Campaign brief
Capture facts, audience, offer, and approval requirements.
Free email marketing resources
Four concise worksheets for planning, drafting, reporting, and pricing campaigns.
Monthly results
Report sourced platform numbers after each send.
Service proposal
State scope, fees, exclusions, and acceptance.
Sample workbook
Turn a prospect brief into a focused draft.
How to use them
Copy a template, fill verified facts, and keep approval in writing. Use the brief before drafting. Start with the campaign brief or proposal.
Where to start
Use the agency guide for a quote, the results report after sending, or the workbook for a first draft.
What these are not
These are planning tools, not legal advice or performance promises. Follow permission-based list practices.
Keep source links and approval dates with the completed brief.
Use the monthly results sheet with one consistent reporting window, and distinguish missing data from zero.
Set the proposal scope before payment, including revisions, ownership, and approval steps.