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, marke...4license: MIT5---6
7# Marketing Strategy & PMM
8
9Product marketing patterns for positioning, GTM strategy, and competitive intelligence.
10
11---
12
13## Table of Contents
14
15- [ICP Definition Workflow](#icp-definition-workflow)
16- [Positioning Development](#positioning-development)
17- [Competitive Intelligence](#competitive-intelligence)
18- [Product Launch Planning](#product-launch-planning)
19- [Sales Enablement](#sales-enablement)
20- [International Expansion](#international-expansion)
21- [Reference Documentation](#reference-documentation)
22
23---
24
25## ICP Definition Workflow
26
27Define ideal customer profile for targeting:
28
291. Analyze existing customers (top 20% by LTV)
302. Identify common firmographics (size, industry, revenue)
313. Map technographics (tools, maturity, integrations)
324. Document psychographics (pain level, motivation, risk tolerance)
335. Define 3-5 buyer personas (economic, technical, user)
346. Validate against sales cycle and churn data
357. Score prospects A/B/C/D based on ICP fit
368. **Validation:** A-fit customers have lowest churn and fastest close
37
38### Firmographics Template
39
40| Dimension | Target Range | Rationale |
41|-----------|--------------|-----------|
42| Employees | 50-5000 | Series A sweet spot |
43| Revenue | $5M-$500M | Budget available |
44| Industry | SaaS, Tech, Services | Product fit |
45| Geography | US, UK, DACH | Market priority |
46| Funding | Seed to Growth | Willing to adopt |
47
48### Buyer Personas
49
50| Persona | Title | Goals | Messaging |
51|---------|-------|-------|-----------|
52| Economic Buyer | VP, Director, Head of [Department] | ROI, team productivity, cost reduction | Business outcomes, ROI, case studies |
53| Technical Buyer | Engineer, Architect, Tech Lead | Technical fit, easy integration | Architecture, security, documentation |
54| User/Champion | Manager, Team Lead, Power User | Makes job easier, quick wins | UX, ease of use, time savings |
55
56### ICP Validation Checklist
57
58- [ ] 5+ paying customers match this profile
59- [ ] Fastest sales cycles (< median)
60- [ ] Highest LTV (> median)
61- [ ] Lowest churn (< 5% annual)
62- [ ] Strong product engagement
63- [ ] Willing to do case studies
64
65---
66
67## Positioning Development
68
69Develop positioning using April Dunford methodology:
70
711. List competitive alternatives (direct, adjacent, status quo)
722. Isolate unique attributes (features only you have)
733. Map attributes to customer value (why it matters)
744. Define best-fit customers (who cares most)
755. Choose market category (head-to-head, niche, new category)
766. Layer on relevant trends (timing justification)
777. Test with 10+ customer interviews
788. **Validation:** 7+ customers describe value unprompted
79
80### Positioning Statement Template
81
82```
83FOR [target customer]
84WHO [statement of need]
85THE [product] IS A [category]
86THAT [key benefit]
87UNLIKE [competitive alternative]
88OUR PRODUCT [primary differentiation]
89```
90
91### Value Proposition Formula
92
93Template: `[Product] helps [Target Customer] [Achieve Goal] by [Unique Approach]`
94
95Example: "Acme helps mid-market SaaS teams ship 2x faster by automating project workflows with AI"
96
97### Messaging Hierarchy
98
99| Level | Content | Example |
100|-------|---------|---------|
101| Headline | 5-7 words | "Ship faster with AI automation" |
102| Subhead | 1 sentence | "Automate workflows so teams focus on what matters" |
103| Benefits | 3-4 bullets | Speed, quality, collaboration, cost |
104| Features | Supporting evidence | AI automation → 10 hrs/week saved |
105| Proof | Social proof | Customer logos, stats, case studies |
106
107---
108
109## Competitive Intelligence
110
111Build competitive knowledge base:
112
1131. Identify tier 1 (direct), tier 2 (adjacent), tier 3 (status quo)
1142. Sign up for competitor products (hands-on evaluation)
1153. Monitor competitor websites, pricing, messaging
1164. Analyze sales call recordings for competitor mentions
1175. Read G2/Capterra reviews (pros and cons)
1186. Track competitor job postings (roadmap signals)
1197. Update battlecards monthly
1208. **Validation:** Sales team uses battlecards in 80%+ competitive deals
121
122### Competitive Tier Structure
123
124| Tier | Definition | Examples |
125|------|------------|----------|
126| 1 | Direct competitor, same category | [Competitor A, B] |
127| 2 | Adjacent solution, overlapping use case | [Alt Solution C, D] |
128| 3 | Status quo (what they do today) | Spreadsheets, manual, in-house |
129
130### Battlecard Template
131
132```
133COMPETITOR: [Name]
134OVERVIEW: Founded [year], Funding [stage], Size [employees]
135
136POSITIONING:
137- They say: "[Their claim]"
138- Reality: [Your assessment]
139
140STRENGTHS:
1411. [What they do well]
1422. [What they do well]
143
144WEAKNESSES:
1451. [Where they fall short]
1462. [Where they fall short]
147
148OUR ADVANTAGES:
1491. [Your advantage + evidence]
1502. [Your advantage + evidence]
151
152WHEN WE WIN:
153- [Scenario where you win]
154
155WHEN WE LOSE:
156- [Scenario where they win]
157
158TALK TRACK:
159Objection: "[Common objection]"
160Response: "[Your response]"
161```
162
163### Win/Loss Analysis
164
165Track monthly:
166- Win rate by competitor
167- Top win reasons (product fit, ease of use, price)
168- Top loss reasons (missing feature, price, relationship)
169- Action items for product, sales, marketing
170
171---
172
173## Product Launch Planning
174
175Plan launches by tier:
176
177| Tier | Scope | Prep Time | Budget |
178|------|-------|-----------|--------|
179| 1 | New product, major feature | 6-8 weeks | $50-100k |
180| 2 | Significant feature, integration | 3-4 weeks | $10-25k |
181| 3 | Small improvement | 1 week | <$5k |
182
183### Tier 1 Launch Workflow
184
185Execute major product launch:
186
1871. Kickoff meeting with Product, Marketing, Sales, CS
1882. Define goals (pipeline $, MQLs, press coverage)
1893. Develop positioning and messaging
1904. Create sales enablement (deck, demo, battlecard)
1915. Build campaign assets (landing page, emails, ads)
1926. Train sales and CS teams
1937. Execute launch day (press, email, ads, outbound)
1948. Monitor and optimize for 30 days
1959. **Validation:** Pipeline on track to goal by week 2
196
197### Launch Day Checklist
198
199- [ ] Press release distributed
200- [ ] Email announcement sent
201- [ ] Social media posts live
202- [ ] Paid ads at full budget
203- [ ] Sales outbound blitz launched
204- [ ] In-app notification active
205- [ ] Metrics monitored every 2 hours
206
207### Launch Metrics
208
209| Metric | Leading (Daily) | Lagging (Weekly) |
210|--------|-----------------|------------------|
211| Traffic | Landing page visitors | - |
212| Engagement | Demo requests, signups | Feature adoption % |
213| Pipeline | MQLs generated | SQLs, pipeline $ |
214| Revenue | - | Deals closed, revenue |
215
216---
217
218## Sales Enablement
219
220Equip sales team with PMM assets:
221
2221. Create sales deck (15-20 slides, visual-first)
2232. Build one-pagers (product, competitive, case study)
2243. Develop demo script (30-45 min with discovery)
2254. Write email templates (outreach, follow-up, closing)
2265. Create ROI calculator (input costs, output savings)
2276. Conduct monthly enablement calls
2287. Deliver quarterly training (positioning, competitive)
2298. **Validation:** Sales uses assets in 80%+ of opportunities
230
231### Sales Deck Structure
232
233| Slide | Content |
234|-------|---------|
235| 1-2 | Title, agenda |
236| 3-4 | Company intro, problem statement |
237| 5-7 | Solution, key benefits, demo |
238| 8-10 | Differentiation, case study, pricing |
239| 11-12 | Implementation, support, next steps |
240
241### Demo Flow
242
243```
2441. Intro (2 min): Who we are, agenda
2452. Discovery (5 min): Their needs, pain points
2463. Demo (20 min): Product focused on their use case
2474. Q&A (10 min): Objection handling
2485. Next steps (3 min): Trial, POC, proposal
249```
250
251### Sales-Marketing Handoff
252
253| Handoff | Frequency | Content |
254|---------|-----------|---------|
255| Weekly sync | 30 min | Win/loss, competitive, new assets |
256| Monthly enablement | 60 min | Product updates, training |
257| Quarterly review | Half-day | Results, strategy, planning |
258
259---
260
261## International Expansion
262
263Enter new markets systematically:
264
2651. Validate market demand (inbound leads, TAM analysis)
2662. Localize website, pricing, legal
2673. Establish sales coverage (hire or agency)
2684. Adapt messaging for cultural fit
2695. Build local partnerships and references
2706. Launch localized campaigns
2717. Monitor CAC and conversion by market
2728. **Validation:** 3+ paying customers from market in first 90 days
273
274### Market Priority (Series A)
275
276| Market | Timeline | Budget % | Target ARR |
277|--------|----------|----------|------------|
278| US | Months 1-6 | 50% | $1M |
279| UK | Months 4-9 | 20% | $500k |
280| DACH | Months 7-12 | 15% | $300k |
281| France | Months 10-15 | 10% | $200k |
282| Canada | Months 7-12 | 5% | $100k |
283
284### Localization Checklist
285
286- [ ] Website translation (professional, not machine)
287- [ ] Currency and pricing localized
288- [ ] Local phone number and address
289- [ ] Legal compliance (GDPR, PIPEDA)
290- [ ] Local payment methods
291- [ ] Sales coverage during local hours
292- [ ] Local case studies and references
293
294---
295
296## Reference Documentation
297
298### Positioning Frameworks
299
300`references/positioning-frameworks.md` contains:
301
302- April Dunford 5-step positioning process
303- Geoffrey Moore positioning statement template
304- Positioning validation interview protocol
305- Competitive positioning map construction
306
307### Launch Checklists
308
309`references/launch-checklists.md` contains:
310
311- Tier 1/2/3 launch checklists
312- Week-by-week launch timeline
313- Launch day runbook
314- Post-launch metrics dashboard
315
316### International GTM
317
318`references/international-gtm.md` contains:
319
320- US, UK, DACH, France, Canada playbooks
321- Market-specific channel mix and messaging
322- Localization requirements per market
323- Entry timeline and budget allocation
324
325### Messaging Templates
326
327`references/messaging-templates.md` contains:
328
329- Value proposition formulas
330- Persona-specific messaging
331- Competitive response scripts
332- Objection handling templates
333- Channel-specific copy (landing pages, emails, ads)
334
335---
336
337## PMM KPIs
338
339| Metric | Target | Measurement |
340|--------|--------|-------------|
341| Product adoption | >40% in 90 days | Feature usage after launch |
342| Win rate | >30% competitive | Deals won vs. competitors |
343| Sales velocity | -20% YoY | Days from SQL to close |
344| Deal size | +25% YoY | Average contract value |
345| Launch pipeline | 3:1 ROMI | Pipeline $ : marketing spend |
346
347---
348
349## Quick Reference
350
351### PMM Monthly Rhythm
352
353| Week | Focus |
354|------|-------|
355| 1 | Review metrics, update battlecards |
356| 2 | Create assets, publish content |
357| 3 | Support launches, optimize campaigns |
358| 4 | Monthly report, plan next month |
359
360## Proactive Triggers
361
362- **No documented positioning** → Without clear positioning, all marketing is guesswork.
363- **Messaging differs across channels** → Inconsistent story confuses buyers.
364- **No ICP defined** → Selling to everyone means selling to no one.
365- **Competitor repositioning** → Market shift detected. Review your positioning.
366
367## Output Artifacts
368
369| When you ask for... | You get... |
370|---------------------|------------|
371| "Position my product" | Positioning framework (April Dunford method) with output |
372| "GTM strategy" | Go-to-market plan with channels, messaging, and timeline |
373| "Competitive positioning" | Positioning map with competitive gaps and opportunities |
374
375## Communication
376
377All output passes quality verification:
378- Self-verify: source attribution, assumption audit, confidence scoring
379- Output format: Bottom Line → What (with confidence) → Why → How to Act
380- Results only. Every finding tagged: 🟢 verified, 🟡 medium, 🔴 assumed.
381
382## Related Skills
383
384- **marketing-context**: For capturing foundational positioning. PMM builds on this.
385- **launch-strategy**: For executing product launches planned by PMM.
386- **competitive-intel** (C-Suite): For strategic competitive intelligence.
387- **cmo-advisor** (C-Suite): For marketing budget and growth model decisions.