a builder's codex
codex · playbooks · Campaign strategy playbook

Campaign strategy playbook

Operating model · 10-step campaign system

The Campaign Operating System

Channel planning
Maturity auditUp Next · Testing · Scaling · Core · Big Bet · Not Working
Always one Big Beta channel that could change the growth trajectory, protected from short-term KPIs for 12 months
6–12 month calendarorganized by campaign type × audience × product theme; aligned to roadmap
Messaging briefs precede assetspersona, pain, core message, proof, CTA — written before a single asset starts
Webinar engine
Customers first, prospects nextrun for customers; repurpose for prospects 4 weeks later after feedback validates the messaging
Expansion-Readyhigh-engagement customer → CSM expansion play
Adoption-Boostlow-engagement customer → activation sequence
No-Showrecording + 1-question survey; segment plays defined before launch, not after
Content + lifecycle
In-app + lifecyclefeature adoption signals → demand-generation campaigns for existing users
Partner co-marketingleverage partner platforms and audiences; co-own the distribution
Segmented follow-uphot · warm · no-show each get distinct sequences, not a single blast
Measure from registration through revenuenot just open rate and attendance

A 6–12 month campaign system: channel selection, calendar, webinars, content, partner, lifecycle, follow-up, measurement. Synthesizes Kramer's MKT1 channel-maturity model with operating patterns from B2B SaaS demand-gen.

Steps

  1. Channel audit and selection. Map existing channels by maturity stage. Evaluate new channels against PMM fit + GTM motion fit (Build earned channels, every dollar in algorithm channels makes Google richer, not you).
  2. Campaign calendar. 6–12 months. Organized by campaign type × audience × product theme. Aligned to product roadmap.
  3. Messaging briefs. Per campaign: persona, pain, core message, positioning, proof, CTA. Briefs precede assets.
  4. Webinar program. Repeatable customer and prospect systems. Playbooks, templates, segmented follow-up.
  5. Content and asset production. 4-week timeline with milestone reviews: Topic Lock → First Drafts → Reviews → Final Approvals.
  6. In-app and lifecycle campaigns. Feature adoption and demand-signal campaigns for existing users.
  7. Partner campaigns. Co-marketing leveraging partner platforms and audiences.
  8. Event and demo strategy. Interactive demos, workshops, live builds.
  9. Follow-up and nurture. Segmented post-campaign motion: hot / warm / no-show with distinct sequences.
  10. Measurement and iteration. Track from registration through revenue influence.

Channel maturity model (MKT1)

Up Next → Testing → Scaling → Core → Big Bet → Not Working. At any point at least one channel should be a Big Bet that could change the growth trajectory. Every 18 months, plan a new growth model and protect it from KPIs for 12 (Add a new growth model every 18 months and protect it from KPIs for 12).

Webinar, customers-first, prospects-next

Run webinars for customers first; repurpose for prospects 4 weeks later. Customer feedback validates the messaging before exposing to cold audiences.

4-segment attendee model

Segment plays are defined BEFORE the campaign launches, not figured out after the event.

Cross-functional ownership

Quality gates

Common failure modes

Outputs

  1. Channel audit with maturity staging.
  2. 6–12 month campaign calendar.
  3. Webinar playbooks (customer + prospect) with templates.
  4. Messaging brief templates.
  5. In-app and lifecycle campaign plans.
  6. Partner campaign framework.
  7. Event and demo strategy.
  8. Follow-up + nurture system.
  9. Measurement dashboard with attribution model.
Open the interactive view →