Practical templates so you don't start from a blank page.
Marketing plans, budgets, checklists and scripts you can adapt in fifteen minutes. Some are free to preview. The rest are part of Membership.
Small Business Marketing Plan Template
A one-page plan that covers your audience, offer, channels and 90-day priorities. Fill it in once, revisit it each quarter.
Best for: Owners who want a working plan, not a strategy deck.
- A one-page layout that fits on a single screen.
- Five short sections: goal, customer, offer, channels, follow-up.
- A 90-day focus block with weekly priorities.
- Worked examples from a freelancer, a local service and an online seller.
Marketing Budget Planner
A simple spreadsheet for splitting a small marketing budget across channels, tools and tests without overcommitting.
Best for: Anyone with a marketing budget under £2,000 a month.
- A monthly and quarterly view.
- Pre-built categories for tools, channels, content and experiments.
- A built-in safety buffer so you don't overspend.
- A simple ROI tracker per channel.
Website Audit Checklist
Forty practical checks across structure, copy, conversion, speed and trust signals. Run it on your site in under an hour.
Best for: Owners about to spend money driving traffic.
- Forty checks grouped into clarity, trust, conversion and basics.
- A scoring sheet so you can compare versions over time.
- Plain-English fix suggestions for every check.
- A 'fix these three first' shortlist.
Local SEO Checklist
Everything a local business should fix on Google, on its website and across local directories before paying for ads.
Best for: Local services, food businesses and franchise locations.
- Google Business Profile optimisation steps.
- On-site local SEO checks (titles, headings, schema, NAP consistency).
- Citation and directory list with priorities.
- Review generation and reply checklist.
Lead Follow-Up Email Sequence
A six-email sequence with subject lines and copy you can adapt in fifteen minutes. Designed for warm, recent enquiries.
Best for: Service businesses fielding enquiries that take days or weeks to convert.
- Six emails over 60 days with subject lines.
- Two tone variants: warm and direct.
- Personalisation slots that take a minute to fill in.
- A short 'before I close your enquiry' email that often gets the reply.
Customer Persona Worksheet
A focused worksheet that helps you describe your best customer in plain language, not consultancy jargon.
Best for: Anyone whose marketing keeps trying to talk to everyone.
- Eight short prompts to describe a real best customer.
- A 'who this isn't for' section to sharpen focus.
- A one-paragraph summary you can paste straight into your homepage.
- Examples for service, product and local businesses.
Referral Request Scripts
Short, natural scripts for asking customers, partners and past clients for a referral without sounding awkward.
Best for: Owners who hate asking for referrals but know they should.
- Six scripts: post-project, post-purchase, partner intro, quiet-month nudge, anniversary and 'one quick favour'.
- Email and message versions of each.
- A monthly 'referral round' workflow.
- Polite ways to follow up if there's no reply.
Social Media Content Calendar
A monthly content planner with prompts, formats and posting cadence ideas that suit a small business.
Best for: Owners doing their own social with no content team.
- A four-week rolling planner with cadence presets.
- A bank of fifty content prompts for service, product and local businesses.
- Format mix recommendations (text, image, short video, story).
- A post-mortem column to track what actually worked.
AI Marketing Prompt Pack
Forty practical prompts for emails, ads, social posts, landing pages and customer research, written for non-technical owners.
Best for: Owners using ChatGPT or Claude as a junior copywriter.
- Forty prompts grouped by job: emails, social, ads, landing pages, research.
- Voice-matching prompt template you can fill in once and reuse.
- Editing rules to keep AI output sounding human.
- A starter library of subject lines, hooks and headlines.
Lead Tracking Template
A no-CRM way to track enquiries, conversations and follow-up dates so leads stop slipping through the cracks.
Best for: Solo operators and small teams without a CRM.
- Columns for source, last contact, next action and date.
- A status pipeline (new, in progress, waiting, won, lost).
- A simple weekly view of who needs a nudge.
- An archive sheet for closed leads with notes for next time.
Google Business Profile Checklist
A focused checklist for setting up, optimising and maintaining a Google Business Profile that actually drives enquiries.
Best for: Any business with a postcode customers care about.
- Setup steps in the right order.
- An optimisation pass for categories, services, photos and FAQ.
- A monthly maintenance checklist (posts, photos, replies).
- Common policy mistakes to avoid.
Small Business Content Calendar
A simple twelve-week content plan you can run across email, blog and social without burning out.
Best for: Owners committing to one quarter of consistent content.
- A twelve-week rolling plan across email, blog and social.
- A theme-per-week structure so ideas come faster.
- A repurposing column so each piece works on three channels.
- A short 'minimum viable week' fallback for busy weeks.
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