Resource Center

Scorecards and Templates

Ungated decision resources for legal marketing, PI intake, private-event growth, attribution, and executive reporting.

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From Scorecard to Brief

Use resources as decision evidence, not extra homework.

Each scorecard creates a small, practical record of what is ready, what is fragile, and what deserves attention first.

01

Assess

Answer visible questions without submitting contact information first.

02

Prioritize

Use the result band and missed controls to identify what is blocking progress.

03

Save

Carry useful findings into the Growth Profile on this device.

04

Discuss

Use the output as context for a focused 30-day plan.

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How These Work

Decision aids, not black-box ratings.

Each resource uses visible questions, deterministic local scoring, plain-language result bands, and a print-ready output. Nothing is gated before the result.

Legal

Channel, LSA, intake, agency, and signed-case reporting resources.

Hospitality

Private-event funnel, landing-page, and follow-up resources.

Cross-vertical

Reporting and decision-cadence resources for both operators.

Resources

Eight scorecards, checklists, worksheets, and templates

Interactive scorecard PI Marketing Channel Scorecard
  1. Urgency
  2. Market
  3. Economics

Legal Marketing

PI Marketing Channel Scorecard

An ungated PI marketing channel scorecard for sequencing LSAs, PPC, Maps, SEO, reviews, landing pages, and intake without inventing a universal winner.

Interactive scorecard 9 min Interactive + PDF Print-ready
Personal injury owners and marketing leadersVersion 1.0

Use with: Best Marketing Channels for Personal Injury Law Firms in 2026 + SEO vs. LSAs vs. PPC for Personal Injury Law Firms

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Readiness scorecard LSA Readiness Checklist
  1. Eligibility
  2. Verification
  3. Profile

Legal Search

LSA Readiness Checklist

A Local Services Ads readiness checklist covering eligibility, verification, profile, reviews, categories, geography, budget controls, hours, lead handling, disputes, and outcome feedback.

Readiness scorecard 11 min Interactive + PDF Print-ready
Personal injury firms evaluating or improving Local Services AdsVersion 1.0

Use with: Google Local Services Ads for Personal Injury Lawyers: What Works Now + Personal Injury Intake Response Time: How Fast Is Fast Enough?

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Comparison worksheet Marketing Agency Evaluation Scorecard
  1. Strategy
  2. Market fluency
  3. Intake

Agency Selection

Marketing Agency Evaluation Scorecard

A marketing agency evaluation scorecard for comparing strategic judgment, market fluency, intake awareness, reporting, data ownership, ethics, staffing, and the first 90 days.

Comparison worksheet 9 min Interactive + PDF Print-ready
Law firm owners and marketing decision-makers comparing agency optionsVersion 1.0

Use with: How PI Firms Should Choose a Marketing Agency + CliqSpark vs. Traditional Legal Marketing Agencies

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Interactive funnel assessment Private-Event Funnel Scorecard
  1. Discovery
  2. Venue page
  3. Inquiry capture

Hospitality Growth

Private-Event Funnel Scorecard

A private-event funnel scorecard for discovery, venue-page quality, inquiry capture, response, qualification, tours, proposals, tentative/definite stages, and reporting.

Interactive funnel assessment 10 min Interactive + PDF Print-ready
Hospitality groups, venues, and event sales leadersVersion 1.0

Use with: Private Event Marketing for Hospitality Groups + How to Generate More Private-Event Inquiries

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Annotated checklist Private-Event Landing Page Checklist
  1. Event details
  2. Rooms
  3. Menus

Hospitality Conversion

Private-Event Landing Page Checklist

A private-event landing page checklist for event details, rooms, menus, capacity, proof, photography, mobile experience, forms, CTAs, and response expectations.

Annotated checklist 11 min Interactive + PDF Print-ready
Venue marketers, hospitality operators, and event sales teamsVersion 1.0

Use with: The Private-Event Landing Page Checklist + How Quickly Should a Venue Respond to an Event Inquiry?

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Editable sequence template Venue Inquiry Follow-Up Template
  1. Receipt
  2. Qualification
  3. Tour

Hospitality Follow-Up

Venue Inquiry Follow-Up Template

A venue inquiry follow-up template with stage-aware email, phone, and SMS prompts, personalization fields, decision rules, opt-out notes, and ownership controls.

Editable sequence template 9 min Interactive + PDF Print-ready
Venue sales teams and hospitality operatorsVersion 1.0

Use with: The Private-Event Inquiry Follow-Up Sequence + How Quickly Should a Venue Respond to an Event Inquiry?

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Executive reporting assessment Marketing Reporting Scorecard
  1. Business outcomes
  2. Source taxonomy
  3. Definitions

Cross-Vertical

Marketing Reporting Scorecard

A cross-vertical marketing reporting scorecard for business outcomes, source taxonomy, definitions, data ownership, attribution, cadence, commentary, and actionability.

Executive reporting assessment 9 min Interactive + PDF Print-ready
Owners, operators, marketing leaders, and finance-minded decision-makersVersion 1.0

Use with: What PI Firms Should Track in a Marketing Dashboard + How to Measure Private-Event Marketing ROI

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