Downloadable Resources
(Without an E-Mail Address)
I “ungated” my content (i.e., I no longer require an e-mail address to download it) because I want as many people as possible to see it. If you’d like to be notified when I post something new or publish a new newsletter, please join my mailing list here.
This page includes templates on RFP responses, group-relationship planners, case-study development, content briefs for freelancers and team members, Request for Information documents for prospects, and communications-project postmortems.
Just click on the Download button and you’ll receive it as a PDF you can customize to your heart’s content (including removing references to Friction Free). Enjoy, and I hope it’s helpful. Let me know if I can help you customize it by clicking here.
Playbook: PROOFREADING TIPS YOU’LL ACTUALLY USE
Even the best ideas fall flat if they’re riddled with errors. Proofreading is the last line of defense between you and a reader who stops trusting what you say. This playbook gives you practical ways to catch mistakes your brain wants to skip—whether you’re polishing an email, a report, or a full campaign.
Inside you’ll find the core habits professional proofreaders use, a breakdown of the most common errors (with quick explanations), and space to build your own custom checklist for the quirks of your organization. Hang it by your desk or keep it on screen—either way, it’s a simple, repeatable way to keep your writing sharp.
Playbook: 10 WAYS TO STOP BEING OVERLOOKED (AND START GETTING CALLBACKS)
Ten practical steps to refresh your LinkedIn profile, sharpen your message, and land more callbacks. A quick-hit playbook for experienced executives navigating today’s job market.
Workbook: COMMUNICATION PROJECTS POSTMORTEMS
Most teams skip the hard work of looking back. That’s why mistakes get repeated, time after time. A structured postmortem flips that cycle. By asking the right questions, you capture lessons while they’re fresh—and use them to make your next project better.
This workbook gives you a framework of 18 questions to determine what worked, what didn’t, and what to do differently next time. Use it with your team to uncover hidden gaps, improve partner collaboration, and sharpen messaging. One hour with this tool can save weeks on your next project.
And if the experience has left wounds that are still a bit raw, I’d be happy to facilitate the review.
Workbook: CASE STUDY BUILDER WORKSHEET
A fillable PDF that turns client work into a compelling story. Use it to capture the problem, your insights, the tailored solution, and measurable results. Includes tips to strengthen impact and make client testimonials count.”
You can use this guide yourself, but why not ask an experienced business journalist/sales executive to help you create something that will help move the reader through your sales funnel or protect you from a competitor trying to steal one of your best customers?
Workbook: BUILD STRONG PARTNER RELATIONSHIPS
Client renewals don’t happen in the final 30 days—they’re built month by month, conversation by conversation. This workbook helps you step back, evaluate the relationship honestly, and plan how to strengthen it before renewal season arrives.
Inside you’ll find prompts on profitability, expectations, pain points, hot buttons, and key contacts, along with space to map goals and next steps. Use it to capture both the quick facts and the deeper insights that drive stronger partnerships. It’s structured for two pages but flexible enough to expand into a detailed strategy for your most important accounts.
Workbook: RFP RESPONSE PREP
RFPs have a reputation for being thankless, but strong responses still win business. This checklist gives you the essentials in one page: how to understand the opportunity, align with client goals, show proof of impact, and avoid the mistakes that get proposals tossed early. It’s the quick-reference guide you can keep by your side whenever an RFP lands.
For teams that need more depth, the full RFP Response Workbook digs into the details. It walks you step by step through planning, writing, and polishing a complete proposal—so you stand out from the pile instead of blending in.
Workbook: CONTENT BRIEF FOR CREATORS
Most content projects go off the rails before the first draft. The problem isn’t the writer—it’s the brief. Without clarity on audience, goals, and voice, you end up with rewrites, wasted time, and frustration.
This workbook gives you a simple, structured way to align your team before anyone types a word. Fill it in once and you’ll cut confusion, sharpen your messaging, and save hours on revisions. And if you’d rather have a seasoned journalist set the brief with you, that’s where I come in.
Template: REQUEST FOR
INFORMATION (RFI)
A well-written RFI saves time and prevents headaches. Instead of sifting through vague vendor proposals, you’ll get responses that are clear, comparable, and aligned with your goals. This template walks you through the essential questions to ask — about your organization, objectives, competitors, and restrictions — so partners know exactly what matters to you.
Use it to frame opportunities the right way, level the playing field among vendors, and avoid gaps that lead to wasted effort later. Whether you’re sourcing a financial product, technology platform, or service provider, this RFI template keeps the process structured and the answers useful.