CSV template to record cost, leads, and sales by month and channel, and to calculate cost per lead, cost per sale, and close rate. Includes an explanation of each calculation and does not contain executable formulas.
Initial pipeline CSV template: stages with verifiable entry criteria, minimum data per opportunity, owner and next step. Useful to start in a sheet or configure a simple CRM with clear rules.
Markdown checklist to review a landing page receiving Google Ads traffic before launching the campaign: intent, offer, proof, single action, contact, measurement and mobile experience.
CSV log to track each contact from its origin through opportunity and closure. Records source, medium, campaign, stage and outcome to attribute sales by channel without relying only on the ad platform report.
CSV map to record the real questions your B2B buyers ask, classify them by intent, and assign them to a catalog page: family, application, or product sheet. Helps you decide which content to create first.
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