Free Resources
Guides, Checklists &
Frameworks

Practical tools for marketers, media buyers, and business leaders โ€” built from real campaign experience and downloadable free.

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Checklist
Programmatic Advertising Audit Checklist
A step-by-step checklist to evaluate your DSP setup, targeting strategy, measurement infrastructure, and creative performance. Identify exactly where budget is being wasted.
12-point checklist ยท Free Download Free โ†’
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Guide
AI in Advertising Playbook 2026
How to implement AI-native workflows, agentic automation, and LLM-assisted creative into your media practice. Use cases, tool recommendations, and implementation roadmap.
24-page guide ยท Free Download Free โ†’
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Guide
Geo-Location Marketing Guide for Local & Retail Brands
How to use geofencing, geo-targeting, trade area analysis, and foot traffic attribution to drive in-store visits and measure results.
18-page guide ยท Free Download Free โ†’
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Framework
KPI Framework for Programmatic Campaigns
The metrics that actually matter โ€” and a framework for connecting campaign KPIs to business outcomes like CAC, LTV, contribution margin, and revenue.
KPI template ยท Free Download Free โ†’
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Compliance Guide
Regulated Industry Advertising Compliance Guide
State-by-state advertising rules for cannabis, CBD, gambling, and other regulated categories โ€” and how to build compliant, scalable media programs.
State compliance matrix ยท Free Download Free โ†’
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Template
Media Plan Template for SMBs & Agencies
A ready-to-use media planning template connecting channel allocation, audience strategy, KPIs, and budget to business goals.
Excel/Sheets template ยท Free Download Free โ†’
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Strategy Guide
First-Party Data Activation Playbook
How to collect, organize, and activate your first-party data for programmatic targeting, paid social audiences, and measurement in a cookieless environment.
16-page playbook ยท Free Download Free โ†’
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Case Study Pack
Impressions to Impact: Client Results Pack
Real campaign results across QSR, real estate, hospitality, and retail โ€” including strategy, approach, and measurable outcomes.
Case study collection ยท Free Download Free โ†’
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