FRAMEWORKS
These are working documents I use with clients. They are email-gated so I can notify you when versions change and so every request has a human on the other side.
PDF · Email-gated
A one-page worksheet for leadership teams to agree on where growth is leaking before you buy more software.
Request delivery by emailing with the subject line bottleneck-diagnostic-worksheet or use the contact form and mention this framework by name.
Spreadsheet · Email-gated
Score CRM, automation, attribution, and reporting maturity on a shared rubric so rebuild conversations start in reality.
Request delivery by emailing with the subject line stack-maturity-rubric or use the contact form and mention this framework by name.
Prefer to self-serve first?
Run the MarTech Stack Grader