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Home
Connect
  • Work With Me
  • Pro Bono & Mentorship
  • Classes & Workshops
Capabilities
  • GTM Operations
  • Brand & Messaging
  • Growth & Performance
  • AI-Enabled Marketing
  • How I Work
Industries
  • Healthcare
  • Labs & Diagnostics
  • Technology
  • Data Centers
  • Retail & E-Commerce
  • Agencies & Service-based
  • Engagement Fit
Resources
  • Impact & Testimonials
  • Interviews & Perspectives
  • Strategic Guides
  • Execution Playbooks
  • Frameworks & Checklists
  • Why Time Matters
Impact
  • Resume
  • Portfolio Highlights
  • Case: Digital Ink
  • Case: CareInsight
  • Case: NH DHHS
  • Case: TÜV SÜD
Blog
More
  • Home
  • Connect
    • Work With Me
    • Pro Bono & Mentorship
    • Classes & Workshops
  • Capabilities
    • GTM Operations
    • Brand & Messaging
    • Growth & Performance
    • AI-Enabled Marketing
    • How I Work
  • Industries
    • Healthcare
    • Labs & Diagnostics
    • Technology
    • Data Centers
    • Retail & E-Commerce
    • Agencies & Service-based
    • Engagement Fit
  • Resources
    • Impact & Testimonials
    • Interviews & Perspectives
    • Strategic Guides
    • Execution Playbooks
    • Frameworks & Checklists
    • Why Time Matters
  • Impact
    • Resume
    • Portfolio Highlights
    • Case: Digital Ink
    • Case: CareInsight
    • Case: NH DHHS
    • Case: TÜV SÜD
  • Blog

  • Home
  • Connect
    • Work With Me
    • Pro Bono & Mentorship
    • Classes & Workshops
  • Capabilities
    • GTM Operations
    • Brand & Messaging
    • Growth & Performance
    • AI-Enabled Marketing
    • How I Work
  • Industries
    • Healthcare
    • Labs & Diagnostics
    • Technology
    • Data Centers
    • Retail & E-Commerce
    • Agencies & Service-based
    • Engagement Fit
  • Resources
    • Impact & Testimonials
    • Interviews & Perspectives
    • Strategic Guides
    • Execution Playbooks
    • Frameworks & Checklists
    • Why Time Matters
  • Impact
    • Resume
    • Portfolio Highlights
    • Case: Digital Ink
    • Case: CareInsight
    • Case: NH DHHS
    • Case: TÜV SÜD
  • Blog

Frameworks & Checklists


After strategy comes execution and that’s where these tools come in.


Whether you're building a campaign, optimizing workflows, or aligning teams, these checklists, infographics, and visual aids are built to keep your marketing organized, efficient, and aligned with your goals.


Each asset focuses on a specific stage of the process - from campaign planning to customer engagement to brand execution. Use them to save time, reduce friction, and turn ideas into action.


All designs are created with a focus on clarity, structure, and visual impact - ready to plug into your workflow or client-facing materials.

ai integration

Executive Checklist Preparing for Agentic Systems (pdf)Download
RevOps Agent Readiness Checklist (pdf)Download
Checklist AI-Driven Marketing Ops (pdf)Download

Marketing & Campaign Strategy Checklists

ABM & Digital Campaign Setup Checklist (pdf)Download
Content Publishing Checklist Speed Meets Strategy (pdf)Download
30 / 60 / 90-Day Marketing Onboarding Checklist (pdf)Download

infographics

Make Time Work for You (pdf)Download
Unify Strategy Across Teams (pdf)Download
GTM Strategy What You Need to Get It Right (pdf)Download

Brand & Design Execution Checklists

Slide Flow & Structure Checklist (pdf)Download
Brand Kit Checklist (pdf)Download
Carousel Creation Checklist (pdf)Download
Personal Brand Development Checklist (pdf)Download

Customer Experience & Ops Checklists

Customer Birthday Celebration Checklist (pdf)Download
Shipping Impact Checklist (pdf)Download
Speed–Price–Quality Trade-Off Checklist (pdf)Download
Customer Service Excellence Checklist (pdf)Download
Checklist for Working with an Agency (pdf)Download
Downtime Strategy Checklist (pdf)Download

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