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