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Checklists, worksheets, templates and guides we use with B2B clients to find and fix revenue leaks across search, tracking, site performance and software.
Whether you are auditing your tracking, preparing for AI-answer visibility or planning a platform rebuild, these are practical, ready-to-use tools. Each one is free to download.
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Interactive checklists
Tick each step as you complete it.
Tracking and attribution checklist
0 of 8 doneAI-answer visibility checklist
0 of 8 doneSite performance and launch checklist
0 of 8 doneB2B planning calendar
The budget and buying windows that shape B2B pipeline, and when to start preparing. Cycles vary by sector, so confirm against your own fiscal calendar.
| Window | Key moments | When to start |
|---|---|---|
| January–March | Fiscal year-end for many Indian companies: budget sign-offs, close-outs and renewals | Plan by early December |
| April–June | New financial year: budgets released, vendor reviews and annual plans set | Audit and plan by February |
| July–September | Active buying window and pre-festive preparation, plus industry events | Pipeline work from May |
| October–December | Festive slowdown for some sectors, global year-end budget decisions and next-year planning | Proposals ready by September |
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