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B2B Marketing Plan Template

Use This Template

B2B (business-to-business) marketing is geared towards organizations or companies rather than individual consumers. Because it’s geared towards an entirely different audience, B2B marketing strategies differ from B2C (business-to-consumer) marketing. 

If you don’t have a B2B marketing plan to outline your buyer persona, budget, promotions and advertising, and other strategies, your efforts won’t be as effective. Take the time to put together a B2B marketing plan that gives your campaigns context, examines your resources, analyzes your current marketing performance, and sets up a strategy to achieve your goals.

Use our B2B marketing plan template to:

  • Dive deep into your market and the competitive landscape
  • Plan content with an editorial calendar
  • Outline marketing campaign goals

Create an Inspiring B2B Marketing Plan

Each slide serves an important role in your B2B marketing plan. Illustrate your points and keep your audience’s attention by using graphics like sales funnels, Gantt charts, area graphs, timelines, and more. Each of these is available with your B2B marketing plan template and can be added in an instant. Use our B2B marketing plan example as a guide for creating your presentation:

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Pro Tips for Using a B2B Marketing Plan Template

Follow these tips and tricks when building your B2B marketing plan template.

Be concise with your slides

Avoid the temptation to crowd your slides with text or graphics. Be concise, and stick to one topic per slide.

Include next steps

What actions should your audience take after your presentation is finished? Include next steps to prompt them to take action.

Use powerful graphics

It’s easy to get bogged down in the numbers and little details. Use graphics to transform your data, making your presentation easy to follow.

Make sure to tell a story

Where is your company now and where does it plan to go with your marketing plan? Frame your presentation as a story so it’s more appealing and memorable.

Title Slide
Marketing Objectives
Buyer Personas
SWOT Analysis
Brand Positioning
Lead Funnel
Editorial Calendar
B2B Marketing Plan
Campaign Goals
Performance
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