Strategic resources

Free growth marketing tools and strategic resources

Practical calculators, templates and diagnostic tools for teams working on growth strategy, acquisition economics, conversion, lifecycle, marketing operations and revenue measurement.

What the work focuses on

Growth and revenue diagnostics
Planning templates and calculators
Practical marketing operations frameworks

Find your growth path

B2C growth consulting — Hands-on growth consulting for consumer businesses: understand where customers lose momentum, choose a focused intervention and measure the commercial result. Start with a diagnostic or a scoped growth sprint, not a promise of overnight scale.
Startup growth consulting — Growth consulting for founders who need a sharper next move, not a bigger marketing stack. B2B and B2C startups can start with a focused diagnostic or experiment sprint. Stage, customer behaviour and available evidence determine the work.

Working guides, calculators and prompts

Traffic but No Sales? An Ecommerce Conversion Checklist — Find the first trustworthy explanation for low sales: validate your funnel, inspect real friction and choose one measurable conversion test.
Ecommerce Funnel Calculator: Where Are You Losing Sales? — Compare drop-offs and three independent improvement scenarios using your own closed-funnel counts, recovery assumptions and contribution per purchase.
AI Prompt: Find Why Your Store Gets Traffic but Few Sales — Turn an anonymized funnel and observed customer friction into a disciplined investigation plan, with explicit evidence gaps and a testable next step.
Before You Scale Ads: A Stock Availability Checklist — A practical handoff between marketing and operations: validate sellable stock, separate demand, stress-test the campaign and agree when to pause.
Stock and Ad Budget Calculator: Will You Run Out? — Estimate campaign unit demand, stock remaining and a stock-constrained ad spend ceiling before increasing your ecommerce budget.
AI Prompt: Check Stock Before Increasing Your Ad Budget — Give an AI assistant aggregate campaign inputs and get a structured stock-risk review, missing-evidence list and human-approved action plan.
Customer Survey Checklist: Can You Trust the Results? — Check who was invited, who answered and what is still unknown before using an NPS score to change your marketing or customer experience.
NPS Calculator: Check Your Score and Missing Responses — Calculate respondent NPS, answer coverage and the lowest and highest scores possible for your invited cohort when some answers are missing.
Customer Survey Analysis Prompt: Find Gaps Before Taking Action — Turn aggregate NPS counts and survey context into a careful decision brief with checked arithmetic, missing evidence and a neutral follow-up plan.
The Referral Reward Promise Review Framework — Review both sides of a referral offer before launch: cohort economics, earned reward obligations, eligibility, reconciliation and a human-approved decision.
Referral Reward Contribution & Redemption Calculator — Model the cost of friend benefits and earned referrer rewards, compare assumed and full redemption, and identify the redemption threshold that exhausts cohort contribution.
Referral Reward Economics Review Prompt — Challenge a referral launch brief with named cost inputs, reward-settlement evidence, a structured decision memo and a rubric that rejects unsupported profitability claims.
The Email Click Evidence Review Framework — Reconcile recipient-level engagement before changing a lifecycle campaign. Includes scope gates, classification rules, ownership and a copyable review worksheet.
Email Click Recipient Reconciliation Calculator — Compare raw, explicitly unflagged and unresolved-inclusive click rates using disjoint recipient counts. Keep mixed bot/unflagged recipients and expose definition sensitivity.
Email Click Evidence Review Prompt — Turn a reconciled email-click partition into an evidence-led lifecycle review memo, with missing-data questions, uncertainty boundaries and a human-approved next step.
The Creative Delivery Evidence Review Framework — Separate uploaded assets, eligible ads and actual exposure before deciding what creative to retire or test next. Includes a reusable evidence worksheet and a worked review.
Creative Delivery Concentration Calculator — Measure impression shares, zero-delivery creatives and inverse concentration from an anonymous ad-level export. Find uneven exposure without inventing a winning creative.
Creative Delivery Evidence Review Prompt — Turn a reconciled creative exposure export into a cautious review memo with alternative explanations, missing evidence and a bounded follow-up plan—not a fabricated winner.
The Remaining Budget Capacity Review Framework — A practical review for campaign owners: reconcile spend and commitments, protect reserves, count eligible days and expose budget that cannot fit safely into the remaining schedule.
Remaining Marketing Budget and Active-Day Capacity Calculator — Reconcile budget, recorded spend, commitments and reserve; calculate remaining active-day capacity, shortfalls and unallocated headroom with an exact-cent illustrative plan.
Marketing Budget Pacing Evidence Review Prompt — Turn an anonymised budget snapshot into an evidence-led review that distinguishes arithmetic feasibility, platform controls, marginal economics and human spending approval.
The Tracking Migration Evidence Review Framework — A practical cutover worksheet for growth teams replacing analytics integrations: matched-event coverage, payload checks, consent boundaries and rollback ownership.
Tracking Migration Paired Coverage Calculator — Compare old and new tracking using four matched-event counts. Reveal hidden losses, joint omissions and identity disagreement even when headline totals match.
Tracking Migration Evidence Review Prompt — Turn paired tracking counts and implementation evidence into a review packet that separates coverage, payload validity, privacy and cutover approval.
The Cohort Payback Path Review Framework — Agree the cohort, cost boundary and observation clock before calling acquisition repaid. Review first crossings, later reversals and unresolved periods.
Observed CAC Payback Path and Reversal Calculator — Trace cumulative cohort contribution, the first observed recovery of acquisition cost and later refund reversals. No projected LTV or interpolated payback date.
Cohort Payback Evidence and Reversal Review Prompt — Turn an observed contribution path into a source-grounded review that catches refund reversals, immature buckets and unsupported scaling recommendations.
The Free Shipping Policy Review Framework — Review eligibility, existing-order subsidy, customer communication and experiment guardrails before changing a free-shipping threshold.
Free Shipping Threshold Replay and Recovery Calculator — Replay two shipping thresholds on the same order bands, quantify existing-order subsidy and calculate the additional-order hurdle without inventing conversion lift.
Free Shipping Threshold Evidence Review Prompt — Create a grounded shipping-policy decision memo that separates static subsidy, unsupported response assumptions, customer promises and test design.
The Trial Conversion Maturity Review Framework — Define a post-trial outcome, reconcile mature and immature cohorts, and decide when a subscription offer is ready for a conversion review.
Trial Conversion Maturity and Completion Bounds Calculator — Calculate mature trial conversion, all-starts observed conversion and logical completion bounds without treating pending trials as confirmed failures.
Trial Conversion Evidence Review Prompt — Turn a trial cohort export into a grounded decision memo with explicit maturity, payment-definition checks, missing evidence and a strict evaluation rubric.
The Conversion Rate Comparability Framework — Check measurement continuity, reconcile session populations and separate traffic mix from within-segment rate changes before changing a growth plan.
Conversion Rate Traffic-Mix Bridge Calculator — Decompose a two-period conversion-rate change into traffic-mix and within-segment components, with fixed-baseline standardization, transparent formulas and JSON export.
Conversion Rate Change Evidence Review Prompt — Turn a conversion-rate bridge and source records into a grounded diagnostic memo, with a strict output schema, synthetic reference output and a pass/fail evaluation rubric.
The Campaign Collision Review Framework — A four-gate worksheet for reviewing overlapping lifecycle audiences, remaining message slots and campaign priority without confusing selection with delivery or causal growth.
Two-Campaign Frequency Cap & Audience Collision Calculator — Calculate how two overlapping audiences share one remaining message slot. Compare A-first and B-first, separate historical cap blocks from collisions and export the assumptions.
Campaign Collision Evidence Review Prompt — A reusable prompt for turning anonymous audience-overlap counts and cap-history evidence into a structured lifecycle review with explicit missing data and accountable next steps.
The Physical Return Route Evidence Framework — An editable four-gate review for comparing physical return with refund-without-return, without double-counting original product cost or confusing recovered inventory with cash.
Physical Return Route Value & Break-Even Yield Calculator — Compare physical return with refund-without-return using recovery yield, net disposition value and reverse-logistics costs. See a transparent break-even hurdle and export the scenario.
Physical Return Route Evidence Review Prompt — A copyable review prompt that challenges recovery yield, net resale assumptions and cost duplication before drafting a bounded returns-operations decision memo.
The Experiment Allocation Evidence Framework — An editable assignment-to-analysis review that separates allocation faults, exposure loss and eligibility changes before a growth team interprets conversion lift.
Two-Arm Sample Ratio Mismatch Calculator — Check observed unique-unit counts against a pre-specified traffic split with a transparent chi-square diagnostic, small-count guardrails and a downloadable evidence record.
Sample Ratio Mismatch Investigation Prompt — Turn an anonymous allocation export and stage ledger into an evidence-ranked incident review, without letting an LLM invent causes, dismiss warnings or declare an experiment winner.
The Promotion Contribution Review Framework — An offer-review worksheet that connects checkout discount rules, contribution per order, an equal-traffic conversion hurdle and a bounded measurement decision.
Discount Conversion Hurdle Calculator — Calculate the conversion rate needed for a promotion to preserve contribution at equal traffic, including variable costs, revenue fees and campaign overhead.
Promotion Economics Evidence Review Prompt — Turn an offer contract and contribution-hurdle export into a structured review that exposes cost duplication, scope mismatches and unsupported conversion assumptions.
The Fixed-Window Payment Recovery Review Framework — A worksheet for comparing failed-invoice recovery at equal ages, separating recovered money from retry activity and making ownership and missing evidence explicit.
Fixed-Window Payment Recovery Calculator — Compare invoice-count and amount-weighted recovery after the same observation window. Exclude immature invoices and reconcile on-time, late and unpaid balances.
Payment Recovery Cohort Review Prompt — Turn a fixed-window recovery export into a structured evidence review, with explicit cohort checks, reconciliation, unknowns and a bounded next action.
The Fixed-Cohort Retention Review Framework — A definition-first worksheet for reviewing gross, net and logo retention without blending new revenue into the starting cohort. Includes ownership, a worked bridge and stop conditions.
Fixed-Cohort GRR, NRR & Retention Bridge Calculator — Calculate snapshot-based gross, net and logo retention from anonymised account MRR endpoints. Inspect churn, contraction, expansion and excluded outside-cohort revenue.
Retention Bridge Evidence Review Prompt — A copyable review prompt that checks cohort definitions, reconstructs a retention bridge and separates arithmetic facts from unsupported churn explanations.
The Incrementality-to-Budget Decision Framework — A four-gate worksheet for turning a lift study into a scoped, margin-aware budget decision—with owners, a worked example and explicit stop conditions.
Incremental Profit & Break-Even Calculator — Translate low, base and high incremental revenue assumptions into contribution profit, incremental ROAS and break-even revenue. Free, transparent and local.
Incrementality Evidence Review & Decision Memo Prompt — A reusable prompt that separates measurement recovery, causal evidence and contribution economics, with named inputs, a strict memo schema and an evaluation rubric.
The Conversion Delivery Reconciliation Framework — Trace one eligible event cohort from CRM to destination evidence. A five-step operating worksheet with ownership, stop conditions and a fully worked example.
Conversion Delivery Reconciliation Calculator — Reconcile eligible, submitted, accepted, rejected and pending events. Expose unsent and unclassified gaps without confusing delivery coverage with ad attribution.
Conversion Delivery Incident Review Prompt — Turn anonymised delivery counts and diagnostic references into a bounded incident brief with explicit unknowns, owners and a no-automatic-replay rule.
The AI Feature Allowance Review Framework — A five-gate worksheet for reviewing AI-feature usage allowances: reconcile cost evidence, model contribution, stress the workload and require a human rollout decision.
AI Feature Unit Cost & Usage Allowance Calculator — Convert cohort-level AI and tool costs into cost per completed task, monthly contribution and a transparent cost-based usage allowance. Includes failed runs and explicit undefined states.
AI Feature Allowance Evidence Review Prompt — A reusable review prompt that separates cost feasibility from customer value, checks cohort evidence and returns a source-linked JSON decision memo without inventing prices or demand.

Discuss a growth challenge or read the growth marketing library.