Templates, checklists & frameworks.
Download proven templates from real B2B demand gen projects. Lead scoring models, paid media audit checklists, budget planning sheets, and more. All designed to be used immediately.
Demand Generation
Lead Scoring Model (Pardot)
Complete lead scoring framework used across ₹25M+ budgets. Includes implicit scoring (engagement), explicit (intent), and demographic (fit) weights.
Paid Media Audit Checklist
30-point checklist covering account structure, tracking, bidding, audience setup, and landing pages. Use before hiring an auditor or conducting your own review.
MQL to SQL SLA Template
Defines the handoff between marketing and sales. Includes scoring thresholds, lead routing, response times, and success metrics for both teams.
Monthly Budget Pacing Sheet
Plan quarterly ad spend allocation across Google, Meta, and LinkedIn. Includes formulas for CPL targets, conversion assumptions, and budget reforecasting.
MarTech & Integrations
Pardot Setup Checklist
Complete setup guide: prospect database, custom fields, engagement history, email domain authentication, and Salesforce sync. Step-by-step with screenshots.
Email Nurture Workflow (Marketo)
Pre-built nurture journey for B2B SaaS: awareness → consideration → decision. 8-email sequence with subject lines, timing, and segmentation logic.
GA4 Dashboard Setup (Data Studio)
Pre-built Google Data Studio dashboard for B2B demand gen. Tracks: sessions by source, conversions, CPL, lead quality, and revenue attribution.
Salesforce-Marketo Sync Guide
Troubleshooting guide for common sync errors: field mapping, lead status, account hierarchy, and lifecycle stage alignment. Plus maintenance checklist.
Analytics & Reporting
Monthly Demand Gen Report
Executive summary template: leads, pipeline, CAC, win rates, channel performance. One-page format for easy stakeholder sharing. Excel + PDF versions.
Attribution Model Comparison
Understand First-Touch vs Last-Touch vs Multi-Touch attribution. Includes formulas to calculate channel credit and decision framework for choosing the right model.
Lead Quality Scorecard
Track quality of leads from each channel: conversion rate, AVG deal size, close time, win rate. Compare channels to optimize budget allocation.
GTM & Measurement Plan
Go-to-Market measurement checklist: tracking pixel setup, event strategy, conversion definition, audience identification. 20-point technical checklist.
Strategy & Planning
Demand Gen Roadmap Template
12-month demand gen strategy: Q1–Q4 milestones, channel mix, budget allocation, hiring plan, and success metrics. Use as-is or customize for your company.
Channel Performance Brief
One-page summary for each paid channel (Google, Meta, LinkedIn): impressions, clicks, conversions, CPL, trend analysis, and recommendations.
New Channel Launch Checklist
25-point checklist for launching a new paid channel: audience research, account setup, tracking, creative, landing pages, and success metrics.
GCC vs India: Marketing Playbook
Strategic guide for marketing in GCC markets: platform costs, audience behaviour, regulatory differences, budget tips, and case studies from UAE, Qatar, Saudi Arabia.
Need a custom template for your team?
All of these resources come from real B2B demand gen projects. If you need something customized for your specific situation—a Marketo workflow, a Salesforce configuration, or a strategic plan—let's talk.
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