marketing

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Marketing strategy expertise for brand strategy, market research, customer segmentation, digital marketing, content strategy, marketing analytics, campaign management, and PR/communications. Use when planning campaigns, analyzing brand health, building personas, or optimizing marketing performance.

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When & Why to Use This Skill

The Marketing Strategy Expert skill provides a comprehensive suite of professional frameworks for brand development, market analysis, and growth optimization. It enables users to build sophisticated brand architectures, map complex customer journeys, and execute data-driven digital marketing campaigns. Designed for high-level strategic planning, it streamlines the transition from raw market research to actionable marketing execution and performance tracking.

Use Cases

  • Brand Identity Development: Utilize the Brand Pyramid and Positioning Statement frameworks to define a unique market presence and clear value proposition.
  • Market Research Planning: Select optimal research methodologies (surveys, focus groups, or ethnography) based on specific business objectives, sample sizes, and timelines.
  • Customer Segmentation & Persona Building: Categorize target audiences by psychographics and behaviors to create detailed personas and targeted messaging strategies.
  • Full-Funnel Campaign Management: Plan and track multi-channel campaigns from awareness (TOFU) to purchase (BOFU) using standardized templates and success metrics.
  • Marketing Analytics & ROI Optimization: Implement attribution models and calculate key metrics like CLV:CAC ratios to optimize marketing spend and performance.
namemarketing
descriptionMarketing strategy expertise for brand strategy, market research, customer segmentation, digital marketing, content strategy, marketing analytics, campaign management, and PR/communications. Use when planning campaigns, analyzing brand health, building personas, or optimizing marketing performance.

Marketing Strategy Expert

Comprehensive marketing frameworks for brand building, customer acquisition, and campaign optimization.

Brand Strategy

Brand Architecture

BRAND ARCHITECTURE MODELS:

BRANDED HOUSE:
- Single master brand
- All products under one umbrella
- Example: Google (Google Maps, Gmail, etc.)
- Pro: Brand equity transfer
- Con: Risk concentration

HOUSE OF BRANDS:
- Independent brand identities
- Parent company invisible
- Example: P&G (Tide, Pampers, Crest)
- Pro: Risk isolation
- Con: No equity leverage

ENDORSED BRANDS:
- Sub-brands with parent endorsement
- Example: Marriott (Courtyard by Marriott)
- Pro: Balance of independence and credibility

SUB-BRANDS:
- Parent-driven with modifiers
- Example: Apple iPhone, iPad, iMac
- Pro: Clear hierarchy, shared equity

Brand Positioning Framework

POSITIONING STATEMENT:
For [target audience]
Who [need/want]
[Brand] is the [category]
That [key benefit]
Because [reason to believe]
Unlike [competitive alternative]

BRAND PYRAMID:
           PURPOSE
          /       \
       VALUES      \
      /             \
   PERSONALITY       \
  /                   \
EMOTIONAL BENEFITS     \
/                       \
FUNCTIONAL BENEFITS      \
/                         \
ATTRIBUTES/FEATURES--------

Brand Health Metrics

Metric Measurement Frequency
Awareness Aided/unaided recall Quarterly
Consideration Would consider purchasing Quarterly
Preference Preferred over competitors Quarterly
NPS Net Promoter Score Monthly
Brand Equity Dollar value of brand Annually
Share of Voice Media mentions vs. competitors Monthly

Market Research

Research Methodology Selection

Method When to Use Sample Size Timeline
Surveys Quantify attitudes, behaviors 400-1000+ 2-4 weeks
Focus Groups Explore opinions, reactions 6-10 per group 2-3 weeks
In-depth Interviews Deep understanding 15-30 3-4 weeks
Ethnography Observe real behavior 10-20 4-8 weeks
A/B Testing Compare options 1000+ per variant 2-4 weeks
Social Listening Track conversations N/A Ongoing

Customer Journey Mapping

JOURNEY STAGES:

AWARENESS
- Channels: Advertising, PR, social, content
- Touchpoints: Ads, articles, reviews, WOM
- Emotions: Curiosity, interest
- Metrics: Reach, impressions, awareness

CONSIDERATION
- Channels: Website, search, comparisons
- Touchpoints: Product pages, demos, trials
- Emotions: Evaluation, uncertainty
- Metrics: Traffic, engagement, leads

PURCHASE
- Channels: E-commerce, retail, sales
- Touchpoints: Cart, checkout, contract
- Emotions: Anxiety, excitement
- Metrics: Conversion, AOV, close rate

RETENTION
- Channels: Email, support, community
- Touchpoints: Onboarding, support, updates
- Emotions: Satisfaction, frustration
- Metrics: Retention, NPS, CSAT

ADVOCACY
- Channels: Social, reviews, referrals
- Touchpoints: Sharing, reviews, referrals
- Emotions: Loyalty, enthusiasm
- Metrics: Referral rate, reviews, UGC

Customer Segmentation

Segmentation Approaches

Type Basis Examples
Demographic Who they are Age, income, education
Geographic Where they are Region, urban/rural, climate
Psychographic What they value Lifestyle, attitudes, interests
Behavioral What they do Usage, loyalty, occasions
Needs-based What they need Jobs to be done, pain points
Value-based What they're worth CLV, profitability

Segmentation Framework

EFFECTIVE SEGMENTS ARE:
- Measurable: Size and characteristics quantifiable
- Substantial: Large enough to be profitable
- Accessible: Can be reached effectively
- Differentiable: Respond differently to marketing
- Actionable: Can design programs for them

SEGMENT PRIORITIZATION:
| Segment | Size | Growth | Profitability | Fit | Priority |
|---------|------|--------|---------------|-----|----------|
| A | | | | | |
| B | | | | | |
| C | | | | | |

Persona Development

PERSONA TEMPLATE:

NAME: [Representative name]
PHOTO: [Stock image]

DEMOGRAPHICS:
- Age, gender, location
- Income, education
- Family status, occupation

PSYCHOGRAPHICS:
- Values and beliefs
- Interests and hobbies
- Media consumption

GOALS & CHALLENGES:
- What they're trying to achieve
- Pain points and frustrations
- Barriers to success

BUYING BEHAVIOR:
- Decision criteria
- Information sources
- Objections and concerns

QUOTE:
"A representative statement that captures their perspective"

Digital Marketing

Channel Strategy

Channel Best For Key Metrics
SEO Long-term traffic, authority Organic traffic, rankings, DA
SEM/PPC Immediate visibility, intent CTR, CPC, ROAS
Social Media Awareness, engagement Reach, engagement, followers
Email Retention, conversion Open rate, CTR, conversions
Content Authority, SEO, nurture Traffic, time on page, shares
Display Awareness, retargeting Impressions, viewability, CTR
Affiliate Performance-based reach Conversions, revenue, CAC

Marketing Funnel Metrics

AWARENESS → INTEREST → CONSIDERATION → PURCHASE → LOYALTY

TOFU (Top of Funnel):
- Impressions
- Reach
- Website visitors
- Social followers

MOFU (Middle of Funnel):
- Leads generated
- MQLs
- Content downloads
- Email subscribers

BOFU (Bottom of Funnel):
- SQLs
- Opportunities
- Conversion rate
- Revenue

POST-PURCHASE:
- Retention rate
- NPS
- Repeat purchase rate
- Referrals

Marketing Technology Stack

CORE SYSTEMS:

CRM: Customer data management
- Salesforce, HubSpot, Dynamics

MAP: Marketing automation
- Marketo, Pardot, HubSpot

CMS: Content management
- WordPress, Adobe Experience Manager

ANALYTICS: Performance measurement
- Google Analytics, Adobe Analytics

CDP: Customer data platform
- Segment, Tealium, Adobe CDP

ADDITIONAL TOOLS:
- Social management (Sprout, Hootsuite)
- SEO tools (SEMrush, Ahrefs)
- Email (Mailchimp, Klaviyo)
- Advertising (Google Ads, Meta)
- Personalization (Optimizely, Dynamic Yield)

Content Strategy

Content Pillars Framework

CONTENT PILLARS:
Strategic themes that align content with brand positioning

PILLAR STRUCTURE:
| Pillar | Audience Need | Business Goal | Content Types |
|--------|---------------|---------------|---------------|
| 1 | | | |
| 2 | | | |
| 3 | | | |

CONTENT MATRIX:
| Stage | Educational | Entertaining | Inspiring | Convincing |
|-------|-------------|--------------|-----------|------------|
| Awareness | Blog posts | Videos | Stories | |
| Consideration | Guides | Webinars | Case studies | Comparisons |
| Decision | | | Testimonials | Demos |

Content Calendar

Element Frequency Owner
Blog 2-4x/week Content team
Social Daily Social team
Email Weekly Email team
Video Weekly Creative
Webinar Monthly Demand gen
White Paper Quarterly Content team

Marketing Analytics

Marketing Metrics Framework

Category Metric Formula
Acquisition CAC Total marketing spend / New customers
CPL Marketing spend / Leads
ROAS Revenue / Ad spend
Engagement CTR Clicks / Impressions
Engagement Rate Engagements / Reach
Time on Site Average session duration
Conversion Conversion Rate Conversions / Visitors
Lead-to-Customer Customers / Leads
Cart Abandonment Abandoned / Started
Value CLV Average value x Purchase frequency x Lifespan
CLV:CAC Customer lifetime value / CAC
Marketing ROI (Revenue - Cost) / Cost

Attribution Models

Model Description Best For
First Touch 100% credit to first interaction Awareness campaigns
Last Touch 100% credit to last interaction Direct response
Linear Equal credit across all touches Long sales cycles
Time Decay More credit to recent touches Nurture campaigns
Position-Based 40% first, 40% last, 20% middle Balanced view
Data-Driven Algorithmic attribution Large datasets

Campaign Management

Campaign Planning Template

CAMPAIGN BRIEF:

OBJECTIVE:
- Business goal (revenue, leads, awareness)
- SMART metrics (specific targets)

TARGET AUDIENCE:
- Primary segment
- Secondary segment
- Exclusions

KEY MESSAGE:
- Main proposition
- Supporting messages
- Call to action

CREATIVE REQUIREMENTS:
- Channels and formats
- Assets needed
- Brand guidelines

BUDGET ALLOCATION:
| Channel | Budget | Expected Results |
|---------|--------|------------------|
| | | |

TIMELINE:
- Planning: [dates]
- Creative: [dates]
- Launch: [date]
- Optimization: [dates]
- Wrap-up: [date]

SUCCESS METRICS:
- Primary KPI: [target]
- Secondary KPIs: [targets]

Campaign Optimization

OPTIMIZATION CADENCE:

Daily:
- Budget pacing
- Bid adjustments
- Pause underperformers

Weekly:
- Creative performance
- Audience refinement
- A/B test results

Monthly:
- Channel mix optimization
- Strategy adjustments
- Forecast updates

POST-CAMPAIGN:
- Performance analysis
- ROI calculation
- Learnings documentation
- Next campaign recommendations

PR & Communications

PR Strategy Framework

EARNED MEDIA APPROACH:

PROACTIVE:
- News announcements
- Thought leadership
- Executive visibility
- Industry awards

REACTIVE:
- Media inquiries
- Crisis response
- Issues management
- Rapid response

MEASUREMENT:
- Media impressions
- Share of voice
- Message pull-through
- Sentiment analysis

Crisis Communication

RESPONSE PROTOCOL:

ASSESS (0-1 hour):
- Confirm facts
- Assess severity
- Notify leadership
- Activate team

RESPOND (1-4 hours):
- Holding statement
- Internal communication
- Social monitoring
- Media inquiries

MANAGE (ongoing):
- Regular updates
- Stakeholder outreach
- Narrative control
- Documentation

RECOVER (post-crisis):
- After-action review
- Reputation repair
- Process improvement

See Also