B2B Marketing Planning Guidebook

Preparing For Your 12-Month Marketing Plan

This ebook, tailored to technical B2B business and marketing leaders, guides you through TREW’s proven marketing planning preparation, including a checklist. 

Your 12-month marketing plan is an agile document and should be designed with flexibility in mind, customized to your business goals and needs. 

Taking the time to map out a clear, strategic direction will ensure a cohesive marketing plan that maps to your personas through campaigns and is time bound and budget driven.


In this ebook, we at TREW Marketing outline the steps we recommend you take to prepare for your marketing plan, including:

  • Ensure your business plan is current
  • Audit your current marketing activities and develop your SWOT
  • Define buyer personas
  • Develop marketing goals
  • Create your campaigns and build your activity plan
  • Set your success metrics

To download this ebook, please fill out the form on the right.