Welcome to our Marketing Template Library! Here you will find a variety of templates and worksheets to help you take your B2B marketing to the next level.
Browse all of our marketing templates, or filter by category to find exactly what you’re looking for to boost your marketing and sales results.
Each template and worksheet have been carefully crafted to ensure that you’re marketing with proven best practices and expert tricks – even if you aren’t a sales or marketing expert!
It’s like cheating…only allowed (and encouraged!)
Sales & Marketing Plan TemplatesHow aligned are your Sales and Marketing teams? Our Sales and Marketing Plan templates are just the tools you need to empower your teams to work together more effectively.
Although there are many ways to lay out a buyer persona for your ideal customer or prospect, the main purpose of any buyer persona template is to create an “ID card” that is populated with information that will help you identify, connect with, engage, and market to your ideal prospect audience and customer base.
Download our free buyer persona template and use it to create and format B2B or B2C buyer personas for your industry/company. It includes the questions to ask in order to form a picture of your buyer, and a format that can be used to deliver the persona template across all departments to ensure that everyone has the same understanding of how to engage your prospect base.
As you may guess, Sales’ definition of a “Qualified Lead” is often much different that of the Marketing department. Understandably, this disconnect between Sales and Marketing often results in chaotic departments and unclear expectations.
Many businesses haven’t set definitions for Marketing Qualified Leads vs Sales Qualified Leads (or MQL vs SQLs.) To assist, we have created a template for defining MQLs and SQLs for your company as part of our sales and marketing plan template offering. Follow the guide and answer the questions it asks to determine when your leads are ready to be nurtured (MQL), and when they are ready to be thrown over the wall (SQL) into the capable hands of your Sales department.
Customer journeys are commonly used by sales and marketing teams to identify the way their prospects/customers are moving from a prospect to a lead, and from a qualified lead to a happy, retained customer. We included the customer journey map in the sales and marketing plan template section of our library because, while often a confusing task, building customer journeys is a key aspect of any marketing, sales, and retention initiative.
Our templates direct you as you customize our sample customer journey maps to make them fit the path of your buyer persona groups. We’ve created general customer journey map, as well as detailed and simple content-focused customer journeys to help you determine what type of content you can be producing, at what stage of the sales funnel, to help qualify leads, close deals, and retain customers.
Marketing has evolved greatly in the last 20 years to meet the demands of our digital age. As such, it has become difficult to gain traction with more old-school techniques, like radio and newspaper. That’s why taking this new account based marketing approach has become more effective and useful resulting in a higher increase of sales rather than the old marketing techniques. Account based marketing or ABM, uses targeting methods to narrow in on the specific account you want to market to. This method is very helpful when handling B2B clients.
Our account based marketing template will help you walk down the path to target your audience with the right content at the right time. The account based marketing framework will outline the three main steps to get you started with your strategy. How to identify, market, and measure your audience are the building blocks of this framework. Central to the account based marketing methodology is the merging of the buyer’s and customer’s journey into a cohesive campaign.
Download to start your Account Based Marketing template today!
Presentations are inevitable in sales and marketing. Whether you are pitching to a potential customer or presenting marketing strategies. While most of us dread giving presentations, using a presentation template can go a long way to help you be prepared for your next public speaking engagement. Presentation templates are crucial in helping you save time and reduce stress. This presentation template walks you through the best practices for using slides and PowerPoints so you can walk into your next sales or marketing meeting prepared and confident.
Download this template to start stressing less and save time.
Follow-up emails are frequently an area of disconnect between marketing and sales. And, if not done correctly, between your representative and the prospect in question!
The email templates here are designed to re-capture the attention of a prospect after an initial conversation or demonstration. They can be used individually, or as part of a follow-up sales email campaign that addresses the prospect with things like “demo recap” emails , “added value” emails, emails to re-engage after a few days have passed, and a variety of others that keep the conversation going. Tailor the campaign to your unique situation by customizing any or all of the sales post-demo and follow up emails found in this free download.
Because the first-touch with the client is one that can set the course of your relationship for the weeks, months, or even years to come, Introductory Emails are something worth focusing on.
Many email blast templates aren’t actually templates at all, but rough copy thrown together by hasty a hasty salesperson. But when you’re trying to jumpstart your sales cycle with an engaging first email to prospects, take some time to slow down and put more thought into the strategy behind first-touch and introductory email templates. Take a look at our best practices, and download our free email marketing templates to use as samples for your first emails to new prospects.
Email subject lines are one of the most frustrating aspects of creating sales and marketing emails. It can be difficult to find the perfect subject line cocktail for your company’s audience, but the trick is starting out with the best practices that have been shown to increase open-rates and get the first hurdle out of the way – getting their attention.
Download our guide to creating the perfectly crafted email subject line. Try these email subject line examples out with your prospect and customer email lists, and then tweak them as necessary to find the sweet spot for your audience!
We have all grown accustomed to newsletters in our inbox. The question is, how many do you actually open? Making your newsletter stand out is super important, especially with the amount of newsletters people subscribe to. Having a great layout, consistently relevant information and a great call to action will put you ahead of the game to increase open rates, and conversion.
Download our “Email Newsletter Template” to start getting more eyes on your company.
As marketers, we are often the middleman between our customers and bloggers. This territory has been marred with distrust due to spammers. When we see a good fit between our client’s product and a blogger’s audience and wish to create a partnership with that blog, there needs to be immediate trust in blogger outreach. They may already be getting spam email after spam email. Reaching out to bloggers on behalf of a client can be tough. Salesfusion, becoming Sugar Market, wants to make outreach easier with our Blogger Outreach Email Template.
Download it now and start building those quality links!
Content Marketing and AssetsContent marketing is a great tool for lead gen, but creating truly captivating content is a delicate art. Don’t worry; we’re masters at our trade! (With these templates, you will be too.)
Blogs are an important part of all content marketing strategies, but creating a blog post that will drive the results you’re striving for can be a delicate art. Whether you’re creating guest posts, or filling a company blog, how-to articles are useful tools for capturing the attention (and traffic) you need.
How to blog posts need to solve a common pain point, and offer immediately visible value to the reader. There are best practices for creating how-to blog posts that, when used correctly, can make an excellent article. Our free blog template for how-to articles shows you exactly how to format your piece, and explains what to put into each section. Build off our ready made blog template to add your own personalization and company branding, and watch your website traffic increase!
Google Trends tells us that the popularity of informational graphics, or infographics, is only going to increase; it is one of the most effective, engaging ways to illustrate a point or explain an information-heavy topic. But not every marketing department has a graphic designer who knows how to structure the information in a way that will achieve the desired result!
There is an understandable learning curve when it comes to designing infographics, and that curve is twice is sharp when trying to design something that will engage browsers and lead them to the right conclusion. Our free infographic template gives you the canvas you need to create a design that incorporates the most popular, effective best practices for infographics. Download our free infographic template and start designing!
SEO Templates & WorksheetsSearch Engine Optimization is imperative to generate qualified leads by showing up in search results. These templates and worksheets will help you evaluate and optimize your online presence.
Anything that exists on your company website should have a unique meta description that meets the demand of Google algorithms, and accurately describes the content it’s supporting. But, when you’re not an SEO wizard, drafting the perfect blurb for your meta description can be intimidating and hard to achieve.
To help you optimize your meta data, we’ve created this free meta description template. It pairs best practices for content with the formatting preferences of the search engines you need to accommodate. Remember to give each and every page of content that you produce its own, completely unique meta description. Take a look at our other free SEO strategy templates to help you perform keyword research, create meta titles, and optimize your site.
Conducting keyword research for your marketing strategy is one of the most elusive, quickly changing, and intimidating tasks involved achieving SEO success. The keyword strategies that were popular ten, five, and even one year ago are now outdated in terms of way search engines look for content to deliver in their search result lists.
Our SEO strategy template library is full of resources to help you optimize your sales and marketing campaigns, and is greatly supported by this up-to-date keyword research template. By following the best practice steps and formatting of our free keyword research template, you’ll be able to locate the terms your prospects are searching for, and lay them out in a way that everyone involved in your marketing efforts can quickly access and understand.
SEO title tags show up in search engine results, as well as external browsers and websites that will be seen by prospects as they move around the web. But title tags are so much more than just the title of your page! There are standards that can be used to boost the value of your SEO title tags, which is why we have created this SEO title tag template.
Our free template for creating optimized meta title tags will help you with length, keyword choice, placement, and sentence structure – as well as ensuring that you work within your branding. The SEO title tag templates are constructed around the most up-to-date online marketing trends and reports, so download our free meta title template and get started!
Web Copy TemplatesYour web content has only a few seconds to convince browsers that they want to stay on your site. These web copy templates give you a great jumping-off point to creating great, captivating text for your site.
The About Us page is often the most frequently viewed page on a website. Why? Because people who land on your website want to know who you are! There are best practices for writing About Us page copy, and you might be surprised to find that what you thought the copy should sound like may be completely off-track!
Our About Us page template can be used to help you create the perfect web copy for your business website. Plug in your own information and tweak it to match your tone, your style, and your intention for capturing viewers on your About Us page. Click below to view the free downloadable About Us Page Template.
Social Media Templates & WorksheetsHaving a Facebook account is one thing–using social media to drive prospect and customer engagement is another beast, entirely. These templates are tried and true cheats for maximizing social media efforts.
There are many different reasons to create a marketing calendar template for your company. However, the creation process is usually the same, because the concept of the calendar is similar across the board. As a matter of fact, the best calendar templates play upon the familiarity most people have with a normal calendar. If you want to create an easy-to-use, convenient resource that can be used across departments to consolidate a plan for all social media channels, the social media calendar template is a must have.
The social media calendar is a social calendar for your marketing schedule. Solidify your plans and download it before you start spending money, time or manpower online for no reason.
If you fail to plan, you plan to fail. We’ve all heard that saying in life but it is very applicable to social media strategy.
There are so many moving parts when handling social media for your company. We want to make social media easier to handle by providing this social media strategy template which will run through how to create a solid social media strategy.
Download this template now to start planning your social media and moving your company’s strategy forward.
All social media platforms are not created equal. This is why you have to know the preferred image sizes of each platform. Knowing and correctly implementing the different sizes will help maintain consistent branding across the platforms.
There are specific social media image sizes for each platform. Use this social media cheat sheet template to put your company on track with branding and consistency throughout all your social media accounts.
Not establishing a marketing budget for your social marketing campaigns is a painful, financial misstep most companies make, that could have been avoided with a strategic planned marketing budget.
Use this marketing budget template to get on track. This template will give you a breakdown on how much to spend – broken down by campaign on a daily and monthly time frame on each ad platform. Get an overview of where your budget will be going on Facebook, Google Adwords, Linkedin, and Twitter.
Download our simple marketing budget template/calculator to organize your budget.
What size? This should always be your first question when designing ads for social media platforms. Facebook, Twitter, Linkedin and Pinterest all have different image ad sizes. Not following the image size requirements could cause the ad to be less effective. Just like optimizing your company’s business page with the proper social media image sizes, ads are no different. Optimize the ad image sizes to the proper size to be the most effective with your audience and for each platform.
Download our amazing Social Advertising Cheat Sheet and never wonder what size you need for your ad images again! We layout all the image dimensions so there is less frustration while designing images for your ad campaigns.
Facebook currently has over 1.23 billion active users. This is why Facebook Ads are becoming the most popular platform to reach your audience. At the same time, Facebook often changes the way ads are shown and used, making it difficult to stay on top of the best practices.
This template will help you come up with effective copy, image use and ad type. Follow these Facebook advertising best practices to kill it with your ads! You will learn how much text should be in your copy, what to remember when choosing your topic, and the 5 most effective words to win new customers.
Landing Page TemplatesLanding pages are powerful tools for collecting leads and directing traffic from things like ads and email campaigns. We’ve compiled the best templates for you to incorporate into your landing page strategies.
I’m sure you have heard the phrase “content is king”. Well if you’re a company that lives by content, why not use it as collateral to bring in a lead? Using a lead capture page will help with this.
We have outlined landing page best practices for capturing leads by providing your audience with content pieces like eBooks, infographics, datasheets, or whitepapers. This landing page template will get you on the right track with organizing all the information for the best landing page optimization possible.
Do you have a product that needs to be demonstrated by a sales team? Product demos are a must for sales to happen. You should be utilizing a landing page for your demos. This landing page template will help you organize all the information you need to give your customer about your product and how they can schedule a demo.
This simple landing page template outlines all the steps you need to take for landing page optimization. Following these landing page best practices will increase demo requests and sales. Download this template for a landing page that converts.
Webinars are a great asset to your company if you have great content behind them. Getting your audience aware is half the battle. Instead of promoting sign ups straight on your website, create a dedicated webinar landing page which will gather information and get people registered for your event.
We have the perfect landing page template with all the landing page best practices outlined for you to use. This template has a good landing page design that converts. Take advantage of this free landing page template to increase your registrations to your next webinar.