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.
1---2name: marketing-strategy-pmm3description: Product marketing skill for positioning, GTM strategy, competitive intelligence, and product launches. Use when the user asks about product positioning, go-to-market planning, competitive analysis, target audience definition, ICP definition, market research, launch plans, or sales enablement. Covers April Dunford positioning, ICP definition, competitive battlecards, launch playbooks, and international market entry. Produces deliverables including positioning statements, battlecard documents, launch plans, and go-to-market strategies.4---5
6# Marketing Strategy & PMM
7
8Product marketing patterns for positioning, GTM strategy, and competitive intelligence.
9
10---
11
12## Table of Contents
13
14- [ICP Definition Workflow](#icp-definition-workflow)
15- [Positioning Development](#positioning-development)
16- [Competitive Intelligence](#competitive-intelligence)
17- [Product Launch Planning](#product-launch-planning)
18- [Sales Enablement](#sales-enablement)
19- [International Expansion](#international-expansion)
20- [Reference Documentation](#reference-documentation)
21
22---
23
24## ICP Definition Workflow
25
26Define ideal customer profile for targeting:
27
281. Analyze existing customers (top 20% by LTV)
292. Identify common firmographics (size, industry, revenue)
303. Map technographics (tools, maturity, integrations)
314. Document psychographics (pain level, motivation, risk tolerance)
325. Define 3-5 buyer personas (economic, technical, user)
336. Validate against sales cycle and churn data
347. Score prospects A/B/C/D based on ICP fit
358. **Validation:** A-fit customers have lowest churn and fastest close
36
37### Firmographics Template
38
39| Dimension | Target Range | Rationale |
40|-----------|--------------|-----------|
41| Employees | 50-5000 | Series A sweet spot |
42| Revenue | $5M-$500M | Budget available |
43| Industry | SaaS, Tech, Services | Product fit |
44| Geography | US, UK, DACH | Market priority |
45| Funding | Seed to Growth | Willing to adopt |
46
47### Buyer Personas
48
49| Persona | Title | Goals | Messaging |
50|---------|-------|-------|-----------|
51| Economic Buyer | VP, Director, Head of [Department] | ROI, team productivity, cost reduction | Business outcomes, ROI, case studies |
52| Technical Buyer | Engineer, Architect, Tech Lead | Technical fit, easy integration | Architecture, security, documentation |
53| User/Champion | Manager, Team Lead, Power User | Makes job easier, quick wins | UX, ease of use, time savings |
54
55### ICP Validation Checklist
56
57- [ ] 5+ paying customers match this profile
58- [ ] Fastest sales cycles (< median)
59- [ ] Highest LTV (> median)
60- [ ] Lowest churn (< 5% annual)
61- [ ] Strong product engagement
62- [ ] Willing to do case studies
63
64---
65
66## Positioning Development
67
68Develop positioning using April Dunford methodology:
69
701. List competitive alternatives (direct, adjacent, status quo)
712. Isolate unique attributes (features only you have)
723. Map attributes to customer value (why it matters)
734. Define best-fit customers (who cares most)
745. Choose market category (head-to-head, niche, new category)
756. Layer on relevant trends (timing justification)
767. Test with 10+ customer interviews
778. **Validation:** 7+ customers describe value unprompted
78
79### Positioning Statement Template
80
81```
82FOR [target customer]
83WHO [statement of need]
84THE [product] IS A [category]
85THAT [key benefit]
86UNLIKE [competitive alternative]
87OUR PRODUCT [primary differentiation]
88```
89
90### Value Proposition Formula
91
92Template: `[Product] helps [Target Customer] [Achieve Goal] by [Unique Approach]`
93
94Example: "Acme helps mid-market SaaS teams ship 2x faster by automating project workflows with AI"
95
96### Messaging Hierarchy
97
98| Level | Content | Example |
99|-------|---------|---------|
100| Headline | 5-7 words | "Ship faster with AI automation" |
101| Subhead | 1 sentence | "Automate workflows so teams focus on what matters" |
102| Benefits | 3-4 bullets | Speed, quality, collaboration, cost |
103| Features | Supporting evidence | AI automation → 10 hrs/week saved |
104| Proof | Social proof | Customer logos, stats, case studies |
105
106---
107
108## Competitive Intelligence
109
110Build competitive knowledge base:
111
1121. Identify tier 1 (direct), tier 2 (adjacent), tier 3 (status quo)
1132. Sign up for competitor products (hands-on evaluation)
1143. Monitor competitor websites, pricing, messaging
1154. Analyze sales call recordings for competitor mentions
1165. Read G2/Capterra reviews (pros and cons)
1176. Track competitor job postings (roadmap signals)
1187. Update battlecards monthly
1198. **Validation:** Sales team uses battlecards in 80%+ competitive deals
120
121### Competitive Tier Structure
122
123| Tier | Definition | Examples |
124|------|------------|----------|
125| 1 | Direct competitor, same category | [Competitor A, B] |
126| 2 | Adjacent solution, overlapping use case | [Alt Solution C, D] |
127| 3 | Status quo (what they do today) | Spreadsheets, manual, in-house |
128
129### Battlecard Template
130
131```
132COMPETITOR: [Name]
133OVERVIEW: Founded [year], Funding [stage], Size [employees]
134
135POSITIONING:
136- They say: "[Their claim]"
137- Reality: [Your assessment]
138
139STRENGTHS:
1401. [What they do well]
1412. [What they do well]
142
143WEAKNESSES:
1441. [Where they fall short]
1452. [Where they fall short]
146
147OUR ADVANTAGES:
1481. [Your advantage + evidence]
1492. [Your advantage + evidence]
150
151WHEN WE WIN:
152- [Scenario where you win]
153
154WHEN WE LOSE:
155- [Scenario where they win]
156
157TALK TRACK:
158Objection: "[Common objection]"
159Response: "[Your response]"
160```
161
162### Win/Loss Analysis
163
164Track monthly:
165- Win rate by competitor
166- Top win reasons (product fit, ease of use, price)
167- Top loss reasons (missing feature, price, relationship)
168- Action items for product, sales, marketing
169
170---
171
172## Product Launch Planning
173
174Plan launches by tier:
175
176| Tier | Scope | Prep Time | Budget |
177|------|-------|-----------|--------|
178| 1 | New product, major feature | 6-8 weeks | $50-100k |
179| 2 | Significant feature, integration | 3-4 weeks | $10-25k |
180| 3 | Small improvement | 1 week | <$5k |
181
182### Tier 1 Launch Workflow
183
184Execute major product launch:
185
1861. Kickoff meeting with Product, Marketing, Sales, CS
1872. Define goals (pipeline $, MQLs, press coverage)
1883. Develop positioning and messaging
1894. Create sales enablement (deck, demo, battlecard)
1905. Build campaign assets (landing page, emails, ads)
1916. Train sales and CS teams
1927. Execute launch day (press, email, ads, outbound)
1938. Monitor and optimize for 30 days
1949. **Validation:** Pipeline on track to goal by week 2
195
196### Launch Day Checklist
197
198- [ ] Press release distributed
199- [ ] Email announcement sent
200- [ ] Social media posts live
201- [ ] Paid ads at full budget
202- [ ] Sales outbound blitz launched
203- [ ] In-app notification active
204- [ ] Metrics monitored every 2 hours
205
206### Launch Metrics
207
208| Metric | Leading (Daily) | Lagging (Weekly) |
209|--------|-----------------|------------------|
210| Traffic | Landing page visitors | - |
211| Engagement | Demo requests, signups | Feature adoption % |
212| Pipeline | MQLs generated | SQLs, pipeline $ |
213| Revenue | - | Deals closed, revenue |
214
215---
216
217## Sales Enablement
218
219Equip sales team with PMM assets:
220
2211. Create sales deck (15-20 slides, visual-first)
2222. Build one-pagers (product, competitive, case study)
2233. Develop demo script (30-45 min with discovery)
2244. Write email templates (outreach, follow-up, closing)
2255. Create ROI calculator (input costs, output savings)
2266. Conduct monthly enablement calls
2277. Deliver quarterly training (positioning, competitive)
2288. **Validation:** Sales uses assets in 80%+ of opportunities
229
230### Sales Deck Structure
231
232| Slide | Content |
233|-------|---------|
234| 1-2 | Title, agenda |
235| 3-4 | Company intro, problem statement |
236| 5-7 | Solution, key benefits, demo |
237| 8-10 | Differentiation, case study, pricing |
238| 11-12 | Implementation, support, next steps |
239
240### Demo Flow
241
242```
2431. Intro (2 min): Who we are, agenda
2442. Discovery (5 min): Their needs, pain points
2453. Demo (20 min): Product focused on their use case
2464. Q&A (10 min): Objection handling
2475. Next steps (3 min): Trial, POC, proposal
248```
249
250### Sales-Marketing Handoff
251
252| Handoff | Frequency | Content |
253|---------|-----------|---------|
254| Weekly sync | 30 min | Win/loss, competitive, new assets |
255| Monthly enablement | 60 min | Product updates, training |
256| Quarterly review | Half-day | Results, strategy, planning |
257
258---
259
260## International Expansion
261
262Enter new markets systematically:
263
2641. Validate market demand (inbound leads, TAM analysis)
2652. Localize website, pricing, legal
2663. Establish sales coverage (hire or agency)
2674. Adapt messaging for cultural fit
2685. Build local partnerships and references
2696. Launch localized campaigns
2707. Monitor CAC and conversion by market
2718. **Validation:** 3+ paying customers from market in first 90 days
272
273### Market Priority (Series A)
274
275| Market | Timeline | Budget % | Target ARR |
276|--------|----------|----------|------------|
277| US | Months 1-6 | 50% | $1M |
278| UK | Months 4-9 | 20% | $500k |
279| DACH | Months 7-12 | 15% | $300k |
280| France | Months 10-15 | 10% | $200k |
281| Canada | Months 7-12 | 5% | $100k |
282
283### Localization Checklist
284
285- [ ] Website translation (professional, not machine)
286- [ ] Currency and pricing localized
287- [ ] Local phone number and address
288- [ ] Legal compliance (GDPR, PIPEDA)
289- [ ] Local payment methods
290- [ ] Sales coverage during local hours
291- [ ] Local case studies and references
292
293---
294
295## Reference Documentation
296
297### Positioning Frameworks
298
299`references/positioning-frameworks.md` contains:
300
301- April Dunford 5-step positioning process
302- Geoffrey Moore positioning statement template
303- Positioning validation interview protocol
304- Competitive positioning map construction
305
306### Launch Checklists
307
308`references/launch-checklists.md` contains:
309
310- Tier 1/2/3 launch checklists
311- Week-by-week launch timeline
312- Launch day runbook
313- Post-launch metrics dashboard
314
315### International GTM
316
317`references/international-gtm.md` contains:
318
319- US, UK, DACH, France, Canada playbooks
320- Market-specific channel mix and messaging
321- Localization requirements per market
322- Entry timeline and budget allocation
323
324### Messaging Templates
325
326`references/messaging-templates.md` contains:
327
328- Value proposition formulas
329- Persona-specific messaging
330- Competitive response scripts
331- Objection handling templates
332- Channel-specific copy (landing pages, emails, ads)
333
334---
335
336## PMM KPIs
337
338| Metric | Target | Measurement |
339|--------|--------|-------------|
340| Product adoption | >40% in 90 days | Feature usage after launch |
341| Win rate | >30% competitive | Deals won vs. competitors |
342| Sales velocity | -20% YoY | Days from SQL to close |
343| Deal size | +25% YoY | Average contract value |
344| Launch pipeline | 3:1 ROMI | Pipeline $ : marketing spend |
345
346---
347
348## Quick Reference
349
350### PMM Monthly Rhythm
351
352| Week | Focus |
353|------|-------|
354| 1 | Review metrics, update battlecards |
355| 2 | Create assets, publish content |
356| 3 | Support launches, optimize campaigns |
357| 4 | Monthly report, plan next month |
358
359## Proactive Triggers
360
361- **No documented positioning** → Without clear positioning, all marketing is guesswork.
362- **Messaging differs across channels** → Inconsistent story confuses buyers.
363- **No ICP defined** → Selling to everyone means selling to no one.
364- **Competitor repositioning** → Market shift detected. Review your positioning.
365
366## Output Artifacts
367
368| When you ask for... | You get... |
369|---------------------|------------|
370| "Position my product" | Positioning framework (April Dunford method) with output |
371| "GTM strategy" | Go-to-market plan with channels, messaging, and timeline |
372| "Competitive positioning" | Positioning map with competitive gaps and opportunities |
373
374## Communication
375
376All output passes quality verification:
377- Self-verify: source attribution, assumption audit, confidence scoring
378- Output format: Bottom Line → What (with confidence) → Why → How to Act
379- Results only. Every finding tagged: 🟢 verified, 🟡 medium, 🔴 assumed.
380
381## Related Skills
382
383- **marketing-context**: For capturing foundational positioning. PMM builds on this.
384- **launch-strategy**: For executing product launches planned by PMM.
385- **competitive-intel** (C-Suite): For strategic competitive intelligence.
386- **cmo-advisor** (C-Suite): For marketing budget and growth model decisions.