brand plans for b2b brands, brand positioning for b2b brands, business reviews for b2b brands, brand toolkit for b2b brands

Business Review for B2B brands template

Get our ideal business review for B2B brands template in a downloadable PowerPoint file.

For B2B brand managers or consultants, our Business Review template offers slides that analyze the marketplace, customers, competitors, channels, and your brand.

With our customizable PowerPoint file, you can easily insert your own business review using formatted blank slides with key marketing definitions. Plus, we provide a fully completed example featuring Gray’s Lighting, giving you a clear idea of how to structure your review.

Our template is designed to be user-friendly, with everything organized and ready for your input. Take advantage of this essential resource to gain valuable insights into your business and develop strategies for success. Try our Business Review for B2B brands template today!

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Description of what is included

Get our ideal B2B business review template in a downloadable PowerPoint file

To ensure the success of your B2B brand, it’s crucial to conduct a deep-dive business review at least once a year. By focusing on the five key sections of the marketplace, customers, channels, competitors, and your brand, you can draw valuable insights that will inform your brand plan.

Digging deeper into each section allows you to identify key issues and challenges, setting the stage for developing a comprehensive brand plan that addresses these concerns. Don’t underestimate the importance of a thorough business review in setting your B2B brand up for success. Start your review today and gain a competitive advantage in your industry.


Our business review for B2B brands starts with the marketplace. To gain a macro view of significant issues, start your business review by examining the overall category performance. Digging deeper into the factors affecting category growth, such as economic indicators, consumer behavior, technology changes, shopper trends, and political regulations, can provide valuable insights.

It’s also essential to look at related categories and their impact on your category or potential replication of what you may see next. By examining the bigger picture, you can gain a comprehensive understanding of the current state of your industry and develop effective strategies to navigate challenges and capitalize on opportunities. 


Our business review for B2B brands helps go deep on the customer. To gain a deeper understanding of your consumer target, it’s crucial to analyze their underlying beliefs, buying habits, growth trends, and critical insights. Use tools such as brand funnel analysis and leaky bucket analysis to uncover how they buy and make purchase decisions.

It’s also important to understand what your consumers think when they buy or reject your brand at every stage of the purchase journey. Tracking data, the voice of the consumer, and market research can all help uncover customer perceptions.

By taking a comprehensive approach to consumer analysis, you can develop effective strategies to meet their needs and stand out in a competitive market. 


To optimize the distribution of your brand, our business review for B2B brands helps you assess the performance of all potential distribution channels and major retail customers. This includes gaining an understanding of their strategies and evaluating how well your brand is utilizing their available tools and programs.

It’s essential to ensure that your brand aligns with the strategies of your retail customers to maximize success. By examining the performance of each distribution channel and major retail customer, you can identify areas for improvement and develop strategies to capitalize on opportunities.

Don’t overlook the importance of evaluating the performance of your distribution channels and retail customers. It can provide valuable insights that will help you make data-driven decisions and drive success for your brand. Start assessing your distribution channels and retail customers today and take your brand to the next level.


Our Business Review for B2B brands provides a comprehensive analysis of your closest competitors. By examining their performance indicators, brand positioning, innovation pipeline, pricing strategies, distribution, and consumer perceptions, you can gain valuable insights into their strategies and potential future actions.

To take your analysis even further, you can map out a strategic brand plan for significant competitors. This can help you predict their next moves and develop strategies to stay ahead of the competition.

By leveraging this knowledge within your brand plan, you can make data-driven decisions and stay ahead of the game. 


Analyze your brand through the lens of consumers, customers, competitors, and employees. Use brand funnel data, market research, marketing program tracking results, pricing analysis, distribution gaps, and financial analysis. Focus on managing your brand’s health and wealth.

Examples of the slides we include in our business review for B2B brands

Our business review for B2B brands template includes slides to dig in on the marketplace, consumers, channels, competitors, and the brand. For each of the five sections, you focus on should have about 3 – 5 slides. Below, you will see an example of the business review slide template. 

B2B business review template
B2B Business Review Slide
B2B Business Review Slide
B2B Business Review Slide
B2B Business Review Slide
B2B Brands playbook

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