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Worksheet templates

Practical sheets to drop into your internal process.

These are the working sheets we actually open during a client audit, not theory. Each one is built to catch the small, expensive mistakes that quietly drain a budget: tracking that is not firing, landing pages leaking intent, messy feeds, and keyword lists that need a cleanup. Copy a worksheet into your own process and you can start fixing leaks the same day.

Preview of an e-commerce CRO optimization checklist worksheet template

In this collection

Working checklists and audit sheets we use on real client accounts. Use them on the page or copy them into your own workflow.

9 worksheets9 live
  • Live
    Audits

    E-commerce CRO Checklist

    Audit your store against 293 evidence-graded conversion checks, page by page. Tick what you do, fix the Critical gaps first, and see your weakest pages.

    Built for furniture and homeware stores too.

  • Live
    Audits

    Google Call Ads Checklist

    Call-only ads stop serving in February 2027. 121 graded checks covering call tracking, the migration to RSAs with call assets, and the weekly routine that keeps a call campaign honest.

  • Live
    Audits

    Google Shopping Title Optimization

    The title system we use on client feeds: 58 graded rules, 7 templates, 10 bad vs good examples, and a builder Sheet with live length and policy flags.

  • Live
    Audits

    Customer Avatar Builder

    A 57-field ideal customer profile workbook plus the AI prompt that fills it from your store data, with a $49 done-for-you option.

  • Live
    Audits

    Google Ads Audit Checklist

    The 78-point PPC audit we run on client accounts: 11 sections, graded Critical / High / Standard, 18 checks with full how-to-check and how-to-fix walkthroughs. Tick it on the page or copy the Sheet.

  • Live
    Audits

    Feed Title Generator

    Rewrite Google Merchant Center product titles in bulk: a 10-column feed template plus an AI prompt that returns policy safe, front loaded titles as TSV, with a $99 done-for-you batch option.

  • Live
    Audits

    Auto Recommendations Firewall

    22 Google Ads recommendation types, each with an Always, Sometimes, or Never verdict and the reason. Set your auto-apply settings once and stop unreviewed bid, keyword, and targeting changes.

  • Live
    Audits

    Google Ads Negative Keyword List

    1,380 negatives across 6 upload-ready lists, each term with a category, match type, and a one-line reason, plus the 5-minute conflict check that keeps the list from blocking your own buyers.

  • Live
    Audits

    Google Ads + GA4 Tracking Audit

    33 tracking checks across 8 sections: linking, conversion actions and values, revenue truth, UTMs, attribution, GA4 audiences, consent, and monitoring. Tick through it on the page in 45 to 60 minutes.

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