Resources

Frameworks & Guides.

Practical resources for B2B marketing and revenue operations leaders. No gated content walls. No email required.

Guide

The Marketing Ops Audit Checklist

A systematic framework for evaluating marketing automation health. Data quality, program architecture, integration integrity, and reporting gaps.

Coming Soon

Framework

Lead Scoring Model Template

Behavioral and demographic scoring framework used across 50+ implementations. Includes thresholds, decay rules, and MQL definitions.

Coming Soon

Guide

Multi-Touch Attribution Setup Guide

Step-by-step guide to building multi-touch attribution in Salesforce. Campaign hierarchy, influence models, and reporting.

Coming Soon

Tool

Tech Stack Evaluation Matrix

Weighted scoring framework for evaluating marketing and sales technology. Integration, cost, capability, and team capacity dimensions.

Coming Soon

Framework

ABM Campaign Blueprint

Full-funnel ABM campaign framework. Account selection, intent activation, channel mix, and measurement.

Coming Soon

Guide

PE Portfolio Marketing Playbook

90-day marketing buildout framework for newly acquired portfolio companies. From zero to pipeline.

Coming Soon

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