12 free marketing tools built from my book.
Try one. Try all twelve. ...Then go do something stupid.
Commonly Used Tools To Enhance Your Marketing
Marketing Templates
Are you looking for an effective way to map out a multi-step sales process? Do you want to script out phone calls, emails and other sales activity to create a defined process? If so, this is the template for you!
Identify your business mission and services as well as your audience and how to communicate with them. This is a core document I use with all my clients and is a game changer for any business.
Identify your tone of voice to ensure consistent communication. This easy to use word template that can help define how you message your audience on social media.
Track all your marketing and sales activity from one spreadsheet. Here is an easy to use and adapt spreadsheet that you can use in many areas of your business.
Are you running multiple projects and ads and need to better organize your spending? This very easy to use spreadsheet includes formulas and tabs to organize all your marketing campaigns and business expenses.
Are you frustrated with unorganized content for your social media channels and blog content? Here is an easy to use spreadsheet to align your monthly social media posts and get approval from stakeholders.
Looking to organize a large website, campaign or event project? This Excel template will help you define specific tasks, create timelines that update themselves, and plan trade shows from budget to booth to ROI. Easy to use and make your own.
Planning a trade show booth? Pick your booth size, drag in tables, banners, stools and screens at real scale, and see if your layout invites people in or builds a wall. Get a booth score, a rental list and a picture of your layout to send your vendor. Free, no signup.
Bookkeeping and financial planning are essential to any business. Track clients, hours, invoices, expenses, advertising, taxes and profit in one easy spreadsheet, with a rate calculator, cash flow planner, pipeline tracker and AI prompts.
Looking to figure out how to market to your audience based on where they are in the buyers journey? This template will help you break it all down into small segments.
Organize project details and create an easy process for working with internal teams and freelancers. Includes a fill-in project scope, a vetting scorecard, 2026 pricing ranges, copy-and-paste emails for every stage, and AI prompts to help you hire and communicate better.
Organize your pages, content, keywords, links and directory listings in one easy SEO planner. Built-in character counts and checks for page titles and meta descriptions, plus a Google preview, an SEO basics audit, an AI search tracker, best practices and AI prompts.
Set your social media goals, create a strategy and define your content plan. This template builds your strategy step by step, from goal to topic to channel to audience, so every post has a purpose. It includes channel priorities, ad audiences, approved replies, a response workflow with a crisis plan, a team directory and an AI post builder.