Practical tools for your working day

Marketing templates

Turn a business question into a usable plan, brief or checklist. Start with a filled example, then adapt the worksheet.

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400 resources · Page 1 of 17

B2B SaaS

Marketing plan template for b2b saas

Create a one-page plan with an audience, an offer, a channel and a measurement decision for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Ideal customer profile template for b2b saas

Create an evidence-seeking customer profile with explicit disqualification rules for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Positioning worksheet template for b2b saas

Create a testable positioning statement and a list of evidence needed to support it for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Customer interview guide template for b2b saas

Create an interview guide and a structured evidence record for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Value proposition worksheet template for b2b saas

Create a benefit statement with supporting evidence and clear limits for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Lead qualification scorecard template for b2b saas

Create a practical qualification checklist with a clear next action for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Content calendar template for b2b saas

Create a four-item content plan with evidence and ownership for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Landing page brief template for b2b saas

Create a landing page outline with message, evidence and a clear conversion action for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Proposal brief template for b2b saas

Create a proposal structure with scope, responsibilities and decision requirements for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Referral request template for b2b saas

Create a specific referral request and an optional introduction message for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Lead nurture sequence template for b2b saas

Create a three-message outline with a purpose and stopping rules for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Campaign brief template for b2b saas

Create a complete campaign brief with operational responsibilities for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
B2B SaaS

Marketing budget worksheet template for b2b saas

Create a budget worksheet with cost categories, assumptions and a review rule for b2b saas. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
Project management software

Marketing plan template for project management software

Create a one-page plan with an audience, an offer, a channel and a measurement decision for project management software. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
Project management software

Ideal customer profile template for project management software

Create an evidence-seeking customer profile with explicit disqualification rules for project management software. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
Project management software

Positioning worksheet template for project management software

Create a testable positioning statement and a list of evidence needed to support it for project management software. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included
Project management software

Content calendar template for project management software

Create a four-item content plan with evidence and ownership for project management software. Includes a filled example, practical steps and an editable worksheet.

15-minute exercise · Working sheet included