This free B2B marketing plan template is an easy to use tool  designed to help you plan your marketing activities by objective. Get StartedBrainrider can help you get better results with a B2B Website update, best practice marketing planning & execution, or a Pardot marketing automation implementation. Many marketing plans lack the flexibility to capture specific tactics for your business… you end up spending hours editing and changing the template layout to meet your specific planning needs.
With the Marketing Plan Template Builder you can create a simple template for an annual marketing plan with tactics and budget tracking that meets your specific business needs… with the flexibility to easily edit it as your plans change each year. The Marketing Plan Template Builder guides you through marketing strategy and tactics options for building an annual marketing plan template.
Simply select  strategies and tactics from the main marketing categories that apply to your business and your marketing plan goals.
The Marketing Plan Template Builder can be purchased individually or as part of our Marketing Plan Bundle package (see details below). The Marketing Plan Template Builder is set up so that you can quickly and easily create a customized annual marketing plan with tactics and budget allocations.


Start by selecting the year for your annual plan, entering your business name and defining target audience segments (these segments populate target audience options for specific tactics in the plan builder). Easy drop down selections are pre-loaded for each category, tactic, target date and target audience.
Once selections are made in the plan builder, the Marketing Plan Template is populated with your selections.
The Marketing Plan Template is your customized plan output – there you can add additional detail for each tactic as well as allocated budgets by tactics. With over 20 years of integrated marketing experience, Diane is author of the award-winning book PR Tools to Toot Your Own Horn. Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Clipping is a handy way to collect and organize the most important slides from a presentation. The workbook includes: prioritizing your marketing objectives, identifying program gaps and opportunities, new programs pick-list and an marketing budget planning worksheet.


All the necessary formulas are built-in to the template builder so you get the ideal marketing plan layout for your business! Best of all, you can use the template builder over and over again, year after year for one low price!
Instructions are included for advanced excel users that want to edit the drop down options too. In addition to taking the guesswork out of choosing which marketing tactics you may want to use, there are helpful tips for each section of the marketing plan builder to provide more information on marketing options and how to use the builder.
Use this plan to track your budget, actual budget spent and variance for each of your marketing plan tactics throughout the year. Diane also serves as the marketing director for SureShade, a growing small business that has become the new standard for shade on boats, and runs Marine Marketing Tools, a site that bridges her passion for boating and small business marketing.



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