When to use
- Positioning is locked but every team describes the product differently
- Before a homepage rewrite, sales-deck overhaul, or a new paid-channel push
- A new champion or segment needs its own value matrix, not a reused one
- Sales decks, the homepage, and release notes have drifted from each other
- Win rates hold in head-to-head deals but the funnel leaks to "we'll wait"
How to use
The Messaging Build
Lock the champion
Closest to the problem, not the budget holder — that's your messaging anchor
Run JTBD interviews
10+ customers, verbatim language captured — their words, not your paraphrase
Build the value matrix
Segment × value type — functional (what it does), emotional (dread avoided), social (status signal)
Write the message house
3 pillars max — one claim, one proof, one customer line per pillar
Generate 3+ angles
Test before choosing — the "best" headline is never obvious before you see alternatives
Write homepage, roll out to all assets
Homepage anchors the hierarchy — ads, decks, one-pagers all derive from it, never the reverse
Steps 07–20: segment reframings · objection handling · channel variants · rollout cadence →
01 Lock the champion as a situation, not a job title.
The champion is the person closest to the problem with the motivation to push the decision through. Not the budget holder, who is too far from the daily pain to feel urgency. Not the IT buyer, who evaluates fit but never pays the cost of doing nothing.
Define the champion in three layers:
| Layer | What to define | Example |
|---|---|---|
| Company type | Stage, industry, team size, tech stack | Series B SaaS, 40-person sales team, on Salesforce |
| Persona | Role, reporting line, what success looks like in their job | VP Sales, reports to CEO, owns the bookings number |
| JTBD situation | What they want to do, what is breaking, what triggered the search | Reps call without notes, deals stall because nobody can tell where they stand |
The situation layer is the one most messaging skips. Two people with the same title can have completely different buying situations. A sales manager at a 20-person startup who just missed a quarter has different urgency than a manager at a 200-person company tuning an already-working process. Same persona, different situation, different message. Sell to the buyer's mindset, not to product features
One hard rule before you go further: pick one champion and lose the others on purpose. Hedged messaging clarifies for nobody.
Kesava Mandiga's Wingman repositioning is the cleanest proof. The homepage moved from "Conversation intelligence for fast-growing sales teams" to "Your Revenue Accelerator" and conversions doubled. The lift came from cutting the other three buyers they had been hedging for, not from the words. Repositioning doesn't work until you cut three buyers and pick one
A buyer reading a page clearly written for someone else bounces faster than a buyer reading a page written clearly for the wrong person. Commitment is the conversion lever. Clever copy is downstream.
02 Mine the interviews for the buyer's actual language, verbatim.
Do not write messaging from your own vocabulary. Write it from the buyer's. The phrases that land in headlines are almost always phrases buyers said in interviews, not phrases the product team invented.
JTBD switch interviews are the best source. They trace the timeline from trigger through decision. The trigger language ("we had a critical demo and the call quality broke on us") tells you where and how to advertise. The decision language ("we just needed something that worked without us thinking about it") tells you what the headline should say.
"JTBD interviews help you define a customer's language — what they actually mean by 'easy' — the root cause of why they switched, and how their story connects, all of which directly impact your product marketing."
· Bob Moesta, Intercom podcast, 2020 · “JTBD interviews surface the…”
After 5 to 10 interviews, highlight every phrase that appears across multiple buyers without being prompted. Those are your message candidates. Keep them verbatim. Do not let a summarizer smooth them into clean themes, because the exact phrase is the hook and the clean theme is just a description. If you can drop a customer phrase straight into a headline and it reads sharper than your current one, that is not luck.
This is also where you build the loop you will need at the end. PMM's job runs in both directions: you take the product to market, and you take the market to the product. The interviews are the inbound leg.
"Product marketing's job is to bring the product to market and the market to the product."
· Martina Lauchengco, Loved: How to Rethink Marketing for Tech Products, 2022 · “PMM owns both halves…”
03 Narrow the champion's situation to the exact pain.
List the functional activities the champion does day to day. Cross out everything the product does not touch. What remains is the overlap between the buyer's situation and the product's capability. That overlap is where the message lives.
Most B2B messaging fails because it speaks to too many situations at once. "Streamline your workflow" covers everything and describes nothing. The champion's exact situation, in behavioral terms, is a far tighter target.
Instead of "improve team productivity," the situation is "we have 8 reps calling the same prospect list, no way to see who talked to whom, and we lose deals because two reps call the same person in one day." That situation has a message. The first one does not. Make the implicit explicit
04 Document the old way. This is the Setup the buyer needs first.
Before you can sell the new way, the buyer has to recognize the current way is failing them. Andy Raskin frames this as the old game to new game. April Dunford calls it the Setup. Both put it before any product claim.
The Setup has three parts:
- Insight. A non-obvious truth the buyer recognizes from their own experience.
- Alternatives. What buyers use or do instead, including doing nothing.
- Perfect world. What the buyer's situation looks like once the problem is solved, in their terms.
Document the Setup before writing any product messaging. If the Setup lands, the product claims follow. If the Setup is weak, no feature list compensates. Sales pitches need a Setup before the Follow-Through; most pitches skip the Setup
The most important alternative to name is the status quo. Most deals are lost to inertia, not to a named competitor.
"When you survey buyers who didn't buy, 40–60% say they made no purchase decision at all."
· April Dunford, Lenny's Podcast, 2026-04-28 · “40–60% of B2B buyers…”
When 40 to 60% of the buyers who passed on you made no decision at all, your real problem is not "why us over them." It is "why do anything at all." The remedy for a status-quo loss is narrative and problem framing. The remedy for a competitive loss is a comparison and a differentiator. Treat one as the other and the work goes the wrong way. Status quo / no-decision is the real competitor No-decision-as-competitor vs. battle-card-driven competitive workflows
05 Choose the comparator. It sets the message architecture.
The comparator is the alternative the buyer is most likely to evaluate. It could be a direct competitor, a manual process, an adjacent tool, or the status quo. Name it explicitly. The message hangs off the comparison.
The trap here is positioning against a competitor the buyer never actually considers. The right input is what alternatives your sales team is losing to this quarter, not the analyst market map.
"Stop positioning against ghost competitors customers don't actually consider."
· April Dunford, LinkedIn, 2026-04-20 · “Stop positioning against ghost…”
Match the comparator to the message job:
| Product shape | Comparator | Message job |
|---|---|---|
| New category | The old way of doing the job | Explain the category exists and why it matters |
| 10x better | A direct competitor | Prove superiority on one specific, measurable dimension |
| New way | A manual process | Make the old way feel costly and the new way feel inevitable |
| Incumbent | Price, feature parity, trust | Signal stability and depth |
The comparator also sets the Setup's length. A greenfield comparator needs more explanation. A known competitor needs less.
06 Build the value matrix per persona, not per feature.
For each champion persona, map the full chain from pain to message:
| Pain / Situation | Product Benefit | Feature / Capability | Message |
|---|---|---|---|
| What blocks them | What the product solves | What powers it | How to say it in one line |
The message column is the hard one. It must be in buyer language from your interviews, not the vocabulary your product team uses internally. If the same message works for two personas without editing, it is too generic for either.
Features connect to benefits through capabilities. The capability is what the user does. The feature is what enables it. The benefit is what changes. Most messaging jumps feature to benefit and skips the capability, leaving the buyer to make the connection. Do not make them. Make the implicit explicit
| Pain | Benefit | Capability | Message |
|---|---|---|---|
| Calls go to voicemail after hours | No missed revenue | AI agent answers and qualifies every call | "Every inbound call gets answered, even at 2am, and the summary is in your CRM by morning" |
When you order the line itself, lead with value, then benefit, then feature. Buyers triage top down and decide whether to keep reading inside the first phrase.
"You don't fix weak product messaging with more words; you fix it by changing the order of what you say."
· Richard King, The one (simple) rule to better messaging, 2026-04-10 · “Fix weak messaging by…”
07 Write the overall positioning paragraph. One-liner first, then expand.
Unique Belief + Value Provided + Who Cares. The one-liner is the test. If it takes more than one sentence to be understood, the positioning is not sharp enough yet to message from.
Run the four-question test against the one-liner:
- What is it? (category)
- Who is it for? (champion in situation)
- What does it replace? (the comparator from step 5)
- Why is it better? (the differentiator)
Then expand to two or three sentences for sales decks and email signatures. The expansion adds context. It does not dilute the core claim. The same trinity governs the homepage hero you build in step 12: the specific use case, the alternative the buyer uses today, and the result, readable in roughly five seconds.
This is Anthony Pierri's homepage rule: lead with the use case, the current alternative, and the result, not with vision or abstract benefits. B2B homepages must communicate use case, alternative, and result in five seconds
08 Map the capability layer. This is where copy hangs.
For each feature you plan to highlight, define what the user does with it. The capability bridges feature to benefit. Copy hangs off capabilities, not features.
Wrong: "Our AI summarizes meetings." That is a feature.
Right: "Review the full call in 90 seconds and see which objections came up." That is a capability.
Better: "Know exactly where every deal stood before you walk into the next call." Capability plus the emotional frame.
The emotional frame is not decoration. At larger contract sizes, the buyer is reading you for personal-career stakes, not just ROI. B2B buying is more emotional than the rational-buyer myth says, large-contract decisions carry personal-career stakes
"If I go sign a contract for a million dollars with a company that puts cake all over my face in front of my boss, my job is gone. That is real emotion."
· Mark Storin, on Dave Gerhardt's Exit Five Ep. 349, 2026-04-23 · “B2B buying is more…”
The capability layer also tells you what to demo. Not the feature. The user doing something with the feature. Show the user acting, not the interface existing.
09 Build the messaging house. Exactly three pillars.
Structure: one overall value proposition, one sentence in buyer language, supported by exactly three pillars. Each pillar is a named benefit. Under each pillar: the feature that enables it, a proof point, and ideally a customer quote.
Three pillars. Not four or five. If you have more value themes, pick the three that matter most to the champion. The rest live on persona-specific landing pages or vertical plays.
Each pillar needs:
- A pillar name, the value theme phrased as a benefit
- A one-line message for that pillar
- The supporting features as evidence
- At least one customer quote or data point
The messaging house is the internal architecture. It is not customer-facing copy. Sales uses it to stay consistent. Marketing uses it to brief content. Copy hangs off it but is not identical to it. The evidence under each pillar is load-bearing. Without it, the pillar is a claim, not a position.
10 Write the core narrative as one paragraph, then adapt per channel.
One paragraph: problem, stakes, solution, outcome. This is the seed. Every channel adaptation starts here and adjusts length, tone, and evidence. The paragraph version is for about pages and investor updates. The one-liner is for ads and cold outreach. The three-pillar version is for the homepage.
The company story is the strategy. When the sales deck, the homepage, and release notes start diverging, positioning is drifting.
"The company story is the company strategy."
· Andy Raskin, story-is-strategy, 2026-04 · “Run a monthly narrative-drift…”
Set a monthly audit: compare the sales deck, the homepage hero, and the most recent release notes. Do they share the same problem framing and the same differentiator claim? When they diverge, fix it before the next campaign launches. Company story IS the strategy, name the shift, run the audit
11 Generate three or more angles. Evaluate before choosing.
The core narrative has one Setup. The angle is how you enter the conversation. Different anchors work for different personas and different awareness levels.
Common anchor types:
- Pain anchor. Lead with the problem: "Missed calls are costing you more than you think."
- Proof anchor. Lead with a result: "Teams like yours close 30% more deals using X."
- Insight anchor. Lead with a non-obvious truth: "Your best lead called. You were on another call."
- Contrast anchor. Lead with the comparison: "Other tools log calls. This one coaches on them."
For each angle, map the anchor type, the persona it targets, and the emotional driver it activates. Evaluate against your ICP before choosing. Do not pick what sounds best in the room. Pick what the champion cares about most.
For outbound channels, the relevance equation is the same triage: who they are, why now, and the specific outcome. Personalize the opening hook, then let the body stay productized at the persona level. Roughly a quarter of the message earns the personalization; the rest has diminishing returns.
"Persona + Trigger + Value = Relevant Message."
· John Barrows, Messaging Equation and personalization tiers, 2026-03-03 · “Persona + Trigger +…”
12 Structure the homepage problem-led, not solution-led.
The homepage follows Pierri's buyer-decision logic:
| Section | Job | What to include |
|---|---|---|
| Hero | Answer all 4 positioning questions in 5 seconds | H1 (main value), H2 (supporting), CTA |
| Social proof | Build immediate trust | Logo bar, metric-backed quotes |
| Problem | Establish the cost of inaction | Champion's situation in their language |
| Solution by persona | Show the product as the answer | Persona-specific value props plus embedded quotes |
| Capability sections ×3 | Prove each messaging pillar | Feature shown as user action, not product feature |
| Differentiation | Why you vs. the alternative they use today | Before / After, old way vs. new way. Name the alternative. |
| Trust | Handle remaining objections | Security, integrations, compliance, customer count |
| Closing CTA | Reinforce the hero | Same message, different wording |
Lead with capability, what someone actually does, not aspirational outcomes. "Build pipeline faster" is an aspiration. "Answer every inbound call in 2 seconds and log it to your CRM automatically" is a capability. The capability converts. Sell to the buyer's mindset, not to product features
Each pain claim should be followed immediately by its solution and a proof point. Not pain for three sections, then solution for three sections, then proof. Interleaved, beat by beat.
Mihika Kapoor built FigJam's launches and her current zero-to-one launch on this interleaving, where a single shared artifact replaces parallel research, design, and product decks. Pitch a vision as pain → solution → proof, interleaved per beat, not three sequential acts
13 Embed social proof inside each persona section.
Proof is strongest adjacent to the claim it supports. Not segregated to a testimonials page. Not grouped into one block at the bottom.
For each capability section: a specific metric, a named person, a named company. "Teams close 30% faster" is weaker than "Acme's 12-person team went from 40 dials per rep per day to 120 in the first week." Specificity is what makes proof credible. Generic proof is just a claim.
Remember who shares the page. The buyer who reads your content is often not the buyer who decides. They forward it into a Slack channel where the decision happens. Design the proof so a senior IC looks smart sharing it, not so a VP skips it as sales material. Sell to the buyer's mindset, not to product features
That is Tommy Walker's point: content is a form of social currency people use to express identity and raise their professional standing, so the buyer shares what makes them look smart inside their org. Content is social currency, buyers share what makes them look smart, and decisions are made in Slack
14 Test differentiators externally before any of it ships.
Buyers default to perceiving comparable features across competitors. Gartner names this "sameness," and it is the binding constraint on differentiation. Differentiators that land internally routinely read as table-stakes to a buyer who watched five competitor demos that morning.
"Buyer skepticism and the perception of 'sameness' will limit differentiation efforts if product marketers do not test their differentiators with external audiences."
· Gartner, Market Guide for B2B Message Testing Solutions, 2025 · “Buyers see "sameness", test…”
Before the homepage goes live, test the hero with five people outside your team. Ask them: what does this product do, who is it for, and what does it replace? If they cannot answer all three from the hero alone, rewrite it. If the differentiators land internally but not externally, you positioned for yourselves, not for buyers. Differentiation requires three checks, different, better, matters
15 Build the rollout tracker. Phase by business impact.
Every page needs updating, but not all at once. Score each page by traffic × conversion impact × revenue importance. Update the highest-impact pages first.
Build a tracker with four columns: page, current messaging score (1 to 3), new version status, owner plus ETA. Review weekly until rollout completes. This is not a waterfall. Update pages as they are ready, not in one batch.
16 Test in live pitches. Messaging is theory until a real buyer hears it.
Before declaring the messaging done, sit in three to five first-meeting discovery calls. Listen, do not validate. Watch for three signals: where the buyer interrupts with "wait, what do you mean by," where their energy drops, and where reps deviate from the script. Reps deviate because the script is not working for them.
Those moments are where the messaging broke. Fix them. Then test again.
"A live sales pitch is the best way for B2B companies to test their positioning… sales is a back-and-forth with a prospect; sales can and should be asking questions, looking for feedback, and handling objections. Marketing doesn't fully understand the sales team's needs when it comes to a narrative, and marketing stories don't fully serve what a salesperson needs to do in a first-call pitch."
· April Dunford, Sales-First Storytelling, 2024 · “Test positioning in a…”
The sales team detects messaging failure months before any dashboard does. Build the rep-input loop from day one: a weekly objection log, a competitive Slack channel, call-shadowing twice a month. Without that loop, messaging drift accumulates silently. Frontline customer contact is the PMM substrate
Check your work
- Champion is a situation, not a job title, and you cut the other personas on purpose.
- Every value-matrix message traces to a real interview phrase, not an internal assumption.
- Buyer language is captured verbatim, not paraphrased into clean themes by a summarizer.
- The comparator is the alternative sales actually loses to this quarter, not the analyst map.
- Status quo is included as an alternative in the Setup and the comparator analysis.
- Features are shown through capabilities (verbs), not abstract benefits.
- Each line leads value, then benefit, then feature.
- Messaging house has exactly 3 pillars with feature-level evidence and a proof point each.
- Three or more angles were generated and evaluated against the ICP before choosing.
- Social proof is interleaved per capability section, not segregated to the bottom.
- Hero tested with 5 external observers before publishing.
- Live-pitch test (3–5 calls) completed before publishing.
- Monthly narrative-drift audit is scheduled with a named owner.
What goes wrong
- Hero leads with aspirational outcomes. "Build pipeline faster" tells buyers nothing about what the product does. Lead with the capability. Sell to the buyer's mindset, not to product features
- Hedging across personas. Writing for RevOps and AEs and managers at once clarifies for nobody. Pick the champion and lose the others on purpose. Repositioning doesn't work until you cut three buyers and pick one
- Targeting the budget holder. The person who signs is not the person who felt the pain. Write for the champion.
- Paraphrased buyer language. A summarizer smooths the exact phrase into a clean theme and the copy stops resonating. Mirror the words. JTBD interviews surface the customer's actual language and the switch trigger
- Status-quo blindness. Mapping competitors but not inertia. When 40 to 60% of losses are to no decision, a purely competitive message misdirects most of the work. Status quo / no-decision is the real competitor No-decision-as-competitor vs. battle-card-driven competitive workflows
- Ghost competitors. Positioning against an alternative the buyer never considers. Use what sales loses to this quarter. Stop positioning against ghost competitors customers don't actually consider
- Feature overload, no capability bridge. The buyer cannot connect the feature to their job. Show the action. Make the implicit explicit
- Differentiation that only lands internally. Differentiators the team loves but buyers feel as sameness. Test externally before launch. Differentiation requires three checks, different, better, matters
- Skipping the rollout tracker. Messaging gets written but never deployed page by page.
- No narrative-drift audit. The sales deck, homepage, and release notes diverge within a quarter. Catch it monthly. Company story IS the strategy, name the shift, run the audit
- Skipping the rep-input loop. Sales hears messaging failures in language first, months before dashboards. Frontline customer contact is the PMM substrate
What you get
- Champion profile: company type, persona, JTBD situation, emotional stakes.
- Verbatim language bank: buyer phrases pulled from 5+ interviews, traceable to transcripts.
- Setup brief: insight, alternatives (including status quo), perfect world.
- Comparator decision: the named alternative and the message architecture it sets.
- Value matrix per persona: Pain · Benefit · Capability · Message.
- Positioning paragraph: one-liner that passes the four-question test, plus the expansion.
- Messaging house: three pillars with feature-level evidence and a proof point each.
- Core narrative: one paragraph, the seed for every channel.
- Angle comparison sheet: 3+ options evaluated against the ICP.
- Homepage wireframe with copy for each of the eight sections.
- Rollout tracker: page, score, status, owner.
- Monthly narrative-drift audit: scheduled, with a named owner.