Marketing Strategy & PMM
Product marketing patterns for positioning, GTM strategy, and competitive intelligence.
Table of Contents
ICP Definition Workflow
Define ideal customer profile for targeting:
- Analyze existing customers (top 20% by LTV)
- Identify common firmographics (size, industry, revenue)
- Map technographics (tools, maturity, integrations)
- Document psychographics (pain level, motivation, risk tolerance)
- Define 3-5 buyer personas (economic, technical, user)
- Validate against sales cycle and churn data
- Score prospects A/B/C/D based on ICP fit
-
Validation: A-fit customers have lowest churn and fastest close
Firmographics Template
| Dimension |
Target Range |
Rationale |
| Employees |
50-5000 |
Series A sweet spot |
| Revenue |
$5M-$500M |
Budget available |
| Industry |
SaaS, Tech, Services |
Product fit |
| Geography |
US, UK, DACH |
Market priority |
| Funding |
Seed to Growth |
Willing to adopt |
Buyer Personas
| Persona |
Title |
Goals |
Messaging |
| Economic Buyer |
VP, Director, Head of [Department] |
ROI, team productivity, cost reduction |
Business outcomes, ROI, case studies |
| Technical Buyer |
Engineer, Architect, Tech Lead |
Technical fit, easy integration |
Architecture, security, documentation |
| User/Champion |
Manager, Team Lead, Power User |
Makes job easier, quick wins |
UX, ease of use, time savings |
ICP Validation Checklist
Positioning Development
Develop positioning using April Dunford methodology:
- List competitive alternatives (direct, adjacent, status quo)
- Isolate unique attributes (features only you have)
- Map attributes to customer value (why it matters)
- Define best-fit customers (who cares most)
- Choose market category (head-to-head, niche, new category)
- Layer on relevant trends (timing justification)
- Test with 10+ customer interviews
-
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
| Level |
Content |
Example |
| Headline |
5-7 words |
"Ship faster with AI automation" |
| Subhead |
1 sentence |
"Automate workflows so teams focus on what matters" |
| Benefits |
3-4 bullets |
Speed, quality, collaboration, cost |
| Features |
Supporting evidence |
AI automation → 10 hrs/week saved |
| Proof |
Social proof |
Customer logos, stats, case studies |
Competitive Intelligence
Build competitive knowledge base:
- Identify tier 1 (direct), tier 2 (adjacent), tier 3 (status quo)
- Sign up for competitor products (hands-on evaluation)
- Monitor competitor websites, pricing, messaging
- Analyze sales call recordings for competitor mentions
- Read G2/Capterra reviews (pros and cons)
- Track competitor job postings (roadmap signals)
- Update battlecards monthly
-
Validation: Sales team uses battlecards in 80%+ competitive deals
Competitive Tier Structure
| Tier |
Definition |
Examples |
| 1 |
Direct competitor, same category |
[Competitor A, B] |
| 2 |
Adjacent solution, overlapping use case |
[Alt Solution C, D] |
| 3 |
Status quo (what they do today) |
Spreadsheets, manual, in-house |
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 |
Scope |
Prep Time |
Budget |
| 1 |
New product, major feature |
6-8 weeks |
$50-100k |
| 2 |
Significant feature, integration |
3-4 weeks |
$10-25k |
| 3 |
Small improvement |
1 week |
<$5k |
Tier 1 Launch Workflow
Execute major product launch:
- Kickoff meeting with Product, Marketing, Sales, CS
- Define goals (pipeline $, MQLs, press coverage)
- Develop positioning and messaging
- Create sales enablement (deck, demo, battlecard)
- Build campaign assets (landing page, emails, ads)
- Train sales and CS teams
- Execute launch day (press, email, ads, outbound)
- Monitor and optimize for 30 days
-
Validation: Pipeline on track to goal by week 2
Launch Day Checklist
Launch Metrics
| Metric |
Leading (Daily) |
Lagging (Weekly) |
| Traffic |
Landing page visitors |
- |
| Engagement |
Demo requests, signups |
Feature adoption % |
| Pipeline |
MQLs generated |
SQLs, pipeline $ |
| Revenue |
- |
Deals closed, revenue |
Sales Enablement
Equip sales team with PMM assets:
- Create sales deck (15-20 slides, visual-first)
- Build one-pagers (product, competitive, case study)
- Develop demo script (30-45 min with discovery)
- Write email templates (outreach, follow-up, closing)
- Create ROI calculator (input costs, output savings)
- Conduct monthly enablement calls
- Deliver quarterly training (positioning, competitive)
-
Validation: Sales uses assets in 80%+ of opportunities
Sales Deck Structure
| Slide |
Content |
| 1-2 |
Title, agenda |
| 3-4 |
Company intro, problem statement |
| 5-7 |
Solution, key benefits, demo |
| 8-10 |
Differentiation, case study, pricing |
| 11-12 |
Implementation, support, next steps |
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
| Handoff |
Frequency |
Content |
| Weekly sync |
30 min |
Win/loss, competitive, new assets |
| Monthly enablement |
60 min |
Product updates, training |
| Quarterly review |
Half-day |
Results, strategy, planning |
International Expansion
Enter new markets systematically:
- Validate market demand (inbound leads, TAM analysis)
- Localize website, pricing, legal
- Establish sales coverage (hire or agency)
- Adapt messaging for cultural fit
- Build local partnerships and references
- Launch localized campaigns
- Monitor CAC and conversion by market
-
Validation: 3+ paying customers from market in first 90 days
Market Priority (Series A)
| Market |
Timeline |
Budget % |
Target ARR |
| US |
Months 1-6 |
50% |
$1M |
| UK |
Months 4-9 |
20% |
$500k |
| DACH |
Months 7-12 |
15% |
$300k |
| France |
Months 10-15 |
10% |
$200k |
| Canada |
Months 7-12 |
5% |
$100k |
Localization Checklist
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
| Metric |
Target |
Measurement |
| Product adoption |
>40% in 90 days |
Feature usage after launch |
| Win rate |
>30% competitive |
Deals won vs. competitors |
| Sales velocity |
-20% YoY |
Days from SQL to close |
| Deal size |
+25% YoY |
Average contract value |
| Launch pipeline |
3:1 ROMI |
Pipeline $ : marketing spend |
Quick Reference
PMM Monthly Rhythm
| Week |
Focus |
| 1 |
Review metrics, update battlecards |
| 2 |
Create assets, publish content |
| 3 |
Support launches, optimize campaigns |
| 4 |
Monthly report, plan next month |
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
| When you ask for... |
You get... |
| "Position my product" |
Positioning framework (April Dunford method) with output |
| "GTM strategy" |
Go-to-market plan with channels, messaging, and timeline |
| "Competitive positioning" |
Positioning map with competitive gaps and opportunities |
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.