Templates & Checklists
- Checklists
- Audits
- Reporting
Every program in the library ships with the documents used to do the work. They are not decorative downloads: they are the sheets, checklists and briefs our own training sessions are run from, cleaned up and made reusable.
Templates are organised by channel and by stage — planning, launch, optimisation and reporting — so a team can adopt one document at a time rather than replacing its entire process at once.
The six things this
track is built around
Pre-launch verification for search, social and programmatic campaigns, including tracking sign-off.
Structured audits for Google Ads, Meta and GA4 with scoring and a prioritised findings list.
Event and parameter documentation, naming conventions and a developer handover format.
Monthly performance reports with commentary structure, so numbers arrive with an explanation.
Briefing formats that give designers and writers enough context to produce something testable.
Allocation, pacing and simple forecast models with the assumptions written down.
The modules, in order
Modules run in sequence because each one assumes the previous one. Experienced specialists usually start partway through, which we agree before the plan is written.
Plus the templates and checklists attached to this track, which stay yours after the training ends.
Research templates, positioning canvas, channel plan and budget allocation sheet.
Measurement plan, data layer specification, container naming standard and QA checklist.
Channel-specific launch checklists, naming conventions and settings verification sheets.
Weekly routine checklist, test log, changelog and experiment planning sheet.
Monthly report structures, dashboard specifications and stakeholder summary formats.
Onboarding checklist, role responsibilities and internal review formats for in-house teams.
This track fits you if
By the end you can
We do not publish price lists. Every plan is quoted individually after we look at your channels, your team size and the level you are starting from.
Ask about Templates & Checklists
Tell us what you already run and what you would like to improve. We reply with a plan for this track, what to skip, and an individual quote.
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Related
training tracks
Most learners combine two or three tracks. These pair naturally with the one you are looking at.
Search, Performance Max and Shopping campaigns built the way an account manager actually builds them: structure first, then bidding, then the search terms report.
Facebook and Instagram campaigns from Business Manager setup to creative testing, with honest coverage of what attribution can and cannot tell you.
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Ready to build the skills your campaigns depend on?
Send us a short description of your channels and your goals. We will put together a learning plan and tell you exactly what it involves.