Evolve
90-Day Technology Roadmap
CSV template to build and review a 90-day technology roadmap: objectives, initiatives, prioritization criteria, dependencies, estimated hours, status and monthly review.
Knowledge centre
Clearer decisions. Technology put to better use.
Guides, criteria and practical resources to connect your business with technology.
Tools to put it into practice.
Browse all knowledge
Attract and measure
Acquisition and Sales Metrics Template
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.
Launch and sell
B2B product sheet template
CSV template for a B2B product sheet containing the fields an industrial buyer needs to decide and request a quote: family, applications, specifications, packaging options, downloadable documents and button text. Suitable for phased catalog uploads.
Maintain and protect
Capacity and Growth Log
CSV log to track weekly usage, limits, composition, retention and capacity of storage, and to document the decision to optimize, archive, or scale. Does not recommend deletions or automatic purchases.
Launch and sell
Checklist to Review a Web Proposal
A Markdown checklist to review a web development or online store proposal before approving it: scope, deliverables, exclusions, inputs and access, measurement, and continuity. Helps turn assumptions into written questions.
Attract and measure
Initial sales pipeline template
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.
Maintain and protect
Inventory of assets, owners and renewals
CSV inventory of domains, hosting, certificates and access with owner, provider, internal owner, expiration and review date. It is designed not to store passwords or sensitive data.
Launch and sell
Inventory of onboarding materials and access
CSV inventory to collect content, domain, email and access details before starting a web project, with owner, status and delivery method for each item. Does not store passwords: records where each account is and who controls it.
Attract and measure
Lead capture landing checklist
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.
Maintain and protect
Maintenance and Monitoring Checklist
Markdown checklist to review what your hosting, maintenance, support, warranty and development include, and to record monthly evidence that contracted tasks are being performed.
Connect and automate
Matrix to Prioritize Automations
CSV matrix to prioritize automations using your operation's data: repetition, volume, time, errors and dependencies. Helps you choose the first task to automate before evaluating tools.
Launch and sell
Matrix to choose between catalog, store and corporate website
Matrix to compare B2B catalog, online store and corporate website using criteria from your own operations: price, specification, inventory, purchase cycle and team capacity. Useful to decide together with sales before requesting proposals.
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