ZendeskImport
Zendesk Bulk User Import
Column layout for bulk-importing end users and agents — matches Zendesk's documented CSV import format, with rows showing each role.
Tools — Free · 31 templates · one email, unlimited downloads
The template library your platforms forgot to ship.
Import starters, audit worksheets, planning docs, and reporting skeletons for Zendesk, HubSpot, Google Ads, and Meta — built by the team that runs these platforms daily. Download, open in Excel or Sheets, done.
31 templates
ZendeskImport
Zendesk Organization Import
Bulk organization import columns — external IDs, domain mapping, shared-ticket flags, and tags, per Zendesk's documented format.
ZendeskPlanning
Help Desk Migration Field Map
Map every field from your old help desk to its Zendesk destination — pre-filled with the mappings that trip up most migrations.
ZendeskAudit
Zendesk Trigger & Automation Audit
Inventory every trigger and automation with the failure patterns we find most often pre-listed — loops, double-notifies, zombies.
ZendeskPlanning
SLA Policy Matrix
First-reply, next-reply, and resolution targets for all four priorities plus a VIP lane — edit the numbers, keep the structure.
ZendeskPlanning
Macro Planning Worksheet
Six starter macros every support team ends up needing, drafted — plus the ownership columns that keep them current.
ZendeskPlanning
Help Center Content Plan
Turn your most repeated tickets into a deflection-first article plan — pre-seeded with the categories almost every help center needs.
ZendeskChecklist
Zendesk Go-Live Checklist
The 22-point cutover checklist we actually run: channels, people, workflows, data, safety nets, and comms — pre-filled, not blank.
ZendeskAudit
Support QA Scorecard
A six-criterion weighted rubric with written definitions for every score level — calibrated so two reviewers land on the same number.
HubSpotImport
HubSpot Contact Import
Contact import starter with the headers HubSpot auto-maps to default properties — rows show full, minimal, and international shapes.
HubSpotImport
HubSpot Company Import
Company import starter — domain-first so HubSpot deduplicates correctly, with a no-website fallback row.
HubSpotImport
HubSpot Deal Import
Deal import starter with association columns so deals land attached to the right contacts and companies, across pipelines and stages.
HubSpotPlanning
Lifecycle Stage Definitions
Every default lifecycle stage with a written definition, entry/exit criteria, and transition ownership — the doc most portals never made.
HubSpotPlanning
Lead Scoring Worksheet
Twelve pre-written fit and engagement signals with point values and negative scores — calibrate against your closed-won, then build.
HubSpotAudit
CRM Cleanup Audit
The eight messes we find in almost every portal, pre-listed with fix approaches and risk framing — add counts and go.
HubSpotAudit
Workflow Inventory
Every active workflow catalogued: purpose, trigger, actions, and a keep/kill verdict — with rows modeling the common categories.
HubSpotPlanning
File & Attachment Migration Inventory
Migrations copy records and forget files. Inventory every file source — attachments, file properties, quotes — so nothing is orphaned.
Google AdsImport
Google Ads Offline Conversion Upload
Upload offline conversions against GCLIDs — matches Google's documented click-conversion import, including the timezone parameter row.
Google AdsPlanning
Negative Keyword Starter List
Thirty waste-cutters most B2B accounts need on day one — job seekers, freebie hunters, DIY researchers, students, and navigational traffic.
Google AdsPlanning
Campaign Naming Convention
Naming patterns for every level of the account — campaigns through conversions and audiences — so reports stay readable at scale.
Google AdsAudit
Google Ads Account Audit
Fifteen checks that expose a neglected or captive account — conversion hygiene, match-type discipline, auto-apply settings, ownership.
Google AdsPlanning
Keyword Planning Worksheet
Map keywords to intent, funnel stage, destination page, and match types — with rows modeling the buy/compare/learn split.
Meta AdsImport
Meta Custom Audience Customer List
Customer-list upload columns per Meta's documented format — lowercase, no punctuation, identifiers hashed automatically on upload.
Meta AdsImport
Meta Offline Conversions Upload
Bring CRM outcomes back to Meta — offline event columns per the documented format, with lead and purchase event rows.
Meta AdsPlanning
Creative Testing Log
One hypothesis, one variable, one verdict per row — with a four-test sequence modeled so the discipline is obvious.
Meta AdsPlanning
Meta Campaign Structure Planner
Plan campaigns, ad sets, audiences, and — the part everyone skips — exclusions, before touching Ads Manager.
AIPlanning
AI Use-Case Prioritization Matrix
Score candidate AI use cases on volume, risk, and data readiness — six examples across the spectrum show how the scoring works.
AIChecklist
AI Agent Guardrails Checklist
Fourteen pre-launch guardrails for any customer-facing AI agent — scope, escalation, safety, audit, and the kill switch.
Cross-platformPlanning
UTM Naming Convention
One agreed pattern across eight channels — including ChatGPT ads and offline QR — so attribution never turns into archaeology.
Cross-platformReporting
Ads-to-CRM Reconciliation Sheet
Monthly side-by-side of platform-claimed conversions vs. CRM reality — one month modeled across three platforms so the math is obvious.
Cross-platformReporting
Monthly Marketing Report Skeleton
The numbers leadership actually reads, month over month, with a filled example row and space for the narrative that explains them.
Nothing matches — try clearing a filter. If a template you need is missing, tell us and we'll probably build it.
Import templates follow each platform's documented format as of July 2026 — these are our worksheets, not vendor files, and platforms evolve. Validate against current platform documentation before running a large import. Example rows are placeholders: delete them before uploading.
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Imports, migrations, cleanups, and conversion tracking are our day job — Zendesk Premier, HubSpot Platinum, Google Partner.
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