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Creating the Perfect External Marketing Brief: B2B Tech Edition

Boost your B2B tech company's marketing with an external team using a clear marketing brief. It's your roadmap, guiding them through your objectives, target market, and desired outcomes. Get our customizable B2B tech digital marketing brief template for success.

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External Marketing Team: B2B Tech Companies Edition

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February 7, 2024

Looking to boost your B2B tech company’s marketing with the help of an external team of marketers? All you need for a successful start is a clear marketing brief. It’s essentially a roadmap for the partnership ahead, guiding your external team through the nuances of your business objectives, target market complexities, and desired outcomes. Let’s walk through how to create a marketing brief that sets your company up for a win. 

We’ve also prepared a downloadable and customizable template of a digital marketing brief specifically tailored for B2B tech businesses. It will save you time and ensure that you cover all the essential details for a successful marketing partnership. Grab yours here.

  1. Cover the Basics:
    1. Company Background and Objectives
    2. Audience Insights
    3. Brand Identity
    4. Scope and Budget
  2. Cover the B2B Tech Specifics:
    1. Dive into Technical Details
    2. Define Niche Targeting Audiences
    3. Emphasize the ROI of Your Product/Service
    4. Cover Compliance and Regulation
    5. Drop Your View of the Sales and Marketing Alignment
    6. List Your Martech Stack
  3. Create the Brief Collaboratively: Involve other internal stakeholders for a rounded, effective brief.
  4. Streamline your strategy, save time & resources, and improve results — get your free copy of the digital marketing brief template we’ve crafted for B2B tech companies like yours.

The brief is your primary tool for communication with your external marketing team. It ensures that everyone is on the same page regarding your business goals, target audience, brand voice, and desired outcomes. 

Consider the brief a living document, open to revisions and updates based on feedback from your external marketing team and the natural evolution of your campaign. This approach ensures that your brief remains relevant and effective throughout the project lifecycle.

  • Add Your Company Background and Objectives

Start with a snapshot of your company’s background, market position, and competitors. Clearly outline what you hope to achieve with this partnership. Whether it’s increasing brand awareness, generating leads, or launching a new product, your objectives should be SMART: Specific, Measurable, Achievable, Relevant, and Time-bound.

  • Describe Your Target Audience

Describe your ideal customer profile in detail. Include demographic information, psychographic profiles, pain points, and how your product or service provides a solution.

  • Brand Identity

Share your brand guidelines, tone of voice, key messaging, and visual identity.

  • Budget and Resources

Provide a clear budget for the project. This allows the marketing team to allocate resources efficiently and propose strategies that deliver the best ROI within your budget.

  • Success Metrics

Define how you will measure the success of the marketing efforts. Whether it’s through lead generation, conversion rates, website traffic, or social media engagement, setting these KPIs upfront will help in evaluating the campaign’s effectiveness.

Cover the B2B Tech Companies Specifics in Your Brief

The inherent complexities of B2B tech products, combined with a niche target audience and longer sales cycles, demand a nuanced approach to collaboration with external marketing teams. Here’s how integrating these unique considerations can transform your marketing brief into a strategic tool:

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Don’t miss out — get your customizable B2B tech marketing brief template now and boost your success!

Involving a diverse set of stakeholders in the briefing process can bridge the gap between your business objectives and the marketing team’s execution plan. 

  • Marketing Managers — Naturally, they possess in-depth knowledge of past campaigns, brand guidelines, and ongoing marketing strategies. Their insights ensure that the brief aligns with the company’s marketing ethos and objectives.
  • Sales Manager — Sales personnel bring a different perspective, often highlighting customer pain points, objections encountered during the sales process, and features that resonate most with prospects. Their contributions can help tailor a marketing strategy that better supports sales objectives.
  • Product Development Manager — Can provide detailed product information, updates, and future roadmap insights that are crucial for creating relevant content and messaging.
  • Customer Service Representative — customer service representatives have direct, ongoing contact with customers and can offer valuable insights into customer questions, concerns, and feedback. This information can help shape a customer-centric marketing approach.
  • C-Level Executives — their vision for the company’s direction and growth targets can significantly influence the brief’s objectives and expected outcomes.

Setting the right brief for your external marketing team is foundational to the success of your partnership. It transforms your strategic goals into actionable tasks, ensuring that every effort is aligned with your business objectives. 

Prepared to take your marketing efforts to the next level with an external team that understands your vision? Let’s start with a conversation. Contact 42DM today to discuss how we can help you achieve all your marketing goals.

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