TEMPLATES / CSV
Templates You Can Put to Work
Five compact, editable starting points for your team. Add your facts, prioritise open questions and make ownership visible.
Go-to-Market Template
An editable CSV worksheet for your team. Capture assumptions, owners and next steps, then update it during a shared review.
CSV ↗ICP Template
An editable CSV worksheet for your team. Capture assumptions, owners and next steps, then update it during a shared review.
CSV ↗Marketing Plan Template
An editable CSV worksheet for your team. Capture assumptions, owners and next steps, then update it during a shared review.
CSV ↗Content Calendar
An editable CSV worksheet for your team. Capture assumptions, owners and next steps, then update it during a shared review.
CSV ↗AI Prompt Pack
An editable CSV worksheet for your team. Capture assumptions, owners and next steps, then update it during a shared review.
CSV ↗
INTERACTIVE / FROM READING TO ACTION
Three checkpoints for your implementation
Choose a checkpoint and track your reading progress. Checks are neither saved nor sent and do not score your business.
CHECKPOINT 01
Go-to-Market Template
An editable CSV worksheet for your team.
CHECKPOINT 02
ICP Template
An editable CSV worksheet for your team.
CHECKPOINT 03
Marketing Plan Template
An editable CSV worksheet for your team.
Frequently asked questions
Which editable marketing templates are available?
CSV templates cover go-to-market, ICP, marketing planning, content calendars and AI prompts. Each identifies useful inputs and can be adapted in a spreadsheet application.
Can I use the templates in Excel and Google Sheets?
Yes. Download the CSV and open or import it in your spreadsheet application. If columns are not separated, choose comma as the delimiter and UTF-8 as the character encoding.
Can Patrick help our team develop the templates?
Yes. Joint development can form part of a strategy, content or AI project. Objectives, deliverables and ownership are agreed before work begins.
What should our team collect before using a template?
Collect relevant product and customer information, existing data and known constraints. Separate confirmed facts from assumptions and assign an owner to each open task. The template structures your work; it does not automatically supply validated business data.
How do we keep a completed marketing template current?
Record the date, owners and sources used. Review the template when the audience, offer, budget or underlying data changes. Keep changes and untested assumptions visible rather than treating old entries as an automatically current plan.