A collection of real-world Marketing Operations frameworks, process documentation, and templates — built from hands-on experience in CRM implementation and Marketing Operations.
| File | Description |
|---|---|
| CRM Implementation Checklist | 5-phase checklist for planning, executing, and validating a CRM implementation |
| File | Description |
|---|---|
| UTM Naming Convention | Standardized UTM parameter framework for clean campaign attribution |
| File | Description |
|---|---|
| Lead Handoff SLA | Marketing to Sales handoff agreement with timelines and metrics |
| Marketing Reporting Cadence | Daily, weekly, monthly and quarterly reporting framework |
- Marketing Operations professionals
- RevOps and Sales Operations teams
- Anyone implementing or optimizing a CRM
- Marketing Managers looking to build scalable processes
HubSpot · Salesforce · Google Analytics · Google Ads · LinkedIn Ads · Zapier · Make
Built by a Marketing Operations professional with hands-on experience in CRM implementation, campaign operations, lead management, and marketing analytics.
📫 Connect with me on LinkedIn