Templates
Fill-in-the-blank assets you can use today.
For business owners
The Everything BundleThe whole library in one email you can keep — the single labeled capture point on this site, with every link available free right beside the form.Master Negative Keyword List53 negative keywords that block the searches almost no local or B2B service business should pay for — annotated by category, with the plural-variant trap explained.UTM Naming Convention SheetThe one-page convention that keeps campaign tracking consistent forever — allowed values, casing rules, and worked examples for every common channel.
For accounting firms
Client Onboarding Tracker (Excel)A pre-formatted Excel tracker for accounting firms: follow every client from invite to fully onboarded — logged in, documents in, engagement signed.Tax-Season Document Request Checklist (Excel)A pre-formatted PBC (prepared-by-client) checklist: track every document you need from each client, by return type, before you can prepare the return.Client Launch Kit: Announce Your PortalThe copy accounting firms need to roll out a client portal: a ready-to-send announcement email and a one-page printable login handout.
This is the work. Want it done?
Everything here is free to use yourself — that’s the point. If you’d rather a senior marketer just handle it, in your accounts and your name: 20-minute call, no pitch deck.