Free templates for B2B podcasters

PODCAST STRATEGY BRIEF
Company: [Company]
Owner: [Owner]    Date: [Date]
1. WHY THIS SHOW EXISTS
Business goal: [e.g. influence pipeline in our target accounts]
How we'll know it worked: [primary metric, e.g. influenced pipeline / guest-to-opportunity rate]

Phase 1 - Strategy & setup
- [ ] Write the podcast strategy brief (goal, audience, pillars, format)
- [ ] Lock the show name, tagline and one-line description
- [ ] Commission cover artwork and an episode template
- [ ] Choose format, length and cadence you can sustain
Phase 2 - Production setup

EMAIL 1 - THE INVITE
Subject: [Guest first name], a quick invite to [Show name]
Hi [Guest first name],
I host [Show name], a podcast for [target audience]. I loved your recent [post / talk / work on X] and think our listeners would get a lot from your perspective on [specific topic].
It's a relaxed [30-40] minute conversation, recorded remotely, and we'll cut it into clips you're welcome to share. No prep needed beyond showing up.
Would you be open to it? If so, grab any time that works here: [booking link].

GUEST BRIEF - [Show name]
Hi [Guest first name], here's everything you need for our recording.
THE SHOW
[Show name] is a podcast for [target audience]. Each episode is a relaxed conversation - no script, no gotchas.
THE LOGISTICS
Date & time: [date / time / timezone]

RUN-OF-SHOW - [Show name], Episode [#]
Guest: [Guest name]    Recording date: [Date]
00:00  COLD OPEN
  - Quick, punchy clip-worthy line to hook listeners (record after, or grab live)
00:30  INTRO
  - Welcome to [Show name], the show for [audience]

[Episode title - clear, keyword-aware, names the guest + topic]
[1-2 sentence hook: who the guest is and the single most valuable thing listeners will get.]
In this episode of [Show name], [Guest name] ([title], [company]) and [host] dig into [topic]. [One more sentence of context.]
WHAT YOU'LL LEARN
- [Takeaway 1]
- [Takeaway 2]

CONTENT REPURPOSING PLAN - Episode [#]: [Episode title]
SOURCE
Full episode: [length] | Best moments (timestamps): [list]
OUTPUT CHECKLIST (per episode)
VIDEO CLIPS (the engine of reach)
- [ ] 6-8 vertical clips (30-60s) for LinkedIn / Shorts / Reels

Before launch
- [ ] Cut 6-8 vertical clips and 1 audiogram
- [ ] Draft host post + a guest-tagged post
- [ ] Write the show notes (title, summary, timestamps, links)
- [ ] Send the guest their clips + a ready-to-share post
Launch day

PODCAST ROI REPORT - [Show name]
Period: [Q / month]    Prepared by: [Owner]
1. HEADLINE
[One sentence: the single most important result this period.]
2. PIPELINE & REVENUE INFLUENCED
Influenced pipeline: [amount]