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B2B Funnel Blueprint

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B2B Funnel Blueprint

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What is the B2B Funnel Blueprint?

The Funnel Blueprint helps helps you visualize your marketing funnel to improve it quickly.

It allows you run a workshop with your team to plan all your marketing programs. It’s meant to be used across both acquisition and expansion funnel to define your buyer journey deliver a revenue marketing strategy and the integrated programs that will help fuel your growth.

The Funnel Blueprint will help you:

  • Pick one north-star metric for acquisition & expansion
  • Determine the core acquisition funnel programs that your team will run
  • Plan specifically how to expand each account as part of your expansion funnel
  • Deliver a balanced approach to full-funnel marketing with integrated marketing programs
  • Define the metrics you will report on at each stage of the funnel
  • Align assets and offers that you will use at each stage of the funnel
  • Define a consistent set of funnel metrics and goals and align on the owners

How does the B2B Funnel Blueprint work?

The purpose is to duplicate the template slides and run a workshop with your team

Template Slides

You’ll duplicate the slides in the deck and update them based on your program

  • Acquisition funnel summarize key programs for new customer acquisition
  • Expansion funnel - summarize key programs for existing customer expansion
  • Bowtie funnel summarize campaigns & offers across acquisition and expansion
  • Marketing program detail - highlight the key aspects of each program and what is included
  • Funnel Stage KPIs - specify the leading and lagging indicators for each funnel stage
  • Marketing Program Reporting - create a simple reporting methodology to simplify results

Workshop Process

  • Have marketing leaders define the core programs and campaigns that you currently have in-market using the Acquisition and Expansion Funnel example slides
  • Review where you have gaps and opportunities for growth
  • Discuss as a team - highlight key insights on current state and discuss the future state
  • Have your entire team share ideas on what will help improve results - individually and anonymously
  • Divide and conquer - build future marketing plans (using the Growth Template)
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A Google Slides template to customize and use as your own

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