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Marketing & Leadership Playbooks


Whether you're launching a product, aligning your team, or refining how you communicate value—strong strategy and clear messaging matter.


These playbooks were built from real client questions around go-to-market planning, positioning, team leadership, and organizational structure. I noticed the same challenges showing up across industries, so I created these resources to offer clear, repeatable answers.


Each guide includes practical frameworks, templates, and examples to help you move faster—whether you're shaping messaging, driving adoption, or navigating change.

Go-To-Market

Go-to-Market Launch Blueprint (pdf)Download
Create Positioning Built for Real Buyers (pdf)Download
Market-to-Message Alignment Checklist (pdf)Download
MDF Budget Battles Whose Funds Are They Anyway (pdf)Download
Marketing Allocations (pdf)Download

Business Strategy & Value Creation

Pricing Strategy Isn’t Just Math (pdf)Download
Marketing Value From Creative to Revenue (pdf)Download
Speed–Price–Quality Playbook (pdf)Download
Nail the Why Behind Your Deck (pdf)Download
Quiet Months, Big Impact (pdf)Download
5 Questions to Test if Your Marketing Is Strategic (pdf)Download

Organizational Strategy & Structure

Structuring Marketing for Strategic Impact Checklist (pdf)Download
Rebuilding Your Marketing or Product Org (pdf)Download
Lead Efficiently. Lead Well. (pdf)Download
How Metrics Help Employees See Their Value at Work (pdf)Download
Quick Wins for Better AI-Powered Training (pdf)Download
Internal Comms Channel Cleanup (pdf)Download
Too Many Channels You’re Not Alone. (pdf)Download

company acquisitions & mergers

Marketing Team Checklist Preparing for an Acquisition (pdf)Download
Key Questions for Marketing Teams in an Acquisition (pdf)Download
Customer Communication Checklist for M&A (pdf)Download
Brand Kit Playbook (pdf)Download

ai & agentic systems

The Agentic Systems Playbook (pdf)Download

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