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Free templates

SaaS marketing templates.

Three templates we actually use on SaaS accounts, in one editable file. A monthly report that calculates itself, an ICP worksheet that forces clarity and a content calendar built on intent. No email wall.

What is in the SaaS marketing templates pack.

One spreadsheet, three tabs, zero fluff. Open it and the blue cells are the only ones you fill. The rest calculates.

Monthly report

MRR, net new MRR, marketing-sourced pipeline, MQL to SQL rate, CAC payback, trial to paid. Change columns and ratios are live formulas. Fill last month and this month, read the deltas.

ICP and positioning worksheet

The hard questions on one tab. Who you are for, who you are not for and a positioning statement you can say out loud. If you cannot fill a line in one sentence, that is the work.

Content calendar

One row per piece, keyed to search intent and funnel stage, with an internal link target so nothing gets published into a dead end.

How to use these SaaS marketing templates.

Run the report on the first of every month, same metrics, no swapping definitions. Revisit the ICP tab every quarter. Keep the calendar one quarter ahead.

One rule

Fill it honestly or do not bother. A report you flatter is a report that lies to you.

Get the pack

No email wall. Download and use it today.

Download the template pack (XLSX) → Bonus: the audit checklist (PDF)

Built by a team that does only SaaS. Yours to keep and edit.

Questions about the SaaS marketing templates.

Are the SaaS marketing templates really free?

Yes. No email wall and no sign-up. Download the file and use it.

What format are they in?

One Excel file with three tabs. It opens in Excel, Google Sheets or Numbers. The report tab uses live formulas.

Can I edit and rebrand them?

Yes. They are yours to edit. Drop in your logo and metrics and make them your own.

Do I have to be a TG3 client?

No. Plenty of people who run marketing in-house use these. If you want a second pair of eyes, the audit is there.

Want eyes on the numbers, not just the template?

Book the 30-minute audit. We read your report and tell you which line to fix first.

Book the 30-minute audit →