One-Click Plan Export: Turning Your Marketing Strategy into a Board-Ready Presentation
Every marketing leader knows the drill. You spend hours building a structured plan, aligning goals with strategy, tracking budgets and performance.
Then comes the request from the CEO, Finance, or Sales: “Can you share a summary deck?” Suddenly the work shifts from planning and execution to formatting slides, copying numbers from spreadsheets, and explaining again what is already documented.
With the new one-click export feature in B2B Planr, that task no longer needs to consume your time. Plans created in the platform can now be exported instantly into a polished presentation-format PDF. The file mirrors the type of deck marketing leaders are routinely asked to provide, but with one important difference: it is generated directly from live plan data, with no re-formatting or re-keying required.
What the Export Includes
The export is designed to answer the core questions stakeholders ask most often:
Executive Summary – a clear snapshot of planned revenue, pipeline requirements, ROI forecasts, budget allocations, and actuals to date.
Goals – performance against strategic objectives by function (Marketing, Sales, Customer Success, Product, Finance), showing where progress is on or off track.
Strategy Summary – the choices made, their revenue objectives, and the pipeline or revenue they are generating, with data pulled directly from your CRM.
Program Summary – the major campaigns and workstreams, their investments, and their performance status.
Activity Calendar – an at-a-glance view of in-market and planned activities over the coming months.
Why This Feature Was Created
For a CMO or Marketing Director, the hidden cost of marketing planning has always been communication overhead. In practice, leadership spends as much time presenting plans as making them, sometimes much more. This feature addresses that problem.
When the CEO asks about the current return on marketing investment, the answer is already visualized.
When Finance wants a budget update, the figures are there in the context of the plan.
When Sales wants to know what marketing is planned next quarter, the calendar auto generates and speaks for itself.
Instead of building yet another deck, leaders can focus on analysis, decision-making, and execution.
A Practical Step Forward
There is much discussion about how AI may eventually generate entire marketing plans on demand. That day may come... eventually. But for now, leaders who need accuracy and consistency, automated exports from a dedicated planning system are the more reliable option. Unlike AI (LLM) text or image generation, B2B Planr’s export is rooted in the actual plan you have built and the results you are tracking.
Saving Time Where It Counts
The value is simple: no duplication of effort. Plans exist once, in a single source of truth. The export provides the presentation format automatically. What previously required hours of manual editing now takes seconds, freeing leaders to focus on the substance of marketing rather than the formatting of it.