Marketing Strategy & PMM

ICP Definition Workflow

Define ideal customer profile for targeting:

1. Analyze existing customers (top 20% by LTV)
2. Identify common firmographics (size, industry, revenue)
3. Map technographics (tools, maturity, integrations)
4. Document psychographics (pain level, motivation, risk tolerance)
5. Define 3-5 buyer personas (economic, technical, user)
6. Validate against sales cycle and churn data
7. Score prospects A/B/C/D based on ICP fit
8. Validation: A-fit customers have lowest churn and fastest close

Firmographics Template

Buyer Personas

ICP Validation Checklist

• 5+ paying customers match this profile
• Fastest sales cycles (< median)
• Highest LTV (> median)
• Lowest churn (< 5% annual)
• Strong product engagement
• Willing to do case studies

Positioning Development

Develop positioning using April Dunford methodology:

1. List competitive alternatives (direct, adjacent, status quo)
2. Isolate unique attributes (features only you have)
3. Map attributes to customer value (why it matters)
4. Define best-fit customers (who cares most)
5. Choose market category (head-to-head, niche, new category)
6. Layer on relevant trends (timing justification)
7. Test with 10+ customer interviews
8. Validation: 7+ customers describe value unprompted

Positioning Statement Template

FOR [target customer]
WHO [statement of need]
THE [product] IS A [category]
THAT [key benefit]
UNLIKE [competitive alternative]
OUR PRODUCT [primary differentiation]

Value Proposition Formula

Template: [Product] helps [Target Customer] [Achieve Goal] by [Unique Approach]

Example: "Acme helps mid-market SaaS teams ship 2x faster by automating project workflows with AI"

Messaging Hierarchy

Competitive Intelligence

Build competitive knowledge base:

1. Identify tier 1 (direct), tier 2 (adjacent), tier 3 (status quo)
2. Sign up for competitor products (hands-on evaluation)
3. Monitor competitor websites, pricing, messaging
4. Analyze sales call recordings for competitor mentions
5. Read G2/Capterra reviews (pros and cons)
6. Track competitor job postings (roadmap signals)
7. Update battlecards monthly
8. Validation: Sales team uses battlecards in 80%+ competitive deals

Competitive Tier Structure

Battlecard Template

COMPETITOR: [Name]
OVERVIEW: Founded [year], Funding [stage], Size [employees]

POSITIONING:
- They say: "[Their claim]"
- Reality: [Your assessment]

STRENGTHS:
1. [What they do well]
2. [What they do well]

WEAKNESSES:
1. [Where they fall short]
2. [Where they fall short]

OUR ADVANTAGES:
1. [Your advantage + evidence]
2. [Your advantage + evidence]

WHEN WE WIN:
- [Scenario where you win]

WHEN WE LOSE:
- [Scenario where they win]

TALK TRACK:
Objection: "[Common objection]"
Response: "[Your response]"

Win/Loss Analysis

Track monthly:

• Win rate by competitor
• Top win reasons (product fit, ease of use, price)
• Top loss reasons (missing feature, price, relationship)
• Action items for product, sales, marketing

Product Launch Planning

Plan launches by tier:

Tier 1 Launch Workflow

Execute major product launch:

1. Kickoff meeting with Product, Marketing, Sales, CS
2. Define goals (pipeline $, MQLs, press coverage)
3. Develop positioning and messaging
4. Create sales enablement (deck, demo, battlecard)
5. Build campaign assets (landing page, emails, ads)
6. Train sales and CS teams
7. Execute launch day (press, email, ads, outbound)
8. Monitor and optimize for 30 days
9. Validation: Pipeline on track to goal by week 2

Launch Day Checklist

• Press release distributed
• Email announcement sent
• Social media posts live
• Paid ads at full budget
• Sales outbound blitz launched
• In-app notification active
• Metrics monitored every 2 hours

Launch Metrics

Sales Enablement

Equip sales team with PMM assets:

1. Create sales deck (15-20 slides, visual-first)
2. Build one-pagers (product, competitive, case study)
3. Develop demo script (30-45 min with discovery)
4. Write email templates (outreach, follow-up, closing)
5. Create ROI calculator (input costs, output savings)
6. Conduct monthly enablement calls
7. Deliver quarterly training (positioning, competitive)
8. Validation: Sales uses assets in 80%+ of opportunities

Sales Deck Structure

Demo Flow

1. Intro (2 min): Who we are, agenda
2. Discovery (5 min): Their needs, pain points
3. Demo (20 min): Product focused on their use case
4. Q&A (10 min): Objection handling
5. Next steps (3 min): Trial, POC, proposal

Sales-Marketing Handoff

International Expansion

Enter new markets systematically:

1. Validate market demand (inbound leads, TAM analysis)
2. Localize website, pricing, legal
3. Establish sales coverage (hire or agency)
4. Adapt messaging for cultural fit
5. Build local partnerships and references
6. Launch localized campaigns
7. Monitor CAC and conversion by market
8. Validation: 3+ paying customers from market in first 90 days

Market Priority (Series A)

Localization Checklist

• Website translation (professional, not machine)
• Currency and pricing localized
• Local phone number and address
• Legal compliance (GDPR, PIPEDA)
• Local payment methods
• Sales coverage during local hours
• Local case studies and references

Reference Documentation

Positioning Frameworks

references/positioning-frameworks.md contains:

• April Dunford 5-step positioning process
• Geoffrey Moore positioning statement template
• Positioning validation interview protocol
• Competitive positioning map construction

Launch Checklists

references/launch-checklists.md contains:

• Tier 1/2/3 launch checklists
• Week-by-week launch timeline
• Launch day runbook
• Post-launch metrics dashboard

International GTM

references/international-gtm.md contains:

• US, UK, DACH, France, Canada playbooks
• Market-specific channel mix and messaging
• Localization requirements per market
• Entry timeline and budget allocation

Messaging Templates

references/messaging-templates.md contains:

• Value proposition formulas
• Persona-specific messaging
• Competitive response scripts
• Objection handling templates
• Channel-specific copy (landing pages, emails, ads)

PMM KPIs

Quick Reference

PMM Monthly Rhythm

Proactive Triggers

• No documented positioning → Without clear positioning, all marketing is guesswork.
• Messaging differs across channels → Inconsistent story confuses buyers.
• No ICP defined → Selling to everyone means selling to no one.
• Competitor repositioning → Market shift detected. Review your positioning.

Output Artifacts

Communication

All output passes quality verification:

• Self-verify: source attribution, assumption audit, confidence scoring
• Output format: Bottom Line → What (with confidence) → Why → How to Act
• Results only. Every finding tagged: 🟢 verified, 🟡 medium, 🔴 assumed.

Related Skills

• marketing-context: For capturing foundational positioning. PMM builds on this.
• launch-strategy: For executing product launches planned by PMM.
• competitive-intel (C-Suite): For strategic competitive intelligence.
• cmo-advisor (C-Suite): For marketing budget and growth model decisions.