---
title: B2B marketing resources to download and use immediately
---

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# Resources to **Download**

### Process Mapping

[Virtual whiteboard Lead Process Mapping example](https://pcassin.com/blog/lead-process-mapping-template?hsLang=en). This collaborative activity can help Marketing and Sales teams get on the same page, spot gaps, agree SLAs.

![Screenshot 2024-02-25 at 2-48-31 PM](https://pcassin.com/hs-fs/hubfs/Screenshot%202024-02-25%20at%202-48-31%20PM.png?width=1033&height=653&name=Screenshot%202024-02-25%20at%202-48-31%20PM.png "Screenshot 2024-02-25 at 2-48-31 PM")

### Team Values

This virtual whiteboard has [2 great activities to help you explore workstyles as well as values](https://miro.com/app/board/uXjVPnPFYQA=/?share_link_id=160708499289). It also includes step-by-step instructions for facilitating. 

![Screenshot 2024-02-25 at 4.02.53 PM](https://pcassin.com/hs-fs/hubfs/Screenshot%202024-02-25%20at%204.02.53%20PM.png?width=882&height=536&name=Screenshot%202024-02-25%20at%204.02.53%20PM.png "Screenshot 2024-02-25 at 4.02.53 PM")

### Work & Personal Profiles

Map where team members live across the US (or world!), and get a sense of their interests as well as work modalities. Use to embrace new team members upon arrival. [Click to explore](https://miro.com/app/board/o9J_kkKX-to=/?share_link_id=713890890281).

![Screenshot 2024-02-25 at 3.30.26 PM](https://pcassin.com/hs-fs/hubfs/Screenshot%202024-02-25%20at%203.30.26%20PM.png?width=1084&height=676&name=Screenshot%202024-02-25%20at%203.30.26%20PM.png "Screenshot 2024-02-25 at 3.30.26 PM")

### Customer Story Engine

How can you source customer candidates for stories, content, speaking, case studies, bylines, etc. before you need them? [Here's a strategy + Airtable example](https://pcassin.com/blog/resource-finding-those-customer-speakers/storytellers?hsLang=en). 

![Screenshot 2024-02-27 at 8.51.04 PM](https://pcassin.com/hs-fs/hubfs/Screenshot%202024-02-27%20at%208.51.04%20PM.png?width=1614&height=896&name=Screenshot%202024-02-27%20at%208.51.04%20PM.png "Screenshot 2024-02-27 at 8.51.04 PM")

### Marketing Planning

How do you effectively get 10-thousand foot, 5-thousand foot and ground level views of your projects, campaigns AND regular work streams, without a lot of duplicate effort? How can team members deliver weekly/monthly reports efficiently? [Here's an Airtable example](https://pcassin.com/blog/efficient-marketing-team-work-management-with-airtable?hsLang=en).

![Screenshot 2024-03-20 at 5.18.18 PM](https://pcassin.com/hs-fs/hubfs/Screenshot%202024-03-20%20at%205.18.18%20PM.png?width=1766&name=Screenshot%202024-03-20%20at%205.18.18%20PM.png "Screenshot 2024-03-20 at 5.18.18 PM")

### Project/Campaign Template

Here's a [skeleton template that might be helpful](https://docs.google.com/document/d/1RolMjIB4qW5eX5PUUmo1yV_LA5juSRmHCRxvMqtgBqE/edit?usp=sharing), as you're working together to agree and shape up key projects or campaigns.

[![Screenshot of project template doc](https://pcassin.com/hs-fs/hubfs/Screenshot%202024-03-20%20at%207-23-03%20PM.png?width=660&name=Screenshot%202024-03-20%20at%207-23-03%20PM.png "Screenshot of project template doc")](https://docs.google.com/document/d/1RolMjIB4qW5eX5PUUmo1yV_LA5juSRmHCRxvMqtgBqE/edit?usp=sharing)

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[Home](https://pcassin.com?hsLang=en)

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[Resources to Download](https://pcassin.com/b2b-marketing-resources-to-download-and-use-immediately)

[Great Marketing Finds](https://pcassin.com/blog/tag/great-finds?hsLang=en)

[About/Portfolio](https://pcassin.com/about-b2b-marketing-paula-cassin?hsLang=en)

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