B2B Marketing Strategy Template

Create a comprehensive B2B marketing strategy to reach your target audience and achieve success.
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B2B Marketing Strategy Template

What is a B2B Marketing Strategy?

A B2B marketing strategy is a comprehensive plan that outlines how a business-to-business organization will achieve its marketing goals. It is designed to help the business achieve its marketing objectives and increase sales. The strategy should include a detailed plan of action, including the specific tactics and activities that will be used to reach the target audience. It should also include the expected results and a timeline for the completion of the activities. In order to be successful, the strategy must be regularly monitored and adjusted to ensure that it is achieving its desired results.

What's included in this B2B Marketing Strategy template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the B2B Marketing Strategy template for?

The B2B Marketing Strategy template is designed to help marketing teams of business-to-business organizations create a plan to manage their marketing. It provides a clear structure for the development and execution of a comprehensive strategy that will guide the team in achieving their desired outcomes. This template can be used by both experienced and novice marketers alike, as it provides a streamlined approach to developing a marketing strategy that is tailored to the needs of the business.

1. Define clear examples of your focus areas

When developing a B2B marketing strategy, it is important to identify clear focus areas. The focus areas should be based on the marketing objectives of the business and should provide a clear direction for the activities that will be undertaken. Examples of focus areas could include increasing sales performance, improving content marketing, and strengthening customer relationships.

2. Think about the objectives that could fall under that focus area

Once the focus areas have been identified, it is important to think of objectives that could fall under each focus area. These objectives should be specific, measurable, achievable, and time-bound. 

Examples of some objectives for the focus area of Improve Sales Performance could be: Increase Lead Conversion Rate, and Lower Cost-Per-Lead.

3. Set measurable targets (KPIs) to tackle the objective

Once the objectives have been identified, it is important to set measurable targets (Key Performance Indicators or KPIs) to track the progress of the objectives. These KPIs should be specific and measurable. Examples of KPIs include increasing the lead conversion rate from 10% to 20%, and decreasing the cost-per-lead from $100 to $50.

4. Implement related projects to achieve the KPIs

In order to achieve the KPIs, projects or actions must be implemented. These projects should be designed to help the business achieve their objectives and reach their desired outcomes. Examples of projects that could be undertaken include enhancing the lead nurturing process, creating engaging content, and implementing a customer loyalty program.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

The Cascade Strategy Execution Platform is a comprehensive software solution that helps businesses quickly and easily create and execute their B2B marketing strategies. With this platform, users can easily track the progress of their objectives and KPIs, and make adjustments as needed. This allows businesses to quickly and effectively achieve their desired outcomes.

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