Digital Sales & Marketing
Digital Sales & Marketing

Free digital sales and marketing courses

Immediately start seeing better digital sales and marketing results with dozens (and counting) of free online courses inside IMPACT+.

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Digital Sales & Marketing World 2021

The premier, hybrid event for growth-focused business leaders, digital marketers, and sales pros. Virtual passes are free for IMPACT+ Pro members. In-person passes on sale soon.

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Digital sales and marketing services

Discover the full array of IMPACT services, including inbound marketing training, web design, paid media management, and more.

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They Ask, You Answer
They Ask, You Answer

Free They Ask, You Answer course

Learn the principles of the They Ask, You Answer by taking our most popular course, taught by Marcus Sheridan himself.

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Hire a coach

Turn your company into a high-performing digital organization with our flagship coaching program, Digital Sales and Marketing Mastery.

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Case studies

See dozens of examples of companies succeeding with Digital Sales and Marketing Mastery and They Ask, You Answer.

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They Ask, You Answer, the book

“One of the 11 Marketing Books every CMO should read.” — Forbes

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Virtual Selling
Virtual Selling

Virtual Selling Mastery

Equip your sales team with proven methods to connect with today’s buyer, shorten the sales cycle, and close more deals, faster.

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Virtual Selling Summit 2021

Your one-day virtual selling crash course! Today, sales reps are struggling to sell remotely. Learn how to close more deals in a virtual world.

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Free video sales and marketing strategy course

Zach Basner teaches you the fundamentals of making video for sales and marketing work inside your organization.

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Video Sales and Marketing World 2021

Video Sales & Marketing World 2021 is in the works. In the meantime, enjoy the 2020 event on-demand - free for IMPACT+ Pro Members.

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The Visual Sale, the book

Learn how to use video to ignite sales, accelerate marketing, and grow your business in a virtual world in this book from Marcus Sheridan and Vidyard’s Tyler Lessard.

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Master video inside your organization

Video is a critical component of any high-performing digital sales and marketing program, and is a key part of Digital Sales and Marketing Mastery.

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Free HubSpot sales and marketing courses

Taught by Carina Duffy, IMPACT’s lead HubSpot trainer.

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HubSpot Training Day

Following INBOUND 2020, IMPACT and HubSpot co-hosted a full-day of deep dive sessions to help HubSpot users get the most out of the new features fast! On-demand access is free for IMPACT+ Pro Members.

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HubSpot training and implementation

Maximize your investment in HubSpot's marketing, sales, or service platforms with guided training and implementation services.

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Web Design
Web Design

Website Optimization Summit

Learn how you may be unwittingly undermining the money-making potential of your website and how to fix it! Watch the opening keynote for free on-demand inside IMPACT+.

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Website design and strategy services

Get a beautiful, user-friendly HubSpot or Wordpress website that is easy to update, consistently generates leads and revenue, and grows with you.

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Free B2B marketing plan template (+ tips and best practices)

As the marketing leader at your company, creating a winning B2B marketing plan is a unique challenge. When done right, however, your people will love you for helping to grow the business with a clear strategy.

Free B2B marketing plan template (+ tips and best practices) Blog Feature

Liz Moorehead

Editor-in-Chief, Speaker, Host of 'Content Lab' Podcast

September 16th, 2020 min read

Before we get started, here is the free B2B marketing plan template you're looking for, which you do not need to fill out a form to get. Really, it's yours:


You need to make a copy of the document to use it.

Now, let's dig into a few details you need to know before you get started building out your rockstar marketing plan for your B2B company.

A marketing plan is more than content

I think when people get started with content marketing, they think their content strategy is the entirety of their strategy. While a content strategy is, indeed, a large piece of the proverbial marketing pie, it is not actually the entire pie.

Mmm, pie. Now I'm hungry. Is it Thanksgiving, yet? 🦃

Your company's marketing plan should encompass so much more beyond your content — although your content is very important:

  • Email marketing campaigns and newsletters
  • Social media marketing
  • Paid media and social advertising
  • Events (virtual and in-person)

That's why you need to have a marketing plan, scoped out on an annual basis, with regular updates (as necessary). But your marketing plan isn't just a means to delineate what your campaigns are. It's so much more than that.

What is the purpose of a marketing plan?

The best marketing plans, no matter what industry you're in, all accomplish the same three things (based on a defined period of time):

  • They provide a clear overview of what goals your marketing efforts will achieve over a specific period of time, across the entire company.
  • Each objective has measurable, specific goals that correspond to your company's overall mission and purpose, with defined milestone points at each stage (activation, acquisition, and expansion).
  • For every objective, at every stage, you see how each element of your marketing (social, content, email, etc.) all come together holistically to help you achieve your goals. 

Why is this B2B marketing plan template based on account-based marketing?

The free B2B marketing plan template above is based on the principles of account-based marketing. Account-based marketing takes the traditional B2B sales and marketing funnel and turns it on its head by going after “qualified” leads rather than letting them filter themselves. 

Whereas inbound marketing starts with organic lead generation, account-based marketing starts by identifying and targeting key decision-makers within accounts which have the potential to bring the biggest revenue to your business. 

That being said, we do not view the principles of ABM and inbound or content marketing to be mutually exclusive. In fact, create content that answers the most pressing questions of your ideal buyers (as you would in a content marketing strategy), is still critical to the success of your B2B marketing plan.

With an ABM approach, however, your content will simply be more targeted to what is called your ideal buyer profile. As a note, you need to create your ideal buyer profile first before you get started. And no, it is not the same as a buyer persona.

(It's an efficient exercise though, so don't panic.)

How do you create a B2B marketing plan with an ABM approach?

The best ABM-based B2B marketing plans have their efforts broken out into three specific stages:

  1. Acquisition
    This stage is for bringing net-new accounts into your pipeline. Most companies focus a lot of their efforts in this stage.
  2. Acceleration
    Once you have engaged accounts in your pipeline. You are either keeping them engaged or potentially reviving what was previously a dead deal. Techniques, such as personalization, is really helpful here. 
  3. Expansion
    Expansion is all about retaining, upselling, and expanding relationships and service agreements with your existing customer base. Like the old saying goes, it's easier to win business from existing clients than to attract new ones.

That's why each section of the B2B marketing plan template is broken out into those three phases, based on the specific service/product objectives you outline in the beginning of your plan. That way you see how, at each interaction phase, you are targeting your marketing efforts to meet your goals. 

What are the benefits of an ABM approach to B2B marketing?

In addition to going after qualified leads right at the start, instead of having them self-select and identify their fit for your products and services, there are four key benefits to an ABM approach to B2B marketing:

  1. It personalizes the experience for your buyers, because your marketing campaigns are less broad. Instead, they're more targeted and focused on the specific needs and pain points of your ideal buyers.
  2. You build trust and long-term relationships by networking with people within accounts and transforming them into advocates — a big deal since a 5% increase can lead to an increase in profits of up to 95%.
  3. It shortens and streamlines the sales process because you're already dealing with more qualified leads that require less nurturing. Your sales team will also waste less time with bad-fit prospects, because they won't be targeted in the first place.
  4. You'll align your sales and marketing teams because ABM is, simply put, a business growth strategy that holistically aligns your sales and marketing teams around the same goals and objectives. 

How to make your B2B marketing plan a winner

As the marketing leader at your company, creating a winning marketing plan is a unique challenge. When done right, your people will love you for helping to grow the business with a clear strategy.

When done incorrectly, however, you can find yourself in a very lonely place, with a big document and nothing much else to show for it.

So, how do you avoid the latter? 

  • Do not write your marketing plan on your own. Talk to leadership, sales, and different segments of your business. Leadership will help you align on what your goals and objectives should be. Sales will help you with the finer details of your plan — realistic goal-setting, ideal buyer profiles, etc. Anyone you list as a stakeholder should be someone who gives feedback.
  • Take your time to create your marketing plan. A great marketing plan isn't written overnight by candlelight. It takes time, requires lots of collaboration, and is too important to be rushed. Instead, make it a four- to six-week initiative, with a clear delivery date. Then, have specific milestones, such as a first draft for leadership review, a draft for cross-department collaboration, and so on.
  • Be as thorough as possible the first time you write it. From experience, I know how writing massive, 20+ page documents can feel tedious and draining — even if you're totally bought in on the outcome. Don't cut corners. For example, you may be tempted to say, "Oh, I'll note exactly what happens in this nurturing sequence when it comes time to do it." Don't do that. Do it now.

Again, yes, it is a ton of work. But trust me when I say you'll thank yourself for all of the effort you put into it. Instead of scrambling at each stage — "What should this workflow include? What social media campaigns do we need to run? Crap, did we even think about paid media?" — you'll simply be ready to execute

On top of that, you'll know already that your logic is sound and vetted by other teams, including your leadership. Which means, more buy-in for the work you're doing.

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