Marketing resources & checklists
The same tools our specialists use with clients — free to download, print, and use today. No form, no catch. When you want them applied to your business, that's what the free audit is for.
Claim your free auditThe 50-Point Local Marketing Audit Checklist
Score your marketing the way we do in a paid audit — 50 checkpoints across website, local SEO, reviews, paid media, speed-to-lead, and tracking. Every blank box is revenue on the table.
Download the PDFThe Monthly Marketing Budget Worksheet
Stop guessing your budget. Work backward from a revenue goal to the spend that actually gets you there, then split it across channels with intent — with a built-in ROI check.
Download the PDFThe Speed-to-Lead Playbook
The cheapest way to sell more without spending more: contact leads faster. The 5-minute rule, an instant-response checklist, and a follow-up cadence that converts.
Download the PDFGet the plan, not just the checklist
These tools show you what to fix. A free audit shows you exactly where you're leaking revenue — and the pantheon we'd deploy to fix it fastest.