Get Your Marketing Under Control in 30 Days, On Your Own
You have marketing. You just don't have control.
Ads bring in leads, contractors send reports, the CRM looks filled out, and the team is doing something every week. But as the owner, it's still hard to quickly see what actually matters: which leads turn into sales, where the money leaks out, and who owns what.
So this toolkit isn't theory - it's 10 working files: calculators, spreadsheets, checklists, prompts, contractor briefs, and follow-up templates that break your marketing and sales down into numbers, tasks, and clear owners.
What's Inside
10 files that cover the key areas you need to control: ad economics, weekly metrics, contractors, briefs, sales, follow-up, and a 30-day action plan.
ROI Calculator
An ad payback calculator: budget, CPL, CAC, average order value, margin, revenue, ROMI, and your break-even point.
Shows you whether your ads actually pay for themselves, or whether you're just buying leads with no profit.
Score Card Template
A weekly marketing scorecard: leads, CPL, MQLs, sales, CAC, revenue, ROMI, why deals were lost, and how each channel is doing.
Lets you see what's going on in marketing every week, without chasing people down in chats and reports.
Org Structure Example
A sample marketing and sales org chart in Miro.
Helps you figure out which roles you actually need across marketing, sales, CRM, analytics, and contractor management.
20 ChatGPT Prompts for Marketing and Sales Control
Ready-to-use prompts for digging into your ads, site, CRM, contractors, offer, funnel, and sales.
Helps you break down marketing problems fast and ask your team the right questions.
Business Owner’s Marketing Audit Checklist
A quick self-audit of your marketing: traffic, site, offer, CRM, sales, and reporting.
Lets you spot in minutes where your marketing isn't being run like a system.
Weekly Planning Dashboard
A weekly task planning template: what we're doing, why, what result we expect, and who owns it.
Takes the chaos out of marketing tasks and turns the week into a clear plan.
Marketing Report
An ad report template that tracks channels, spend, leads, sales, CAC, and ROMI in one place.
Helps you look past clicks and leads at lead quality, sales, CAC, and ROMI.
Contractor Brief Templates
Brief templates for designers, web developers, performance marketers, PPC specialists, and SEO specialists.
Helps you hand contractors tasks with a clear goal, KPIs, deadlines, access, and acceptance criteria.
Email & SMS Follow-Up Templates
A ready-made email and SMS sequence for working leads: welcome, follow-up, after the call, after the proposal, after the close, and after a no.
Keeps you from losing leads you already paid for after the first call or text.
30-Day Marketing Control Roadmap
A step-by-step 30-day plan for getting your marketing and sales in order.
Shows you what order to use the files in and what to do each week.