B2B Buyer Journey Mapping Template
Document and optimize your B2B SaaS buyer’s journey.
Why use this template?
It’s common for sales and marketing leaders to dive into tactical execution without thinking about their strategic plan as it relates to their B2B buyer’s journey. And the costs for venture backed, B2B SaaS companies often adds up to millions in wasted capital and resources.
Try my B2B Buyer Journey Mapping Template to clearly map out each stage of the buying process for your key stakeholders. You will find a blank template to input your company information, along with a fully completed example to use as inspiration.
This is the exact framework I used to help grow our B2B SaaS company from $2 million in ARR to $18 million in ARR in less than 3 years.
What's inside the template
The template comes as a simple excel spreadsheet, which can also be converted to a Google Sheet. I designed the template in a way that you can instantly repurpose the content from the example template for your own SaaS business.
These are proven frameworks that work time and time again. Think about when Private Equity firms buy majority ownership stakes in late-stage, high-growth B2B Saas companies. They come in and train all the executives to run their proven playbooks for growth.
That’s effectively what you are getting access to right now.
Here is what’s inside the B2B Buyer Mapping Template spreadsheet:
- Instructions: a tab with instructions on what to do next.
- Buyer Journey Mapping TEMPLATE: a way to outline your buyer's journey and what you need to do to spin your flywheel faster.
- Example Template: a pre-populated example that you can use as inspiration.
Take this template and make it your own. It will take a few hours to think through the nuances of this template and the specifics as they relate to your business.
How to use this template
Add this template to your cart and checkout. You will receive a link to a Google Sheet that you can copy and make your own.
If you run a go-to-market team at a B2B SaaS company, take a look at the following templates. This is what I used to drive strategic alignment and tactical execution across our sales and marketing teams:
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
