Agency Profitability
Client, hours, rate, cost, margin %, and retainer vs project profitability roll-up. Free spreadsheet csv download — ~20 min setup on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Spreadsheets
UTM builders, campaign trackers, and marketing ops spreadsheets as CSV downloads.
52 templates · Spreadsheet CSV
Showing 52 of 52 templates
Client, hours, rate, cost, margin %, and retainer vs project profitability roll-up. Free spreadsheet csv download — ~20 min setup on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Model unit economics for marketing-sourced customers — CAC by channel, LTV assumptions, payback months.
Spreadsheet CSV · ~20 min · Intermediate
Spreadsheet UTM builder with naming conventions, validation columns, and final URL output — stops typos breaking GA4 reports.
Spreadsheet CSV · ~10 min · Beginner
Plan 12 months of content pillars, publish dates, owners, and status — one sheet. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Track experiments across landing pages, ads, and email — one ops-friendly log. Free spreadsheet csv — ~10 min on Google Sheets.
Spreadsheet CSV · ~10 min · Beginner
Fit score, intent score, tier assignment, and play recommendation per target account.
Spreadsheet CSV · ~20 min · Intermediate
Platform, placement, dimensions, file type, max size, and safe zone per row. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Log hypothesis, variant, spend, CTR, CPA, winner — one row per test.
Spreadsheet CSV · ~10 min · Beginner
Monthly planned vs actual spend by channel with variance % and notes.
Spreadsheet CSV · ~15 min · Beginner
Spend, leads, SQLs, pipeline, revenue, CAC, and ROI formula columns per channel. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Paid, owned, earned split with CAC targets, spend caps, and reallocation triggers. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Beginner
Signup month cohorts, M1-M12 retention %, and revenue retention overlay columns. Free spreadsheet csv — ~25 min on Google Sheets.
Spreadsheet CSV · ~25 min · Intermediate
Content Calendar template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Writer hours, asset types, publish cadence, and backlog weeks by channel. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Keyword, competitor URL, our URL status, priority score, and assigned writer columns.
Spreadsheet CSV · ~15 min · Beginner
URL, sessions, leads, keyword rank, publish date — monthly content scorecard. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Headline and primary-text variants organized by funnel stage for rapid ad creative testing.
Spreadsheet CSV · ~15 min · Beginner
Approved creative in project tool → notify media buyer with specs, UTMs, and launch checklist.
Spreadsheet CSV · ~15 min · Beginner
Hook, angle, format, spend, CTR, CPL, and winner/loser notes per ad variant. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Field name, object, type, source, owner, and usage notes for marketing properties. Free spreadsheet csv — ~25 min on Google Sheets.
Spreadsheet CSV · ~25 min · Intermediate
Deliverability Audit template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Plan pillars, cluster posts, owners, status, and distribution channels.
Spreadsheet CSV · ~10 min · Beginner
Email Drip template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Booth, travel, swag, staff hours → CPL, CPA, pipeline influenced. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Venue, sponsorship, leads, meetings booked, pipeline, and cost-per-SQL formulas. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Hypothesis, variant, metric, sample size, result, winner, and learnings column. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Side-by-side channel credit by first and last touch with delta column. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Visitor → MQL → SQL → opp → close rates with B2B SaaS benchmark columns. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Creator fees, deliverables, spend vs cap, CPM, and ROI by campaign row. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Creator, fee, deliverables, UTM, impressions, clicks, and CPA formula columns. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Score bands, MQL threshold, conversion rate by band, and recommended cutoff. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Spend, leads, SQLs, pipeline, and ROI formulas by channel and quarter. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Weekly log of leads by source until CRM attribution is automated.
Spreadsheet CSV · ~15 min · Beginner
Headcount, channel hours, campaign count, and bandwidth forecast by quarter. Free spreadsheet csv — ~25 min on Google Sheets.
Spreadsheet CSV · ~25 min · Intermediate
Forecast MQL → SQL → pipeline by channel with conversion rates and weighted amounts. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
System, direction, sync frequency, owner, and failure contact — stack documentation. Free spreadsheet csv — ~30 min on Google Sheets.
Spreadsheet CSV · ~30 min · Intermediate
Media Plan template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Mql Definition template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Lifecycle branches route contacts into MQL nurture, SQL fast-track, or customer expansion paths.
Spreadsheet CSV · ~15 min · Beginner
Onboarding Checklist template for Google Sheets — documented triggers, field maps, and QA steps ops can deploy in one working session.
Spreadsheet CSV · ~15 min · Beginner
Partner, campaign, MDF budget, leads, influenced pipeline, and ROI notes per row. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Beginner
Opportunities × win rate × ACV ÷ cycle length — monthly velocity tracker. Free spreadsheet csv — ~20 min on Google Sheets.
Spreadsheet CSV · ~20 min · Intermediate
Show name, host contact, pitch status, recording date, and promo checklist. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Plan spend across paid search, social, content, and events by month — with pacing and ROI columns.
Spreadsheet CSV · ~15 min · Beginner
Pillar asset → derivative formats, owners, publish dates, and UTM links. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Log target keywords, URL, position, and week-over-week delta — manual or API paste.
Spreadsheet CSV · ~10 min · Beginner
Weekly grid: LinkedIn, X, Instagram slots with recommended times and content type. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Campaign, source, medium, content, term builder with QA flag column. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Vendor, PO, invoice amount, budget line, approval status, and payment date tracking. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
First touch, lead creation, opportunity weights — channel credit calculator. Free spreadsheet csv — ~30 min on Google Sheets.
Spreadsheet CSV · ~30 min · Advanced
One sheet per event: registrants, show rate, pipeline influenced, and SQL count.
Spreadsheet CSV · ~15 min · Beginner
Registrations, attendance rate, SQLs, pipeline, and cost-per-SQL formulas. Free spreadsheet csv — ~15 min on Google Sheets.
Spreadsheet CSV · ~15 min · Beginner
Spreadsheet templates open in Google Sheets or Excel — UTM builders, CAC/LTV models, editorial calendars, media plans, and pipeline forecasts. CSV format keeps imports simple; duplicate tabs per client or quarter without breaking formulas. Popular downloads include UTM builder, ROI model, and A/B test log — the ops layer between ads, CRM, and reporting.
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