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Marketing Guides

Marketing Guides - Team Collaboration

Your Resource Toolkit

Here’s a quick peek at the downloadable guides available for service-based businesses. Click to jump to your favorite, or explore all of them!

Marketing Plan Template

This plug-and-play template helps you lay out your marketing goals, campaigns, and tactics in one streamlined plan you can actually stick to.

Marketing Funnel

Discover how clients move from awareness to action, and where your strategy might be falling short. This guide breaks down each stage with examples and smart suggestions for keeping leads moving forward.

AI_Powered Lead Generation Checklist

This checklist walks you through how to blend automation and AI tools into your outreach, ads, and website to start pulling in high-quality leads.

AI Referral Traffic Guide

Sweet surprise: you could already be getting clicks from ChatGPT, Perplexity, and more. This guide helps you find that referral candy and figure out what to do next.

SEO Checklist

New site? Old site? Doesn’t matter. Use this checklist to keep your SEO on track and make sure you’re covering what search engines care about.

10 SEO Questions: Asked & Answered

Before you sign that SEO contract, make sure you’re asking the right questions. This guide gives you 10 important questions, and the answers you should hear, to help you find the sweetest partner.

YouTube Made Simple for Small Businesses

“YouTube Made Simple” is a sweet, step-by-step guide designed to help small business owners turn views into value with smart, searchable video strategies that build trust, drive traffic, and grow their brand.

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