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Our Messaging Approach
How to Craft Compelling Messaging Using the Voice of the Customer
WHAT IS A MESSAGING AND
POSITIONING FRAMEWORK?                                                              2
• Serves as the blueprint for all future marketing programs, materials and
  communications
• Used internally as the foundation from which all marketing messages are
  derived.
• Main framework elements include:
    – Messaging and positioning drivers and Inputs
       • Identification of the target market
       • Description of the business challenges in terms that are meaningful to a
         customer
       • Description of how the offerings address the primary customer problems
       • Specific differentiation against competitors
       • Differentiated high-level benefits delivered to customers
    – Messaging platform
       • Positioning strategy
       • Value proposition statement
       • Key messages by target audience
       • Elevator Pitch
CLEARWORKS MESSAGING METHODOLOGY
                                                                                           3
• Review existing business plans, marketing materials and other related
  documentation, research
• Conduct secondary research to review competition, messaging, and
  market drivers
• Conduct interviews with customers and prospects to drive rich insights on
  value proposition, perceived benefits and messages that resonate with the
  target audience and feedback on brand as it relates to desired positioning
• Facilitate strategy workshop with key team members
    – Gain a better understanding of strategy, target market (s), solutions, competitive
      differentiators, etc…
    – Conduct branding exercises to guide “who you want to be” which will help with
      tone in value proposition and messaging
• Draft positioning and messaging framework document for review and
  approval
• Test key messages with customers and tweak as needed based on results
• Deliver framework that includes key messages by target audience,
  recommended positioning, and elevator pitch
PHASED APPROACH TO VALUE PROPOSITION
& MESSAGING DEVELOPMENT                                 4

   1                 2                 3
                           Review
   Review Existing                     Conduct 1-on-
                         Competitive
    Marketing &                         1 In-Depth
                         Messaging &
     Collateral                         Interviews
                         Positioning


   4                 5                 6

        Conduct
                          Develop
        Internal
                         Messaging &   Test Messaging
       Messaging
                         Positioning
       Workshop
WHY CUSTOMER RESEARCH IS ESSENTIAL
                                                                        5
• Ensures that positioning and messaging addresses customer pain
  points and what customers want
• Minimizes the risk associated with internal stakeholders “guessing”
  at the compelling messages
• Taps into actual “buyers” that are going to purchase the product or
  service
• Helps you learn what we don’t know that we don’t know
• Helps uncover competitive differentiators in the eyes of the
  customer
• Allows the company to “speak” to the customer in a way they
  understand and that generates excitement and interest from
  prospective customers
• Allows customer to help determine whether or not “who company
  wants to be” matches the market perception
• Uses trained moderators to get customers to say what they might
  not tell you themselves
WHY CLEARWORKS
                                                                    6
• Extensive experience in messaging and positioning including
  conducting a range of customer research
• Smart and passionate about helping clients demonstrate
  value of their solutions
• Ability to quickly understand products and technologies and
  provide immediate value, requiring little direction
• Product managers with marketing & research expertise
• Ability to capture & understand customer pain points; quickly
  develop an approach and an analysis that addresses needs
  and wants and positions the company in a compelling way
• Years of experience successfully working virtually with clients
  around the world
WHO WE ARE
                                                                                                               7
                                                                NEW PRODUCT IDEATION
                                                                   Innovation Process
                                                                    Ideation Sessions
                                                                Customer Advisory Boards

We help companies connect            PRODUCT EVALUATION                                 CONCEPT EVALUATION
                                      Qualitative Research                                  & VALIDATION
with customers to create              Customer Sat Studies                           Market & Competitive Analysis
and deliver clear and               Customer Advisory Boards                             Qualitative Research
                                                                                         Quantitative Studies
compelling          products,                                  Customers
services, and messaging. We
help to define the right
products and also talk about
them in a way that makes
                                     PRODUCT LAUNCH
                                      Process Mapping      
                                                           
                                Customer Experience Programs
                                                            
                                Operations & Support Planning
                                                                                             PRODUCT DEFINITION
                                                                                                MRDs & PRDs
                                                                                                Business Cases
                                                                                              Customer Research
sense. And we deliver
actionable plans to bring the
                                              PRODUCT POSITIONING
new idea to life.                                & MARKETING
                                                                                   EXPERIENCE DEFINITION
                                                                                    Customer Touchpoints
                                              Messaging & Positioning
                                                                                    Interaction Interfaces
                                                 Product Naming
                                                                                    Usability Optimization
                                                Product Collateral
SOME OF OUR MESSAGING CLIENTS
                                                              8
                    “Clearworks developed a tailored research
                    strategy to achieve deep customer insights
                    that were vital to our positioning and
                    message development, and subsequently
                    helped us to create powerful, customer-
                    focused collateral.”
                                             Mark Culpepper, Vice
                                  President, Marketing, SunEdison



                    “The Clearworks team does an excellent
                    job helping us incorporate the voice of the
                    customer into our services, process and
                    messaging. They take a creative approach,
                    tailoring a variety of research techniques
                    to different audiences and objectives to
                    generate rich insights.”
                                                Catherine Moon,
                                                        Director,
                                                       Symantec
How to: Guide to Messaging Development

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How to: Guide to Messaging Development

  • 1. Our Messaging Approach How to Craft Compelling Messaging Using the Voice of the Customer
  • 2. WHAT IS A MESSAGING AND POSITIONING FRAMEWORK? 2 • Serves as the blueprint for all future marketing programs, materials and communications • Used internally as the foundation from which all marketing messages are derived. • Main framework elements include: – Messaging and positioning drivers and Inputs • Identification of the target market • Description of the business challenges in terms that are meaningful to a customer • Description of how the offerings address the primary customer problems • Specific differentiation against competitors • Differentiated high-level benefits delivered to customers – Messaging platform • Positioning strategy • Value proposition statement • Key messages by target audience • Elevator Pitch
  • 3. CLEARWORKS MESSAGING METHODOLOGY 3 • Review existing business plans, marketing materials and other related documentation, research • Conduct secondary research to review competition, messaging, and market drivers • Conduct interviews with customers and prospects to drive rich insights on value proposition, perceived benefits and messages that resonate with the target audience and feedback on brand as it relates to desired positioning • Facilitate strategy workshop with key team members – Gain a better understanding of strategy, target market (s), solutions, competitive differentiators, etc… – Conduct branding exercises to guide “who you want to be” which will help with tone in value proposition and messaging • Draft positioning and messaging framework document for review and approval • Test key messages with customers and tweak as needed based on results • Deliver framework that includes key messages by target audience, recommended positioning, and elevator pitch
  • 4. PHASED APPROACH TO VALUE PROPOSITION & MESSAGING DEVELOPMENT 4 1 2 3 Review Review Existing Conduct 1-on- Competitive Marketing & 1 In-Depth Messaging & Collateral Interviews Positioning 4 5 6 Conduct Develop Internal Messaging & Test Messaging Messaging Positioning Workshop
  • 5. WHY CUSTOMER RESEARCH IS ESSENTIAL 5 • Ensures that positioning and messaging addresses customer pain points and what customers want • Minimizes the risk associated with internal stakeholders “guessing” at the compelling messages • Taps into actual “buyers” that are going to purchase the product or service • Helps you learn what we don’t know that we don’t know • Helps uncover competitive differentiators in the eyes of the customer • Allows the company to “speak” to the customer in a way they understand and that generates excitement and interest from prospective customers • Allows customer to help determine whether or not “who company wants to be” matches the market perception • Uses trained moderators to get customers to say what they might not tell you themselves
  • 6. WHY CLEARWORKS 6 • Extensive experience in messaging and positioning including conducting a range of customer research • Smart and passionate about helping clients demonstrate value of their solutions • Ability to quickly understand products and technologies and provide immediate value, requiring little direction • Product managers with marketing & research expertise • Ability to capture & understand customer pain points; quickly develop an approach and an analysis that addresses needs and wants and positions the company in a compelling way • Years of experience successfully working virtually with clients around the world
  • 7. WHO WE ARE 7 NEW PRODUCT IDEATION Innovation Process Ideation Sessions Customer Advisory Boards We help companies connect PRODUCT EVALUATION CONCEPT EVALUATION Qualitative Research & VALIDATION with customers to create Customer Sat Studies Market & Competitive Analysis and deliver clear and Customer Advisory Boards Qualitative Research Quantitative Studies compelling products, Customers services, and messaging. We help to define the right products and also talk about them in a way that makes PRODUCT LAUNCH Process Mapping   Customer Experience Programs  Operations & Support Planning PRODUCT DEFINITION MRDs & PRDs Business Cases Customer Research sense. And we deliver actionable plans to bring the PRODUCT POSITIONING new idea to life. & MARKETING EXPERIENCE DEFINITION Customer Touchpoints Messaging & Positioning Interaction Interfaces Product Naming Usability Optimization Product Collateral
  • 8. SOME OF OUR MESSAGING CLIENTS 8 “Clearworks developed a tailored research strategy to achieve deep customer insights that were vital to our positioning and message development, and subsequently helped us to create powerful, customer- focused collateral.” Mark Culpepper, Vice President, Marketing, SunEdison “The Clearworks team does an excellent job helping us incorporate the voice of the customer into our services, process and messaging. They take a creative approach, tailoring a variety of research techniques to different audiences and objectives to generate rich insights.” Catherine Moon, Director, Symantec