Marketing Time & Spend Decision Workbook
Review marketing cash and time before choosing your next test.
Bring actual marketing cash, unpaid owner hours and observed inquiry outcomes into one review. Keep the units separate, see what is missing and write your own Continue, Test, Pause or Need more information decision.
Digital download. $19 USD. One-time purchase. Any applicable tax is shown at checkout.
Explore what’s included ↓What is inside
One editable XLSX workbook with ten tabs: Start Here, Results Summary, Setup & Decisions, Cash Log, Cost Allocation, Time Log, Inquiry Results, Review, Fictional Examples, and Data Dictionary.
Six named channels, 60 cash-transaction slots and 120 rows each for cost allocations, unpaid owner time and inquiry records. The working logs are blank; three fictional worked datasets are separate.
Shared-cost allocation, marketing supplier credits, input checks, completeness controls and cash reconciliation. Unknown sources, unallocated costs and unresolved outcomes remain visible.
Separate cash and owner-time summaries, optional owner-time planning value, descriptive cash/hours-per-result ratios and four formula-linked charts. A written next-test, limit and review-date record keeps the decision with you.
How to use it
Set one reporting period, outcome cutoff and currency. Name your channels and define what counts as an inquiry and a client. Record each cash transaction once, split shared costs using a documented basis and log only unpaid owner marketing hours.
Enter one anonymous record per distinct inquiry. Update outcomes through the cutoff, confirm source completeness and resolve input issues. Review cash, hours, small samples and unknowns together before recording the next action and the limits you choose.
Who it is for
For coaches who want a practical review of marketing cash and workload alongside observed inquiries and clients. It is most useful when you can bring actual spending, time and inquiry records and use consistent definitions.
Files and software
Use a desktop spreadsheet app with automatic calculation and a larger screen. Recalculation and input-change checks were run in LibreOfficeDev 26.8. Microsoft Excel and Google Sheets were not separately tested. Recheck a known example in your own app before relying on the results. There are no macros or external data connections.
Excel for web and Numbers were also not directly tested. Charts, filters, validation and layout can differ on import. The customer download is one XLSX file with instructions inside.
Keep a blank master and separate copies for non-overlapping periods and different currencies. Stay within the supplied rows. The full-grid A3 landscape layout is for comprehensive review; print selected populated ranges or reports for everyday use. A complete Letter/A4 layout has not been tested.
Common questions
Is owner-time value added to cash spending? It is shown separately. The optional value is your recorded hours multiplied by an hourly planning value you choose. It is not a wage, additional cash payment or proven opportunity cost.
Will it tell me my ROI or how much to spend? No. It contains no revenue, profit or ROI model and makes no automated spending recommendation. Period ratios describe the records; they do not prove acquisition cost or causation.
What happens with missing data or zero results? Incomplete coverage, invalid inputs and relevant allocation issues withhold affected ratios. A zero denominator displays N/A. Confirmed zero activity is kept distinct from unknown data.
Can it combine currencies or pull account data? Use one currency per file; there is no exchange-rate conversion or account integration. Enter your own records and update outcomes when you move the cutoff.
Scope and delivery
One digital XLSX file delivered electronically after successful payment. No physical item is shipped. This is a DIY marketing review tool. Software, account setup and managed services are separate.
Use anonymous inquiry IDs and brief marketing-task labels. Keep client names, contact details, health information, coaching notes and payment credentials out of the file. All example amounts and outcomes are fictional. This is not bookkeeping, tax or investment advice and promises no financial or marketing result.
License and returns
For use in your own business or personal use under Marketing PMP’s personal, non-exclusive, non-transferable license. You may share completed worksheets, briefs and other customized outputs with your own team and clients for use in your business. Reusable templates, blank master files and source products may not be redistributed, resold or sublicensed. Do not use the materials to create competing products or services for sale. Read the full terms and conditions: https://www.marketingpmp.com/terms-and-conditions.
All sales are final once a digital download has been accessed or delivered, except where required by law. If a technical issue prevents access, contact kingstadcompanies@gmail.com within 7 days of purchase. See the full terms for the existing technical-failure policy: https://www.marketingpmp.com/terms-and-conditions.
Terms, license and refund details · Questions before buying?
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