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FINDING YOUR BRAND’S POSITIONING SWEET SPOT 
BETWEEN BLUE SKY 
AND BULLET POINTS 
10 MARKETING STRATEGIES TO ACTIVATE THE ENGAGED BUYER
THIS PRESENTATION 
IS FOR YOU IF: 
You want your marketing to do a better job of supporting your customer’s buying process 
You never seem to get on the right RFPs because the market has an outdated or incomplete understanding of what you do 
Your current marketing doesn’t speak to your aspirations 
as a company 
You make business and marketing decisions, but they don’t feel driven from a common foundation that would direct your behaviors more consistently 
2
If any or all of these are true, you may have a positioning problem... 
3
THE NEW POSITIONING IMPERATIVE 
It’s not news that today’s buyers are often putting their professional reputation, social standing, or business success at stake when they make a major purchasing decision. 
What is new is that these buyers are more engaged than they’ve ever been in the buying process, whether they’re looking at peer reviews or conducting their own research. 
4
THE NEW POSITIONING IMPERATIVE 
They’re also unlikely to contact your company until they 
have advanced a significant part of the way through the buying process. 
Bottom Line: If your positioning... 
Doesn’t truly reflect what makes your brand unique relative to what the market needs 
Doesn’t deliver marketing experiences that enlighten and guide buyers 
Doesn’t make buyers confident about their buying decisions 
...they are likely to pass you by. 
5
WHAT’S YOUR 
CLAIM TO VALUE? 
For many companies, defining a position is the first step in creating a role that reflects their most powerful claim to value in the market. Yet this is exactly where most companies get stuck. 
They either: 
They aim too high with their position and never claim anything with distinction, or 
They aim too low and rely on the product features to tell their story. 
A 
B 
6
For 25 years PJA has developed successful integrated marketing campaigns for companies from Fortune 500 leaders to emerging startups by focusing on what truly sets them apart in their industries and where they can take their customers. 
This presentation highlights what you need to do to stand out today. 
7
CHOOSING A GOOD POSITION MEANS MAKING HARD CHOICES 
8
What does it mean to make a hard choice? And what is good positioning in the age of the Engaged Buyer? 
A successful position must do several things: 
- Clarify who you are and who you serve in meeting your customer’s needs 
- Have enough aspiration to help people see beyond today, but 
deliver enough detail to give a position some traction in the market 
- Signal the role your brand plays in helping buyers make good decisions 
9
10 
Here is the process we’ve applied for our clients: 
Ask the right questions to set the context 
Gather external input from analysts, editors, VCs, 
customers, etc., combined with internal knowledge 
from Sales, IT, Product Marketing and Executives 
Gather the right decision-makers 
and make some hard choices 
WHAT? WHO? WHERE? 
PRODUCTS 
SERVICES 
LEADERSHIP 
CUSTOMER 
NEEDS 
CATEGORY 
CULTURE 
Test and vet in the market
To build a strong position, start by tackling three sets of questions: 
11
What are we solving for? 
- What primary problem is a new position going to solve? 
- Is it correcting an outdated perception? 
- Is it communicating value and benefits in a way you haven’t before? 
- Is it laying out a new approach for our company? 
1 
12
Who are we solving for? 
Who is the ideal audience to get this message? 
Choosing one target audience with the most decision-making power helps you to land on a distinctive tone. You can version the position later if you need to. 
2 
13
Where does the core of our value spring from? 
- Is it from your products or the way you support those products for buyers along or with partners? 
- Is it based on your ability to push the market forward with innovative vision? 
- Or do buyers realize more social, emotional, or professional value by working with you? 
3 
14
KEEP A POSITIONING 
SCORECARD 
An effective way to organize 
your thoughts is use a 
positioning scorecard that 
allows you to boil down 
different internal and external 
claims and capabilties into 
a powerful claim to value. 
DOWNLOAD POSITIONING SCORECARD 
15
ASSEMBLE A GROUP OF DECISION-MAKERS AND 
MAKE SOME HARD CHOICES 
Using a scorecard like the one on the previous page is a 
great way to guide a discussion among your company’s decision-makers. 
Ask tough questions as you assemble your positioning building blocks. 
- Is there one thing the buyer needs from the category that only you provide? 
- Where are you proactive in ways that your competitors are reactive? 
- How is your company helping to drive and even define a powerful trend in the greater culture? 
Focus in until you see a few areas where a claim to value feels credible and substantive. 
Write them out (50 words or less) and hone them until you feel confident they reflect 
your company. 
Then test and vet the best statement. 
1 
2 
3 
4 
16
BRING YOUR 
POSITION TO LIFE 
17
Let’s say you’ve defined a great position and you’ve worked hard to define a bold claim in the market. 
You’ve tested it with the constituents that mean most to you— customers, editors, analysts, executives, other employees— and refined your thinking to something that you believe will work. Now you’re ready to get it out into the market quickly. 
What’s your next step? 
Here are a few case studies from PJA clients. 
18
The best way to bring your 
position to life is to use it as 
the inspiration for some 
creative directions. Consider 
two or three theme lines 
and conceptual digital 
sketches that use a few key 
deliverables to communicate 
and express each theme. 
1 FROM POWERFUL POSITION TO 
COMPELLING CREATIVE PLATFORM 
19 
WHY TRINITY PHARMA? 
WE TURN DATA INTO INSIGHTS SO 
FAST THEY’RE STILL MEANINGFUL 
CREATIVE DIRECTION 1 CREATIVE DIRECTION 2 
CREATIVE DIRECTION 3
In our creative platform for 
SAVVIS, PJA turned something 
physical — IT infrastructure — 
on its head, demonstrating that 
it could be provided as a service 
in a way transformative to 
the business. 
2 FROM SILENT COMMODITY 
TO BUSINESS DRIVER 
20 
TRUST SAVVIS TO DELIVER YOUR IT INFRASTRUCTURE AND 
NETWORK AS A SECURE, MANAGED SERVICE THAT RESPONDS 
TO YOUR MOST IMPORTANT CUSTOMER, COMPETITIVE, AND 
COMPLIANCE CHALLENGES 
CREATIVE DIRECTION 1 
CREATIVE DIRECTION 2
If legacy perceptions 
drag down your brand, 
consider a manifesto-style 
ad or poster to help buyers 
understand that you are 
not only aware of new 
challenges, you already 
have solved for them. 
3 FROM FAST FOLLOWER 
TO SETTING THE DIRECTION 
COMPUTER ASSOCIATES CLOUD MANIFESTO AD 
21
Sometimes being ubiquitous can equal being invisible. Demonstrating through positioning that you enable whole industries can open buyers’ eyes to your true business value. 
4 
FROM COMPONENT SUPPLIER 
TO CONNECTIVITY LEADER 
POWERFUL POSITIONING ALIGNS ALL CREATIVE 
22 
POSITIONING EXTENDED TO SOCIAL AND THOUGHT LEADERSHIP MARKETING
So what’s the return on investment on doing all this work? 
We’ve seen three major benefits in working with our clients. 
1 
You earn the right to tell your story: the more complex your solution, the more likely you are to earn that right 
if you provide a compelling entry point to your story. 
2 
You become part of a conversation that goes way beyond your products, and includes customers, analysts, editors, and other stakeholders. 
3 
You help to make yourself the choice before the choice. In other words, your position is strong enough that your reputation precedes you—in part because you have preceded the competition, in part because you truly engage with the buyer. 
23
Ultimately, we believe that any position you stake out should speak directly to the customers’ world. 
That means playing to your buyer’s aspirations as well as their hunger for details. In other words, delivering messages into the space between the blue sky and the bullet points. Build your position with the right elements of both, using the people who really matter in your company, and you’ll ensure that you have relevance in today’s turbulent marketing world. 
Remember: If you claim to be too many things, 
you’ll be remembered for none. 
24
YOUR NEXT STEP: DOWNLOAD BLUE SKY 
TO BULLET POINTS 
PJA has developed a process we call the Market Narrative. It provides a road map that can lead you to a working position and powerful brand role in a matter of weeks. 
DOWNLOAD CONVERSATION MATRIX 
DOWNLOAD 4Cs ANALYSIS
OR JUST GET IN TOUCH 
ABOUT THE AUTHORS 
Mike O’Toole 
President 
Mike oversees agency operations in Cambridge and San Francisco, advises 
CMOs on brand, positioning, and digital strategy, blogs for Forbes.com and is host 
of PJA Radio’s The Unconventionals. 
Hugh Kennedy 
EVP, Planning + Partner 
Hugh works closely with C-level clients at companies such as Red Hat, Boston Scientific and Veracode to understand buyers, define positions, and translate the results into effective integrated marketing programs. 
PJA Advertising + Marketing 
Greg Straface 
VP, Business Development 
gstraface@agencypja.com 
(617) 234-7371 
@agencypja 
For nearly 25 years, PJA has developed winning positions for both startup and Fortune 500 companies, focusing on what truly sets them apart and capturing a compelling vision for buyers of where they want to go in their industries and where they can take their customers We regularly hear from CEOs, employees and VCs that “no one has expressed what we do as clearly as you have.” 
26

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Between Blue Sky and Bullet Points

  • 1. FINDING YOUR BRAND’S POSITIONING SWEET SPOT BETWEEN BLUE SKY AND BULLET POINTS 10 MARKETING STRATEGIES TO ACTIVATE THE ENGAGED BUYER
  • 2. THIS PRESENTATION IS FOR YOU IF: You want your marketing to do a better job of supporting your customer’s buying process You never seem to get on the right RFPs because the market has an outdated or incomplete understanding of what you do Your current marketing doesn’t speak to your aspirations as a company You make business and marketing decisions, but they don’t feel driven from a common foundation that would direct your behaviors more consistently 2
  • 3. If any or all of these are true, you may have a positioning problem... 3
  • 4. THE NEW POSITIONING IMPERATIVE It’s not news that today’s buyers are often putting their professional reputation, social standing, or business success at stake when they make a major purchasing decision. What is new is that these buyers are more engaged than they’ve ever been in the buying process, whether they’re looking at peer reviews or conducting their own research. 4
  • 5. THE NEW POSITIONING IMPERATIVE They’re also unlikely to contact your company until they have advanced a significant part of the way through the buying process. Bottom Line: If your positioning... Doesn’t truly reflect what makes your brand unique relative to what the market needs Doesn’t deliver marketing experiences that enlighten and guide buyers Doesn’t make buyers confident about their buying decisions ...they are likely to pass you by. 5
  • 6. WHAT’S YOUR CLAIM TO VALUE? For many companies, defining a position is the first step in creating a role that reflects their most powerful claim to value in the market. Yet this is exactly where most companies get stuck. They either: They aim too high with their position and never claim anything with distinction, or They aim too low and rely on the product features to tell their story. A B 6
  • 7. For 25 years PJA has developed successful integrated marketing campaigns for companies from Fortune 500 leaders to emerging startups by focusing on what truly sets them apart in their industries and where they can take their customers. This presentation highlights what you need to do to stand out today. 7
  • 8. CHOOSING A GOOD POSITION MEANS MAKING HARD CHOICES 8
  • 9. What does it mean to make a hard choice? And what is good positioning in the age of the Engaged Buyer? A successful position must do several things: - Clarify who you are and who you serve in meeting your customer’s needs - Have enough aspiration to help people see beyond today, but deliver enough detail to give a position some traction in the market - Signal the role your brand plays in helping buyers make good decisions 9
  • 10. 10 Here is the process we’ve applied for our clients: Ask the right questions to set the context Gather external input from analysts, editors, VCs, customers, etc., combined with internal knowledge from Sales, IT, Product Marketing and Executives Gather the right decision-makers and make some hard choices WHAT? WHO? WHERE? PRODUCTS SERVICES LEADERSHIP CUSTOMER NEEDS CATEGORY CULTURE Test and vet in the market
  • 11. To build a strong position, start by tackling three sets of questions: 11
  • 12. What are we solving for? - What primary problem is a new position going to solve? - Is it correcting an outdated perception? - Is it communicating value and benefits in a way you haven’t before? - Is it laying out a new approach for our company? 1 12
  • 13. Who are we solving for? Who is the ideal audience to get this message? Choosing one target audience with the most decision-making power helps you to land on a distinctive tone. You can version the position later if you need to. 2 13
  • 14. Where does the core of our value spring from? - Is it from your products or the way you support those products for buyers along or with partners? - Is it based on your ability to push the market forward with innovative vision? - Or do buyers realize more social, emotional, or professional value by working with you? 3 14
  • 15. KEEP A POSITIONING SCORECARD An effective way to organize your thoughts is use a positioning scorecard that allows you to boil down different internal and external claims and capabilties into a powerful claim to value. DOWNLOAD POSITIONING SCORECARD 15
  • 16. ASSEMBLE A GROUP OF DECISION-MAKERS AND MAKE SOME HARD CHOICES Using a scorecard like the one on the previous page is a great way to guide a discussion among your company’s decision-makers. Ask tough questions as you assemble your positioning building blocks. - Is there one thing the buyer needs from the category that only you provide? - Where are you proactive in ways that your competitors are reactive? - How is your company helping to drive and even define a powerful trend in the greater culture? Focus in until you see a few areas where a claim to value feels credible and substantive. Write them out (50 words or less) and hone them until you feel confident they reflect your company. Then test and vet the best statement. 1 2 3 4 16
  • 17. BRING YOUR POSITION TO LIFE 17
  • 18. Let’s say you’ve defined a great position and you’ve worked hard to define a bold claim in the market. You’ve tested it with the constituents that mean most to you— customers, editors, analysts, executives, other employees— and refined your thinking to something that you believe will work. Now you’re ready to get it out into the market quickly. What’s your next step? Here are a few case studies from PJA clients. 18
  • 19. The best way to bring your position to life is to use it as the inspiration for some creative directions. Consider two or three theme lines and conceptual digital sketches that use a few key deliverables to communicate and express each theme. 1 FROM POWERFUL POSITION TO COMPELLING CREATIVE PLATFORM 19 WHY TRINITY PHARMA? WE TURN DATA INTO INSIGHTS SO FAST THEY’RE STILL MEANINGFUL CREATIVE DIRECTION 1 CREATIVE DIRECTION 2 CREATIVE DIRECTION 3
  • 20. In our creative platform for SAVVIS, PJA turned something physical — IT infrastructure — on its head, demonstrating that it could be provided as a service in a way transformative to the business. 2 FROM SILENT COMMODITY TO BUSINESS DRIVER 20 TRUST SAVVIS TO DELIVER YOUR IT INFRASTRUCTURE AND NETWORK AS A SECURE, MANAGED SERVICE THAT RESPONDS TO YOUR MOST IMPORTANT CUSTOMER, COMPETITIVE, AND COMPLIANCE CHALLENGES CREATIVE DIRECTION 1 CREATIVE DIRECTION 2
  • 21. If legacy perceptions drag down your brand, consider a manifesto-style ad or poster to help buyers understand that you are not only aware of new challenges, you already have solved for them. 3 FROM FAST FOLLOWER TO SETTING THE DIRECTION COMPUTER ASSOCIATES CLOUD MANIFESTO AD 21
  • 22. Sometimes being ubiquitous can equal being invisible. Demonstrating through positioning that you enable whole industries can open buyers’ eyes to your true business value. 4 FROM COMPONENT SUPPLIER TO CONNECTIVITY LEADER POWERFUL POSITIONING ALIGNS ALL CREATIVE 22 POSITIONING EXTENDED TO SOCIAL AND THOUGHT LEADERSHIP MARKETING
  • 23. So what’s the return on investment on doing all this work? We’ve seen three major benefits in working with our clients. 1 You earn the right to tell your story: the more complex your solution, the more likely you are to earn that right if you provide a compelling entry point to your story. 2 You become part of a conversation that goes way beyond your products, and includes customers, analysts, editors, and other stakeholders. 3 You help to make yourself the choice before the choice. In other words, your position is strong enough that your reputation precedes you—in part because you have preceded the competition, in part because you truly engage with the buyer. 23
  • 24. Ultimately, we believe that any position you stake out should speak directly to the customers’ world. That means playing to your buyer’s aspirations as well as their hunger for details. In other words, delivering messages into the space between the blue sky and the bullet points. Build your position with the right elements of both, using the people who really matter in your company, and you’ll ensure that you have relevance in today’s turbulent marketing world. Remember: If you claim to be too many things, you’ll be remembered for none. 24
  • 25. YOUR NEXT STEP: DOWNLOAD BLUE SKY TO BULLET POINTS PJA has developed a process we call the Market Narrative. It provides a road map that can lead you to a working position and powerful brand role in a matter of weeks. DOWNLOAD CONVERSATION MATRIX DOWNLOAD 4Cs ANALYSIS
  • 26. OR JUST GET IN TOUCH ABOUT THE AUTHORS Mike O’Toole President Mike oversees agency operations in Cambridge and San Francisco, advises CMOs on brand, positioning, and digital strategy, blogs for Forbes.com and is host of PJA Radio’s The Unconventionals. Hugh Kennedy EVP, Planning + Partner Hugh works closely with C-level clients at companies such as Red Hat, Boston Scientific and Veracode to understand buyers, define positions, and translate the results into effective integrated marketing programs. PJA Advertising + Marketing Greg Straface VP, Business Development gstraface@agencypja.com (617) 234-7371 @agencypja For nearly 25 years, PJA has developed winning positions for both startup and Fortune 500 companies, focusing on what truly sets them apart and capturing a compelling vision for buyers of where they want to go in their industries and where they can take their customers We regularly hear from CEOs, employees and VCs that “no one has expressed what we do as clearly as you have.” 26