How to choose a marketing strategy partner for B2B companies?

The best marketing strategy partner depends on your stage, category complexity, and the decisions you need them to drive.

10
min read

Not content production. Not media buying. Strategic decisions: who to target, what message moves them, which channels matter, and how to measure progress without vanity metrics. This guide gives you a selection framework. You'll learn when you need a strategy partner (not just executors), how different options compare, what questions to ask in the first calls, and how to spot whether a B2B marketing strategy is working. Think of a strategy partner as someone who builds your decision system - not someone who just takes orders. Let's break it down.

What is a B2B marketing strategy?

A B2B marketing strategy is a plan that defines who you sell to (ICP or ideal customer profile), why they should buy from you instead of alternatives (positioning), how you'll reach them (channel mix), what you'll offer at each stage (funnel design), and how you'll know if it's working (measurement framework).

It includes: ICP and segmentation, positioning and messaging, offer architecture, channel strategy (owned/earned/paid), funnel design, attribution model, and GTM cadence (how often you iterate).

Here's how strategy differs from tactics:

Strategy Tactics
Who do we target and why? Which LinkedIn ad format?
What's our positioning vs. competitors? How many blog posts per month?
Which channels drive pipeline? What CTA should this landing page have?

Strategy answers "what" and "why." Tactics answer "how."

When do B2B companies need a marketing strategy partner (not just execution)?

You need strategic help-not just extra hands-when you see these symptoms:

  • Sales blames marketing for bad leads. Lead volume is up, but quality is down.
  • Your ICP keeps shifting. Every quarter, someone says "let's also target enterprise" or "maybe we should go SMB."
  • You're doing random acts of marketing. SEO one month, events the next, cold email after that-no connective tissue.
  • Positioning is unclear or generic. Your homepage could describe 10 competitors.
  • Channel performance is a black box. You're spending on LinkedIn, Google, content, but can't trace pipeline back to source.
  • Product, sales, and marketing aren't aligned. Roadmap changes blindside marketing. Sales ignores your messaging.

If three or more of these ring true, you don't need another blog writer or ad manager. You need someone to fix the decision architecture.

Strategy partner options: agency vs consultant vs fractional leader vs in-house?

Here's how the main options compare:

Option Decision ownership Speed Continuity Best fit
Agency Shared (workshops + collaboration) Medium-fast High (team redundancy) Growth stage, need multiple specialists
Consultant Advisory (you execute) Slow (depends on your capacity) Low (project-based) You have in-house team, need audit/direction
Fractional CMO Full ownership Fast (if empowered) Medium (individual dependency) Series A/B, no marketing leader yet
In-house Full ownership Variable High Scale stage, 50+ employees

Best fit by stage:

Early stage (10–50 employees, <€1M revenue):

Fractional or agency. You need strategic direction + execution without hiring a full team. Consultants leave you with slides you can't implement.

Growth stage (50–200 employees, scaling pipeline):

Agency or fractional CMO + small in-house team. You need specialists (SEO, paid, content) plus strategic governance.

Scale stage (200+ employees):

In-house CMO + team, with agency/consultants for specific projects (rebranding, category creation, new market entry).

Check out another article where we deep dive into a comparison between saas marketing agency and an in-house team.

Marketing strategist presenting B2B product launch plan to founders during strategy workshop session

How to choose a marketing strategy partner for B2B companies?

This is the core question. Here's how to evaluate whether someone will actually improve your decisions or just deliver deliverables.

Can they translate business goals into a measurable strategy (not slides)?

Ask: "If our goal is €5M ARR by Q4, how would you reverse-engineer a marketing plan?"

Good partners map business outcomes to marketing KPIs. They'll talk about pipeline targets, conversion rates, CAC (customer acquisition cost), LTV (lifetime value), and attribution windows-not impressions or engagement.

Bad partners give you a 40-slide deck with frameworks but no numbers.

Do they run strong discovery?

Strategy starts with understanding. Not assumptions.

A good partner will interview your customers, analyze win/loss data, map your category (who do buyers compare you to?), and identify the buying committee (who influences the decision?).

If they skip discovery and jump straight to tactics, walk away.

How do they build positioning + messaging that sales will actually use?

Positioning isn't a tagline. It's a decision: what you're best at, for whom, against what alternatives.

Ask: "How do you ensure sales actually uses the messaging?" Good partners co-create message houses with sales, test messages in real calls, and iterate based on objection patterns.

If they say "we'll send you a messaging doc," that's a red flag. Messaging must be co-owned.

Do they design the operating system (cadence, owners, rituals, KPIs)?

Strategy dies without an operating system: who reviews what, when, and how decisions get made.

Ask: "What cadence do you recommend for strategy reviews?" Good partners set up weekly or biweekly rituals-pipeline review, experiment readouts, channel performance, forecast updates.

They also define ownership. Who owns pipeline targets? Who approves budget shifts? Who interprets attribution?

Can they align product, sales, and marketing without politics?

B2B marketing strategy fails when product launches surprise marketing, sales ignores marketing-qualified leads (MQLs), or marketing optimizes for metrics that don't matter to revenue.

Ask: "How do you align cross-functional teams?" Good partners facilitate joint planning sessions, create shared KPI dashboards, and surface misalignments early (e.g., "sales isn't following up on demo requests within 24 hours").

If they say "we just work with marketing," expect friction.

How a strategy partner builds a B2B marketing strategy?

Here's what a real engagement looks like (not a fantasy 6-month roadmap):

Phase 1: Discovery + ICP + segmentation (weeks 1–2)

Interviews with customers, sales, product. Win/loss analysis. Competitor positioning audit. Output: ICP definition, segmentation model.

Phase 2: Positioning + message house (weeks 3–4)

Workshop-based. Define category, positioning statement, value props, proof points. Test with sales in live calls. Output: Message house, sales enablement assets.

Phase 3: Offer + funnel design (weeks 5–6)

Map buyer journey (awareness → consideration → decision). Design offers for each stage (e.g., whitepaper for early-stage, demo for late-stage). Output: Funnel architecture, offer matrix.

Phase 4: Channel strategy (weeks 7–8)

Prioritize channels based on ICP behavior, budget, and timeline. Mix owned (SEO, email), earned (PR, partnerships), paid (LinkedIn, Google), and sales motions (outbound, ABM). Output: Channel plan, budget allocation.

Phase 5: Measurement + experimentation plan (week 9)

Define KPI ladder (leading vs. lagging), attribution model, dashboard design, experiment framework. Output: Measurement plan, success criteria.

Phase 6: Operating cadence (week 10+)

Set up weekly/biweekly rituals. Assign owners. Begin execution with continuous feedback loops. Output: Operating playbook, quarterly roadmap.

Typical deliverables founders should expect:

  • ICP profiles with buying committee map
  • Positioning statement + message house
  • Funnel architecture with conversion benchmarks
  • Channel prioritization matrix
  • KPI dashboard (leading + lagging indicators)
  • 90-day experiment roadmap
  • Operating cadence playbook

A good partner will run workshops, validate assumptions with research, and build a KPI ladder. At Apricot, we start with a foundation workshop (ICP + positioning + messaging), then layer in channel strategy and measurement cadence-so you're not guessing what works.

Why isn't your B2B marketing strategy performing?

Even good strategies can fail. Here are the most common culprits:

ICP mismatch: You're targeting companies that don't have budget, urgency, or authority to buy. Symptoms: high demo volume, low close rate.

Weak offer or unclear "why now": Your value prop is rational but not urgent. Buyers agree you're good-but don't act. Symptoms: long sales cycles, stalled deals.

Channel/creative mismatch: You're running LinkedIn ads with bottom-funnel copy to a cold audience. Or publishing thought leadership content with no distribution. Symptoms: high spend, low pipeline.

Lead handoff + sales follow-up issues: Marketing generates qualified leads, but sales doesn't follow up within 24–48 hours. Symptoms: MQLs go cold, finger-pointing.

Measurement blind spots: You're optimizing for clicks or MQLs without tracking pipeline or revenue. Symptoms: "marketing is busy" but revenue isn't growing.

Here's how to triage:

Symptom Quick fix Structural fix
Low lead quality Tighten ICP targeting Rebuild lead scoring model
Long sales cycles Add urgency to offer Rethink positioning (category/competitive frame)
High CAC Pause low-ROI channels Shift to community/earned strategies
Sales ignores leads SLA for follow-up Realign on MQL definition
No pipeline visibility Add UTM tracking Implement multi-touch attribution

Quick fixes buy time. Structural fixes solve root causes.

Conclusion

The best marketing strategy partner isn't the one with the fanciest deck or the longest client list. It's the one who improves your decisions and builds a repeatable operating system.

Here's what to do based on your scenario:

New category or unclear ICP? Hire a partner who specializes in positioning and category design. Discovery and message clarity matter more than execution speed.

Stagnant pipeline despite activity? You need someone who can diagnose conversion bottlenecks, realign sales and marketing, and fix measurement blind spots.

Scaling multi-channel? Look for a partner with deep specialist expertise (SEO, paid, ABM) plus strategic governance to keep it all aligned.

One final thought: strategy partners should make themselves less necessary over time, not more. If they're building dependency instead of capability, walk away.

Ready to build a marketing strategy that drives pipeline?

At Apricot, we help B2B tech companies turn random marketing activity into a repeatable decision system. We start with a foundation workshop (ICP, positioning, messaging), then build channel strategy and measurement cadence-so you know what's working and why.

Learn more about our Marketing Strategy Services for B2B.

References

FAQ

You ask, we answer

How to measure success of LinkedIn B2B marketing strategy?

Track leading indicators like profile views from ICP companies, content saves, and qualified DMs, plus lagging indicators like pipeline influenced, demo requests, and close rates. Use multi-touch attribution since LinkedIn often assists rather than closes – buyers see your content, then convert via website or email.

How long does it take to build a B2B marketing strategy?

A solid B2B marketing strategy typically takes 8–12 weeks to develop properly. This includes 2–3 weeks for discovery and ICP research, 2–3 weeks for positioning and messaging workshops, 2–3 weeks for channel strategy and funnel design, and 1–2 weeks for measurement framework and operating cadence setup. Rushed strategies (under 4 weeks) usually skip discovery or measurement-which leads to misalignment later.

How to choose the right marketing strategy partner for a tech company?

Look for partners with tech-specific experience: understanding technical buyers, navigating multi-stakeholder deals, and positioning complex products without jargon. Ask: "Can you show examples of positioning technical products for non-technical buyers?" and "How do you approach developer marketing vs. executive marketing?"

How to create a B2B marketing content strategy? (without turning it into a content-only play)

Map content to buyer questions, buying committee roles, and funnel stages – include strategic content (positioning, thought leadership), enablement content (sales assets), pipeline content (case studies), and SEO/demand content. Content provides proof and clarity within a broader strategy – it doesn't replace it.