The B2B Field Marketing Playbook
FIELD MARKETING · PIPELINE

The B2B Field Marketing Playbook

Six stages. Every audience decision, venue choice, capture field, and follow-up touch, sequenced into the system that turns one-off field events into a repeatable pipeline engine.

WHAT'S INSIDE

Built to be used, not just read

Every stage exists because its absence produces a specific, measurable failure in pipeline output.

01

The 6-Stage Framework

The operating system that determines whether a field program compounds across cities.

02

Maturity Self-Assessment

Rate your last three programs across 12 checkpoints to identify the highest-leverage gap.

03

Target List Builder

Layered methodology plus 18 fillable account cards for your next event.

04

Venue Selection Scorecard

The 7-criterion scorecard that prevents wrong-room mistakes.

05

Lead Capture Worksheet

The four fields that decide whether the program creates pipeline.

06

8 Rules Quick Reference

Print-and-pin card for the field marketing lead.

WHO IT'S FOR

Built for one specific team

Field marketing, demand generation, and event teams running regional B2B programs - where audience selection, on-the-ground execution, and pipeline attribution all need to live in one workflow.

A LOOK INSIDE

The principle the kit is built on

Audience determines the room. The room determines the conversation. The conversation determines the capture. The capture determines the follow-up. And the follow-up determines whether the next program gets funded.

This is the cascade the entire kit is built around. Every checklist, scorecard, and worksheet inside follows from it. Download the full playbook to get the 6-stage framework, the operational tools, and the quick-reference card your team will actually use.

RELATED READING

The B2B Field Marketing Playbook: Planning, Running, and Measuring Programs That Generate Pipeline

The full thinking behind this playbook, expanded across the blog.