Resources
Tools you can use today
Checklists, templates and prompts from the work I do every day. Use them as they are or adapt them to your team.
Checklist
Event-to-pipeline checklist
Plan a B2B event around the sales conversation, from the guest list to follow-up and measurement.
Open the checklistWhat’s inside
- Before the event: eight steps, from shared goals to how you will measure
- During the event: four checks for conversations and notes
- After the event: five steps, from the thank-you to the debrief
- What to measure and review with Sales
Template
B2B content planning template
Plan B2B content from goals to calendar with one simple structure.
Open the templateWhat’s inside
- Goals and audience
- Content pillars
- Content calendar
- Content brief for every piece
- Repurposing map and review rhythm
Prompt kit
AI prompt starter kit for marketers
Nine starter prompts for everyday B2B marketing work, with ground rules for using AI responsibly.
Open the prompt kitWhat’s inside
- Research summaries and audience insight
- Article outlines and headline options
- Event agendas
- Repurposing and editing
- A list of claims to fact-check
- Email subject lines
