Use this page to TAKE ACTION!
My book, Pipeline Is the Point, is built around the idea that marketing data only matters if it changes decisions, and every chapter ends with tools designed to do exactly that.
The worksheets, frameworks, and diagnostics collected here are meant to be used, not admired. Download them, adapt them to what you need, and put them to work in your own B2B SaaS organization.
If a metric doesn’t change behavior, it doesn’t belong on your dashboard and if a framework doesn’t help you make a decision, it’s just noise!
Download the full pdf of all the actionable items for every chapter in one place:
Chapter 1 Actionable Item – Role-Based Questionnaire
Chapter 2 Actionable Item – Metric Audit Kit
Chapter 3 Actionable Items – Reports & Source of Truth (tab 1), Data Dictionary (tab 2)
Chapter 4 Actionable Item – TOF Tracking
Chapter 5 Actionable Item: MOF Audit
Chapter 10 Actionable Item Metric Monitoring
Chapter 12 Actionable Item – Scale, Optimize or Turn Off
Chapter 13 Actionable Item Demand Gen Funnel – Scale, Optimize or Turn Off
Appendix C: Dashboard Brief Template
Download the full workbook (includes all the Actionable Items from every chapter).
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