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B2B Campaign Planning Process

The right B2B marketing campaign planning framework can bring a marketing strategy to life. The B2B campaign planning process is a cross-functional approach to campaign planning with agreed-upon service-level-agreements, timelines, check-points and outputs.

Learn more this way

The B2B Campaign Planning Process

Establish a Marketing Council and Define the Process

Define the inputs, outputs, roles and responsibilities for the 7 categories of the campaign planning process
Determine a RACI for each set of tasks within the category.
Decide on meeting cadences, SLAs, and decision-gates

Model where your revenue will come from

Right mix of solutions?
From new customers vs. existing?
What is the achievable mix of programs that will get you to your revenue number?

Begin the Campaign Ideation Process

With the process defined and revenue goals determined for the year, you can start the campaign ideation process. When complete, you should have the themes and programs for six-to-twelve months of marketing and sales enablement activity.

Ready to learn more?

Resources

article

A Peek Under the Hood: a Guide to B2B Campaign Process and Planning for 2021

By: Ashley Shailer

VP of Marketing

article

Marketing Perspectives on 2021 Planning

By: Ashley Shailer

VP of Marketing

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it’s probably better to call or email – (unless you’re testing out a new dimensional mailer).

Vantage: Perspectives from Inverta

B2B Campaign Planning Process

The B2B Campaign Planning Process

Establish a Marketing Council and Define the Process

Model where your revenue will come from

Begin the Campaign Ideation Process

Ready to learn more?

Give us a ring: 866-780-5955

Or you could mail us:

Vantage: Perspectives from Inverta

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