Templates ready to use
Dashboards, media plans and audit checklists, built by us. Download them, duplicate them and adapt them to your business.
Guides 5 templates
The complete method on one topic, in a document you can read in one sitting.
The acquisition benchmark (Q3 2026 edition)
The dated quarterly edition of the benchmark: median CPL, conversion, CPC, ROAS and budget for 19 industries, with the reading method.
- The full table of 19 industries: CPL, conversion, CPC, ROAS and budget in % of revenue
- The reading method: what a median covers, the five columns explained
- Three typical decisions clarified by the references, from budget to provider negotiation
The profitable acquisition guide
From ad budget to net profit: the complete method in 9 chapters, with your thresholds to calculate and your industry's reference points.
- Nine chapters, from click to net profit, with a worked example carried end to end
- The maximum CPL and break-even ROAS formulas, to calculate with your own numbers
- The CPL, conversion and ROAS references of 8 industries, from our benchmark
The efficient operations guide
Win back hours every week and make follow-up reliable: the complete method in 9 chapters, from task mapping to AI.
- Nine chapters, from the cost of manual work to making it last
- The annual cost formula for repetitive tasks and a table of typical, quantified reserves
- The remove, simplify, standardize method before automating, and the prioritization matrix
The AI at work guide
Adopt the AI that pays, without needless risk: use cases, return on investment, shipping to production, the AI Act frame and visibility in AI engines.
- Nine chapters, from picking use cases to a lasting capability
- The four criteria of a good first use case and the return-estimation traps
- The autonomy ladder (fully reviewed, spot-checked, autonomous within a scope) and its numeric thresholds
The local visibility guide
Getting found by clients in your area, on Google, on Maps and inside AI engines: the complete method in 9 chapters.
- Nine chapters, from the four visibility stages to the monthly measurement ritual
- The Google profile and reviews, treated as a system, not a chore
- The five technical fundamentals that deliver most of the result
Spreadsheets and plans 7 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
AI usage register
Record every AI use, its risk level and its guardrails: the operational companion to the responsible AI checklist.
- A Register tab: use, tool, data, risk level, oversight, owner
- Dropdowns and color alerts by risk level
- A Reference tab: the 4 risk levels explained, with examples and obligations
Editorial calendar
Plan and track your content across channels: statuses, pillars, goals, and a summary that counts everything automatically.
- A Calendar tab: date, channel, topic, pillar, audience, goal, status, result
- Statuses from Idea to Published with dropdowns and color alerts
- A Summary tab: content counted by status and by channel, automatically
Prospecting plan
The standard 5-step cadence (email, call, LinkedIn, follow-ups) and your target tracking, with an automatic summary.
- The standard 5-step cadence with the channel and key idea of each message
- A Targets tab: step reached, next action, date, status, notes
- Dropdowns and color alerts by status
Checklists and ready-made documents 8 templates
The points to check and the documents ready to adapt, 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
Campaign brief
One page to fill in before any launch: quantified goal, audience, message, budget, measurement. The guardrail against failed campaigns.
- Seven sections to fill in, from context to measurement
- The quantified business goal and target CPL / CAC set before spending
- The journey after the click: landing, expected action, lead follow-up
Internal AI usage charter (template)
The ready-to-adapt document to govern AI use in your company: principles, allowed and prohibited uses, governance.
- Eight ready-to-adapt sections, mentions to personalize highlighted
- Encouraged uses and prohibited uses, stated clearly
- Governance: AI lead, usage register, review cadence