Projects

Building the Commercial System Behind a New Product

Samples available upon request

There is a version of go to market strategy where the product is finished. The specifications are locked, the photography is done, the pricing is set, and Marketing receives a clear brief with a launch date attached to it.

Leadership had an idea for a new product offering and a business goal attached to it. But much of what the organization would eventually need to position, communicate, sell, track, and support that product was still taking shape. We had not yet built the first unit, and important specifications were still moving. There was no finished visual story, no dedicated sales process, no CRM workflow designed around the offer, and no launch audience sitting in a database waiting to be activated.

At first, much of the work looked like a familiar marketing assignment. We would need a brochure, a webpage, a sales presentation, an email campaign, and the other materials required to introduce something new to the market. The more I worked through what would actually be required, though, the clearer it became that those deliverables would only solve the visible part of the problem.

If we created demand without deciding where those leads went, how Sales would qualify them, what information needed to survive the handoff, or how we would track opportunities, we could run into trouble. We could launch a good campaign without really building a good way to sell the product, and without any way to measure what the business needed to see.

That larger problem became the groundwork for the project.

The Problem

The business objective itself was fairly straightforward: create a more focused product offering and give Sales what it needed to sell it. A good go to market strategy usually starts here, but the customer facing definition of the product was still taking shape alongside the product itself.

That distinction became important quickly. Marketing does not own engineering, product development, or final manufacturing decisions, but we do encounter the commercial gaps those unfinished decisions create. If I cannot clearly explain who a product is for, what is included, what makes it different, or where its limitations are, then the issue is bigger than writing better copy. The same is true if I cannot explain how value should be discussed or where the boundaries of the offer sit.

There is still an internal idea that needs to be translated into a customer proposition.

That translation became the first part of the go to market strategy. We had to understand what leadership was trying to accomplish. Only then could we turn it into an offer a buyer could understand and a salesperson could consistently explain. At the same time, we needed to think beyond the customer-facing materials. We had to consider what would happen when those materials actually did their job and somebody expressed interest.

The product story and the commercial process needed to develop together.

The Go to Market Groundwork

I started with the business outcome rather than the list of deliverables, because a real go to market strategy has to answer harder questions before it can answer creative ones. The brochure, webpage, presentation, and campaign were all downstream from those questions.

We needed to understand who the product was really for, what problem it solved for that buyer, and what was fixed versus flexible. We also needed to know how price and value should be discussed, which choices were intentionally limited, and where the product stopped being the right solution. Just as important, we needed to understand what Sales would need when someone raised their hand and what should happen after that first response.

Working through those questions gave us a much clearer customer-facing definition of the offer. It also established boundaries around what the product was and was not intended to be. That made the marketing easier because we were no longer trying to create individual pieces and then force them to sound related afterward.

We could build one story and let each channel do its own job within it.

Building the Product Story

As part of the go to market strategy, the brochure, sales presentation, webpage, and email campaign all had different purposes, which meant they should not simply duplicate one another. What they did need was a common message hierarchy that kept the product recognizable no matter where a buyer encountered it.

The brochure needed to work as a self-contained leave-behind without a salesperson standing next to it to explain the important parts. The sales deck needed to support a live buyer conversation rather than becoming the brochure rebuilt as slides. The webpage had to move someone from a first impression through the important questions and into a request for information. The email campaign needed to introduce the offer clearly enough to bring the right prospects into that journey.

One decision I particularly liked was putting the starting price directly into the website hero. That meant not treating price like information a customer had to earn by completing a form. If it was going to be one of the first questions a buyer asked, there was value in answering it up front. That freed up the rest of the page to explain what the buyer received for that number, what came standard, where the configuration was intentionally focused, and when a more customized solution might make better sense.

That same approach carried through the other materials. We were not trying to make the product sound like everything to everyone. We were trying to make it understandable enough that the right customer could recognize whether it made sense for them.

Building the System Underneath It

The go to market strategy expanded most once I started working backward from what would happen after the marketing generated a response.

An inquiry needed more than a campaign name attached to it. We needed the right lead fields, statuses, ownership rules, and qualification logic. We also needed campaign attribution, conversion mapping, and a way to preserve useful context when a lead became an opportunity. The opportunity itself needed a structure that reflected how we would actually sell this particular product. That meant defining the pipeline stages, unit counts, amount logic, naming conventions, ownership controls, and reporting required to follow the sale.

Automation handled repeatable work where it made sense. Marketing Automation managed the launch audience and campaign activation, while CRM carried the sales workflow and reporting. The important part was making those systems work together instead of creating one Marketing process and one Sales process with an invisible gap somewhere between them.

We also needed actual people in the system.

I built, cleaned, attributed, deduplicated, and loaded a prospect audience of roughly 1,400 leads that could be activated as part of the launch. That mattered because a well-designed workflow without an audience is still just infrastructure. The work only becomes useful when real demand can move through it.

By that point, the project had grown well beyond the original customer-facing launch materials. We had built a connected path from the first marketing touch through lead capture, opportunity creation, sales pipeline, and reporting.

Training and Ownership

One lesson I have learned from systems work is that automation does not make a process self-explanatory.

Marketing needed to understand how leads entered the system, how attribution worked, and what information we were capturing. They also needed to know when a lead should move forward. Sales needed to understand what it was receiving and what the new pipeline stages meant. They also needed to know what information they were expected to keep current and how opportunities should move through the process.

That required training and a shared understanding of ownership because this was never intended to be a one-time campaign that disappeared after launch. We were building an operating process around a product. The people using it needed to understand enough of the logic behind it to keep the system useful after we finished the initial launch work.

Tools Used

I used a mix of marketing, sales, CRM, automation, web, data, and communication tools to build this project. The individual tools mattered, but the larger challenge was connecting them so the product story, demand generation, sales process, and reporting supported the same commercial goal.

Tool Purpose
CRM For building dedicated lead and opportunity structures, ownership rules, conversion mapping, pipeline stages, automation, and reporting around the new product.
Marketing Automation For creating the launch audience, activating email campaigns, supporting nurture, and maintaining campaign attribution.
Website & Request Forms For turning the product story into a self service customer experience and feeding inquiries directly into the lead workflow.
Email Campaign For introducing the offer, communicating the product story, and moving qualified prospects toward a sales conversation.
Sales Presentation For giving Sales a presenter led tool built around the same positioning and message hierarchy used across the launch.
Print Collateral For creating a self contained customer leave behind that could explain the offer clearly without requiring someone to narrate it.
Lead Sourcing & Database Cleanup For building, cleaning, deduplicating, attributing, and loading the roughly 1,400 prospect launch audience.
Reporting & Training For making the new process measurable and giving Marketing and Sales a shared understanding of how the system should operate.

The Result

The go to market strategy behind this product delivered far more than a collection of launch materials.

The business had a defined product story and a consistent positioning system supported by a brochure, sales deck, webpage, and email campaign. Marketing had an attributed prospect audience ready to activate. Sales had dedicated lead and opportunity workflows, a product-specific pipeline, automation, reporting, and a clearer path from first response into an active sales opportunity.

What mattered most to me was that those pieces were connected. A buyer could encounter one coherent offer, and Marketing could generate and attribute demand. Sales could receive the context it needed to move the conversation forward, and CRM could show the business what happened next.

The customer-facing work made the product understandable. The operational work made the launch usable.

What This Project Proved

I have spent a lot of my career working across the spaces between traditional job descriptions, and this project is a good example of why that approach has been useful.

If I had treated the assignment strictly as marketing communications, I could have delivered good creative work. I still would have left a significant part of the business problem unsolved. The larger opportunity was recognizing what was missing between the original idea and the desired outcome. Then it meant helping build those pieces, whether they lived in positioning, design, technology, data, sales process, automation, or training.

That does not mean Marketing should own everything. I think it means Marketing needs to understand enough of the full path to recognize when the pieces do not connect. That matters most when those gaps will eventually affect the customer experience or the business result.

This project reinforced something I have believed for a long time about making ideas real. The work is not finished when an idea can finally be described or when the marketing materials are ready to go live. A go to market strategy becomes commercially real when the business can communicate it consistently, create demand for it, and sell it. It also has to support the process around it and measure what happens next.

Take the Process With You

I turned the approach behind this project into a reusable Groundwork go-to-market playbook. It’s built around the questions I would want answered before the next launch begins.

Want the questions I ask before every product launch?

Download the Groundwork Go-to-Market Playbook