Demand Generation Strategy Template
Develop a B2B demand generation strategy that formulaically produces revenue.
Why use this template?
One of the biggest mistakes we made while growing our B2B SaaS company was not developing a clear demand generation strategy early enough. We had no frameworks, templates or processes in place to systematically generate demand for our product.
We had product-market fit, but didn't have go-to-market fit.
This demand-gen framework is designed to help you achieve your go-to-market fit and help you formulaically drive revenue.
I encourage you to add this template to your cart, copy the Google Sheet and personalize it for your own business.
What's inside the template
This worksheet includes the following tabs:
- Instructions: instructions on how to use this template most effectively.
- Demand Generation Checklist: Complete the 8 Ps of demand generation. Your answers here will guide your strategy.
- Demand Generation Strategy Template: Develop a visual representation of your demand-gen strategy. This will align everyone on your team.
How to use this template
When we grew from $2 to $18 million in ARR, we went through a process of clearly defining our demand generation strategy. This framework takes you through a step by step process to developing your own.
Here is how to adapt this framework for your business:
- Review both tabs to familiarize yourself with the general structure of the framework.
- Start by completing the checklist. I think it's informative to have each member of your team complete this checklist on their own and compare answers. Brevity is key.
- Reference related templates in the 3rd column to go deeper into each of the Ps of demand-gen.
- Based on your answers within the checklist, update the flow chart I have included for your own business and strategy.
- Identify the gaps and areas of weakness in your strategy, come up with a plan to fix them and then get to work.
This template helps you slow down to then go really fast. First, develop your strategy. Then shift your focus to achieving excellence in tactical execution.
Click “Add to Cart” on the right. When you checkout, you will receive a link to the Google Sheet of the Demand Generation Strategy Template to copy for your own use case.
If you run a sales or marketing team at a B2B SaaS company, you'll also like:
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.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
- Premium design
- Customizable files
Lifetime access from any device
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.
