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The Webinar Run-of-Show & Follow-Up Planner
Excel + Google Sheets
Plan the session and the follow-up together: a dated countdown, a timed run-of-show, and three follow-up messages.
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The PR Pitch & Media Tracker
Excel + Google Sheets
Pitch stories, not announcements: a story bank, a reporter list, a pitch writer and a log that says when to stop.
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The Content Calendar & Repurposing Tracker
Excel + Google Sheets
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.
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The Case Study Kit
Word + Google Docs
Turn a customer result into proof you can publish - the permission to use it, the evidence that makes it believable, and the write-up.
Measurement and retention
6 templates. Track what happens, report it to the board and keep the customers you won.
Run the numbers with the free Measurement tools.
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Start with this one
The Marketing KPI Board Report
Excel + Google Sheets
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.
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The Board Marketing Slide Pack
PowerPoint + Google Slides
Twelve board slides that lead with the answer: the number against plan, what it cost, what you learned and what you need.
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The Tracking Plan and UTM Builder
Excel + Google Sheets
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.
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The Retention & NRR Workbook
Excel + Google Sheets
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.
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The Lifecycle Email Audit
Excel + Google Sheets
List every automated email you send, see the marketing load each audience gets in a week, check each marketing sequence for its unsubscribe and consent basics, and find the sequence to build next.
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The AI Visibility Starter Kit
Node script + Templates
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?
Team, AI and the rules
3 templates. Hire the first marketer, set how the team uses AI and check the rules before anything goes live.
The steps behind it are in the AI search and AI in marketing playbooks.
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Start with this one
The First Marketing Hire Kit
Word document
Write the job down before you interview, test every finalist the same way, and decide on evidence: role scorecard, paid take-home, interview questions and a first-90-days plan.
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The AI Tool Policy for Marketing
Word + Google Docs
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.
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The Marketing Compliance Checklist
Word document
Nine rule sets to check before a campaign, email sequence or AI feature goes live, from CAN-SPAM and Gmail's sender rules to FTC endorsements and EU AI Act disclosure, each with the regulator's own page.
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Filled in the template and stuck on what it says?
A Growth Audit reads your funnel, positioning and channel mix and names the three fixes to make first.