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  • Writer's pictureChris DeMartine

B2B Top 10 Digital Campaign Checklist

Updated: Oct 25, 2022

Top 7 B2B Marketing Resources

For many businesses, the sales cycle and customer journey can feel like a double-marathon. After all, you're not selling a six-pack of ice cold beer on a hot summer day. More likely, you need to educate the market, align your solutions to the client's needs and address real obstacles that can stall or kill a deal at any stage in the sales process. For this reason, it makes sense to leverage technology and do everything possible to streamline your account-based marketing process.

In our last post, we described the three building blocks for a B2B digital marketing campaign. This checklist will help you get organized and make sure you have the ingredients and recipe for a winning B2B digital marketing campaign.


  1. Secure a quality B2B data source. Don't pay for what you don't need, but be sure to validate the accuracy of the information. Some databases contain less than 50 percent verified contact emails, so you'll definitely want a guarantee on the delivery of those records.

  2. Leverage search retargeting for intent. Many corporate sites have their own search engines for business buyers looking for specific solutions. Data like this can now be aggregated for search retargeting campaigns. Other intent data of web site activity is also available to further refine online targeting of in-market audiences in a non-PII way.

  3. Consider account-based marketing (ABM). If you want to target specific companies, then make sure your ABM strategy is activated on multiple channels. Create a list of companies and URLs to be onboarded for your display campaigns and mirror that same list for LinkedIn, Twitter, Facebook and other social platforms. ABM may not be your best option though, especially where an industry has hundreds or thousands of small to mid-sized businesses.

  4. Capture your remarketing audience. Make sure you have a privacy policy and banner notification in place for that. Your site traffic can be one of your greatest assets, especially if you apply #5.

  5. Identify the companies that visit your site. Make sure you know and validate which companies are spending time on your site. This is an important part of measurement, especially when reports from email service providers do not always tell you that corporate spam filters are the reason for you high click-through rate.

  6. Build your prospect database and update it frequently. Every company site visit, email open, opt-out, lead conversion and engagement counts when your buyer is responsible for a six-figure sale. Focus on quality over quantity, and don't allow bad data to survive -- eliminate it right away.

  7. Optimize programmatic bids for quality and relevance. Most DSPs have made this easy, so take advantage of the opportunity to pay a premium for where you want to be. An ad impression served on Forbes to the Chief Marketing Officer for a major brand is worth far more than that same impression served to a guy like me.

  8. Personalize your email and deliver value. This is where your prospect database comes in. Clean up those contact and company names, add functional terms and personalize your templates so they don't look like promotional emails. We send both types here for our clients, but the results are clear. Open rates are 2 - 3 times higher when the effort is made to personalize the outreach.

  9. Leverage video for solution sales. Video is a great way to promote problems and identify prospects who may be in need of your company's solutions. Start video with rhetorical questions that uncover problems, but don't jump to solutions. The objective is for viewers to identify your brand with potential solutions, eager to learn more. Don't steal your sales executive's thunder.

  10. Go outbound with mobile. Forget the call centers, pick up the smartphone and talk to your top prospects. Build relationships, be quick to listen, slow to speak and don't assume you have the right solution... uncover as many problems or concerns as you can, take notes and then allow some time to think through how you can best respond to help them.

Would you believe all of this can be done with a single test program? That's the winning combination of man plus machine. Whether you work with us or not, please consider speaking to a senior member of our team before you invest.

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