Free templates and checklists for follow-up, email and ads
Pick the task you're working on and use the matching template or checklist. Everything here is free to read, copy or print, with no sign-up. The resources work with any CRM; where a step is specific to HighLevel or Systeme.io, the page says so.
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Looking for HighLevel snapshots? We don't currently publish downloadable snapshots. Thesnapshot guideexplains how to build one yourself. Prefer printable versions? See theprintable guides.
Sales follow-up
- Sales Follow-Up Cadence Calculator
- Sales Follow-Up Email Templates
- Sales Follow-Up CRM Tracking Spreadsheet
- GoHighLevel Sales Follow-Up Snapshot Architecture Guide
- Lead Nurture Workflow Diagram & Flowchart
- Sales Follow-Up Objection Handling Cheat Sheet
- Cold Database Reactivation Campaign Planner
- Sales Cadence Audit Checklist
- Sales SMS Templates
- Speed-to-Lead Revenue Impact Model
Email marketing
- Email Campaign Brief Template
- Annual Email Campaign Calendar Framework
- Email Copywriting Quality Checklist
- Technical Email Deliverability Checklist
- Email Marketing KPI Dashboard Guide
- Email List Hygiene & Sunset Policy Checklist
- Email List Segmentation Worksheet
- Email Marketing Agency Evaluation Checklist
- Interactive Email Marketing ROI Calculator
- Email Marketing Strategy Checklist
- Email Newsletter Planning Template
- Email Nurture Sequence Planner
- Email Subject Line Framework & Swipe Catalog
- SPF, DKIM & DMARC DNS Planning Guide
- Welcome Email Sequence Template & Swipe File
Email campaigns
- Customer Onboarding & Activation Milestone Workflow
- Email Campaign Strategy Brief Template
- Email Campaign Annual Planning Calendar
- Email Campaign KPI & Attribution Guide
- Failed Payment (Smart Dunning) Email Workflow
- B2B Lead Nurture Series Framework
- Post-Service Follow-Up & Maintenance Checklist
- Product Launch Email Campaign Checklist
- List Hygiene & Re-engagement Campaign Checklist
- Subscription & Contract Renewal Notice Templates
- Compliant Customer Review Request Swipe File
- Webinar Email Workflow & Attendance Blueprint
- Welcome Email Series Planner & Swipe File
Paid advertising
- Ad Creative Experimentation Tracker & Test Log
- Full-Funnel Paid Advertising Architectural Map
- Full-Stack Conversion Tracking Architecture Plan
- CRM Attribution Custom Field Specification Map
- Google Ads Campaign Build & Pre-Launch Checklist
- Google Ads Responsive Search Ad (RSA) Copywriting Framework
- Commercial Intent Keyword Research Worksheet
- Paid Advertising Landing Page Split-Test Plan
- Sales & Marketing Lead Quality Scorecard
- Multi-Client Paid Ads Agency Governance Checklist
- Negative Keyword Master Exclusion Worksheet
- Online Advertising Strategy Brief Template
- Paid Advertising Executive KPI Dashboard Guide
- Paid Advertising Landing Page Checklist
- Monthly Paid Advertising Executive Report Template
- Phone Call Tracking & Dynamic Number Insertion (DNI) Checklist
- PPC Agency Evaluation & Vetting Scorecard
Our recommendation
HighLevel: our top pick for agencies and local service businesses
Why
- CRM, two-way SMS, calls, booking, reviews and workflows in one account, so leads don't fall through gaps between tools.
- Missed-call text-back and speed-to-lead automations are built in, not bolted on.
- One login for multiple client or location sub-accounts.
Not right for you if
- You only need email marketing and one simple funnel.
- Starter at $97/month is more than the problem is worth to you right now.
- You won't spend a few hours on setup, or pay someone to do it.
Price: Starter $97/month, Unlimited $297/month; 14-day free trial, no card needed to start. Source, checked 27 Oct 2026.
Alternative: If you mainly need funnels, email and courses, start with the Systeme.io free plan (2,000 contacts, no card).
Disclosure: Unircretraites is reader-supported. If you sign up through our links, we may earn a commission at no extra cost to you. It never changes our recommendations, and we say when a tool is not right for you. How we make money
About these resources
Learn it, check it, use it
The evidence and tools behind this page
Our mission: help small businesses and agencies make better marketing decisions with plain-English guides, real research and free tools you can use without signing up.
The science: Switching between tools has a cost
In a lab study, interrupted work was finished faster but with more stress, frustration and time pressure. (Source: Mark, Gudith & Klocke, CHI 2008)
Scenario walkthrough
A labelled example of the setup, step by step. Not a real business; no results claimed.
Moving agency clients into one onboarding and reporting system