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Guides, checklists, templates and worksheets we use with B2B clients to find and fix revenue leaks across search, tracking, site performance and software. Written by our team, free to download.

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Readiness checklists

How ready is your business?

Tick off each step as you complete it. Your progress stays on this page while you work.

Tracking and attribution checklist

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Planning calendar

B2B 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.

WindowKey momentsWhen to start
January–MarchFiscal year-end for many Indian companies: budget sign-offs, close-outs and renewalsPlan by early December
April–JuneNew financial year: budgets released, vendor reviews and annual plans setAudit and plan by February
July–SeptemberActive buying window and pre-festive preparation, plus industry eventsPipeline work from May
October–DecemberFestive slowdown for some sectors, global year-end budget decisions and next-year planningProposals ready by September

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