B2B Marketing Resources

Templates, frameworks, and tools we use with our clients. No fluff, no theory—just what works.

Assessments & Diagnostics

Interactive

HubSpot CRM Health Assessment

42-point diagnostic covering data hygiene, lifecycle management, lead scoring, attribution, and more. Get a personalized health score and recommendations.

5 minutes 42 checks
Take Assessment
Calculator

B2B Benchmark Calculator

Input your LinkedIn & Google Ads metrics. See how you compare to 87 B2B campaigns with instant ratings and shareable results.

3 minutes 8 metrics
Try Calculator
Hub

All Assessments & Audits

Browse all our diagnostic tools: HubSpot health check, paid media audit templates, benchmark calculator, and more.

6 tools
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ABM & Go-to-Market

Assessment

GTM Maturity Assessment

Score your enterprise go-to-market across BUILD, ACTIVATE, and MEASURE. Find your weakest link and get specific recommendations.

3 minutes 21 questions
Take Assessment
Toolkit

ZenABM Toolkit

Complete ABM resource kit: Account Scoring Template, 30-Day Tier 1 Calendar, and the full GTM System Audit framework.

3 templates Excel + PDF
Get Templates

Marketing Operations

Template

HubSpot Audit Template & SOP

10-sheet comprehensive audit workbook covering properties, objects, workflows, reporting, and admin setup. Includes evaluation criteria and action plans.

10 sheets Excel
Get Template
Template

MOPS Funnel Workbook

Complete funnel operations framework: demographic + behavioral scoring, lead sources, campaign architecture, lifecycle stages, and DQ reasons.

7 sheets Excel
Get Workbook
Template

HubSpot ↔ Salesforce Integration

Complete integration checklist: field mapping, sync direction rules, lifecycle alignment, and common sync error troubleshooting.

Checklist Google Doc
Get Checklist

Paid Media

Template

Google Ads Audit Template

9-sheet audit workbook with B2B benchmarks, red flags, and 42 Agency POV. Conversion tracking, keywords, bidding, ad copy, and recommendations.

9 sheets Excel
Get Template
Template

LinkedIn Ads Audit Template

9-sheet audit workbook with B2B benchmarks, red flags, and 42 Agency POV. Audience strategy, creative performance, lead gen forms, and recommendations.

9 sheets Excel
Get Template
Template

Meta Ads Audit Template

9-sheet audit workbook with B2B benchmarks, red flags, and 42 Agency POV. Pixel/CAPI, audience strategy, creative analysis, and recommendations.

9 sheets Excel
Get Template
Template

LinkedIn Ads Targeting Checklist

Complete targeting checklist: audience sizing thresholds, job title strategy, company list uploads, and exclusion rules for B2B campaigns.

Checklist Google Sheet
Get Checklist
Toolkit

ABM Campaign Planner

Complete ABM campaign planning template: account tiering, play design by tier, channel mix, and KPI measurement framework.

4 tabs Google Sheet
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B2B Benchmarks

Tactic

LinkedIn InMail Benchmarks

InMail with gift cards: 60-70% lower CPL ($400-600 vs $1,500+). Open rates, response rates, and best practices by industry.

InMail Templates
View Benchmarks
Channel

B2B Meta Ads Benchmarks

Meta for B2B: Retargeting CPL $50-$150, ROAS 300-500%. When to use Facebook/Instagram vs LinkedIn for B2B.

Meta Strategy
View Benchmarks

AI Tools

Calculator

LinkedIn Ads Budget Calculator

Enter your ICP, get real-time audience size and CPM/CPC estimates. Calculate your recommended monthly budget.

2 minutes Live Data
Calculate Budget
Calculator

Google Ads Budget Calculator

Enter your product or service, get AI-generated keywords with real search volumes and CPCs. Calculate your Search Ads budget.

2 minutes Keyword Research
Calculate Budget
Free Tool

B2B Company Sample Builder

Filter 623K+ B2B companies by industry, country, and size. Get random samples for LinkedIn Matched Audiences with CSV export.

623K+ Companies CSV Export
Build Sample
Free Tool

Company Name to LinkedIn

Paste company names and get their Website + LinkedIn URLs instantly. Perfect for enriching account lists and building matched audiences.

Instant Match CSV Export
Resolve Companies
Calculator

LinkedIn InMail ROI Calculator

Calculate your InMail campaign ROI with and without gift card incentives. Compare CPL, response rates, and true cost per meeting.

2 minutes ROI Analysis
Calculate ROI
Calculator

Meta Ads Budget Calculator

Plan your B2B Meta Ads budget by campaign type. Get reach estimates, CPL projections, and budget tiers for awareness, lead gen, or retargeting.

2 minutes Budget Tiers
Plan Budget
Hub

All Tools

Browse all our tools for building LinkedIn audiences, enriching company data, and accelerating B2B campaigns.

6+ tools
View All Tools

Playbooks

Revenue

Closed Lost Revival Playbook

Turn dead deals into pipeline gold. Timing triggers, messaging sequences, and re-engagement tactics for closed-lost opportunities.

Playbook PDF
Download Playbook
MOPS

Lead Scoring Framework Builder

Build an ICP-based scoring model that predicts conversion. ICP fit + engagement scoring with MQL threshold calibration.

Framework PDF
Download Framework
Database

Lead Re-Engagement Playbook

Wake up your cold leads. Segmentation strategies, messaging frameworks, and automation workflows for database revival.

Playbook PDF
Download Playbook
ABM

Intent Signals Playbook

Identify and act on buying intent. First-party, second-party, and third-party intent data strategies that actually work.

Playbook PDF
Download Playbook
ABM

ABM Enrichment Playbook

Build complete account data. Account enrichment, contact acquisition, and data hygiene for target account programs.

Playbook PDF
Download Playbook
Hub

All Playbooks

Browse all B2B marketing and sales playbooks. Lead scoring, intent signals, ABM enrichment, and database revival frameworks.

5 playbooks
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Workshops & Guides

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