Marketing StrategyThat Creates Growth
It's more than leads.
The New Reality
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AI-saturated buyersContent is everywhere; attention is scarce.
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Pressure to prove ROIBudgets shift overnight and must show direct pipeline impact.
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Blurring lines with SalesMarketing and Sales are an integrated growth system - not a handoff.
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Brand as a growth leverReputation and awareness influence pricing power and valuation.
What You Need
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StrategyPositioning and planning that link directly to revenue and enterprise value.
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OrganizationA marketing team designed for agility, scale, and alignment with Sales.
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PerformanceDemand programs that deliver pipeline impact, not vanity metrics.
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GrowthBrand power and customer advocacy that compound over time.
Explore the Levers that Drive Marketing Growth
Marketing Strategy
What It Is
Marketing strategy defines where to play and how to win. It sets priorities across segments, positioning, channels, and resource allocation so every program ladders to growth and enterprise value.
Marketing strategy defines where to play and how to win. It sets priorities across segments, positioning, channels, and resource allocation so every program ladders to growth and enterprise value.
Why It Matters
Without a clear strategy, teams default to disconnected activities. Budgets spread too thin, sales alignment suffers, and outcomes underperform. A tight strategy creates focus and repeatability.
Without a clear strategy, teams default to disconnected activities. Budgets spread too thin, sales alignment suffers, and outcomes underperform. A tight strategy creates focus and repeatability.
AI-Era POV
AI turns strategy from annual plans into a dynamic operating system. Intent data, competitor movements, and performance feedback loop into priorities so leaders can shift resources before results slip.
AI turns strategy from annual plans into a dynamic operating system. Intent data, competitor movements, and performance feedback loop into priorities so leaders can shift resources before results slip.
Key Components
- Clear link to corporate objectives and board metrics
- ICP, segmentation, and targeting choices
- Positioning and value proposition
- Channel and portfolio investment mix
- Quarterly review and scenario planning cadence
- North Star metrics and guardrails
Frequently Asked Questions
How is strategy different from a plan?
Strategy sets direction and choices-where to play, how to win, what not to do. The plan details activities, owners, timelines, and budgets to execute that strategy. Strategy is strategic decision-making that shapes resource allocation. Plans are tactical execution frameworks. Many organizations confuse busy marketing plans filled with campaigns and activities for strategy. Without strategic clarity on positioning, segments, and differentiation, even flawlessly executed plans deliver mediocre results because you're executing the wrong plays.
How often should strategy be refreshed?
Quarterly is a good baseline for formal strategy reviews, with AI inputs updating continuously between reviews. Market conditions, competitive moves, and buyer behavior change faster than annual planning cycles can accommodate. Organizations that update strategy quarterly can reallocate budgets to high-performing channels, adjust positioning based on win/loss patterns, and respond to competitive threats before they erode market position. AI-powered dashboards provide continuous monitoring of key strategy assumptions, flagging when metrics drift outside expected ranges and triggering strategic reassessment.
What inputs matter most?
Buyer intent signals, win/loss analysis patterns, competitive positioning shifts, unit economics by channel and segment, brand perception data, and market growth indicators. The richest strategies blend quantitative data (pipeline metrics, CAC, conversion rates) with qualitative insights (sales feedback, customer interviews, analyst commentary). Don't rely solely on internal data-incorporate external market intelligence, industry trends, and macroeconomic indicators. The most valuable input is often negative signal: where are you losing deals, which campaigns underperform, what positioning fails to resonate?
How do you align marketing strategy with sales and revenue goals?
Start with revenue targets and work backward to required pipeline, lead volume, and program mix. Establish shared definitions of lead quality, agreed-upon SLAs for follow-up and feedback, and joint ownership of revenue targets. Best-in-class organizations use revenue operations teams to maintain alignment and implement account-based approaches where marketing and sales coordinate on target accounts. Misalignment typically stems from conflicting incentives-marketing measured on leads, sales on revenue-so align metrics to shared revenue outcomes.
What's the role of brand vs demand in B2B marketing strategy?
Brand builds awareness, preference, and premium positioning that makes demand generation more efficient over time. Demand generation creates near-term pipeline and revenue. The optimal balance depends on market position and growth stage-new entrants need more brand investment to establish credibility, market leaders can tilt toward demand efficiency. Most B2B organizations under-invest in brand (focusing on 90%+ demand) then wonder why CAC increases and win rates decline. Aim for 60-70% demand, 30-40% brand, adjusted for your market position and competitive dynamics.
Customer Segmentation
What It Is
Customer Segmentation is the systematic method of sorting your market into groups that share similar economics, problems, behaviors, and expected outcomes. It creates clarity about which customers matter most, how they make decisions, and what they need from your commercial teams. Segmentation becomes the foundation for targeting, value propositions, product packaging, customer journeys, and channel mix.
Customer Segmentation is the systematic method of sorting your market into groups that share similar economics, problems, behaviors, and expected outcomes. It creates clarity about which customers matter most, how they make decisions, and what they need from your commercial teams. Segmentation becomes the foundation for targeting, value propositions, product packaging, customer journeys, and channel mix.
Why It Matters
Growth improves when you stop treating every customer the same. Customer Segmentation increases conversion and reduces CAC by matching messages, motions, and investment to what different customers value. Without segmentation, companies overspend in low-return areas and miss revenue in high-value pockets. Precision always outperforms volume.
Growth improves when you stop treating every customer the same. Customer Segmentation increases conversion and reduces CAC by matching messages, motions, and investment to what different customers value. Without segmentation, companies overspend in low-return areas and miss revenue in high-value pockets. Precision always outperforms volume.
AI-Era POV
Customer needs shift faster than annual planning cycles. AI brings real-time visibility by analyzing usage, intent data, search patterns, and engagement signals to keep segments accurate. Instead of relying on static categories, AI updates clusters and reprioritizes them as behaviors change. Segmentation becomes a living system rather than a once-a-year exercise.
Customer needs shift faster than annual planning cycles. AI brings real-time visibility by analyzing usage, intent data, search patterns, and engagement signals to keep segments accurate. Instead of relying on static categories, AI updates clusters and reprioritizes them as behaviors change. Segmentation becomes a living system rather than a once-a-year exercise.
Key Components
- Firmographic and technographic profiles
- Needs and behavior drivers
- Opportunity sizing and value tiers
- Dynamic scoring and thresholds
- Integration with routing and coverage
- Ongoing validation against outcomes
Frequently Asked Questions
Segmentation vs targeting?
Customer segmentation identifies distinct customer groups based on shared characteristics or behaviors. Targeting determines which segments you will prioritize based on strategy, resources, and expected returns. You might identify eight segments but choose to pursue only three where you have clear differentiation. Segmentation is analytical. Targeting is strategic. Many companies confuse the two and end up spreading resources too thin.
Static or dynamic?
Dynamic. Customer segmentation should update continuously based on behavioral data and predictive signals, with formal reviews at least quarterly. Annual customer segmentation alone fails to capture shifts in demand, competitors, and buying patterns. AI helps refine segment definitions by monitoring engagement and performance. Keep it dynamic but stable enough that teams can operate effectively. Quarterly refreshes with small adjustments in between work well for most organizations.
What data should we start with?
Begin with firmographic data like size, industry, and region. Add technographic details to understand digital maturity and technology stack. Incorporate intent signals, content consumption trends, win and loss patterns, and product usage. As behavioral data accumulates, fold it in to understand how customers evaluate options, which channels they prefer, and what objections commonly arise. Strong segmentation depends on clean, reliable data, even if it covers fewer dimensions.
How many customers segments should we have?
Most B2B organizations operate effectively with 3-7 segments. Too few (1-2) lacks precision and leaves opportunity on the table. Too many (10+) spreads resources too thin and prevents building deep segment expertise. The right number depends on how different your customers' needs are, your available resources, and your ability to create differentiated experiences. Start with fewer segments and split them as you identify meaningful differences in buying behavior or economics. Test whether creating a new segment improves conversion rates or deal sizes enough to justify the additional complexity.
How do you validate customer segment effectiveness?
Track customer segment-level metrics including conversion rates, deal velocity, average deal size, CAC, and win rates. Effective customer segmentation should show meaningful performance differences across segments-if all segments perform similarly, your segmentation criteria don't reflect real differences in buying behavior or value. Conduct win/loss analysis by segment to understand what drives success. Survey sales teams to assess whether segments align with how customers actually purchase. Review quarterly whether segment definitions still reflect market reality or need adjustment based on new data.
Personas
What It Is
Buyer personas represent archetypes of decision-makers and influencers in the purchasing process. They capture motivations, pain points, decision criteria, and preferred engagement styles.
Buyer personas represent archetypes of decision-makers and influencers in the purchasing process. They capture motivations, pain points, decision criteria, and preferred engagement styles.
Why It Matters
Companies without personas waste time producing irrelevant content and campaigns. Well-built personas guide messaging, content, and sales enablement.
Companies without personas waste time producing irrelevant content and campaigns. Well-built personas guide messaging, content, and sales enablement.
AI-Era POV
AI refines personas with live interactions. Signals from site, email, product, and social reshape hypotheses into what people do, not only what they say.
AI refines personas with live interactions. Signals from site, email, product, and social reshape hypotheses into what people do, not only what they say.
Key Components
- Role, mandate, and KPIs
- Pain points and success definition
- Buying triggers and risks
- Objections and proof needs
- Preferred content types and channels
- Influence map across the buying group
Frequently Asked Questions
How many personas do we need?
How often to update?
ICP vs persona?
Customer Journey Mapping
What It Is
Journey maps align content, channels, and handoffs to buyer questions at each stage. They cover pre-sale and post-sale.
Journey maps align content, channels, and handoffs to buyer questions at each stage. They cover pre-sale and post-sale.
Why It Matters
AI-Era POV
Key Components
- Stages, goals, and decision criteria
- Key moments and proof requirements
- Content and channel orchestration
- Handoffs across marketing, sales, and success
- Stage gates and health metrics
- Feedback loops from wins and losses
Frequently Asked Questions
Funnel vs journey map?
How to handle non-linear paths?
Use signal-based detection and flexible plays that meet buyers where they are.
How often to update maps?
Marketing Org Design
What It Is
Org design defines capabilities, reporting lines, spans, and governance across brand, demand, product marketing, ops, and content.
Org design defines capabilities, reporting lines, spans, and governance across brand, demand, product marketing, ops, and content.
Why It Matters
AI-Era POV
Key Components
- Capability map and charters
- Role clarity and swimlanes
- Span of control and leadership rhythms
- Centralized vs embedded model decisions
- Centers of excellence for content and ops
- Hiring, upskilling, and career paths
Frequently Asked Questions
Centralize or decentralize?
Ideal manager to IC ratio?
How to phase change?
Product & Solutions Marketing
What It Is
Product marketing translates product truth into market impact. It defines ICP, jobs to be done, messaging, pricing inputs, and launch plans.
Product marketing translates product truth into market impact. It defines ICP, jobs to be done, messaging, pricing inputs, and launch plans.
Why It Matters
AI-Era POV
Key Components
- Market and competitive intelligence
- Positioning and messaging hierarchy
- Packaging and value stories by segment
- Launch and growth playbooks
- Sales enablement and objection handling
- Feedback loops to product and pricing
Frequently Asked Questions
PMM vs demand gen?
When to involve PMM?
How to measure PMM?
Win rate, adoption, pipeline influence, and content usage.
Brand & Awareness
What It Is
Why It Matters
AI-Era POV
Key Components
- Positioning and narrative
- Identity system and brand guidelines
- Mental availability and reach strategy
- Share of voice and category entry points
- Measurement of recall and preference
- Governance for consistency across touchpoints
Frequently Asked Questions
How does brand affect demand?
Is awareness just top of funnel?
How to measure awareness well?
Value Prop & Messaging
What It Is
Why It Matters
AI-Era POV
Key Components
- Problem, audience, outcome, and proof
- Differentiation and reasons to believe
- Persona and stage-based variations
- Objection handling and risk reversal
- Evidence library with customer quotes and data
- Message testing and optimization
Frequently Asked Questions
How long should a value prop be?
How to prove value?
How often to refresh?
Content Marketing
What It Is
Why It Matters
AI-Era POV
Key Components
- Editorial strategy tied to revenue themes
- Pillar pages and derivative assets
- Distribution across owned, earned, and paid
- SEO foundations and content interlinking
- Governance for brand and legal standards
- Performance feedback into the calendar
Frequently Asked Questions
What content formats work best?
How to keep quality high with AI?
How to show ROI?
How much content should we create?
What's the role of thought leadership in B2B content?
Demand Generation
What It Is
Why It Matters
AI-Era POV
Key Components
- ICP and offer strategy
- Channel mix and budget allocation
- Conversion paths and meeting generation
- Lead scoring and routing rules
- Nurture and recycling plays
- Pipeline quality and velocity metrics
- Segmentation and prioritization of accounts based on revenue potential and strategic fit
Frequently Asked Questions
Leads or opportunities as the goal?
What is a good lead score?
How to balance inbound and outbound?
What's the ideal marketing-to-sales lead conversion rate?
How do you reduce customer acquisition cost (CAC)?
Account Based Marketing
What It Is
Why It Matters
AI-Era POV
Key Components
- Tiering and account selection
- Buying group mapping and gaps
- Personalization strategy by tier
- Orchestration across channels and roles
- Joint success plans with sales
- Measurement at account and group levels
Frequently Asked Questions
ABM vs demand gen?
How many accounts per tier?
Keep tier 1 small for deep programs. Expand tiers 2 and 3 with lighter personalization.
What tools help?
Marketing Process Management
What It Is
Process management defines workflows, SLAs, approvals, and handoffs across ideation, production, launch, and optimization.
Process management defines workflows, SLAs, approvals, and handoffs across ideation, production, launch, and optimization.
Why It Matters
AI-Era POV
Key Components
- Intake and prioritization
- Stage gates and RACI
- Content and campaign workflows
- SLA agreements with stakeholders
- QA and compliance checks
- Postmortems and continuous improvement
Frequently Asked Questions
Will process slow us down?
Where to start?
How to keep process flexible?
Digital Marketing
What It Is
Why It Matters
AI-Era POV
Key Components
- SEO foundations and technical health
- Paid media strategy and experimentation
- Social presence and community engagement
- Conversion rate optimization and UX
- Creative and messaging tests
- Privacy and compliance practices
Frequently Asked Questions
SEO or paid first?
How to improve conversion?
What about privacy?
Marketing Operations
What It Is
Why It Matters
AI-Era POV
Key Components
- Planning and budget management
- Data models and governance
- Workflow and enablement design
- Measurement frameworks and dashboards
- Tech administration and integrations
- Change management and training
- Segmentation and prioritization of accounts based on revenue potential and strategic fit
Frequently Asked Questions
Where should ops report?
How to prioritize requests?
What skills are must haves?
Lead Management
What It Is
Why It Matters
AI-Era POV
Key Components
- Lifecycle definitions and stage criteria
- Data capture and enrichment standards
- Scoring models for fit and intent
- Routing logic and SLAs
- Nurture and recycle programs
- Compliance and consent tracking
Frequently Asked Questions
MQL vs SQL?
What response time is competitive?
How to reduce junk?
Attribution & Analytics
What It Is
Why It Matters
AI-Era POV
Key Components
- KPI hierarchy and definitions
- Data pipelines and hygiene
- Multi-touch and media mix models
- Experiment design and guardrails
- Dashboards for executives and operators
- Insight to action workflows
Frequently Asked Questions
Which attribution model is best?
Can we trust platform-reported conversions?
How to handle dark social and offline?
What's the difference between attribution and analytics?
How do you measure brand impact?
MarTech
What It Is
Why It Matters
AI-Era POV
Key Components
- Core systems of record and engagement
- CDP or unified data layer
- Orchestration and automation
- Personalization and testing tools
- Measurement and BI platforms
- Security, privacy, and access controls
Frequently Asked Questions
Buy suite or best of breed?
How to avoid bloat?
Build vs buy for AI?
Real-World Impact
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Generated for our clients
Average ROI
Return on SBI investment
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AI in Marketing
Predictive Targeting
AI algorithms that identify high-value accounts and optimize campaign performance for maximum conversion.
Performance Analytics
Machine learning models that measure marketing ROI and optimize budget allocation across channels.
Content Personalization
AI-powered personalization that delivers relevant, engaging content to each buyer at the right time.
Related Resources
CMO Trends
Strategic insights for marketing leaders
Marketing Tools
Templates and frameworks for marketers
Research Reports
Industry benchmarks and analysis
Success Stories
Client transformation case studies
Marketing Strategy FAQs
Common questions about marketing transformation and growth strategies
From the Experts
Mike Hoffman
CEO, SBI Growth Advisory
Marketing is no longer about volume-it's about precision, relevance, and measurable impact on revenue.
Tracy Hansen
CMO and Marketing Practice Lead
The best marketing organizations treat brand as a strategic asset, not a creative exercise.
Isaac Silverman
CTO
AI doesn't replace marketers-it amplifies their ability to connect with buyers at scale.