Download the WoRKBOOK to do your own review

Download the B2B Marketing Review Workbook

Marketing reports can show what was clicked, opened and submitted. In a long B2B buying journey, that often leaves part of the commercial story out.

‍We’ve turned part of our Marketing & Revenue Review method into a practical workbook you can use yourself.

‍Start with customers and opportunities that actually mattered, then work backwards through marketing, sales, CRM and reporting to see what appears to be helping, what you can’t currently see and what deserves attention next.

The problems it solves

What's inside

  • Work backwards from real commercial outcomes
     Review marketing from the customer and revenue end rather than beginning with channel activity.
  • Reconstruct the journeys that mattered
    Compare recent wins and worthwhile missed opportunities to see what marketing, sales and follow-up actually contributed.
  • Interpret the patterns you find
    Use the same kinds of patterns we look for: attribution gaps, lost commercial memory, weak handoffs and prospects disappearing after sales activity stops.
  • Check reporting against reality
    See where lead-source fields and channel reports may be accurate but commercially incomplete.
  • Turn the findings into priorities
    ‍    Finish with something to keep or build on, something to fix and something worth testing.
20 page workbook · Practical worksheets · Worked examples · No special software required

Download the B2B Marketing & Revenue Review Workbook

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