Templates & Checklists

Templates & Checklists
Resources 45 assets · Included with training
Resources

Templates & Checklists

  • Checklists
  • Audits
  • Reporting

Every program in the library ships with the documents used to do the work. They are not decorative downloads: they are the sheets, checklists and briefs our own training sessions are run from, cleaned up and made reusable.

Templates are organised by channel and by stage — planning, launch, optimisation and reporting — so a team can adopt one document at a time rather than replacing its entire process at once.

Level All levels
Content 45 assets
Format Included with training
What you learn

The six things this
track is built around

Campaign launch checklists

Pre-launch verification for search, social and programmatic campaigns, including tracking sign-off.

Account audit sheets

Structured audits for Google Ads, Meta and GA4 with scoring and a prioritised findings list.

Measurement plan templates

Event and parameter documentation, naming conventions and a developer handover format.

Reporting templates

Monthly performance reports with commentary structure, so numbers arrive with an explanation.

Creative and landing briefs

Briefing formats that give designers and writers enough context to produce something testable.

Budget and forecast sheets

Allocation, pacing and simple forecast models with the assumptions written down.

Structure

The modules, in order

Modules run in sequence because each one assumes the previous one. Experienced specialists usually start partway through, which we agree before the plan is written.

Included 45 assets

Plus the templates and checklists attached to this track, which stay yours after the training ends.

01
Planning pack

Research templates, positioning canvas, channel plan and budget allocation sheet.

02
Tracking pack

Measurement plan, data layer specification, container naming standard and QA checklist.

03
Launch pack

Channel-specific launch checklists, naming conventions and settings verification sheets.

04
Optimisation pack

Weekly routine checklist, test log, changelog and experiment planning sheet.

05
Reporting pack

Monthly report structures, dashboard specifications and stakeholder summary formats.

06
Team pack

Onboarding checklist, role responsibilities and internal review formats for in-house teams.

Who it is for

This track fits you if

Teams standardising how work gets done
Freelancers formalising a client process
Managers onboarding new specialists
Anyone tired of rebuilding the same spreadsheet
Outcomes

By the end you can

Launch campaigns against a checklist instead of memory
Audit an account with a repeatable scoring method
Document tracking so developers can implement it
Report monthly in a format stakeholders can follow
Pricing on request

We do not publish price lists. Every plan is quoted individually after we look at your channels, your team size and the level you are starting from.

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Ask about Templates & Checklists

Tell us what you already run and what you would like to improve. We reply with a plan for this track, what to skip, and an individual quote.

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Keep going

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Start here

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