B2B Growth Strategy & Forecast Template

B2B Growth Strategy & Forecast Template

A structured way to turn goals into a clear growth plan across programs, campaigns, and budgets.

🔍 What It Is

This is a flexible, customizable template designed to help you confidently forecast how your team will hit growth targets—whether for pipeline, revenue, or acquisition. It breaks your goal down into actionable, trackable workstreams across campaigns, channels, and budgets.

It’s designed to be tailored to your company, your budget, and your team’s unique structure.

💡 Why I Created It

1. To align cross-functional teams

Planning in silos leads to confusion and redundancy. This template helps you bring every team onto the same page—highlighting where you're doubling down and where you're taking strategic bets.

2. To build a bottom-up, reality-anchored forecast

Too often, teams receive top-down targets and default to saying "yes" without a plan. This template flips that. You’ll reverse-engineer your goals with data-driven assumptions and campaign-level modeling—giving you a confident, defensible strategy.

3. To stay focused and avoid burnout

Without a shared roadmap, everything feels urgent. This tool helps you prioritize the most impactful programs your team can actually deliver—bringing calm, clarity, and structure to your planning cycles.

⚙️ How It Works

• 🏗️ Modular Structure
  Customize by program, campaign, and tactic. I’ve included pre-built formulas—you simply enter your own inputs.
• 📈 Program-Specific Models
  On the Growth Model tab, you’ll see dedicated space for each major growth program. Each includes tactical examples that have driven results in real-world use.
• ✏️ Team-Specific Forecasting
  Each team member can add their projects and initiatives, including estimated impact per quarter and associated costs. The model adjusts based on existing run rates and active programs.
• 📊 Auto-Rollup for Budget & Goals
  The Program Summary & Budget tab consolidates inputs into clean tables that show:
  • YoY growth rates
  • Volume goals
  • Budget by program
  • “Cost per” target across all channels

🧠 Built For

• GTM leads and marketing teams with ambitious goals
• Founders and operators needing clarity across functions
• RevOps, Demand Gen, and Growth Marketers building forecasts
• Anyone tired of disconnected decks, spreadsheets, and back-of-the-napkin math

✅ You’ll Walk Away With

• A fully editable, plug-and-play growth model
• Forecasting logic that scales with your team
• A clear story to communicate across execs, marketing, product, and sales
• Budget and performance metrics that actually help guide execution

📦 Formats Included

• Google Sheets
• Notion (optional bonus)
• PDF Summary