Templates ready to use
Dashboards, media plans and audit checklists, built by us. Download them, duplicate them and adapt them to your business.
Spreadsheets and plans 4 templates
Structured spreadsheets for steering, ready to fill in.
KPI & ROAS dashboard
The dashboard we use to manage acquisition: summary, weekly tracking and targets, everything calculates itself.
- A Summary tab: budget, leads, revenue, net profit and ROAS for the month, plus the per-channel detail
- A Weekly tracking tab with CTR, conversion rate, close rate, CPL, CAC and net profit calculated
- Your targets (CPL, CAC, ROAS) and their gaps, with an on-track or needs-work status
Media plan & budget
Arbitrate your budget before spending it: projected leads, customers, net profit and ROAS by channel, plus the budget needed to hit your target.
- The budget split by channel, in dollars and as a percentage
- Projected leads, customers, revenue, margin and net profit per channel
- Estimated ROAS against the break-even point, with a per-channel status
Sales pipeline tracker
Manage your deals from quote to signature: status, follow-ups, weighted forecast and close rate.
- One row per deal: amount, status, next follow-up, probability
- The weighted value of each deal, calculated automatically
- A Summary tab: weighted forecast, signed amount, close rate
Time tracking & automation ROI
Put a number on the time and money you can recover by automating your repetitive tasks, task by task.
- One row per task: time, frequency, automatable share, hourly cost
- The recoverable hours per week and the annual savings, calculated
- A summary: recoverable hours, person-days per year, total savings
Audit checklists 6 templates
The points to check, one by one, so nothing gets missed.
Checklist: acquisition audit
Close to 30 checkpoints to audit your campaigns, your tracking and your lead follow-up.
- Strategy, targeting and campaign structure
- Ads, messaging and consistency with the landing page
- Tracking, conversions and real sales fed back
Checklist: local SEO audit
Everything to check to show up on searches in your area and in the local pack.
- Google Business Profile (NAP, categories, photos)
- NAP consistency, citations and duplicate removal
- Customer reviews (volume, recency, responses)
Checklist: website & conversion audit
The points to check so a visitor becomes a customer: message, trust, forms, mobile, measurement.
- Message and value proposition (understood in five seconds)
- Trust, reassurance and the conversion path
- Performance, mobile display and forms
Checklist: automation & processes
Spot what you can automate to save time and make your follow-up dependable: tasks, CRM, reminders, reporting, AI.
- Mapping of repetitive tasks and their time
- Data, tools and a CRM that talk to each other
- Automated follow-ups and sales tracking
Checklist: visibility in AI answers
What to put in place to get cited by ChatGPT, Gemini and Claude when a prospect asks them for advice (AEO, GEO).
- Technical foundations and brand reliability
- Content that answers questions directly (AEO)
- Structured data that engines can use
Checklist: Responsible AI and compliance (AI Act)
The framework to use AI with confidence in your business: uses, risk, transparency, oversight.
- Mapping your AI uses and classifying them by risk level
- Transparency and human oversight on sensitive decisions
- Data, security and GDPR compliance of AI uses