Resources (i.e. you should really steal/read these)

Marketing Roadmap Template

Because my brain is always looking for a singularity, I created a comprehensive marketing roadmap template that includes space to fill out OKRs (for company visibility), annual strategic priorities (so your executive team knows what you're up to), quarterly roadmaps, monthly plans based on the quarterly roadmap, task and sub-task cards (for your PMs), update logs, end of month commentaries (for your executive team), weekly progress reports (for your team and your boss). All as an agile board. Everything in one place. A singularity.

Super Basic Imperfect No Frills Google Ads Roadmap Template

I've spent the better part of 12 years trying to come up with the perfect strategy and roadmap template. And by perfect I mean an eye-pleasing, color-coded, visual masterpiece that screams "I know what I'm doing!" even if I didn't. I've used Asana, Jira, Spaces, everything. None of these scratched the itch. Then I asked a basic question: what is a strategy or roadmap document's purpose? It's purpose is not to look pretty or be omnipotent. It's to tell people a story. It's to get people on board with how you see the current situation and the potential future, whether they are the ones who are going to execute the strategy or the ones who approve your quest (i.e. your boss).

Welcome to the Cult: Or, Customer Retention

The soon-to-be Pulitzer Prize award winning book on customer retention: why it matters, what we know, and how we think about it. Born out of the identified risk of being turned into an undifferentiated commodity, I realized back in 2018 that Google, Facebook, and Amazon were fighting a war over who owns a brand’s customers, offering users the ability to never leave their site in order to purchase a brand’s products. The issue was compounded by the fact that marketing has operated as a commodity on these platforms and reinforced this problem. This book is the culmination of multiple years worth of research, analysis, and strategic thinking that ultimately saved TeePublic’s fiscal year in 2022.

Meta Ads Account Audit Template

Here’s a step-by-step guide in how to successfully audit a Meta Ads account and make meaningful recommendations for what to prioritize and tackle in your Meta Ads marketing roadmap. It’s important to note: to perform the audit correctly you will need view-only access to the client’s Meta Ads account. It helps to also have access to the client’s third party data analytics tool and their business goals like target ROAS or target CPA.

Google Ads Account Audit Template

Here’s a step-by-step guide in how to successfully audit a Google Ads account and make meaningful recommendations for what to prioritize and tackle in your Google Ads marketing roadmap. It’s important to note: to perform the audit correctly you will need view-only access to the client’s Google Ads account. It helps to also have access to the client’s third party data analytics tool and their business goals like target ROAS or target CPA.

Email Marketing Audit Template

Here’s a step-by-step guide in how to successfully audit an email marketing program and make meaningful recommendations for what to prioritize and tackle in your email marketing roadmap. It’s important to note: to perform the audit correctly you will need view-only access to the client’s email marketing account and their GA4 account.