Resources (i.e. you should really read/use these)

Marketing Roadmap Template

Because my brain is always looking for a singularity, I created a comprehensive marketing roadmap template that includes space to fill out OKRs (for company visibility), annual strategic priorities (so your executive team knows what you're up to), quarterly roadmaps, monthly plans based on the quarterly roadmap, task and sub-task cards (for your PMs), update logs, end of month commentaries (for your executive team), weekly progress reports (for your team and your boss). All as an agile board. Everything in one place. A singularity.

Welcome to the Cult: Or, Customer Retention

The soon-to-be Pulitzer Prize award winning book on customer retention: why it matters, what we know, and how we think about it. Born out of the identified risk of being turned into an undifferentiated commodity, I realized back in 2018 that Google, Facebook, and Amazon were fighting a war over who owns a brand’s customers, offering users the ability to never leave their site in order to purchase a brand’s products. The issue was compounded by the fact that marketing has operated as a commodity on these platforms and reinforced this problem. This book is the culmination of multiple years worth of research, analysis, and strategic thinking that ultimately saved TeePublic’s fiscal year in 2022.

Email Marketing Audit Template

Here’s a step-by-step guide in how to successfully audit an email marketing program and make meaningful recommendations for what to prioritize and tackle in your email marketing roadmap. It’s important to note: to perform the audit correctly you will need view-only access to the client’s email marketing account and their GA4 account.