Workbook

Get your annual plan on ONE page

How are you going to stand out in 2026? 

Buyers are in control of the buying process. Over 70% of it is happening online. And they are putting companies on their short list of vendors that provide value and establish trust with their content.

How are you accounting for this in your 2026 strategy?

You need to stand out. To make sure your buyers notice you. Let us help you build that into your strategy for next year -->

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Size
Location
Solution

The Revenue Marketer

Ebook
|
Demand gen

Are you playing the long game or still under pressure to "generate leads"?

If you relate to the latter, we feel you! Old habits die hard and form fills are still a key metric at a lot of companies. But with the advancements in technology and AI, listening to and building a relationship with your buying groups through marketing is well within reach. Need help making the shift? We're here to help.

 A marketing workbook titled "How to Get Your Entire Annual Plan on One Page" is shown from an angled perspective.

It's after Labor Day (or the 8th month of your fiscal year) and it's time to start planning for the coming year. Sigh. Not only do you have to plan, but you are also heading into your busiest execution quarter of the year! Where do you find the time? How do you balance the two activities? Is there a guide to make it easy?

Fortunate for you, the answer is a resounding YES! We’ve put together a thoughtful and road-tested plan to help you cut to the chase of what you need to accomplish (and the tools to do it) to assemble an annual plan that will support your success next year. Our one-page planning template makes it simple to visualize your strategic priorities, align stakeholders, and manage execution — all without drowning in decks or spreadsheets.

Is that 100 slide deck you put together going to go to waste? Not at all! That is an important part of getting to your plan on a page. But your stakeholders cannot align on 100 slides. They need it boiled down to a simple page that shows your initiatives, impact, risks and budget. That's fodder for discussion and alignment. It will also be a shorthand for reinforcement throughout the year, and to rally your marketing team around.

So download our workbook and plan-on-a-page template to help this year’s planning process be the smoothest and most productive you’ve had to date, setting you up for success next year. And if you’re ready to take your planning further, discover how a strategic marketing plan can distill your long-term vision into just two clear, actionable pages — designed to inspire clarity, focus, and measurable impact.

About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Demand gen

We can execute your marketing strategy for all those revenue-generating initiatives. Assign us a campaign and we’ll build it out completely and share the results. Or bring us in to train your team in new approaches and systems.
Learn how we help
 A marketing workbook titled "How to Get Your Entire Annual Plan on One Page" is shown from an angled perspective.

It's after Labor Day (or the 8th month of your fiscal year) and it's time to start planning for the coming year. Sigh. Not only do you have to plan, but you are also heading into your busiest execution quarter of the year! Where do you find the time? How do you balance the two activities? Is there a guide to make it easy?

Fortunate for you, the answer is a resounding YES! We’ve put together a thoughtful and road-tested plan to help you cut to the chase of what you need to accomplish (and the tools to do it) to assemble an annual plan that will support your success next year. Our one-page planning template makes it simple to visualize your strategic priorities, align stakeholders, and manage execution — all without drowning in decks or spreadsheets.

Is that 100 slide deck you put together going to go to waste? Not at all! That is an important part of getting to your plan on a page. But your stakeholders cannot align on 100 slides. They need it boiled down to a simple page that shows your initiatives, impact, risks and budget. That's fodder for discussion and alignment. It will also be a shorthand for reinforcement throughout the year, and to rally your marketing team around.

So download our workbook and plan-on-a-page template to help this year’s planning process be the smoothest and most productive you’ve had to date, setting you up for success next year. And if you’re ready to take your planning further, discover how a strategic marketing plan can distill your long-term vision into just two clear, actionable pages — designed to inspire clarity, focus, and measurable impact.

Resources
No items found.
About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Demand gen

We can execute your marketing strategy for all those revenue-generating initiatives. Assign us a campaign and we’ll build it out completely and share the results. Or bring us in to train your team in new approaches and systems.
Learn how we help
Ebook
|
Demand gen

Get your annual plan on ONE page

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September 18, 2024
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 A marketing workbook titled "How to Get Your Entire Annual Plan on One Page" is shown from an angled perspective.

It's after Labor Day (or the 8th month of your fiscal year) and it's time to start planning for the coming year. Sigh. Not only do you have to plan, but you are also heading into your busiest execution quarter of the year! Where do you find the time? How do you balance the two activities? Is there a guide to make it easy?

Fortunate for you, the answer is a resounding YES! We’ve put together a thoughtful and road-tested plan to help you cut to the chase of what you need to accomplish (and the tools to do it) to assemble an annual plan that will support your success next year. Our one-page planning template makes it simple to visualize your strategic priorities, align stakeholders, and manage execution — all without drowning in decks or spreadsheets.

Is that 100 slide deck you put together going to go to waste? Not at all! That is an important part of getting to your plan on a page. But your stakeholders cannot align on 100 slides. They need it boiled down to a simple page that shows your initiatives, impact, risks and budget. That's fodder for discussion and alignment. It will also be a shorthand for reinforcement throughout the year, and to rally your marketing team around.

So download our workbook and plan-on-a-page template to help this year’s planning process be the smoothest and most productive you’ve had to date, setting you up for success next year. And if you’re ready to take your planning further, discover how a strategic marketing plan can distill your long-term vision into just two clear, actionable pages — designed to inspire clarity, focus, and measurable impact.

About the author
An ABM pioneer who built Demandbase's practice and certified 5k+ marketers, she now leads Inverta's marketing and strategic partnership efforts.
Service page feature

Demand gen

We can execute your marketing strategy for all those revenue-generating initiatives. Assign us a campaign and we’ll build it out completely and share the results. Or bring us in to train your team in new approaches and systems.
Learn how we help

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