B2B Marketing Strategy Template » In Motion Marketing

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Contact Information

Please provide the following information so we can tailor our strategy recommendations specifically to your needs:

First name(Required)

Last name(Required)

Email(Required)

company(Required)

Job Title(Required)

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Website(Required)

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Website(Required)

Business Vision

Understand your business's primary goals and aspirations.

What is your ultimate goal or vision for your business?(Required)

Example Answer: To be recognized as a thought leader in professional services, offering actionable insights and innovative strategies to drive client success.

Market Focus

Define the target market, audience, and channels. If you think you have more than one company type or persona, that’s perfectly fine. Include all possibilities, and we’ll segment further down the line.

Target Company Details

Which industries or sectors do you focus on?(Required)

Example Answer: SaaS, Pharmaceuticals, and Biotechnology.

Which geographic regions are your primary focus?(Required)

Example Answer: USA, Canada, UK, Australia, New Zealand.

What company sizes do you target?(Required)

Example Answer: Small and medium-sized enterprises with 50-500 employees.

What revenue range are your target clients within?(Required)

Example Answer: $5M-$50M annual revenue.

Do you target companies based on buying intent?(Required)

Example Answer: Companies showing interest in digital transformation solutions.

What technologies or platforms do your target clients use?(Required)

Example Answer: Shopify, HubSpot, or Salesforce.

Are there any specific signals or triggers you monitor?(Required)

Example Answer: Companies hiring aggressively in sales or marketing roles.

How many company segments do you have?(Required)

Example Answer: We have 3 key segments: small biotech startups, mid-sized SaaS providers, and large pharmaceutical enterprises.

Target Audience Details

Can you list the job titles of your ideal clients?(Required)

Example Answer: CIOs, Product Managers, Marketing Directors, and Sales Operations Leads in SaaS and pharmaceutical companies.

Can you provide LinkedIn profile URLs for your audience and their roles?(Required)

Example Answer: https://linkedin.com/in/vp_sales (Champion), https://linkedin.com/in/ceo (Decision Maker)

What are their top desires or goals?(Required)

Example Answer: Improved efficiency in supply chain management and cost reductions.

What challenges or problems do they commonly face?(Required)

Example Answer: Delays in delivery times and difficulties in scaling operations.

What alternatives might your audience consider besides competitors?(Required)

Example Answer: Doing it manually in Excel or relying on time-consuming in-house processes.

Have they tried other solutions, and if so, why did those fail?(Required)

Example Answer: Yes, they tried in-house management but found it too resource-intensive.

How many buyer personas do you have?(Required)

Example Answer: We have 3: IT decision-makers, marketing managers, and operations leaders at mid-sized SaaS companies.

Competitive Edge

Define strategies for differentiation and client impact.

Offer

How does your product or service solve client problems?(Required)

Example Answer: It reduces operational costs by 15% with streamlined processes.

What outcome are your clients expecting?(Required)

Example Answer: Guaranteed project kickoff within 5 business days, or we provide a 10% discount on the first invoice.

What unique resources, skills, or technologies does your business have that competitors don’t?(Required)

Example Answer: Proprietary software that automates inventory management faster than competitors.

What feedback have clients given that highlights your uniqueness?(Required)

Example Answer: Our personalized customer service is often praised as a key reason for repeat business.

Positioning

How would you describe your brand’s tone?(Required)

Example Answer: Professional but approachable.

What style or theme do you prefer for your marketing materials?(Required)

Example Answer: Clean and minimalist with a focus on blue tones.

How would you describe the language your brand uses?(Required)

Example Answer: Simple and easy to understand, with a conversational tone.

What kind of personality should your brand convey?(Required)

Example Answer: Fun, creative, and professional.

Who do you work best with?(Required)

Example Answer: Businesses in SaaS or Pro Services industries seeking strategic marketing and campaign management.

Who is not an ideal client for you?(Required)

Example Answer: Individuals who are unwilling to collaborate or adapt to strategic marketing processes.

What is the core solution you provide?(Required)

Example Answer: A concise marketing strategy focused on improving brand positioning and acquiring qualified leads.

Messaging

What sets you apart from competitors?(Required)

Example Answer: A blend of proven strategies and actionable insights to guide you in making the best marketing decisions.

How does your product/service impact your customers?(Required)

Example Answer: A structured approach to marketing that minimizes inefficiencies and ensures measurable results.

Internal Resources

Assess in-house resources and content preferences.

What types of content are you open to creating? (Choose all that apply.)(Required)

Blog posts

Social media posts

Video interviews

Webinars

Podcast series

Infographics

Case studies

Email newsletters

E-books

Interactive tools

Testimonials

Whitepapers

Do you have team members skilled in the following? (Choose all that apply.)

Content writing

Video editing

Photography

Graphic design

Public speaking

Social media management

Do you have procedures to streamline your marketing processes?(Required)

Example Answer: Yes, we follow detailed SOPs for content creation, social media management, and campaign analysis.

Capture Demand

Provide the information needed to create a new campaign targeting one specific persona. This will help us tailor messaging, content, and strategy for maximum impact.

Who is your ideal audience for the landing page or campaign?(Required)

Example Answer: Pharmaceutical companies expanding their sales and marketing teams.

What problems are they facing?(Required)

Example Answer: Struggling to manage rising costs and retain staff.

What action do you want them to take?(Required)

Example Answer: Download a free guide or book a consultation.

Why should they choose your solution?(Required)

Example Answer: We offer the most cost-effective payroll solutions with personalized support.

Where are your current leads coming from?(Required)

Example Answer: Google Ads and LinkedIn.

What metrics or KPIs will you use to measure success?(Required)

Example Answer: Conversion rate, cost per lead, and overall lead quality

Name

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