Templates

Frameworks and worksheets built from real HR Tech marketing engagements. Not generic — calibrated for how HR buyers evaluate, decide, and buy.

Free Resources

📋 Strategy

HR Tech Campaign Planning Brief

A structured campaign brief built for the HR Tech buying cycle. Maps the buying committee, builds the internal business case, and pressure-tests your positioning before you spend a dollar.

Get the brief template →

📝 Content

Content Strategy Scorecard for HR Tech

Score your content against the HR buyer journey — from awareness through business case to decision. Identifies gaps, grades your content mix, and maps what to build next.

Get the scorecard →

📧 Email

Email Program Health Check

Diagnose your email program in 90 minutes. Covers list hygiene, segmentation, content strategy, and send cadence — all calibrated for how HR buyers actually engage with email.

Get the health check →

🎯 Events

Event ROI Calculator

Calculate the true cost-per-opportunity from trade shows and sponsored events. Includes badge scan attribution, pipeline matching methodology, and a go/no-go framework for future sponsorships.

Get the calculator →

📊 Analytics

Marketing Data Audit Worksheet

A step-by-step framework for auditing scattered marketing data, building unified reporting, and surfacing the metrics that HR Tech buying committees actually care about.

Get the worksheet →

🔍 Digital

HR Tech Website Audit Checklist

A page-by-page audit checklist built for HR Tech SaaS websites. Covers SEO, lead capture, multi-stakeholder journeys, and the compliance and security messaging HR buyers expect.

Get the checklist →

Looking for AI-focused resources? Visit Demand AI Studio for templates on AI automation, prompt chains, and building AI-native workflows.

Need more than a template?

Templates get you started. A fractional CMO builds the system. Let's talk about what your HR Tech company needs.

Let's Talk