Demand Gen
Templates for paid media planning, funnel forecasting, ABM, campaign briefs, CAC models, and demand generation operations.
SaaS CAC vs. ROAS Comparison Model
Compare acquisition efficiency with both CAC and ROAS so your team can see channel payback, spend efficiency, and revenue impact from the same model.
Paid Media Budget Allocation Calculator
Plan paid media spend across channels, campaigns, months, and funnel goals with a calculator that connects budget allocation to expected pipeline outcomes.
LinkedIn Ads Campaign Brief
Brief a LinkedIn Ads campaign with clear audience criteria, offer, objective, creative direction, budget, landing page plan, tracking, and approval requirements.
Google Ads Campaign Structure Template
Map Google Ads campaigns, ad groups, keywords, match types, landing pages, budgets, negatives, and tracking in one planning spreadsheet.
Paid Social Creative Testing Framework
Plan creative tests across paid social channels, compare variants fairly, and decide which hooks, visuals, CTAs, and audiences deserve more budget.
ABM Target Account List Builder
Build and prioritize your ABM account list with firmographic data, intent signals, engagement scores, tier criteria, and campaign planning tabs.
Campaign UTM Tracking & Naming Convention Guide
Create a consistent UTM system for campaigns, channels, content, paid ads, webinars, partners, and lifecycle programs before reporting breaks.
Retargeting Audience Strategy Matrix
Map retargeting audiences by funnel stage, message, offer, exclusion rule, and success metric so each segment gets the right follow-up.
CPC / CPL / CPO Benchmark Tracker
Track paid media cost benchmarks by channel, campaign, industry, and period so you can spot rising acquisition costs before they distort the budget.
Paid Search Keyword Research & Bid Planning Sheet
Research paid search keywords, group them by intent, estimate cost and conversion potential, and plan bids before campaigns go live.
Demand Gen Monthly Performance Report
Report monthly demand generation performance with a slide structure for pipeline, spend, channel results, conversion rates, learnings, and next-month priorities.
Intent Data Activation Playbook
Turn intent data signals from tools like 6sense, Bombora, or G2 into account prioritization, outreach plays, content triggers, and sales actions.
MQL Scoring Model Builder
Build a lead scoring model that combines demographic fit, behavioral engagement, intent signals, and sales-readiness thresholds.
SEM vs. SEO Investment Decision Calculator
Compare paid search and organic search investment using budget, traffic, conversion rate, CAC, payback period, and long-term cost assumptions.
Webinar Demand Generation Playbook
Plan a B2B webinar campaign from topic selection through post-event follow-up, with sections for promotion, registration, reminders, and pipeline review.
Programmatic Advertising Brief Template
Create a sharper brief for display, video, CTV, and programmatic campaigns with sections for audience, inventory, creative, targeting, budget, and measurement.
Event / Conference ROI Calculator
Estimate whether an event is worth the spend by modeling sponsorship costs, travel, meetings booked, pipeline created, and the revenue needed to break even.
B2B Paid Media Competitive Audit Template
Audit competitor paid media across LinkedIn, Google, landing pages, offers, positioning, and creative so your team can spot gaps before launching new campaigns.