Marketing Field Guide

Free

Everything the book promises, in one place.

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Companion workbook (Excel)

One tab per table, yellow cells for your answers, and the math done for you. The templates are a structure, not a strategy: add your own information.

Resource bundle

Strategy on a page, the scoring matrix, the six-quarter roadmap, the AI usage policy template and printable forms from every chapter.

CRAFT prompt card

Every AI Tip in the book, ready to copy into your AI assistant.

Sample field guide

Field Guide 02, Strategy, so you can see how the guides work.

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Tools we mention in the book.

Organized by discipline. Most offer a free version or a free trial. We don't receive anything for listing them.

DisciplineToolWhat it's for
StrategyThe companion workbookEvery template in the book, with calculations built in
ContentGoogle Search Central: Creating helpful, reliable, people-first contentGoogle's own guidance on content that ranks and helps
SEO and AI searchGoogle Search ConsoleQueries, clicks, positions and indexing for your site
Bing Webmaster ToolsThe same for Bing, which also feeds some AI tools
Screaming Frog SEO SpiderCrawls your site to find technical problems
Semrush, Ahrefs, MozKeyword research, competitor analysis and site audits
KeywordsAnswerThePublicQuestions people search for around a topic
Google Keyword PlannerSearch volumes and keyword ideas (inside Google Ads)
Paid mediaGoogle Ads Transparency CenterSee the ads any advertiser is running on Google
Meta Ad LibrarySee the ads any advertiser is running on Facebook and Instagram
Social mediaMeta Business Suite; LinkedIn and other platforms' built-in schedulersPlan, schedule and measure posts
Email and marketing automationReally Good EmailsExamples of emails, organized by type
HubSpotCRM, email and marketing automation, with a free tier
VideoYouTube StudioVideo analytics and audience retention
Website and conversionPageSpeed InsightsPage speed and Core Web Vitals
Microsoft ClarityFree heatmaps and session recordings
Local SEO and reviewsGoogle Business ProfileYour listing on Google Search and Maps
AnalyticsGoogle Analytics 4Website and conversion analytics
Looker StudioFree dashboards that combine your data