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How do you pitch and approve messaging with internal senior stakeholders? What are the best tactics you've previously used?

Messaging can be highly subjective. Therefore what are your best tactics to align the mindsets of different stakeholders (ie positioning) and then approve messaging? Especially when stakeholders usually agree in principle to positioning, but then disagree when final messaging and creative assets are made.
Kevin MacGillivray
Shopify Director, Revenue & Product MarketingJanuary 14

One way I have found success here is to focus on (2) key review/approval moments:

Early Stage Review

  • Approval on goals/objectives

  • Approval on target audiences + KPI's

  • Proposed messaging framework is complete and ready for review - including potentially a creative wrapper/headline if this is for a campaign

  • A rough GTM plan is in place outlining the tactics, surfaces, and assets where the messaging will come to life

Visual Review

  • Sometimes earlier strategy reviews can be very abstract - the plan can make sense on paper, but no one is quite sure how it will materialize in reality.

  • The visual review is a late stage review where senior leaders can actually see what hero asset look like (landing page, hero email, video, demo etc.)

  • This is often where you get the most valuable feedback because it gauges whether what worked on paper actually works in practice

  • You do not need to review every single asset - just the key ones that do the best job of bringing the messaging you've created to life

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Leanna Jackson
Adobe Sr. Product Marketing Manager | Formerly Chatbooks, soonaJune 2

When pitching new messaging with senior stakeholders I start with a "soft launch". Usually, I keep it light and focus on asking for feedback rather than saying it's final. This happens in one-off Slack messages or in 1:1 conversations.

Then I put together a formal document (typically a slide deck) that includes the data and research behind the messaging, relevant information about how I reached the final message, and the final messaging strategy. At this point, I'm still open to feedback but try to move towards a final strategy rather than throwing out the work already done.

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