Data Book Resources

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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