Your journey to better B2B marketing plans starts here.
Read the latest best practice on creating better B2B marketing plans or watch our handy guides on B2B Planr and get started fast.
Getting Started
Signing-up for a B2B Planr account is easy. Select a plan that is suitable for your needs and make payment through our trusted payments provider, Stripe. Once subscribed, manage your details, adjust your plan level, and access payment and invoicing all from the account page. You've now taken the first step to better B2B marketing plans!
Managing Settings
Use the settings page to define your currency and set types for channels and tactics to help with reporting. This is also where you can connect your existing systems of record, such as CRM or marketing automation, to pull through actual results from your plans in real time. On the Team plan, you can also manage users and customise the look of B2B Planr to match your corporate brand colours.
Build Your Plan
Now you can start planning in a way that's simple, logical, and connected. Enter your corporate goals and revenue expectations, and see how your chosen strategies con contribute using customisable conversion factors. Visualise how the strategies contribute to your goals with the graphical revenue bridge before adding the campaigns and tactics that will capture your planned spend, results, and actual performance.
Track & Adjust
Keep track of your B2B marketing strategies, campaigns, and tactics. Make adjustments to plans and update actual results. Cycle activities through planned, active, and completed stages to reflect how your plans evolve in real life.
Visualise Your Progress
Tayona B2B Planr provides different ways to visualise your plans and progress. Use the dashboard for a quick overview of your active strategies and their associated goals, budgets, and performance. Use the Calendar view with filters to see your planned activity over time, down to individual tactics and layers of always-on programs. Access customisable reports and charts that take live data from your CRM and marketing platforms and aggregate all in one place.
What are you waiting for?
Dive in and start planning your B2B marketing today. Say goodbye to a mess of spreadsheets, presentations, and tabbing between multiple systems. Bulid and track your B2B plans like it's 2025. Say hello to Tayona B2B Planr!
Need B2B Marketing Help?
Tayona Digital, the provider of the B2B Planr application, also offers additional services to help you get the most from your B2B marketing. Visit tayonadigital.com for more information.
Strategy Advisory
Development of potential strategies and business planning to show how marketing can help achieve business growth.
Fractional CMO
Tap into experienced marketing leadership and execution help at a fraction of the cost of a full-time CMO or marketing director.
Marketing Consultancy
Ad-hoc support or advice on planning and executing B2B marketing, available on an hourly, daily, or weekly basis.
B2B Marketing Planning FAQ
All you need to know about planning B2B marketing and using the Tayona B2B Planr application.
What is B2B Planr, and how does it benefit B2B marketing teams?
How does B2B Planr differentiate from other marketing planning tools?
Is B2B Planr suitable for small to medium-sized businesses (SMBs)?
Tayona Digital Ltd | 2025