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5 Time-Saving Templates Every B2B Marketer Needs

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5 Time-Saving B2B Marketing Templates (feature image)

You don’t need to reinvent the wheel when you plan a new campaign. Here are 5 B2B marketing templates that your peers use to manage their content and measure their results … 

As a B2B marketer, you have a lot on your plate.

Between meetings and putting out fires, you might not have the time to complete your top-priority tasks.

Wouldn’t it be great if you had done-for-you templates that help you better track every aspect of your marketing? 

I recently received an invitation to Airtable Universe, a publishing platform where professionals share the exact templates and workflows that they use to run their businesses. Several B2B technology marketers have uploaded their essential tools, such as editorial calendars and campaign tracking sheets, to the site. 

B2B Technology Marketers Share Their Secrets With You

I think that Airtable Universe is cool, as it gives you an insider look at how your peers are managing their marketing. The templates can also help you complete tasks faster, as you won’t need to reinvent the wheel when you want to improve your marketing systems or better track your campaigns. 

Here are five B2B marketing templates that can help you stay organized and check more items off your “to-do” list:

   1. Marketing Campaign Tracking Sheet

Marketing Campaign Tracking Sheet from Airtable

The Marketing Campaign Tracking Sheet tells you, at-a-glance, how your ads are performing.

According to Airtable, this tracking sheet will help you, “Stop wasting time compiling spreadsheets to track your marketing campaigns, and spend more time doing what you love: coming up with new marketing ideas and generating new creative assets.”

The tracking sheet gives you a snapshot of your live, completed, and planned campaigns. Use the template to track the following:

  • Campaigns across all of your marketing channels
  • Ad spending and conversions
  • Your UTM codes
  • Campaigns that are specific to each stage of your sales cycle
  • And more!

2. SaaS Email Copy Swipe File

Front's email swipe file

Front’s email swipe file includes welcome messages, thank you messages, product feedback messages, and more.

I highly recommend saving examples of great copywriting to a swipe file. 

Referring to a swipe file can inspire you when you’re staring at a blank page and wondering what to write.

For example, you might receive a cold email that motivates you to respond. Save it to your swipe file, so you can analyze it the next time you need to send out a sales email. Or you might get a welcome message that makes you feel special. How can you modify this message so it will appeal to your audience?  

Don’t have a swipe file?

No problem.

The team at Front has shared their email copy swipe file on Airtable. 

The file contains samples of essential marketing emails – including welcome, thank you, nurture, product feedback, and apology messages. 

3. Klipfolio’s Content Calendar

Klipfolio's content calendar

Klipfolio’s content calendar contains both a spreadsheet and an author view.

 

An editorial calendar keeps your content marketing team on track.

It helps you plan and manage all of your content – from your blog posts to your ebooks. An editorial calendar also makes it easier to collaborate with your team, as everyone can work from a single, shared document.

But if you don’t have an editorial calendar, you don’t need to reinvent the wheel and create one from scratch.

Klipfolio has shared their content calendar on Airtable. 

It contains a spreadsheet where you can track the following:

  • Content title
  • Type (e.g., blog post, webinar)
  • Date published 
  • Published URL
  • Author
  • Status (e.g., published, in development)
  • And more

4. Product Messaging Library

Airtable's product messaging template

Keep all of your product messaging in a single, shared file.

 

One of the biggest challenges when creating content is keeping your messaging consistent. 

You don’t want your marketing team to say one thing while your sales team says something else.

A shared messaging document can put everyone on the same page.

If you don’t have such a document, you can use Airtable’s Product Messaging Library template. The template contains a spreadsheet for managing your external-facing copy, as well as cards that help you organize your internal style guide.

5. Content Marketing Management Template

Airtable's Content Marketing Management Template 

Keep tabs on all of your content.

 

If you manage your company’s content marketing, you need to keep a lot of balls in the air. 

With so much going on, it can be challenging to stay on top of your projects and meet your deadlines.

Airtable’s Content Marketing Management Template simplifies your workflows. It lets you manage your editorial calendar, brainstorm ideas, align your content with your personas, track your results, and more – all from one location. 

Next Steps

These are just a few of the handy templates that I found on Airtable.

What about you? What templates can’t you live without when you plan and measure your marketing? Share this post on Twitter or LinkedIn and let me know. 

 

 

 

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