A product marketing context document decays. The product changes. Customers change. Competitors change. Here is how to keep it current.
Quarterly review: schedule a 90-minute review every quarter with the people who are closest to customers. Your product manager, head of sales, a customer success lead, and your best salesperson. Ask: what has changed about who buys us, why they buy us, and what they say about us?
Trigger updates: outside of the quarterly review, certain events should trigger immediate document updates.
A significant product launch that changes your differentiation or expands your ICP.
A major competitor move: a new feature that erodes one of your differentiators, a price change, or a new player entering the market.
A shift in your ICP: if your last 20 customers are a different profile than your first 20, your ICP needs updating.
A message that stops working: if your primary message is generating fewer responses from ads, if your sales team is struggling with a specific objection that does not appear in the document, the document is behind reality.
Version control: date every version. When you update the document, archive the previous version with a date stamp. Being able to look back at how your positioning evolved is valuable context for future decisions.
Distribution: the document only helps if people use it. Share it with everyone who writes any customer-facing content: marketing, sales, product, customer success. Put it in a shared location everyone can access. Reference it in onboarding for new hires.
产品营销背景文档会逐渐过时,产品会变化,客户会变化,竞品会变化。以下是保持文档时效性的方法:
季度审核:每季度安排90分钟的审核会议,邀请最贴近客户的人员参加,包括产品经理、销售主管、客户成功主管和顶尖销售人员。询问:我们的客户群体、购买原因和客户评价有哪些变化?
触发更新:除季度审核外,某些事件应触发立即更新文档。
- 重大产品发布,改变了你的差异化优势或扩展了ICP。
- 竞品重大动作:发布削弱你差异化优势的新功能、调整价格或新玩家进入市场。
- ICP转移:如果最近20个客户的画像与最初20个不同,需更新ICP。
- 信息失效:如果核心信息在广告中的响应率下降,或销售团队遇到文档中未提及的特定异议,说明文档已落后于实际情况。
版本控制:为每个版本标注日期。更新文档时,将旧版本归档并标注日期。回顾定位的演变过程,对未来决策有重要参考价值。
分发:文档只有被使用才有价值。将其分享给所有撰写客户内容的人员:营销、销售、产品、客户成功团队。放在所有人都能访问的共享位置,在新员工入职时介绍该文档。