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Free Marketing Checklists & Worksheets
Download practical, plug-and-play resources to sharpen your audience, fix your funnels, and tidy up your data. No fluff, no faff – just tools you can use before your next campaign goes live.
20-Minute Event Funnel Audit Checklist
Want the short, practical version you can use before your next campaign push?
Download our Event Funnel Checklist — a quick, step-by-step guide to spotting where registrations drop and what to fix first.
Includes: targeting checks, message-match prompts, landing page clarity tests, form friction diagnostics, and post-registration attendance boosters.
Customer Audience & Data Audit Worksheet
Want to start mapping your audience and cleaning up your data straight away?
Download our free pdf to define your customer personas, prioritise your data fields, audit your contact lists, and set clear KPIs for database growth.
No email. No friction. Just a helpful tool.
Data Capture & Consent Checklist
Ensure every form, campaign, and integration in your marketing stack is GDPR-compliant, clean, and conversion-ready.
Download our simple but handy checklist!
Email Domain/ IP Warm-Up Checklist
Warming up your email domain or IP address takes time, consistency, and attention to detail—but it doesn’t have to be overwhelming.
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Download our practical, step-by-step guide covers everything from:
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DNS setup (SPF, DKIM, DMARC)
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Choosing the right subdomain strategy
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A week-by-week warm-up schedule
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Segmentation and list hygiene steps
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Preference centre essentials
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Deliverability monitoring tools
Tools to Supercharge Your CRO Efforts
Want to optimise faster without trial-and-error guesswork?
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Explore our curated list of CRO tools — from analytics and heatmaps to A/B testing and landing page builders — so you can spot friction, prioritise smarter, and turn insights into measurable wins.
41 Smart Prompts for AI-Driven Event Marketers
Want to save time and get unstuck faster?
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Access our swipe-worthy prompt library for campaign, content, sponsorship, speakers, and post-event comms — just plug in your event details and start creating at speed.
Mastering Customer Loyalty & Retention eBook
Ready to turn satisfied customers into loyal brand advocates?
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Download our practical ebook for proven retention strategies, the metrics that matter, and future-ready insights you can apply to build long-term growth.
Event Data Intelligence Diagnostic
How intelligent is your event data strategy?
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Work through our interactive diagnostic to assess how well your event data is integrated, analysed and used to guide marketing decisions, event design and sponsor value.
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Follow the flowchart and discover whether your data is fragmented, underused, strategically applied — or powering true audience intelligence.
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Download the diagnostic to see where you stand.
The Exhibitor ROI & Loyalty Audit
Exhibitor retention is rarely about stand location or footfall alone, it’s about whether brands can demonstrate measurable commercial value internally.
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This audit helps organisers evaluate how effectively their events support exhibitor success, from audience targeting and onboarding through to post-event reporting and ROI measurement.
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A practical framework for strengthening exhibitor partnerships, retention and long-term event value.
Most event teams don’t have a technology problem, they have a utilisation problem.
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This practical audit framework helps event leaders assess whether their existing platforms are actually delivering commercial value. Use the blueprint to map your tech stack, identify underused tools, and evaluate whether each platform supports revenue growth, retention, operational efficiency or data intelligence.
Designed for organisers who want more value from the technology they already own.