Marketing Strategy

20 Types of Marketing Collateral (With Examples & When to Use Each)

Matt
Matt
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TL;DR - Quick Answer

14 min read

Step-by-step guide. Follow it to get results.

Marketing collateral = any branded material that communicates your value. Blog posts, case studies, brochures, videos, everything.

Key insight: Match collateral to funnel stage. Awareness needs different content than decision.

Skip to: All 20 Types | Digital Collateral | Print Collateral

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What Is Marketing Collateral?

Marketing collateral = branded materials that communicate your value proposition.

Purpose:

  • Support sales conversations
  • Educate prospects
  • Build brand awareness
  • Convert leads
  • Retain customers

The shift: Traditional collateral was print-heavy. Modern collateral is primarily digital, but print still matters for certain industries.


Marketing Collateral by Funnel Stage

StageGoalBest Collateral Types
AwarenessAttract attentionBlog posts, social content, infographics
ConsiderationEducateEbooks, webinars, case studies
DecisionConvertProposals, pricing sheets, demos
RetentionKeep customersNewsletters, product guides, loyalty programs

Key principle: Match collateral to where prospects are in their journey.

Quick Knowledge Check
Test your understanding

What's the best collateral for the DECISION stage of the funnel?


20 Types of Marketing Collateral

Digital Collateral

1. Blog Posts

What: Written content on your website addressing topics your audience cares about.

When to use: Always. Foundation of content marketing.

Best for: SEO, thought leadership, education, awareness

Tips:

  • Solve specific problems
  • Optimize for search
  • Include calls-to-action
  • Update regularly

2. Ebooks & Guides

What: Long-form downloadable content (typically PDF) offering in-depth information.

When to use: Lead generation—gate behind email capture.

Best for: Consideration stage, demonstrating expertise

Tips:

  • Minimum 2,000 words
  • Include visuals
  • Make actionable
  • Design professionally

3. Case Studies

What: Documented customer success stories showing real results.

When to use: Sales conversations, decision stage content.

Best for: Building credibility, overcoming objections

Structure:

  • Challenge
  • Solution
  • Results (with numbers)
  • Testimonial quote

4. White Papers

What: Authoritative, research-based reports on industry topics.

When to use: B2B marketing, thought leadership positioning.

Best for: Complex products, enterprise sales

Tips:

  • Include original research
  • Cite sources
  • Keep objective tone
  • 3,000+ words typical

5. Infographics

What: Visual representations of data, processes, or concepts.

When to use: Explaining complex information simply.

Best for: Social sharing, link building, awareness

Tips:

  • One main message
  • Easy to scan
  • Include data sources
  • Brand consistently

6. Videos

What: Any video content—explainers, testimonials, demos, tutorials.

When to use: Throughout the funnel.

Best for: Engagement, explanation, social media

Types:

  • Explainer videos
  • Customer testimonials
  • Product demos
  • How-to tutorials
  • Brand videos

7. Webinars

What: Live or recorded online presentations/workshops.

When to use: Lead generation, education, product launches.

Best for: B2B, complex products, building relationships

Tips:

  • Promote 2+ weeks ahead
  • Include Q&A
  • Record for replay
  • Follow up with attendees

8. Email Newsletters

What: Regular email communications to subscribers.

When to use: Ongoing—weekly, bi-weekly, or monthly.

Best for: Nurturing, retention, driving traffic

Tips:

  • Consistent schedule
  • Value-first approach
  • Segment by interest
  • Clear CTAs

9. Social Media Content

What: Posts, stories, reels, carousels for social platforms.

When to use: Daily/weekly as part of content strategy.

Best for: Awareness, engagement, community building

Tips:

  • Platform-specific formats
  • Consistent branding
  • Mix content types
  • Engage with comments

10. Landing Pages

What: Dedicated web pages designed for specific campaigns/conversions.

When to use: Any campaign with a specific goal.

Best for: Lead capture, conversions, ad campaigns

Elements:

  • Single focus
  • Clear headline
  • Benefit-driven copy
  • Strong CTA
  • Social proof

Sales Collateral

11. Sales Decks / Presentations

What: Slide presentations used in sales conversations.

When to use: Sales meetings, pitches, demos.

Best for: Structured selling, consistent messaging

Structure:

  • Problem identification
  • Solution overview
  • Benefits and features
  • Social proof
  • Pricing/next steps

12. Product Sheets / One-Pagers

What: Single-page summaries of products or services.

When to use: Trade shows, sales leave-behinds, quick reference.

Best for: Fast information delivery

Include:

  • Key benefits
  • Features list
  • Specifications
  • Pricing (optional)
  • Contact info

13. Proposals

What: Formal documents outlining recommended solutions and pricing.

When to use: After discovery, before close.

Best for: Service businesses, B2B, complex sales

Sections:

  • Executive summary
  • Problem understanding
  • Proposed solution
  • Timeline
  • Investment
  • Terms

14. Pricing Sheets

What: Documents detailing pricing options and packages.

When to use: Decision stage, pricing conversations.

Best for: Transparent pricing models

Tips:

  • Clear package names
  • Feature comparison
  • Value anchoring
  • Easy to understand

15. Business Cards

What: Physical cards with contact information.

When to use: Networking, meetings, events.

Best for: Personal connections, brand recall

Include:

  • Name and title
  • Phone and email
  • Website
  • Social handles (optional)
  • QR code (optional)

16. Brochures

What: Printed pamphlets providing company/product information.

When to use: Trade shows, retail, direct mail.

Best for: Detailed product/service explanations

Formats:

  • Bi-fold
  • Tri-fold
  • Gate-fold
  • Z-fold

17. Flyers & Posters

What: Single-sheet printed materials for promotion.

When to use: Events, local marketing, announcements.

Best for: Immediate attention, single message

Tips:

  • Bold headline
  • Single CTA
  • Event details clear
  • Eye-catching design

18. Direct Mail

What: Physical mail sent to prospects/customers.

When to use: ABM campaigns, high-value prospects, local marketing.

Best for: Standing out from digital noise

Types:

  • Postcards
  • Letters
  • Catalogs
  • Dimensional mailers

19. Signage & Banners

What: Physical displays for events, storefronts, trade shows.

When to use: Events, retail, office branding.

Best for: Brand visibility, wayfinding

Types:

  • Trade show displays
  • Retractable banners
  • Window graphics
  • Vehicle wraps

20. Branded Merchandise

What: Physical items with your branding (swag).

When to use: Events, customer gifts, employee items.

Best for: Brand awareness, relationship building

Popular items:

  • Apparel
  • Drinkware
  • Tech accessories
  • Office supplies
  • Bags

Collateral Comparison Table

TypeCostEffortBest StageShelf Life
Blog postsLowMediumAwarenessLong (evergreen)
EbooksMediumHighConsiderationMedium
Case studiesLowMediumDecisionLong
VideosHighHighAll stagesMedium
Social contentLowLowAwarenessShort
Sales decksLowMediumDecisionMedium
Print materialsMediumMediumAll stagesLong

How to Organize Your Collateral

1. Audit Existing Materials

  • List all current collateral
  • Note creation date
  • Assess relevance and quality
  • Identify gaps

2. Map to Buyer Journey

StageGap?Action
Awareness
Consideration
Decision
Retention

3. Prioritize Creation

Priority criteria:

  • Sales team requests
  • Customer questions
  • Competitive gaps
  • SEO opportunities

4. Create a Collateral Library

Organize all materials in a central, accessible location:

  • Google Drive or SharePoint
  • Digital asset management (DAM) tool
  • Sales enablement platform

Modern Collateral Best Practices

1. Mobile-first design

  • Most content viewed on phones
  • Test all digital collateral on mobile

2. Interactive elements

  • Clickable PDFs
  • Embedded videos
  • Calculators and tools

3. Personalization

  • Customize for industries/personas
  • Use merge fields in proposals
  • Create modular content

4. Consistent branding

  • Style guide adherence
  • Template usage
  • Quality standards

5. Easy updates

  • Version control
  • Editable templates
  • Regular review schedule

Bottom Line

Marketing collateral isn't one-size-fits-all. Build your library strategically:

  1. Map to buyer journey — Don't create randomly
  2. Start with gaps — What does sales need most?
  3. Prioritize digital — Print supports digital, not the other way around
  4. Keep it updated — Outdated collateral hurts credibility
  5. Measure usage — Track what actually gets used

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