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ChecklistAgency operations

Marketing checklist for consulting firms

36 checks covering positioning and the website, LinkedIn and content, ads and measurement, the sales process, compliance, and the monthly review.

36 items6 groups15 minOctober 15, 2026

  • checklist
  • b2b
  • compliance

Preview

3 items open, 36 items in total. Members see the rest.

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Go through the whole list once when you take over a new B2B account, then use the last two sections every month. With long sales cycles, problems show up late, so don't skip the monthly review.

Positioning and website

6 items
  • The homepage's first screen says, in one sentence, who you serve, which problem, and what you do.
  • Every service has its own page with method, duration, deliverables, and an out-of-scope section.
  • At least two permitted case studies are live, with results and how they were measured.

3 items more in this group for members.

33 items more for members

This item has 36 items in total. With a membership you see all of it and copy any line in one click.

  1. LinkedIn and content6 items
  2. Ads and measurement6 items
  3. Sales process and CRM6 items
  4. Compliance and privacy6 items
  5. Monthly review6 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Consulting and B2B services page

  • Message template12 min

    15 copy and message templates for selling B2B services

    Founder observation post

    Last month I met with three companies in {INDUSTRY}. All three had the same thing going on: {OBSERVATION}. That usually leads to {CONSEQUENCE}. The first step we recommend is simple: {FIRST_STEP}. How does this look at your company? Let's talk in the comments.

    15 templates · 4 groupsMembers only

  • Script15 min

    9 video and call scripts for B2B services

    0-3s1. Founder observation video (60s)

    Close-up to camera. "Last month I saw the same thing at three companies." On screen: the same line.

    9 scripts · 2 groupsMembers only

  • Copy template25 min

    Caption templates

    Three-mistakes post

    The three mistakes we see most often with {TOPIC}: 1. {MISTAKE_1} 2. {MISTAKE_2} 3. {MISTAKE_3} What the three share: {COMMON_THREAD}. Instead, we suggest starting with {SUGGESTION}; {DURATION} is enough for the first step. Which one shows up most at your company? Tell me in the comments and I'll answer one with a concrete example.

    24 templates · 5 groupsMembers only

  • Hook bank10 min

    Objection and hesitation hooks

    Here's the line item I ask about first when I hear ‘your price is high.’

    50 hooks · 5 groupsMembers only