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Marketing resources & checklists

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Checklist · 3 pages

The 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.

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Worksheet · fillable

The 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.

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Playbook · 2 pages

The 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.

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