Categories B2B

How HubSpot Media’s Head of Audience Development & Distribution Breaks the Marketing Mold

It’s been an interesting year in the marketing world. Advancements in AI and constant changes in Google’s algorithm have all but turned the industry on its head.

And as the marketing industry continues to evolve rapidly, marketers like HubSpot’s Head of Audience Development and Distribution, Dréa Hudson, are not only keeping up with the changing tides but also thinking far enough outside the box to be on the next wave.

So today, we’re going to pick Hudson’s brain to learn how marketers can win and stand out in the ever-shifting marketing world. We’ll explore why keeping calm is her superpower, how she ensures AI works for her, and why good ideas should always be broken down in favor of better ones. 

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What Marketers Can Learn from HubSpot’s Head of Audience Development and Distribution

1. Leverage YouTube in your strategy.

According to Nielsen, YouTube topped the list for streaming time for 17 consecutive months in July. YouTube is also the biggest video-sharing platform in the world and the second largest social media platform in the world, with over 2.7 billion users.

So it’s no wonder Hudson says marketers should look to YouTube to increase visibility for their brands, especially since formerly tried-and-true channels like Google have become more volatile over the last year.

“Marketers should really be looking to sharpen their skillsets on YouTube,” she says. “It doesn’t always have to be keyword and search-based, either. YouTube is very good at understanding what videos should surface based on a few different things, like average view duration and the quality of the content. YouTube is a platform that is going to be super beneficial for any marketer looking to stay in the game.”

2. Get comfortable with AI.

“We’re in the middle of a revolutionary period right now,” she says. “Instead of being afraid, it’s time to get smart and level up your skillset when it comes to how you’re actually bringing in new customers or driving brand awareness.”

One skill marketers should absolutely hone is their proficiency in AI.

If you’re a marketer today, and you are not at least playing around with AI tools for an hour a day, you’re doing yourself a disservice,” Hudson explains.

Hudson recommends blocking off time in your calendar to play around with a tool you find the most intimidating.

“There’s nothing wrong with testing something out and trying something,” she says. “And the more you work with it, the better off you’ll be. I think people are always afraid of AI taking their job, but at the end of the day, AI is not going to be able to replace you as a human.”

She takes her own advice, even creating her own GPT that incorporates her love for music and pop culture.

It’s called ‘You Got This,’ and it’s a GPT that basically talks to you in the form of [record producer] Rick Rubin and gives motivational advice or recommendations on how to get through challenges throughout your day.”

3. Follow your instincts and look at the data.

Hudson stands out in her field by pushing boundaries and avoiding just copying and pasting from other ideas. And one of her biggest superpowers is her instinct.

“I think my natural disposition is to first go off instinct, which some marketers would advise against” she explains, “but I am very data-driven, so if someone presents me with a marketing challenge, my mind will immediately go into creative overdrive thinking about similar campaigns I’ve seen out there, or maybe campaigns that I’ve been wanting to do.”

From there, Hudson says she considers the data she has and asks what is actually within her scope.

She also leaves room for her and her team to be data-informed and not just data-driven. Hudson explains that different people can come to different conclusions while looking at the same data, so give yourself room to experiment and follow your instincts about what the data could mean.

“I think it’s a combination of pushing the boundaries, but also taking the data that you have and leveraging it to your advantage to hit your goals,” she says. “No idea is an original idea. If you think your idea is the best idea, try to break that idea and come up with an even better one. And try that one.”

4. Keep calm in the midst of chaos.

Hudson is the queen of cool. Her sense of cool doesn’t just extend to her tastes in music and pop culture; it also shows in her demeanor.

My ability to stay calm during chaos and my ability to be ‘people-first’ in everything I do is my secret weapon,” she says. “As marketers, we’re under a lot of pressure, and it can be easy to get overwhelmed by the deliverables and goals. But if you focus on the people you’re working with, it’s just easier.”

Hudson says she’s always thinking of the people who are a part of the projects she’s leading and how to best make it easier for them to do their work. So, when you’re feeling bogged down by deadlines, remember to keep calm and hone in on your team to think of solutions that will help them reach their goals.

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Categories B2B

New Marketing Jobs That Focus on AI [Data + Examples]

Marketing is undergoing some major changes at the hands of AI.

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When I last looked for a full-time content writing job in early 2022, I found a few roles that asked for AI experience, but now it seems like every other listing mentions at least one AI program they want you to be a “pro” in.

Beyond that, there are new roles in the marketing center that have AI at the center. Knowing these positions will help you stay ahead of the curve and be competitive in the market.

Who knows, you may even find a new niche that you’ll love.

With that in mind, I’ll go over how AI is impacting marketing jobs, the new AI roles popping up in the industry, and how you can keep up with all of these changes.

Let’s dive in.

Table of Contents

AI Marketing Jobs Marketing Departments are Investing In

While AI marketing jobs exist, it’s important to remember AI tends to be a part of most roles. Research from Microsoft found that 22% of recruiters already say they’re updating job descriptions to reflect the usage of generative AI in roles.

A different study from LinkedIn found that 12% of recruiters are creating new roles tied to generative AI.

To some, these numbers may seem small. However, I see this as a part of a growing trend. ChatGPT was launched to the public in November 2022, bringing the power of generative AI to everyone’s fingertips.

We’re already seeing AI’s widespread adoption impacting jobs. In the next few years, I expect these numbers to grow exponentially.

Right now, companies are focusing on highlighting the skills needed to use these programs. In the future, I expect more and more roles will explicitly mention specific software in their job postings, which will be core to the specified role.

So, even if you don’t see the words “artificial intelligence” in a job post, you may still need to use it (and may do so even more in the future). Keep that in mind as I break down which jobs in marketing use AI the most.

Content Writers With AI Expertise

While you might be worried that AI will replace content writers, we’re quickly finding the opposite is true.

In fact, according to our 2023 AI Trends for Marketers Report, only 4% out of 1,350+ marketing professionals use AI-created content without making any changes. Instead, most are probably working the way I do, using generative AI to develop ideas while editing or rewriting the AI-generated text.

Sydney Lamoureux, content lead at Leadhub, agrees that AI adds a new level of nuance to content creation.

She notes that while the initial “perceived potential of AI made it seem like it could handle anything and drastically speed up our workflows,” like most of us, she realized that AI “requires significant oversight, fact-checking, and prompt refinement to produce high-quality, nuanced content for clients.”

That said, AI speeds up the writing process and, in turn, the rate at which writers like me produce content, which is why business leaders or stakeholders are keen on hiring writers who are well-versed in AI.

Some of the content creation roles that require familiarity or experience with AI include:

  • AI Content Writer
  • Artificial Intelligence Writer
  • AI Writing Specialist
  • Editorial Director
  • AI Content Marketing Expert

48% of marketers use ai to create content

Social Media Experts and Managers

Another big area where marketers are using AI is in their social media marketing campaigns. We found that 31% of marketers used AI to create a social media post.

With AI, social media managers can quickly optimize a single piece of content for multiple platforms. Simply type in a prompt, and you’ll get dozens of engaging hashtags and a post made for every social media platform.

This saves time, which you can then devote to other needle-moving tasks in your daily work life. And it’s that time-saving perk that’s driving more and more business leaders to find managers with AI experience.

Take it from Sascha Hoffmann, an independent lifecycle marketing consultant, who sees that same benefit too.

“If I have a podcast, I can spin out a Twitter (X) thread, a LinkedIn post, a blog post, and an email with a single click/prompt. Prior to AI tools, this process took many hours and even a marketing coordinator or content manager role,” says Hoffmann.

If you’re looking for a new role in social media, keep an eye out for titles like:

  • Social Media Manager
  • Social Media and Marketing Director
  • Social Media Ad Creator

Prompt Engineers to Enhance Customer Experience and Other Areas

This role is a bit marketing-adjacent, but if you have a bachelor’s degree in computer science or data science, this new role is a great blend of creativity and data interpretation.

Prompt engineers help train AI by focusing on machine learning and how they can improve AI tools even further. Essentially, they are training the AI by seeing how they can get the program to return a specific response.

Similarly, we’ve got data training roles. These trainers focus on improving the model the AI software uses, analyzing the data created by the AI, and adjusting the prompts or code until the expected outcome is achieved.

These roles are highly data-driven, but both collaborate to bridge the gap between software and humans. They also generally require some coding knowledge, so keep that in mind.

You might find roles like:

  • AI Prompt Engineer
  • AI Data Trainer
  • Generative Prompt Engineer
  • Prompt Engineer

45% of marketers use ai to analyze or report data

General Content Marketing Roles Leveraging AI to Strategize and Create

I can’t stress enough the overarching benefits AI brings to all marketing teams. AI and automation are slowly seeping into nearly every part of the marketing cycle. In our data, we found:

  • 32% of marketers use AI for conducting research
  • 45% use AI to learn new things
  • 45% use AI to help analyze or report on data
  • 48% of marketers use AI to create content

And they’re using AI because it’s working in their marketing strategies. Up to 71% of marketers say AI has produced a positive ROI, while 72% of marketing managers say it’s made their teams more effective at their jobs.

You’ll find several marketing roles that require knowledge in AI like:

  • SEO Specialist
  • Marketing Coordinator
  • Director of Marketing
  • Senior Product Marketing Manager
  • Marketing Consultant

The takeaway? Realistically, the marketing field isn’t seeing many “AI Marketing Jobs” just yet. Rather, AI is being infused into most marketing jobs, impacting parts of their everyday roles.

AI Marketing Role Job Descriptions (+ Examples)

So, current roles in the field are already shifting, but what about new roles popping up on the market?

In the next section, I’ll share some emerging roles that I’ve noticed gained popularity. I’ll also share what the role entails and their average pay.

1. AI Data Trainer

Generative AI is a powerful tool, creating new copy in a matter of seconds. Every piece of that power was trained on human input.

The system synthesizes data from across the web to create an answer that’s ideally an amalgamation of the internet’s best.

However, we’ve seen that AI can hallucinate, give incorrect information, or fail to strike the right tone. That’s where AI data training comes in, teaching AI systems how to respond and provide helpful, correct content.

To do this, trainers craft prompts for AI systems, monitor the output, and make adjustments to train the model.

People in this line of work need strong communication and analytical skills. You may also need a strong understanding of your employer’s brand values and voice.

Below is an AI training job focused specifically on marketing copywriting. Positions in this field may be part-time or full-time.

ai careers, AI Data Trainer

Average Salary: $51,570

2. AI Content Writer/Editor

I’ve started seeing AI content writing positions open up at companies like Amazon and Braintrust. These roles are very similar to AI data trainers, with a few distinctions.

Content writer roles often require that the employee be able to cover different types of writing. One role from Amazon recommends that applicants have knowledge of a wide range of fields, included by not limited to “computer science, literature, music, mathematics, economics, and travel.”

Beyond that, the role specifies that the employee with be reviewing both human and AI-generated content. They’ll then rank the content by preference, helping train the model further.

AI editors also focus on LLMs’ output. They may be ranking content to drive preference data. They also shape the output before publication to ensure accuracy and a human touch.

ai careers, ai writer

Average Pay: $40 an hour

3. Product Marketing Manager

So perhaps you don’t want to live and breathe generative AI. There are still plenty of jobs that sit in the overlap of the AI/marketing Venn diagram. That’s especially true if you have experience in product marketing.

As more AI-driven products pop up on the market, more companies are looking for marketers that can help drive buzz about their offerings. Technical knowledge will help you navigate this role as you translate AI offerings capabilities into campaigns consumers of all levels can understand.

ai careers, product manager

Image Source

Average Salary: $112,939

4. AI Content Marketing Specialist

Content marketers, there’s no need to sound the alarm! There are still roles that use your creativity and strong writing skills.

Jobs like the AI content marketing specialist role below take your existing talents and apply them to this emerging market.

In these roles, employees tell the story of AI products. They help explain what the offering does, how it makes life easier, and who can benefit. You’ll also have the opportunity to build a content strategy across channels.

AI content Marketing Specialist job description

Image Source

Average Salary: This position is still emerging, so average salary information is not widely available. The U.S. average salary for content marketing specialists is $59,518.

5. AI/ML Enablement Content Writer

If you have a background in technical writing, this role may be the perfect fit. AI/machine learning enablement content writers help create the material to enable adoption. That can be consumer-facing or internal to a company.

The role below involves creating training materials to educate employees on how to use AI in their workflows. The job also involves staying on top of product development to communicate changes as they arise.

AI/ML Enablement Content Writer

Image Source

Average Salary: This position is still emerging, so average salary information is not widely available. The U.S. average salary for technical content writers is $83,301.

Training and Certification for AI Jobs

If you’ve reviewed a few AI marketing job results and feel that you aren’t quite up to the task of meeting all of the requirements, I’ve found a practical solution: certification.

Whether you’re looking for a new AI marketing job or just want to stay up-to-date on the latest trends, getting some more training can help. Here are some of the courses I’d recommend if you want to get started.

1. HubSpot Academy

ai careers training, hubspot

Image Source

You’ll find several AI-focused training courses in the HubSpot Academy. My favorites are:

Both of these are free courses that help give a good overview of AI and how it’s used in marketing. You’ll also learn how to use some AI tools, so you’re getting practical applications.

These courses are especially useful if you use any of HubSpot’s tools, like our CRM or CMS. We already use AI in these tools, but you can learn how to make the most of the software by taking some of our training courses.

2. Google Training

Amelia Munday, social media marketer at Custom Neon®, recommends Google’s AI for Marketers courses because “they provide a solid basis for utilizing AI in a variety of marketing contexts, which is extremely relevant to my daily responsibilities.”

Google offers dozens of AI courses, including several with certification options. I recommend trying them out to see if their style appeals to you:

3. GrowthTribe Certification

GrowthTribe offers several AI certification programs. Each program will help you understand how to use AI in your everyday work and offer more specific tips, depending on the course you take.

I like how several of GrowthTribe’s courses focus on marketers who want to gain a more data-focused understanding of AI.

Here are a couple of courses to get you started:

4. LinkedIn Learning

LinkedIn also offers hundreds of courses, videos, and certificate programs focused on AI. The courses cover every area, from programming to ethics.

Some of LinkedIn’s most popular options include:

While most of these are premium courses, LinkedIn continues to update these courses to ensure they remain relevant. You also get to know exactly when the courses were created, and the ratings are pretty transparent.

Future Proofing Your Marketing Career

AI is creeping into every aspect of the workforce, and if you don’t keep up, you’ll end up falling behind.

So whether you’re looking for an AI marketing job at the beginning of your career or hoping to move into management, keeping up with the trends in this field is a must. And who knows — you may even come up with your own AI marketing initiatives in the process.

Editor’s note: This post was originally published in May 2023 and has been updated for comprehensiveness.

Categories B2B

State of Video in 2024: Video Marketing Statistics & Insights from Wistia

In late 2023, I collaborated with an organization to increase its visibility and donations.

Download Now: Free Video Marketing Trends Report

We created straightforward yet emotionally charged videos with basic filming equipment centering around raw interviews with the people the organization helped.

As we uploaded the videos on social media, the feedback was overwhelmingly positive. Soon, the donations skyrocketed, and more people volunteered.

This project taught me the power of simple, genuine storytelling in video marketing, which truly resonates with audiences.

That said, in 2023, 91% of businesses were using video as a marketing tool, and even now, videos dominate the marketing industry in every format imaginable.

As an avid video consumer and someone who’s worked in the marketing industry, I believe it’s become important to look at video marketing statistics in 2024 to stay ahead.

Wistia set out to discover how folks made videos, which videos they made, and what they did to make their videos bring real results for their business. What did people’s video strategies look like last year?

In this article, I’ll share what worked and what didn’t. Plus, find out what companies have planned for this year as we look towards the future of video marketing.

Table of Contents

2024 State of Video Report

Wistia surveyed over 2,000 professionals, looked at how 100,000+ businesses are using their platform, dug through more than 90 million uploaded videos, and then put everything they found into their 2024 State of Video Report.

Here are some of their biggest takeaways:

  • Audiences want to learn how to use your product and gain industry expertise. By far, educational and instructional videos were the most engaging type of video content made by businesses last year. And you don’t need deep pockets to start creating them.
  • A bigger budget does not mean higher engagement. High production values and more resources aren’t the key to keeping viewers glued to your videos. Audiences willingly watch, and sometimes prefer, low-budget video content, even talking head videos recorded with just a webcam. This makes video production much more accessible for all—a big win for smaller brands!
  • Video is an effective way to generate and nurture qualified leads. By adding email capture forms and calls to action (CTAs) to the videos on your website, you can make video an integral part of the lead generation process.

In Wistia’s report, you’ll find a ton of video marketing statistics on performance, creation, distribution, and generative artificial intelligence (AI).

I’ve pulled out the most interesting insights that’ll help you build a stronger video marketing strategy and keep up with the rising need for video content. Let’s dive in!

Video Performance Statistics

For 63% of video marketers, measuring the ROI of their video content involves tracking the number of video views. So, Wistia got curious and asked around: How do you figure out if your video‘s hitting the mark?

Turns out 28% of the folks they surveyed dig into engagement graphs and heatmaps, 27% swear by a video analytics dashboard, and 19% check out where their traffic is coming from.

Tracking performance across different embed locations is key for 14%, while 12% compare different videos against each other.

What’s the most valuable performance metric for videos?

Conversion rate steals the spotlight, whether it‘s through clicks on annotations, CTAs, or email capture forms.

Engagement rate grabs the silver medal, with traffic to the video’s page not far behind. Play rate and total plays score fourth and fifth as success markers.

How are businesses putting video performance data to work?

A solid 40% use it to gauge their videos‘ role in hitting marketing goals. Another 23% let it guide their creative choices, 20% rely on it to track the impact of video on a web page, and 17% use it to prove ROI to the company’s stakeholders.

When it comes to A/B testing, what’s on the experiment table?

A hefty 31% rely on A/B testing to compare video elements (like music and video length) or structural changes (like the addition or omission of an intro).

About 26% play around with the placement or wording of CTAs or forms to see what works best, 21% pit different videos against each other, and 18% try out custom thumbnails to see which one gets the most plays.

Only a few, 4%, test the waters with player design or color changes.

Video Consumption

The amount of time people spend watching videos keeps going up beyond what Wistia’s seen in the last few years.

In 2023, companies hosting their videos on Wistia saw video plays jump by 15% and total watch time soar by 44%.

Statista also reported that in 2023, over three billion people watched videos on the internet, downloaded or streamed.

Kyle Denhoff, senior director of marketing and audience development at HubSpot, says, “There are two changes in the market indicating a need for more video content. First, the search landscape is being disrupted by AI. Second, we’re seeing a shift to a video-first consumption of content for audiences.”

So what’s the scoop on key video performance metrics like the play rate, engagement rate, and conversion rate? Time to break down the stats!

Video Play Rates

Think of the video play rate as the ratio of folks who actually press play to those who just scroll past the video.

Tons of stuff can sway this metric–like how eye-catching your thumbnail is, the length of the video, where it’s placed, the content and context surrounding it, and even the flow of traffic to the page displaying the video.

video marketing stats, play rates

Longer videos usually catch more clicks per page visit. Longer videos are normally packed with more educational info than shorter videos, and they exist on specialized pages with highly specific purposes that likely get fewer impressions. Most people coming to these pages are hunting for info, making them more inclined to press play.

Shorter videos might not get the highest play rates on a web page. Even though short videos are usually found in high-traffic areas like homepages or product pages, they don’t always attract clicks. Reasons vary—visitors might have already watched them, aren‘t quite ready to hit play, or weren’t expecting to find a video while browsing. Despite the lower play rate, their prime spots mean these short videos still get plenty of views.

Lots of things can nudge your video’s play rate. In Wistia’s full report, they dive into how factors like industry and company size impact your play rate.

Video Engagement

Next up: video engagement rate. This is a key metric that tells us what chunk of your video actually holds your viewer‘s attention.

It’s a great way to see if your audience is actively interested in your video and values the content you’re offering.

video marketing stats, engagement rates

Now that we’ve got a handle on what video engagement rate is all about, it’s time to dive into some benchmarks. How does video length play into keeping viewers hooked? Let’s find out!

Interestingly, engagement rates across various video lengths have remained steady year after year. Though, they’ve all dipped a bit in the last 5-10 years.

This dip could be because of audiences’ shrinking attention spans, which may also explain why engagement rates hold the top spot for shorter videos, start to drop for those 5-30 minute videos, and take a hit at the hour-long mark.

video marketing stats, short-form

Video Conversion

Wistia found that 41% of businesses add annotation links, CTAs, and email capture forms to their videos to crank up their conversion rates.

video marketing stats, conversion rate

Now, let’s get into the nitty-gritty: Which conversion opportunities are businesses using in their videos, and which ones work the best?

video marketing stats, opportunity type

Annotation links take the top spot at a solid 45%, with CTAs trailing right behind at 40%. Email capture forms? They’re only being used 15% of the time.

There has been a bit of a dip in CTAs and forms making their way into videos over the past few years.

It’s a bummer because when you skip out on a conversion action, you’re basically leaving your most engaged viewers hanging without a clear next step.

Here’s something pretty interesting: Email capture forms netted the highest conversion rate at 23%. CTAs are at a respectable 13%, but those popular annotation links? Just 1%.

So, even though annotation links are everywhere, they’re not quite bringing home the bacon. And forms—the least popular type—turn out to be the most effective in getting viewers to take that next step.

It‘s clear businesses should use email capture forms and CTAs more. They’re your best bet for nudging viewers closer to becoming customers.

Now that we’ve found the best ways to get viewers to take action, let’s see how much video length matters in making that happen.

Turns out videos that run over five minutes often see higher conversion rates.

This probably has to do with the fact that longer videos engage viewers more deeply with valuable content, making them more likely to act when a conversion opportunity arises.

Plus, longer videos give you the flexibility to strategically place conversion opportunities at optimal moments.

For videos under five minutes, annotations and forms don’t bring great results.

But CTAs? They still have a solid chance of converting viewers. You can get an in-depth look at this in the full report.

Average Conversion Rate by Position

On average, the best place to put a conversion opportunity is within the first or final quarter of a video or at the very end.

video marketing stats, conversion rate

Phew, we just ran through a lot of numbers, didn’t we? But—believe it or not—we’ve only scratched the surface. You’ll find a lot more video conversion stats and insights in Wistia’s full report.

Video Creation Statistics

In 2023, there was a dip in the average number of videos produced by businesses. Seems the economic squeeze, which likely led to tighter budgets and smaller creative teams for many companies, put a dent in video production.

What’s keeping businesses from making more videos?

Turns out 61% of companies point to time and bandwidth as their biggest hurdles, with team size, resources, and technical ability trailing close behind at 44%.

Only 36% of video marketers sweat over cost and budget, and 32% need to put together ideas or a solid content strategy first.

Remote collaboration is a hiccup for only 15% of companies because many have shifted back to in-person production.

Finally, 11% of in-house video creators need to get stakeholders on board before they can hit the record button.

Pro tip: I’ve found that a great way to tackle these rising marketing budgets is to look at what can be made into videos and which current videos can be repurposed into other smaller assets. Some examples might be webinar cuts, 6-second reels, YouTube shorts, or animations.

Andréa Hudson, Head of Audience Development, Distributed Platforms at HubSpot, says, “For businesses truly looking to scale: invest in creators, hire an in-house producer, and leverage AI video tools for your team.”

Are businesses embracing generative AI for video?

video marketing stats, ai

Wistia found that only 18% of businesses are weaving AI tools into their video production workflows.

video marketing stats, ai

Of these companies, 59% use AI to auto-generate captions or transcripts.

50% tap into it to draft up scripts or outlines or just to brainstorm. 35% lean on AI to generate visuals and music or fix overdubs, while 29% use it to quickly find key clips to edit.

And let’s not forget the 26% creating catchy social promo copy with AI’s help.

But get this: A whopping 66% of folks Wistia asked can’t wait to dive into AI for their 2024 video projects. They want to use it to save time on scriptwriting, video editing, creating chapters, and summing up videos.

More folks are seeing how AI simplifies the video creation process, so there might be a big jump in AI use by businesses this year.

Video Distribution Statistics

Where are businesses embedding their videos?

If you’ve ever wondered where videos get the most eyes, Wistia has answers!

Of businesses, 67% point to their own website as the best place to distribute videos. 49% give their votes to email blasts as a key channel.

video marketing stats, distribution

LinkedIn tops the list as the favorite social channel for sharing videos, chosen by 43% of businesses. YouTube is close behind, with 40% of companies posting their video content there.

Instagram and Facebook aren’t too far behind, coming in at 22% and 19%, respectively.

TikTok might be a bit behind the pack at only 7%, but it’s gaining traction fast as a valuable platform for connecting with an untapped B2B audience.

video marketing stats, tiktok

Boosting Video Accessibility

A solid 26% of businesses surveyed believe that improving video accessibility is important for the overall audience experience.

video marketing stats, captions

video marketing stats, captions

Promoting Videos on Social Media Channels

Businesses, by and large, have multiple distribution channels for their social media videos. According to Hootsuite, businesses post videos on at least two out of the four following channels: TikTok, Instagram, Facebook, and LinkedIn.

They also post videos around three to five times per week (with TikToks, Facebook stories, and Instagram Reels combined).

video marketing stats, length

When it comes to posting videos on social media, vertical formats are the most engaging. Out of all social channels, Instagram, LinkedIn, and Facebook are where most businesses see their videos perform the best.

Pro tip: From personal experience, I suggest that marketers start producing video material appropriate for each specific platform if they want to take advantage of these popular channels.

Want to unlock more insights from Hootsuite, like the best time to post videos for each social channel? Download the full report.

Video Strategy Statistics

What types of videos did companies create last year?

Wistia’s survey showed that in 2023, product videos took the lead as the most common type of video content, accounting for 43% of all videos created.

Educational and instructional videos closely followed at 38%, while live events and social media content each made up 35% of the video landscape.

Additionally, 25% were promotional videos or ads, while customer testimonials made up 18%, sales videos at 14%, original series and podcasts at 11%, and company culture videos at 10%.

It’s clear that businesses are seeing value in producing product videos, educational or instructional content, and webinars.

video marketing stats, tiktok

Factors driving the types of videos created in 2023 included product or service launches for 49% of respondents, internal requests for 47%, previous video performance for 31%, customer feedback for 28%, and competitor activity or SEO research for 14%.

What types of videos do businesses want to make more of in 2024?

Product marketing takes center stage in the year ahead.

45% of companies told Wistia that they want to create more product videos to showcase their products and expertise. Additionally, 38% are keen on educational and instructional content, while 35% are all about social media videos.

Webinars and live events are also on the radar for 32% of respondents, followed by customer testimonials at 26% and promotional videos at 27%.

Some companies also have their sights set on making more sales videos (18%), original series (17%), and company culture videos (9%).

The Future of Video

Even though businesses are making fewer videos these days, folks are watching more videos than ever. This leads Wistia to believe that audiences will continue to watch content they find useful, even if its production value is lower.

In my experience, consumers look for the value you provide regarding videos. In fact, Wistia’s survey backs this up, as more people are now keen on product demos, followed by educational and instructional content.

Video remains important for every part of the funnel, and it’s clear that people want to learn about companies this way.

I found that it’s become simpler for companies to shoot a video with a smartphone (Remember the Apple Ad for Olivia Rodrigo’s “Get Him Back!” music video, which was completely shot with an iPhone).

Even Wistia encourages smaller companies to make more videos without relying on expensive equipment.

And Wistia thinks that more companies will get comfortable with incorporating AI tools into their workflows. There are tons of ways AI can help businesses simplify the video creation process and improve their video marketing.

For starters, it can auto-generate captions and transcripts, get a video script off the ground, and create promotional copy for social media.

Unsurprisingly, we’re already anticipating AI to be a prominent aspect of the future of video marketing. I suggest you also look into AI-powered video editing and AI-driven audience targeting techniques.

As AI develops, I believe brands will have the chance to analyze vast amounts of data using AI. This allows them to learn more about their target audience and develop successful video marketing campaigns.

With a solid video marketing strategy, you can compete with bigger companies no matter what industry you’re in.

Categories B2B

RFP: How to Write a Strong Request for Proposal [Example & Template]

If I was reading a post about request for proposals (RFP), I’d want to get to the point … and fast.

Download Now: Free RFP Templates

And that’s coming from me, a former marketing consultant of about five years with three different agencies. I used to create RFPs and submit bids, so I speak from experience when I say this isn’t always the most exciting process.

That’s OK because I have a few tips up my sleeve to make your RFP development process a little less daunting (and a little more fun, hopefully).

Table of Contents

Since I struggle living in a world with a million acronyms, let’s clear up the difference between an RFP and RFI before we continue.

Here’s the TL;DR — If your business has a project and you need external support, and you already know what type of vendor you’re looking for, you can use an RFP to shop around.

When I worked for a small health communication firm, one of our government clients wanted us to create an educational video series for them.

I developed an RFP on their behalf to solicit proposals from video production companies since we didn’t have the capabilities to complete this work in house.

Hold on to this example — I’ll use it to walk you through the RFP writing process.

As a reminder, here’s the example we’re using for this walkthrough: AJC Health is developing an RFP on behalf of a government client, DoGoodGov, for educational video production services.

(The company names are made up, but the experience is real … I promise.)

1. Provide background information.

Your RFP should always start with an introduction and overview of your business. This helps set the stage for potential vendors and allows them to better understand who they’ll be working with.

Pro tip: I like to keep this section brief. Just introduce your business, highlight your mission, and discuss the products and services you provide.

Example:

AJC Health is a health communication firm based in Washington, DC. Our mission is to empower teens and young adults to lead healthier lives.

For over 10 years, we’ve helped clients achieve their goals by providing marketing and communications services including campaign development, copywriting, and multimedia project support.

2. Define your project purpose and goals.

After you introduce yourself, provide an overview of the project. This is your first opportunity to describe what you’re hoping to accomplish and the areas of expertise you’re looking for.

I like to think of this section as a way to help vendors better understand your priorities so they can tailor their proposals accordingly.

Pro tip: I’d recommend keeping this section clear and concise. Focus on the purpose of the RFP, the type(s) of vendors you’re looking for, and your goals. You’ll have an opportunity later to provide specific details about the scope of work later.

Example:

The purpose of this Request for Proposals (RFP) is to invite businesses who specialize in video production, live action, animation, and multimedia for educational purposes to submit proposals to our company.

We’re currently seeking qualified vendors to support the development of a public health video series on behalf of DoGoodGov. Our goal is to build brand awareness, drive web traffic, and increase our YouTube marketing ROI.

3. Outline the budget and scope of work.

In the last step, we described the project at a high level. This section is where you can get into the weeds a little bit. State your budget and describe the specific services you need.

For me, it’s helpful to compare this section to the “Job Responsibilities” section in a job description. Give a complete snapshot of what the role entails.

Pro tip: You can take various approaches when describing the services you’re seeking in an RFP, but I recommend incorporating bullet points or breaking up your information so that it’s easy for vendors to scan.

Example:

The budget for this project is $12,750.

The selected firm will be responsible for the ideation, production, and delivery of a three-part video series to educate teens and young adults about the benefits of living a healthy lifestyle.

Tasks include but may not be limited to the following criteria:

  • Ideating video concepts
  • Writing and editing video scripts
  • Multimedia (audio/video) content development
  • Capturing, importing, and organizing raw media
  • Editing video footage and audio files
  • Creating static and motion graphics
  • Adding music, voice-over, and sound effects
  • Delivering multi-format video files (e.g., YouTube, social media, web)
  • Meeting the requirements of Section 508 Compliance for video
  • General account management
  • Other assistance as required

4. Call out any barriers or roadblocks.

Here, you’ll want to mention any challenges specific to your project. This may include elements like limited resources or specialized requirements that the average vendor may not have or easily obtain.

This may seem counterintuitive, but I’ve found that this helps you eliminate unsatisfactory bidders and figure out which vendors have the skills to tackle those challenges.

Pro tip: It’s crucial to be transparent here. Otherwise, vendors may not fully understand the potential difficulties that may arise. This lack of knowledge could lead to delayed timelines, increased costs, or worse — an unsuccessful project.

Example:

As a federal entity, DoGoodGov requires all materials, including multimedia content, to meet the requirements of Section 508 Compliance. Vendors must have specialized knowledge in 508-Compliance for video production.

5. Highlight your selection criteria.

Now it’s time to specify which skills, services, and market expertise are required for consideration. This is the time to get specific, just like we did in the scope of work section.

Some examples of selection criteria that you can specify in an RFP are experience, qualifications, cost, availability, and technical compatibility.

Pro tip: When I’m building out this section, I focus on the objective criteria that my business will use to, well, pick a winning bid. I’ve found that clear selection criteria helps increase your chances of receiving proposals that actually meet your needs.

Example:

The ideal vendor:

  • Has experience in producing high-quality videos across various formats such as live-action, animation, screencast, whiteboard, and educational video
  • Has a clear process from ideation, production, revision, and final delivery
  • Has experience creating videos for educational purposes (public health knowledge and experience is a plus)
  • Has demonstrated knowledge in the requirements of Section 508 Compliance
  • Can provide a highly responsive, collaborative, and transparent communication process

6. Specify your submission process.

The selection criteria and the submission process outline go hand-in-hand to ensure you end up with a strong collection of proposals.

Tell vendors where to submit their bids and to whom, and give them a timeline that includes the submission deadline, date for final selection, and project completion date. Then, tell them exactly what you want them to submit.

Pro tip: I’d treat the submission process as a test for who’s capable of meeting your requirements. If a vendor can’t complete all elements of your proposal, you probably can’t trust them to finish your project, either.

Example:

Submission Information

Submissions may be sent via mail or electronically by the submission deadline.

  • Project Name or Description: Video Production Services
  • Company Name: AJC Health
  • Address: 123 Howie Ave.
  • City, State, Zip Code: Silver Spring, MD 20906
  • Procurement Contact Person: Alana Chinn
  • Telephone Number of PCP: 123-456-7890
  • Fax Number: N/A

Submission Timeline

Proposals must be submitted by February 10th. The award will be granted no later than March 1st. Final video delivery must occur by June 30th.

Submission Criteria

A submission must, at a minimum, include the following elements:

  • Description of the firm that includes a general overview, names and credentials of creative team, number of full-time employees.
  • A one-page narrative outlining the firm’s strengths and distinguishing skills or capabilities as they might relate to AJC Health.
  • A representative selection of multi-channel video content, audio samples, and project management plans created for current and past clients.

RFP Template

Below, I’ve included one of my favorite RFP templates. (It’s ours at HubSpot, so I may be a little biased.)

HubSpot's Request for Proposal (RFP) template

Download a free, editable RFP template.

You can use this template to build your initial structure, but I’d recommend tailoring your RFP to best articulate your company’s needs.

RFP Sample

1. Introduction

Background

AJC Health is a health communication firm based in Washington, DC. Our mission is to empower teens and young adults to lead healthier lives.

For over 10 years, we’ve helped clients achieve their goals by providing marketing and communications services including campaign development, copywriting, and multimedia project support.

Project Overview

The purpose of this Request for Proposals (RFP) is to invite businesses who specialize in video production, live action, animation, and multimedia for educational purposes to submit proposals to our company.

We’re currently seeking qualified vendors to support the development of a public health video series on behalf of DoGoodGov. Our goal is to build brand awareness, drive web traffic, and increase our YouTube marketing ROI.

2. Budget and Services Requested

Budget

The budget for this project is $12,750.

Scope of Work

The selected firm will be responsible for the ideation, production, and delivery of a three-part video series to educate teens and young adults about the benefits of living a healthy lifestyle.

Tasks include but may not be limited to the following criteria:

  • Ideating video concepts
  • Writing and editing video scripts
  • Multimedia (audio/video) content development
  • Capturing, importing, and organizing raw media
  • Editing video footage and audio files
  • Creating static and motion graphics
  • Adding music, voice-over, and sound effects
  • Delivering multi-format video files (e.g., YouTube, social media, web)
  • Meeting the requirements of Section 508 Compliance for video
  • General account management
  • Other assistance as required

3. Barriers to Completion

As a federal entity, DoGoodGov requires all materials, including multimedia content, to meet the requirements of Section 508 Compliance. Vendors must have specialized knowledge in 508-Compliance for video production.

4. Selection Criteria

The ideal vendor:

  • Has experience in producing high-quality videos across various formats such as live-action, animation, screencast, whiteboard, and educational video
  • Has a clear process from ideation, production, revision, and final delivery
  • Has experience creating videos for educational purposes (public health knowledge and experience is a plus)
  • Has demonstrated knowledge in the requirements of Section 508 Compliance
  • Can provide a highly responsive, collaborative, and transparent communication process

5. Submission Process

Contact Information

Submissions may be sent via mail or electronically by the submission deadline.

  • Project Name or Description: Video Production Services
  • Company Name: AJC Health
  • Address: 123 Howie Ave.
  • City, State, Zip Code: Silver Spring, MD 20906
  • Procurement Contact Person: Alana Chinn
  • Telephone Number of PCP: 123-456-7890
  • Email Address of PCP: [email protected]
  • Fax Number: N/A

Timeline

Proposals must be submitted by February 10th. The award will be granted no later than March 1st. Final video delivery must occur by June 30th.

Submission Criteria

A submission must, at a minimum, include the following elements:

  • Description of the firm that includes a general overview, names and credentials of creative team, number of full-time employees.
  • A one-page narrative outlining the firm’s strengths and distinguishing skills or capabilities as they might relate to AJC Health.
  • A representative selection of multi-channel video content, audio samples, and project management plans created for current and past clients.

Tips for Writing an RFP

Here are three tips from my arsenal to help you optimize your RFPs to achieve a high response rate from vendors.

1. Keep the lines of communication open.

Providing access to a point of contact shows that your company is invested in the vendor response process and helps you proactively establish a rapport.

And if you have flexibility in your timeline, I’d also recommend that you encourage prospective vendors to ask questions and seek clarification before submitting a proposal.

The more they understand your needs, the better their proposals will be.

2. Make sure your RFP is detailed but scannable.

If I was a vendor, I’d be a lot less likely to respond to your RFP if the project details are insufficient or unclear. However, you’ll want to strike the balance between providing enough but not too much detail.

I like to make sure each of my sections are well-defined, and the document is easily scannable. To do this, I take full advantage of formatting options, like bullet points and headings.

This allows me to provide the necessary information in a digestible way.

3. Proofread your RFP before you go live.

Last but never least? Proofread your RFP — then proofread it again. Why? Because even small mistakes could derail project timelines.

Can you imagine if you missed a zero in your budget details, or included the wrong date for your proposal deadline? Both could force a restart of the entire RFP process and waste precious time.

Just the thought of that alone is enough to make sure I never skip this step.

Go Forth and RFP

See, that was kind of exciting … right? Well, at the very least, I hope this helped simplify the RFP process for you.

Editor’s note: This post was originally published in June 2018 and has been updated for comprehensiveness.

Categories B2B

Product Launch Checklist: How to Launch a Product, According to Experts

Like a tree falling in the woods, if you plan a product launch without spreading the word — will anyone use it? Will anyone even want it?

→ Download Now: Free Product Marketing Kit [Free Templates]

These are the questions that sometimes keep me up at night. And truthfully, as much as I wish it wasn’t the case, if you fail to effectively spread the word about your product launch, it will most likely fail.

Whether you’re launching something huge, something small, or you’re updating a current offering, you’ll want to start your preparation well in advance of the launch date with a product launch checklist.

Because there are so many moving parts in this process, bringing your product to market can be intimidating and tricky. To help you, I’ve come up with a step-by-step checklist for a successful product launch and gathered the best product launch tips from a HubSpot Product Marketer.

Table of Contents

What is a product launch?

A product launch is the process of introducing a brand-new product or service to the world. It involves various marketing and promotional activities aimed at creating buzz and demand around your new offering. The ultimate goal is to get customers excited and eager to buy the new product.

Take it from me: Product launches require a lot of planning. You can’t just drop a new product out of the blue and expect everyone to buy in — well, unless you’re Beyoncé. Which is unfortunate because there’s only one Beyoncé. Instead, you’ll need a plan.

Lucas Botzen, CEO of Rivermate, says, “If you really want to launch the product, you must begin with in-depth market research, identify your target audience, and understand their needs. Next, make a comprehensive plan for the launch, which defines specific, measurable goals, a marketing strategy, and all the materials and resources required.”

During the launch, Botzen recommends reaching out to the audience via different channels, gathering feedback, and being responsive to any issues. Immediately after launch, measure results and identify key learnings, making further adjustments if necessary for continuous improvement, Botzen advises.

“Planning can take significant time, and if you’re like me and you’re not much of a planner, this can be a major bummer. Luckily, our product launch checklist can help ensure that all your t’s are crossed and i’s are dotted before your official launch date. Trust me: This checklist is a lifesaver!” Botzen says.

new product launch checklist

1. Learn about your customer.

Whether you call it “market research” or “customer development,” it’s key to learn about what drives your target customer. In my experience, identifying their goals, motivations, and pain points could lead you to developing and marketing a valuable solution.

You don’t need to perform years of intense research to learn about your customer. In fact, I suggest just talking to 12 to 15 current or prospective customers.

When speaking to them, pay extra attention when they start sentences with “I wish a product did this function…” or “Why can’t products do this?” When they give these statements, respond with questions that go deeper, like “Can you get more specific about that?”

If they don’t bring up any pain points, ask them a few specific questions that will encourage them to give deeper answers.

These conversations will give you a solid idea of what their biggest pain points are and how you can market a solution to them. Once you learn these key details about your customers, you can develop a buyer persona that your team can focus on serving.

2. Write a positioning statement.

When launching a new product, you must be able to clearly explain how it fills a need in the market. That’s where a positioning statement comes in.

It helps you communicate the unique value proposition and key benefits that differentiate your product from others.

I recommend writing out a statement that can clearly and concisely answer these three questions:

  • Who is the product for?
  • What does the product do?
  • Why is it different from other products out there?

If you’d like to go even deeper, create a statement that answers the following questions:

  • What is your target audience?
  • What segment of the target audience is most likely to buy the product?
  • What brand name will you give your product or service?
  • What product or service category does your product lie in?
  • How is it different from competitors in the same category?
  • What evidence or proof do you have to prove that your product is different?

Still need more guidance on how to write a positioning statement? Check out this template.

3. Pitch your positioning to stakeholders.

Once you’ve established your positioning statement, present it to stakeholders in your company so they are all on the same page. Call a meeting, send an email, or create a presentation to present.

But I should remind you, when doing this, you’ll want to emphasize how your new product aligns with your overall business strategy, customer needs, market trends, and revenue potential. Use concrete examples, stories, or data to make your pitch more persuasive.

I also suggest you think proactively about potential questions or objections they might have. Prepare thoughtful responses to address concerns around market viability, competition, target audience, or feasibility.

If your employees have a hard time buying into the product, your customers might as well. If your team loves it, that might be a great sign that the product launch will go well.

4. Develop product branding.

Take the information you gathered while conducting your market research and writing your positioning statement, and let it inspire you as you craft your product brand identity.

Creating a brand identity is my favorite part of a product launch. During this step, you’ll develop all the elements needed to create a consistent and memorable brand, including:

  • Product name, logo, and tagline.
  • Color palette, typography, and imagery.
  • Key brand, communications, and marketing guidelines.
  • Packaging.

Product branding is a little different than company branding because it focuses on creating a distinct identity for a specific product, rather than an entire organization. However, they are both still interconnected and should be aligned.

5. Plan your go-to-market strategy.

This is the strategy that you will use to launch and promote your product. While some businesses prefer to build a funnel strategy, others prefer the flywheel approach.

Regardless of which method you choose, this process contains many moving parts. To create an organized strategy for launching your product, I find it can be helpful to use a template, like this one.

As you create the strategy, I recommend you also start considering which type of content you’ll use to attract a prospective customer’s attention during the awareness, consideration, and purchase decision stages.

You’ll need to produce this content in a following step.

6. Set a goal for the launch.

Before you get started on implementing your strategy, make sure you write down your goals for the launch.

Alex Girard, a Product Marketing Manager at HubSpot, says, “Create specific goals for the launch’s success. Keeping these goals in mind will help you focus your efforts on launch tactics that will help you achieve those goals.”

For example, the goals of your product launch could be to effectively establish a new product name, build awareness, or create sales opportunities.

I think one of the best ways to set goals for your launch team is to write them out like SMART goals. A SMART goal is Specific, Measurable, Attainable, Relevant, and Time-bound. I like SMART goals because they’re easy to track and modify.

Once you have your goals in mind, you can start thinking about what KPIs you want to track, such as:

  • Sales revenue.
  • Units sold.
  • Customer acquisition.
  • Conversion rate.
  • Website traffic and engagement.
  • Social media engagement.

Identifying these metrics ahead of time will make it easier to assess whether or not you met your goals after the product is launched.

7. Create promotional content.

After planning out your go-to-market strategy and writing your SMART goals, start producing content that will support and align with those promotional efforts.

In my experience, this can include:

Our go-to-market template will also help you determine which content you should create for each phase of your prospective customer’s buyer’s journey.

Or, you can also use HubSpot’s Start Customer Platform. In this platform, you can easily create everything you’ll need for a successful launch, all while nurturing customer relationships and tracking analytics.

8. Test and gather feedback.

Before you officially launch your new product, I think it’s important to test it out to ensure your final product is the best it can be.

By testing the product in different scenarios with real users, potential bugs, usability problems, or functional issues can be discovered and resolved early on.

Fixing these problems before launching your product ensures a smoother user experience and helps maintain customer satisfaction — an invaluable step, in my opinion.

Gathering feedback from users also allows for product improvement. By listening to the opinions, suggestions, and criticisms of users, you can gain insight into what features are working well and which ones need improvement.

I’ve found this feedback-driven approach can help you make informed decisions on enhancing the product’s functionality, usability, and performance.

9. Set up distribution channels.

Before you officially launch, you’ll need to set up your distribution channels.

This step is important because it determines how and where customers can purchase your product, be it online platforms, brick-and-mortar stores, or other distribution partners.

In my experience, well-planned distribution channels help accelerate the product’s time to market. By proactively setting up channels ahead of the launch, you can quickly distribute the product once it becomes available, minimizing delays and maximizing opportunities to capture early adopters and gain market share.

If you can successfully position your product in prominent retail locations or online marketplaces, it increases visibility and boosts your chances of capturing customer attention and outperforming competitors.

Another benefit I’ve found, it also provides a foundation for future growth and scalability. As your business expands and introduces new products, you can leverage existing channel relationships and infrastructure to efficiently launch and distribute new offerings.

10. Prepare your team.

Be sure that your company and key stakeholders are ready for you to launch and begin marketing the product. In my opinion, it’s helpful to include them at the beginning of your product launch.

Before the big launch day, consider doing the following:

  • Offer your team early access to the product so they can familiarize themselves with it firsthand.
  • Provide training sessions to help your team understand the product inside and out.
  • Develop sales enablement materials such as presentations, product sheets, FAQs, and objection handling guides.
  • Conduct role-playing exercises to simulate real customer scenarios with the product.

During this process, I think it’s essential that all stakeholders are on the same page. Communicate with the company through internal presentations, Slack, or email to keep your company updated on your launch plan.

11. Launch the product.

Once you’ve completed all the above steps, you can launch the product. Here are some last-minute things I suggest you check over on launch day:

  • Double-check all the necessary details, materials, and arrangements to ensure that everything is ready and working correctly.
  • Conduct a brief team meeting to align everyone and address any last-minute questions or concerns.
  • Keep an eye on social media channels to gauge customer reactions, respond to inquiries, and engage with potential customers.
  • Ensure that your website and any systems related to the product launch, such as landing pages or checkout processes, are functioning smoothly.

Most importantly, you should take the time to celebrate the launch and the efforts of your team. This can be in the form of a team lunch, virtual celebration, or any other creative way to acknowledge everyone’s hard work.

12. See how well you did in achieving your goals.

After you launch your product, track how the go-to-market strategy is performing. Be prepared to pivot or adjust aspects of your plan if they aren’t going smoothly.

Additionally, don’t forget about the goals you set before the launch. I recommend taking the time to review the KPI targets you set ahead of the launch and assess how well you did in achieving those goals.

For instance, did you exceed your sales projections, or did you fall short? If the launch didn’t meet expectations, you can rethink your go-to-market strategy and adjust from there.

Stages of a Product Launch

I’m not trying to scare you, but a staggering number of businesses experience a failed product launch each year.

The failure likely isn’t related to the product itself falling flat (although that can happen). It’s more likely that the business did not follow a strict launch strategy or conduct proper market research before putting their product up for sale.

Before you plan for your product launch, follow this quick guide to ensure you set your product up for maximum success (meaning, sales!).

1. Determining Customer Needs

I know this likely goes without saying, but your product should be a benefit to your customer, not a hindrance.

In my opinion, there is nothing worse than trying to use a product that doesn’t actually do what I need to do.

If your product is cumbersome to use or doesn’t actually solve a problem, your audience will likely not see the benefit and will forgo making a purchase.

My suggestion is to take some time to dig deep into your customers’ needs. A solid understanding of your customers’ pain points can help you craft a better product.

If you’re unsure of their current pain points, just ask them. A well-crafted survey can help you uncover their wants, wishes, and needs.

Plus, this survey can help you understand why your customers will or will not buy your product, which can help you determine your market positioning and a promotional strategy. You can also use your CRM to collect this data.

2. Looking at Competition

Remember how your teachers would tell you to “keep your eyes on your own paper?” As a former teacher, I’m guilty of saying those exact words.

But when it comes to a product launch, forget everything your teachers told you. It’s okay to take a look at your competitors.

In fact, it’s expected, and it’s one of the best ways to understand the advantages and disadvantages of a competing brand.

Eyeing your competitors can help you create a plan to set your product apart from the competition. By doing a deep dive into your competitors, you should be able to determine a better marketing strategy and how to position your product as the solution to customer needs compared to other brands.

3. Creating, Testing, and Refining a Prototype

Hopefully, you have a few key audience members on standby that you can bounce ideas off of. Using their expertise, create a prototype of your product and ask them to beta test it.

Take it from Oindrila Mandal, a senior game product manager at Electronic Arts. says, Mandal notes that, in the video game industry, phases of launch could start with a limited beta test.

Here “marketing efforts try to reach a specific segment of potentially highly engaged customers or ‘power users’ and ask them to sign up for the product as an exclusive preview. The product launched in this stage is largely still under testing, may have limited functionality, and will probably undergo changes based on the user feedback,” Mandal says.

Regardless of your industry, a beta test is an excellent idea. Using your beta testers’ notes and feedback, you can implement their suggestions to work out any bumps in your prototype or add a new suggested feature.

Your beta testers’ feedback is invaluable and an important part of a successful product launch. Don’t skip this step!

4. Determining Numbers

Before you spend more time and money creating and launching your product, it’s not a bad idea to crunch the numbers. Spend some time looking at factors like your profit margins, your product’s performance, and potential sales volume.

Doing so will help you create a baseline for needed conversions and sales.

And, running the numbers can give you insight into whether or not your product launch is worth the time and effort.

If your needed conversations and sales feels like an impossible task, it’s okay to scrap your plan, make some tweaks, and try again.

5. Building Pre- and Post-Launch Marketing Plan

A successful launch requires a good bit of pre-marketing and planning. You’ll need the help of those within your circle to help generate buzz about your product.

You might enlist the help of a PR agency or create partnerships with influencers within your niche. Take some time to brainstorm the best course of action. This will help you achieve a better launch.

6. Checking supply chain.

One of the reasons product launches fail is not because of an awful product, but because there is not enough of it to meet demand. Double check with your suppliers and vendors to ensure you have enough product for a successful launch.

You’ll also want to nail down a plan for scaling your product, if the demand exceeds your expectations.

7. Launching your product.

Launching your product is the most exciting stage of the product launch. This is when you’re finally able to show your hard work to your audience, and, hopefully, make a sale.

I’ll talk more about the how-tos of a successful product launch later in this post.

Keep reading!

8. Ask for and analyze feedback post-launch.

The public’s perception of your product is a big indicator of its success. Their feedback is valuable and can help you better understand what went right in your launch or which aspects failed.

Now that we know the stages of a product launch, let’s take a look at how to launch a product.

How to Launch a Product With Data and Expert Insight

Now that you know all the details that go into launching a product, we need to talk about how to *actually* launch it, from setting your launch date to releasing your product into the wild and anticipating orders from your loyal client base.

Lindsay Wyskowski, brand strategy director at Identity PR says, “You only get one bite of the apple, which really translates to getting the launch right because you only get one chance. All of the parts and pieces need to align appropriately, with everyone involved on the same page following the same plan, so the product launch can really be a milestone moment for the company.”

If you’re ready to come up with your own product launch plan to get that milestone moment for your business, follow these steps.

1. Set a date for your launch.

The first thing you need to do is pick a date for your launch. Whichever day you choose, be sure to give yourself plenty of time to get all the things you need to do done. Realistically, you’ll need to set your launch date out several weeks, or even months.

Bernardo Castro, backend developer and founder of Bybrand, tells me his company usually takes three months to launch a product.

Bernardo says, “The first month is about planning. What platforms are we going to use? Will it be available all at once or staggered? What is our sales objective for the first week? The second month is about polishing the product (the software, in our case) and creating marketing content. The last month is about teasing the launch, determining the launch date, and rolling out our marketing campaign.”

With his advice in mind, you’ll need time to:

  • Craft marketing copy for emails and social media.
  • Create a landing page for your product.
  • Ensure your product’s bugs and kinks are worked out.
  • Drum up some customer hype.
  • Work out logistics.

If you’re like me, you’ll likely find picking a date and working backward to be helpful. This means once you have a good date in mind, you can mark off the weeks with deadlines detailing when and how to accomplish your pre-launch tasks.

2. Choose your marketing channels.

Where you market your product matters. It matters because if your audience is not hanging out on the platforms you’ve chosen, you’re essentially yelling into the wind.

Take some time to figure out which channels are your best marketing channels. Do your customers:

  • Read and respond to emails or SMS messages?
  • Are they active on specific social media platforms?
  • Are they easily influenced by social media influencers?

The answers to these questions will help you determine your best plan of marketing action. And remember, 88% of people are likely to trust a recommendation from people they know and trust, so word-of-mouth marketing shouldn’t be off the table.

Don’t forget, you can market your product on multiple channels. So, while one marketing platform might not be the most effective, in my opinion, it’s not a bad idea to give it a try to reach all of your customers.

3. Develop your messaging and marketing materials.

You can’t have a successful product launch without compelling marketing materials. Your marketing materials will help draw in your audience, explain the benefits and usefulness of your product, and showcase your brand’s voice and message.

These materials include:

  • Landing pages.
  • Blog posts.
  • Paid advertisements.
  • Emails.
  • SMS messages.
  • Short-form video.
  • Long-form video.

Speaking of your brand’s voice and message, though, you’ll also want to pinpoint exactly the tone you want your marketing materials to set. Ask yourself:

  • How do you want to present your product?
  • Do you want your brand to be helpful? Direct and to the point? Humorous? Optimistic?

The answer to those questions will help determine your tone of voice, which will guide you and your marketing team’s copywriting and content efforts. You can also look to your target audience, too, to help you determine your tone of voice.

Which attitude do they best respond to?

4. Create some buzz around your product.

Once your promotional materials are ready to go, it’s time to start promoting your product and its launch! Ideally, you’ll want to start promoting your product about six or eight weeks before the launch date.

In my experience, this will give you plenty of time to generate interest among your target audience, without shocking them with a surprise launch that could fall flat.

Take a look at your launch date and then count back six to eight weeks. Whichever day that falls on should be the start of your marketing campaign.

Since 80% of social media marketers say they think customers will buy products directly in social apps, don’t discount the power of social selling and promotional social media posts.

You can use social media scheduling tools to help you schedule your posts ahead of time. Or, create a content calendar detailing your posting schedule to share with your team.

To create even more buzz and better market your product, consider:

  • Hosting an exclusive pre-sale for select target audience members.
  • Creating a limited edition of your product.
  • Hosting a launch party, either in-person or online.
  • Giving early access to influencers to help promote and market your product to their audiences.

Above all, I recommend using your six to eight weeks of promotional time wisely. When done right, this time will pay off in dividends.

5. Launch your product.

On launch day, it’s officially time to release your product to the public and make some hard-earned sales! Use your preferred marketing channels to announce your product launch to your audience.

Pro tip: Don’t forget to include a link to make a purchase!

6. Track the results.

You’ll have a good indication of how well your launch performed based on sales.

However, it’s a good idea to dig into your marketing channels’ analytics to get a better idea of what worked and what didn’t.

Keep an eye on your:

  • Open rates for both emails and SMS.
  • Click-through rates.
  • Social media engagement data.

While you can’t go back and change your past marketing strategy, tracking your results can help you plan for a better launch the next time.

Plus, you can make changes to your strategy in real-time, like reviewing your open rates and editing email subject lines for a better chance at your audience opening them before you send follow-up emails.

And remember, 47% of email recipients open an email based on the subject line alone, so you really need to nail it to increase those open rates!

How to Launch a Product Online

To launch your product online, you’ll want to ensure you’ve followed the steps above. However, there are a few additional steps you’ll want to follow to gain traction primarily online.

1. Figure out the story you want to tell regarding your product’s bigger purpose.

What story do you want to tell across social platforms, landing pages, and email? This is similar to your positioning statement but needs to be geared entirely toward your target audience. Ask questions like:

  • Why should they purchase your product?
  • How will your product or service make their lives better?

Remember how I said it’s important to get your team and stakeholders involved before you start? Communicating cross-functionally ensures the communication materials you use across various online channels align — which is key when it comes to establishing a new product in the marketplace.

Consider, for instance, how Living Proof announced its new product, Advanced Clean Dry Shampoo, on its Instagram page. The story revolves around a simple nuisance common with most other dry shampoos — How consumers still want that just-washed feeling, even when using a dry shampoo.

Living Proof's new Instagram post, highlighting its new product launch

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I like how Living Proof builds excitement and demand for its new product by focusing on how the product will benefit consumers through storytelling, and using a new hashtag #NoWastedWashes.

2. Display customer testimonials, case studies, and other social evidence to positively frame your new product.

Consumers want to see that other consumers have already taken the risk and purchased your new product before doing it themselves.

I’m guilty of spending hours researching what others say about a product before I finally take the plunge. And because I’m not alone in this, this is where social proof comes into play.

In the weeks leading up to a product launch, or shortly after its launch, begin posting customer testimonials, reviews, and case studies to showcase how your new product has already helped other people.

Take this a step further and employ influencers to share the word about your product as well, if it’s a good fit for your brand.

Consumers are smart enough to know they shouldn’t trust every advertisement they see — but they can trust fellow consumers. So leverage that trust through social proof methods.

3. Create a social and email campaign.

Create a full, comprehensive social media campaign to increase interest and awareness of your new product.

I advise using paid advertising to reach new audiences, creating full product explainer videos to use across your social channels, and using email to reach existing customers and provide an exclusive first look at your new product’s features.

Since 73% of consumers prefer to watch a short-form video to learn about a product or service, I highly recommend you keep that in mind when creating your video content.

Additionally, you might consider hosting a live stream to connect directly with prospects and existing customers and invite experts from your product development team to explain the new features of your product.

It’s important to note — in this stage, you’ll want to pay attention to how consumers are interacting with the communication materials regarding your new product.

Share concerns and feedback with the product development team — it’s important to trust your consumers and use their feedback to strengthen your product.

4. Have a pre-order option.

If a consumer is excited to purchase your new product, don’t make them wait — provide an option to pre-order the product or service before it’s even available.

This helps spread out demand while enabling consumers to purchase the product whenever they’re feeling most inclined to do so.

The cost of launching a new product varies significantly.

For instance, an entrepreneur will see vastly different costs for launching a product on Amazon than an enterprise company might see for launching a product in a million-dollar market.

I’ll share two examples to explore this more closely.

Entrepreneur Product Launch Example

In the first example, let’s say you’re an entrepreneur who has invented a design app you’re hoping to sell online.

You might conduct market research to determine which marketing strategies work best for your goals, which messaging resonates best with your audience, and which design elements appeal to your desired prospects.

If you use a few focus groups to determine these answers, you might expect to spend roughly $5,000.

When you’re bringing a new app to the market, you’ll need to choose the best go-to marketing strategy for your needs. Regardless of the strategy you choose, they all cost money.

For instance, product branding could cost roughly $1,000 if you’re paying a designer to help you out, and website design could cost anywhere from $500-$3,000 if you’re paying a web designer a one-off fee.

These fees don’t include the cost you need to pay yourself and any employees if this is a full-time job. It also doesn’t include the costs of hiring an engineer to update the app’s features and ensure the app is running smoothly.

With this simplified example, you’re looking at roughly $8,000. Of course, you can cut some costs if you choose to do any of these tasks yourself, but you might risk creating a subpar customer experience.

Enterprise Product Launch Example

On the other end of the spectrum, let’s consider a large enterprise company that is launching a new product. Here, you’ll likely pay upwards of $30,000–$50,000 for market research.

Perhaps you’ll spend $15,000 on brand positioning and the marketing materials necessary to differentiate yourself against competitors, and you might pay upwards of $30,000 for all the product design and brand packaging.

Finally, your marketing team could need a budget of roughly $20,000 for SEO, paid advertising, social, content creation, etc.

All said and done, launching a product against other enterprise competitors could cost roughly $125,000. Again, that doesn’t include the costs you’ll pay your marketing, product development, and engineering teams.

Product Launch Best Practices by Industry

How to Launch a Digital Product

When launching a digital product, you’ll want to begin building anticipation with a strong content marketing strategy.

Use blog posts, email marketing, social media, and other channels of distribution to increase interest and demand for your digital product.

I also suggest you ensure you’re leveraging lead generation strategies to reach existing customers and prospects.

For instance, let’s say you’re launching an online course on SEO. In the weeks leading up to the launch, you might create SEO-related blog content to send to your email subscribers with an option to join the SEO course’s waitlist.

This helps you gauge the effectiveness of your marketing materials while reaching an audience that has already demonstrated interest in your brand.

How to Launch a Product on Amazon

Anyone who’s ever shopped on Amazon knows the importance of a good product listing. In the weeks leading up to launch, take the time to create a strong, high-converting product listing.

This includes taking high-resolution photos of your product, writing a description that outlines your product’s differentiating features, and using keywords to help your product rank on Amazon.

Additionally, product reviews are incredibly important on Amazon, so I recommend having reviews ready to go before you even launch your product on Amazon.

To do this, ensure you’ve either launched your product on your own website first (which gives you time to earn reviews before launching on Amazon).

You can also send your product to a select group of interested buyers ahead of the full launch and collect reviews from them.

Finally, ensure you’re ready for an Amazon product launch by checking inventory.

You never know how quickly your product might gain traction on the ecommerce superstore, so make sure you have enough products to fulfill Amazon orders quickly.

Pro tip: Take a look at HubSpot’s The Ultimate Guide to Selling on Amazon for more information related to Amazon.

How to Launch a SaaS Product

To launch a SaaS product, you’ll want to start by researching competitors and understanding the marketplace at large. There’s plenty of demand for SaaS products, as the industry is expected to grow by more than 16% by 2026.

However, the SaaS industry is also well-saturated, so before launching a SaaS product, I highly recommend you determine how your product differs from all the others in the industry.

To create a successful product launch, you’ll want to conduct market research and focus groups to determine the true benefits and differentiators of your product.

Next, I suggest employing a strong content marketing strategy to increase your website’s visibility on search engines and to ensure your business is appearing in search results for topics related to your product.

Since you aren’t launching a physical product, your marketing efforts need to convince businesses that your product can solve their needs. Additionally, you might want to offer free trials or a freemium option for smaller businesses on lower budgets to test out your offerings before committing.

Pro tip: For a full SaaS rundown, take a look at HubSpot’s Ultimate Guide to Software as a Service (SaaS).

How to Launch a Food Product

To launch a food product, you’ll first need to ensure you’re prepared for the costs required to do so.

This includes how much it costs to package and store the product (including packaging, warehousing, and distribution) and how much it costs to sell the product (including branding and digital marketing).

Next, you’ll want to follow federal and state food regulations. For instance, you need to ensure you’re following health department rules for food preparation surfaces, refrigeration, and sanitation.

You’ll also need to make sure the labeling you use on your product’s packaging is accurate, which requires you to send your food product to a lab for analysis and check with your state commerce to see what it requires for nutrition labels.

When launching a food product, I think it’s a good idea to hire a food broker. A food broker can foster relationships with national or local grocery stores and will create a promotional plan to help increase sales when your food hits the shelves.

Typically, a supermarket will test out your product for a few months before determining if there’s enough consumer interest to keep it stocked — which is why a food broker can be incredibly useful for using business intelligence and industry knowledge to ensure a successful food product launch.

1. Calm

product launch example: calm

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Originating in 2011 as a website called donothingfor2minutes.com, Calm is a mobile app that provides various resources and tools for meditation, sleep, relaxation, and mindfulness. Although Headspace was the leading meditation app at the time of its launch, it didn’t take long for Calm to dominate the market.

Calm found success largely because of its content marketing and SEO strategy. According to Foundation’s research, Calm has attracted over 8 million backlinks and uses blog content and YouTube content to organically attract and engage prospects.

The company also partners with celebrities to create unique content and engaging ad campaigns. Some of Calm’s most famous collaborators include Lebron James, Harry Styles, Matthew McConaughey, and Camila Cabello.

Calm’s celebrity partnerships have given them a leg up compared to their competitors. Not only their celebrity-read Sleep Stories garner millions of views, but they also boost the brand’s visibility and authority.

2. Poppi

product launch example: poppi

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Poppi is a “prebiotic soda,” which is a beverage that combines the fizziness and taste of a traditional soda with fruit juice, prebiotics, and apple cider vinegar. It comes in flavors such as Classic Cola, Root Beer, Orange, and Cherry Limeade.

Initially called “Mother Beverage,” Poppi was originally created when co-founder Allison Ellsworth wanted to create a drink that was both healthy and tasted good.

Not only does Poppi stand out from other beverages because of its health benefits, it also has a unique and colorful brand personality that attracts customers.

According to Ellsworth, “We had this really fun and vibrant brand and a product that people could relate to. People love it and it was created with ingredients that people knew to be effective and beneficial to their body.”

Poppi was originally slated for a retail launch in March of 2020. However, those plans changed due to the Covid-19 pandemic.

Fortunately, they were able to pivot to launch as a DTC product, selling on Amazon and other ecommerce platforms. Additionally, they used this opportunity to invest in social media marketing on Instagram and TikTok, where they gained popularity amongst Gen Z consumers.

3. HubSpot Operations Hub

product launch example: operations hub

In 2021, HubSpot launched Operations Hub as part of its CRM platform. The product is designed to help businesses streamline their operational processes, improve data quality and accuracy, and enable cross-team collaboration. This allows businesses to run more smoothly and scale more effectively.

One of the reasons why this launch was successful was because it solved a problem that many customers faced.

According to HubSpot’s research, “over 60% of operations professionals have to do duplicative work because of a lack of alignment between teams.” This happens because operations professionals get hired into separate departments and get siloed and overwhelmed with tasks as their companies scale.

In response, HubSpot introduced Operations Hub so operations employees could work together out of a shared system and remove friction from their day-to-day workflows.

4. Goodles

product launch example: goodles

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Goodles is a noodle brand that takes boxed mac-and-cheese to the next level. This product differentiates itself by providing more nutritional value than the standard dry noodles, with 10g of protein and 7g of fiber with prebiotics in every serving.

“The pasta aisle is overflowing with golden, al dente pasta options that provide very little nutrition. There’s also an ‘alt-pasta’ section with green, brown, orange, mushy, foamy noodles that offer more nutrition but little ‘yum,’” co-founder and CEO Jen Zeszut said in a press release. “Why should you have to choose between taste and nutrition?”

Aside from its positioning as a delicious and nutritious alternative to boxed mac-and-cheese, Goodles also stands out with its vibrant and fun branding.

While other noodle brands have neutral-colored packaging, Goodles uses a bold color palette, a nostalgic typeface, and cheeky product names, like Shella Good and Here Comes Truffle, to attract consumers in the grocery aisle.

Product Launch Tips

To learn the best practices for a successful product launch, I talked to Alex Girard again.

The HubSpot Product Marketing Manager said he had three main tips for a successful product launch:

  • Your product positioning should reflect a shift you’re seeing in the world, and how your product helps your customers take advantage of that shift.
  • Create a recurring schedule for you and the core stakeholders for the launch to check in and ensure you’re all on the same page.
  • Make sure you keep the product team in the loop on your marketing plans. The product team could have insights that inform your overall marketing campaign.

However, sometimes, external factors might impact your ability to launch a product. When that happens, you might need to delay your launch.

How to Know When to Delay a Product Launch

To understand when and why, you might hold off on a product launch, Girard told me there are three key reasons why you might want to delay a product launch, including:

  • When your product itself isn’t ready and you need to change your timeline to create the best customer experience possible.
  • If a situation occurs where your current customers are having a less-than-optimal experience with one of your current products. Before launching and promoting a new product, you should make sure your current customers are satisfied with your existing product offering.
  • If something occurs on an international, national, state, or local level that requires your audience to readjust their priorities and shift focus away from your company and its product launch. Make sure that when the time comes to launch, your target audience is ready to learn about your new product.

Launching the Right Way

In my experience, a product launch involves a lot of moving parts and collaboration with a lot of people.

I’ve learned that I must keep my eye on my product, the stakeholders, our target audience, and our marketing materials to ensure a smooth and successful launch.

If you‘re looking for templates to coordinate your team efforts and align your company around your new product’s messaging, download our free product marketing kit below.

Editor’s note: This post was originally published in November 2015 and has been updated for comprehensiveness.

Categories B2B

How to Set (Crushable) Marketing Goals, According to HubSpot Pros

Hey, marketers. Raise your hand if you’ve been personally victimized by big, lofty marketing goals with little to no resources to execute them.

Download Now: Free State of Marketing Report [Updated for 2024]

✋🏽*raises both hands* ✋🏽

In an ideal world, we’d have endless budgets and perfect conditions to work with.

Like stable SERPs and simple social media algorithms. Or consumers who laugh at all of our marketing jokes.

While that’s not (always) the case, it’s still possible to set goals that are both ambitious and attainable.

For inspiration, I’ve compiled a list of the highest-priority goals for marketers this year. And as an added bonus, I asked a few marketing pros here at HubSpot to share some of their top tips for goal setting.

Table of Contents

The Goals Marketers (Actually) Want to Reach This Year

Earlier this year, we surveyed over 1,400 marketers to better understand the current state of marketing. These five goals bubbled to the surface for marketers who implemented winning strategies in 2023.

P.S. You’ll see some familiar faces like increased revenue and reaching new audiences, but the way marketers are thinking about these goals is changing with the times.

top five goals for marketers in 2024

1. Increase revenue and sales.

24% of marketers listed increasing revenue and sales as their top goal for 2024.

Everything we do as marketers ultimately rolls up into the bottom line of the business, so it’s no surprise that this continues to be a top priority.

As Amanda Sellers, manager of EN blog strategy at HubSpot, puts it, “Everything I do as a marketer should ultimately help the organization I work for to grow revenue.”

Here’s how you can make progress toward this goal: 75% of marketers believe personalized experiences drive sales and repeat business. So, building connections and developing relationships across the buyer’s journey is a must.

2. Increase brand awareness and reach new audiences.

19% of marketers listed increasing brand awareness and reaching new audiences as their top goal for 2024.

Sounds pretty standard, but the way we generate awareness and reach today is a lot different than in years past.

It’s wild out here, truly. People are discovering brands from their favorite influencers instead of more traditional methods like paid media. And brands are capitalizing on popular TikTok sounds and trends to appeal to younger audiences.

For example, why is Canva, an online design brand, talking about cucumber salad? Because TikTok user Logan (@logagm) recently went viral for his “sometimes, you need to eat an entire cucumber” recipes.

Here’s how you can make progress toward this goal: Keep a pulse on brand sentiment and visibility in search and on social media. Marketing is becoming more intelligent by the day, so it’s important to understand how people perceive you and learn about your products.

3. Increase engagement.

19% of marketers listed increasing engagement as their top goal for 2024.

What’s that? Oh, nothing.

Just us marketers asking consumers to like/comment/subscribe … again.

In my opinion, the brands that tap into the latest trends in meaningful ways win the engagement olympics every time.

And sometimes that means not participating in every trend — especially if it’s not a good fit for your brand or your audience.

Either way, I know this is all easier said than done. That’s why keeping up with trends is one of the biggest challenges that marketers are facing this year.

Here’s how you can make progress toward this goal: The majority of marketers agree that website/blog/SEO, social media shopping, and short-form video are the channels with highest ROI right now. Consider focusing your efforts there.

4. Improve sales-marketing alignment.

16% of marketers listed improving sales-marketing alignment as their top goal for 2024.

Customers want their buying experiences to be seamless. That’s next to impossible if your marketing and sales teams aren’t on the same page.

Our survey shows that 70% of marketers report having “high quality leads,” but alignment with sales is still one of the biggest challenges they face.

From wasted marketing budgets to lost sales, the consequences of misalignment are huge. I can see why this is a priority for marketing teams this year.

Here’s how you can make progress toward this goal: The key to alignment is centralized data. Establish a single source of truth (read: CRM) that will allow your organization to share data and collaborate more effectively.

5. Drive traffic to their brand’s website.

15% of marketers listed driving traffic to their brand’s website as their top goal for 2024.

This one’s a big yes from me as a blogger. How can we get more views on our content while battling algorithm update (after algorithm update, after … ) in the SERP?

Well, on the HubSpot Blog Team, we knew we had no choice but to evolve.

  • Google wants to prioritize experience-based content? Cool, we’ll give you first-person perspectives and emphasize our opinions as marketers in our writing.
  • AI-powered search is taking over the Internet? Great, let’s optimize our content and continue building authority for that, too.

You have to shift your strategy in order to continue gaining traffic in 2024 (and beyond). That’s a fact.

Here’s how you can make progress toward this goal: Do a regular analysis of how your brand is performing online. For example, you can use tools like AI Search Grader to understand how search AI models view your brand and to identify new traffic-driving plays to lock in on.

Goal-Setting Tips from HubSpot Marketing Pros

As a senior marketer and HubSpot’s Marketing Blog editor, I’d have to say the biggest tip I follow is making sure my goals allow me to meet my audience where they are.

In other words, it’s not all about me. Harsh reality, tbh.

If I’m setting a goal to build my presence on TikTok (because I love TikTok and all of my favorite brands are on TikTok), but most of my audience is on Instagram … What’s the point?

Here are some more gems from my fellow marketers.

1. Understand how your work ties back to the broader business goals.

According to Karla Hesterberg, director of content marketing at HubSpot, you never have to fully start from scratch when setting your marketing goals. That’s because your goals should always reflect the overarching business strategy.

“Your organization has broader goals, and it‘s your job to figure out how to meaningfully connect your work to them,” Hesterberg says. “Use your organization’s broader goals as a starting place.”

goal-setting tip from Karla Hesterberg, director of content marketing at HubSpot, Your organization has broader goals, and it's your job to figure out how to meaningfully connect your work to them.

She continues, “I start by looking at the biggest things the overall business is trying to solve for. Then, I see where my team‘s work fits into that picture and can have the most impact.

That makes it easier to look at the scope of what we’re working on and determine which things connect back to the business and which things are in the ‘nice to have’ category.”

2. Use your biggest opportunities (or headwinds) as a starting point.

“For setting team objectives, I like to use our biggest opportunities or headwinds as a starting point and go from there,” says Hesterberg.

“Ideally, everything we‘re working on — from big initiatives to smaller projects — should be connected back to those central things we’re solving for.”

We take those big opportunities and challenges and contextualize them into what we want to accomplish. At HubSpot, that materializes as our OGPs (objectives, goals, and plays).

Here’s an example from Sellers on how she uses OGPs to help guide the EN blog strategy at HubSpot:

  • An objective describes what we’re setting out to achieve. For example, I work on the EN blog, and one of my objectives might be to improve our content quality according to Google’s new Helpful Content guidelines.
  • The goal itself defines what success looks like using concrete metrics. For example, we might forecast the outcome to yield an estimated X organic visits and/or Y monetizable leads from those visits.
  • A play is what we’ll do to achieve our objective. For example, one play that ladders up to the objective might be to implement a peer feedback program for quality assurance.”

“The ideal outcome is that every action or task clearly ladders up. This helps with prioritization, alignment, and so much more.”

Having a framework like this ensures that our priorities are aligned at every level of the organization.

3. Use data to inform the “why” behind your approach.

“If you don’t know the ‘why’ behind a project you’re working on, you should pump the brakes and find out,” says Sellers.

Honestly, yeah. The biggest waste of marketing resources is doing things for no reason or with little value add. Stepping back to determine the ‘why’ helps you prioritize the actions and projects that will actually move the needle.

goal-setting tip from Amanda Sellers, manager of EN blog strategy at HubSpot, If you don’t know the ‘why’ behind a project you’re working on, you should pump the brakes and find out.

Sellers also notes the importance of data during the goal-setting process.

“Historical data is so important when estimating impact to set goals. If you don’t have historical data, seek out a case study. Either of these options are better than an uninformed guess.”

*mic drop*

4. Try not to limit yourself to what feels possible today.

This is one of my favorite tips because it tells me it’s okay to think big even when resources seem limited.

Basha Coleman, principal marketing manager at HubSpot, says, “Don‘t assume that something can’t be done. Challenge yourself to work through the obstacles to achieve as close to the ideal solution as possible.”

She continues, “Think about the problem and the ideal solution. Don‘t limit the solution to what’s possible today — think big, idealistic, and as if nothing is impossible. Then, once the solution is identified, figure out what you’d need to start, stop, or continue doing to get to that solution.

Those start, stop, and continue items are the detailed tactics you need to complete to achieve your goals.”

Go(al) for Gold

You’ve seen what other marketers’ goals look like this year, and you’ve heard from the pros on how to set your own. Let’s go — it’s time to tackle this thing we call marketing the right way.

Categories B2B

7 Ways to Use AI for A/B Testing: An In-Depth Guide [+ Expert Tips]

Experimentation is central to making evidence-based decisions, and this is where A/B testing has always shined.

Free Download: A/B Testing Guide and Kit

But with the advent of AI, we now have tools for AI A/B testing, making experimentation smarter, faster, and infinitely more manageable.

AI A/B testing gets you real-time reports and lets you test multiple hypotheses in a few clicks. To explore the magic that AI brings to A/B testing, I spoke with CRO experts who shared their unique insights.

On top of that, I’ll also take you through the benefits, limitations, and best practices for integrating AI into your A/B testing process.

In this article:

headshots of CRO experts who are featured in this post

Why use AI for A/B testing?

A/B testing is a research method used to analyze landing pages, user interfaces, or other marketing prototypes to determine the best version before full rollout.

You split your audience into two groups or more. One sees the control (A; original version), while the other interacts with the variant (B; modified version). Tracking interactions, analyzing results, and refining content follows.

With AI, you automate much of this heavy lifting. You get clear, actionable insights without the usual headaches because AI takes the guesswork out of the following:

  • Testing idea development. AI systems, particularly those using machine learning like ChatGPT, can sift through massive datasets. They can help generate fresh test ideas and refine suggestions as you amass more data. Need inspiration? I like this Advertising A/B Testing ChatGPT prompts created by advertising agency Anything is Possible Media Ltd.

Advertising AB testing tool

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  • Data modeling and analysis. Quality data is the foundation for solid and reliable A/B tests. AI helps by cleaning data, i.e., removing errors, duplicates, and inconsistencies that could skew test results.
  • Test customization. Say you have a mix of local and foreign visitors on your site. A 50/50 split may only attract local traffic since perks requiring in-store visits won’t appeal to international shoppers. AI ensures this testing only reaches locals.
  • Testing process. AI systems like VWO set up experiments, track user interactions in real-time, analyze performance metrics, and offer suggestions for improvement. This automation reduces manual effort and speeds up testing cycles.
  • Variant generation. Instead of manually creating each test version, AI generates new variants based on your criteria. It tests multiple ideas at once and prioritizes the most promising ones.

Artificial intelligence can help you sidestep the usual pitfalls of human-led A/B testing. Here’s how AI and traditional methods stack up against each other.

chart that compares traditional and AI-led a/b testing

With AI handling everything from setup to analysis, you can ditch the old-school grind for clearer, faster insights. Let’s explore how these efficiencies benefit your A/B testing strategy and set you up for success.

Benefits of AI in A/B Testing

AI streamlines your workflow and generates more accurate insights faster. Here are the top benefits that make AI indispensable for A/B testing.

Faster, Broader Data Reach

Humans take days or even weeks to gather and analyze data. Meanwhile, AI processes heaps of variables — think hundreds of web pages or app feature versions — at lightning speed.

Jon MacDonald, CEO of The Good, has reaped the benefits of this well-oiled efficiency:

“Since we build rapid prototypes quite often, using AI has helped us code A/B tests faster and without bugs. We’re able to produce rapid prototypes quickly, increasing our testing volume and rapidly validating hypotheses.”

AI distinguishes subtle correlations within large datasets, helping you prioritize and evaluate the right variants. Thus, you get results faster and make smarter decisions without getting bogged down by lengthy analysis.

Improved Accuracy

Manual error and cognitive biases can skew the results and interpretation of A/B tests. This study on advertising A/B testing demonstrates how AI improves accuracy in these four dimensions:

1. Targeting. Machine learning lets you create detailed audience segments. Some AI tools even allow for real-time, targeted adjustments based on live data.

2. Personalization. Using Recommendation System and Virtual Assistant technology, AI tailors content to individual preferences. Each A/B test variation only shows up for users with similar interests.

3. Content creation. Generative AI and Natural Language Processing (NLP) enhance ad content quality and diversity. You can leverage it to generate consistent, high-quality ad variations.

4. Ad optimization. Deep Learning and Reinforcement Learning adjust advertising strategies dynamically. It optimizes factors like ad placement, timing, and frequency based on live performance data.

AI improves accuracy at every stage of A/B testing. It fine-tunes your test parameters, ensures optimal testing for all variants, and provides deeper insights into user interactions.

Predictive Capabilities

AI doesn’t stop at analyzing past data. It also predicts future trends to forecast how users respond to changes and make proactive adjustments.

Advanced tools such as Kameleoon use historical data and predictive analytics to anticipate visitor behavior. Kameleoon achieves this with its Kameleoon Conversion Score (KCS™).

If KCS™ predicts visitors browsing high-end products are more likely to convert with Layout A, it ensures they see this layout. Those who are more interested in budget-friendly options may often encounter Layout B.

Your A/B tests aren’t static with AI. You’re not waiting to tweak your tests for next time. Instead, you’re optimizing and delivering the best possible experience instantaneously.

Personalization

Intelligent systems track each visitor’s browsing patterns, purchase history, and preferences. AI leverages this data to tailor variations specifically for different user segments, making A/B tests more relevant and accurate.

Ashley Furniture achieved these outcomes with AB Tasty’s AI-powered platform. According to Matt Sparks, the eCommerce Optimization Manager, their UX teams used it to better understand customer experiences, solve problems, and design new functionalities.

AB Tasty helped cut out Ashley Furniture’s redundant checkout procedures. They tested a variation, prompting shoppers to enter their delivery information right after logging in. This tweak increased conversion rates by 15% and cut bounce rates by 4%.

AI-optimized test results drive tangible benefits — no doubt — but they’re not a cure-all. There are inherent limitations to consider, and we’ll go over them in the next section.

Limitations of AI in A/B Testing

AI can’t solve every problem or guarantee 100% perfect results. Recognizing the human-focused aspects it doesn’t cover allows you to be more prudent in your testing and avoid over-reliance.

Complexity

AI setup involves using advanced algorithms, specialized software, and a skilled technical team. This complexity is challenging for smaller organizations or those without a dedicated data science team.

Start with no-code platforms like Userpilot and VWO if coding isn’t your strong suit. Or, opt for out-of-the-box solutions with multi-channel support like ​​HubSpot if you test across various platforms.

Managing and optimizing A/B tests is much easier with the right tool. So, take the time to assess your needs and select a solution that aligns with your goals.

Privacy and Safety

A 2024 report by Deep Instinct shows that 97% of organizations worry they’ll suffer from AI-generated zero-day attacks.

A zero-day attack exploits a software or hardware vulnerability developers don’t yet know about, leaving no immediate fix.

If such attacks compromise your testing tools, hackers may gain unauthorized access to sensitive data. They may manipulate test results to mislead your strategy or, worse, steal users’ personal information.

Set up real-time monitoring to catch suspicious activities and implement a data breach response plan. Don’t forget to train your team on data security best practices to keep everyone vigilant.

Misinformation and Ethical Concerns

AI has no empathy and intuitive understanding. It can tell you what’s happening, but it can’t always explain why.

Tracy Laranjo, a CRO Strategist quoted in this Convert piece on AI, mentioned that AI doesn’t comprehend emotions and context as humans do. She advised:

“The key is to use AI responsibly; I use it to process data more efficiently, automate repetitive tasks, and be a more concise communicator. I embrace it for the doing aspects of my job but never for the thinking aspects.”

Pro tip: Combine A/B testing with other data analysis methods or run multiple tests to gather more insights if need be. However, continue applying sound judgment when interpreting results and making decisions.

How to Use AI for A/B Testing

Below are seven ways AI can transform your A/B testing efforts.

1. Real-Time Data Analysis to Enhance Decision-Making

AI-powered A/B testing platforms can process extensive real-time data insights. They identify complex trends, patterns, and other variables, facilitating more precise tests.

One test design that exemplifies AI real-time analysis is Multi-Armed Bandit (MAB) algorithms. It allocates traffic to better-performing variations up-to-the-minute—think ad placement optimization and content recommendation.

MAB allocates ad impressions in real-time, prioritizing ads that show better performance as user data accumulates. It can also adjust content recommendations based on recent viewer interactions.

Amma, a pregnancy tracker app, used nGrow’s MAB algorithm to reduce user turnover. MAB automated and optimized push notifications in real-time, increasing retention by 12% across iOS and Android users.

The team also gained a better understanding of their user base. They can now better plan for new regions and optimize user engagement.

2. Predictive Analytics to Boost Accuracy

AI predictions prevent you from having misguided hypotheses and testing ineffective variants.

Alun Lucas, Zuko’s analytics managing director, told me how he does it. He used AI tools like ChatGPT to analyze Zuko’s form analytics data and identify the answers to the following questions:

  • What are my most problematic form fields?
  • How has the data changed since the last period?
  • What ideas could we explore to improve the user experience and reduce abandonment in the identified problem fields?

Predictive analytics identify issues in your data forms or user flows before they become major headaches.

3. Personalized Testing to Create Tailored Experiences

AI lets you break down your audience into different segments based on behavior, demographics, and preferences.

For instance, if you plan to recommend fashion products, you can tailor your A/B tests to different customer segments. Think the patrons, bargain hunters, and eco-conscious shoppers.

Ellie Hughes, consulting head at Eclipse Group, found this approach to be valuable for validating prototypes before implementing them on a larger scale.

She tested different algorithms like personalized search ranking and photo-based recommendations. The outcome? It enhanced her clients’ experience and made it a compelling case for further AI investment.

As Hughes notes, “The value wasn’t in the production of an algorithm as an output. It was about the clever framing of an experiment to prove the monetary value of using AI within experiments.”

4. Multivariate Testing to Reveal Useful Insights

A/B testing can scale from only A and B to a full A-Z spectrum of possibilities. In her talk, Ellie Hughes debunked the myth that A/B testing is limited to comparing two versions, saying:

“A/B testing can involve multiple variants and more complex experimental designs, such as multivariate testing […] to optimize various elements simultaneously.”

Here are some real-world instances where you can implement multivariate testing.

  • Ecommerce website. Test different combinations of headlines, images, and buttons on product pages to increase conversions.
  • Email marketing campaign. Experiment with subject lines, images, and call-to-action buttons to boost open and click-through rates.
  • Subscription service. Try different pricing plans, promotional offers, and trial lengths to attract new customers.

Simultaneous evaluation of multiple variables offers a more nuanced approach to experimentation. It provides richer insights and better overall results than basic A/B testing.

5. Anomaly Detection to Maintain Integrity

Ever had A/B test results that seemed too good (or bad) to be true?

That happens.

Good thing is, AI tools can monitor test data 24/7 and flag any unexpected deviations from the norm. Whether it is a system glitch or a shift in user behavior, AI tools can help you diagnose these issues.

Valentin Radu, Omniconvert CEO, explained how his team used AI to understand what frustrated his clients’ customers.

They monitored NPS survey responses pre- and post-delivery. The analysis allowed his team to run more effective tests and make targeted improvements.

Radu said, “You can’t come up with strong hypotheses for your A/B tests without blending qualitative data in your insights. So, we are already using NLP to crunch the data and identify the main issues by analyzing customer feedback or survey responses.”

To formulate stronger hypotheses, cross-check quantitative data with qualitative insights. It’ll help ensure the observed anomalies aren’t due to data errors or temporary glitches.

6. Improve Search Engine Results Ranking

AI A/B testing allows for precise measurement of how different factors (e.g., algorithm changes, user interface elements, or content) impact search engine results.

Ronny Kohavi, a world-leading AI A/B testing expert, has extensively mastered online controlled experiments. His work shows how AI and machine learning have been employed for years to fine-tune search results rankings.

These rankings span major websites like Airbnb, Amazon, Facebook, and Netflix.

He informed me that Airbnb’s relevance team delivered over 6% improvements in booking conversions. That’s after 20 successful product changes out of over 250 A/B test ideas.

Kahavi says that “it’s important to notice not only the positive increase to conversion or revenue but also the fact that 230 out of 250 ideas — that is, 92% — failed to deliver on ideas we thought would be useful and implemented them.”

7. Continuous Optimization to Refine A/B Tests

You tested a bold red “Buy Now” button and saw a high conversion rate last year.

Now, you notice its performance slipping. Without continuous optimization, you might not discover that users now respond better to interactive elements like hover effects or animated buttons.

Of course, these are all hypothetical scenarios, but the bottom line is clear: Continuous AI monitoring can keep your A/B tests relevant and effective.

As described in this case study, [24]7.ai continuously refined its customer service strategies through A/B testing. They tested AI-driven chat solution versions to see which improved customer interactions and resolved inquiries better.

The results? A 35% containment rate, an 8.9% bot conversion rate, and over $1.3 million saved from enhanced efficiency.

A/B test results plateau or even decline as user preferences evolve. Adjust your test parameters to keep up with changing trends and drive ongoing improvements.

Make your A/B testing smarter with AI.

AI is here. Companies and industry experts who’ve embraced AI-driven A/B testing have found it nothing short of transformative.

To get started with AI-focused A/B testing, I highly recommend checking out HubSpot’s complete A/B testing kit. It offers a comprehensive checklist to help you run the perfect split test, from initial planning to final analysis.

Now, experience the future of testing.

Categories B2B

Gen Z, AI, and the Power of Creator Marketing

As AI reshapes marketing, the next generation of decision-makers is placing more trust in creators than in brands. Here’s how to use creator marketing strategies to keep your business relevant.

Download Now: Free Marketing Plan Template [Get Your Copy]

Marketing strategies evolve with the technological shifts of each era, continuously redefining how businesses connect with consumers.

In the early days of the internet, outbound marketing tactics like billboards and direct mail were the go-to approach. Then came Google and social media, giving rise to inbound marketing platforms like HubSpot.

Now, we’re entering a new and highly disruptive cycle, this time driven by AI.

This early ‘discovery’ phase — which Kieran and I anticipate will last 5-7 years before stabilizing — is marked by rapid innovation and an overwhelming influx of fragmented AI tools.

But the real challenge isn’t just about keeping pace with AI; it’s about understanding how to connect with a new generation of decision-makers — particularly Gen X and Gen Z — while everything else is changing. But how?

As discussed in a recent episode of Marketing Against the Grain, we believe that the answer lies in creator-led marketing. Here’s why — and how you can get started today.

Why the New Generation of Decision Makers Trust Creators over Brands

As new generations step into key decision-making roles within companies, their approach to purchasing decisions is significantly different from that of their predecessors.

“Data shows that the new, younger generations rely primarily on social media and human-to-human connections when evaluating software, solutions, and other business needs,” Kieran explains.

They’re not interested in traditional brand pitches or product specs alone; instead, they seek raw insights, authentic voices, and a sense of community.

This shift underscores the need for brands to prioritize creator-centric content to connect with these new decision-makers online — especially as AI, despite its advancements, isn’t yet capable of delivering the nuanced, human-centered content that creators offer.

“It used to be that people trusted brands. Now creators have become the most trusted brands in our society.” So how do you pivot your marketing strategy?

Three Ways to Integrate Creator Marketing Strategies into Your Marketing Plan

Learn how to revamp your marketing plan by incorporating these three creator-led approaches, along with resources from HubSpot’s Free Marketing Plan Template.

1. Transform Employee Expertise into Content

One of the most underutilized, strategic content assets within companies is the deep industry knowledge of their employees. These individuals not only understand the challenges that customers face but also the intricacies of the product — insights that external agencies or third-party influencers may not have.

Identifying who these experts are within your business, and then putting them in front of a camera, is a high-impact way to turn critical knowledge into compelling, relevant video content. (Plus, video is harder to replicate with AI.)

Especially for audiences that are skeptical of overly-polished brand messaging and AI-generated content, showcasing real, human expertise elevates your brand’s authority and trustworthiness. It also adds a nice personal touch by showing the ‘faces’ behind the business.

2. Hire In-House Creators Dedicated Entirely to Content Creation

Beyond using existing in-house knowledge, a second approach is to hire new employees solely dedicated to content creation. What’s key here, however, is that these new hires are given the autonomy to focus exclusively on creating content, free from the distractions of daily operational tasks.

“Allow them to experiment at scale and function entirely like independent creators,” says Kieran. “This way, they can really learn what works — and what doesn’t — for your company by experimenting, testing, and iterating.”

By giving in-house creators the space to innovate and refine their ideas, you ensure that your content stays fresh and relevant. This strategy also enables you to harness the agility that defines successful independent creators, while still benefiting from their understanding of your business goals and brand ethos.

3. Partner with Influencers to Expand Access to Walled Gardens

As social media shifts toward ‘walled gardens,’ platforms are increasingly restricting the ability to share external links, reducing your capacity to direct traffic outside the platform.

“LinkedIn posts with external links are five to six times less effective,” says Kieran.

And X (formerly Twitter) has introduced features like private likes, hinting at a broader strategy to keep users and their interactions confined within the platform.

Partnering with external influencers offers a strategic way to maintain — or even grow — your presence on these increasingly closed platforms. Influencers have already built trust and credibility within their communities, allowing them to organically integrate your product into their content.

This enables your brand to connect with a targeted, engaged audience and increase awareness where direct marketing efforts are otherwise limited.

To watch our entire discussion about creator-led marketing, check out the full episode of Marketing Against the Grain below:

This blog series is in partnership with Marketing Against the Grain, the video podcast. It digs deeper into ideas shared by marketing leaders Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (SVP, Marketing at HubSpot) as they unpack growth strategies and learn from standout founders and peers.

Categories B2B

The Beginner’s Guide to the Competitive Matrix [+ Templates]

I remember first starting my business. At that time, I knew the basics of marketing and a little about sales.

Download Now: 10 Competitive Analysis Templates [Free Templates]

What I didn’t know was the depth of my competitive business landscape. The outcome of this knowledge gap wasn’t pretty, as many competitors quickly surpassed me.

Turns out I am not alone — because if you’re reading this post, you want to beat your competition. One tactical way to do this is by creating a competitive matrix.

How?

You run a competitive analysis and document your findings using a competitive analysis template.

A competitive matrix helps to identify competitors and lay out their products, sales, and marketing strategies in a visual format. When I did this, I learned about my market position, how to differentiate myself, and how to improve my processes so they outshined competitors.

Below, I’ll walk you through what a competitive matrix is and then review some templates and examples.

In this article:

Competitor Matrix Types

Before I dive into the world of competitive matrices, it’s important to understand that there are different types you can use.

  • Competitive Advantage Matrix. Helps you understand the differentiation and profit potential of your business.
  • SWOT Analysis. Assesses the strengths, weaknesses, opportunities, and threats of your business.
  • Competitive Profile Matrix. Compares your business against competitors based on key success factors and overall performance.
  • Sales Matrix. Gauges the potential of sales opportunities.
  • Product Feature and Benefit Matrix. Evaluates how your offer matches customer needs.
  • Price Matrix. Helps you determine the pricing for your product strategically.

Competitive Advantage Matrix

competitive matrix template]

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The competitive advantage matrix is over a decade old, but it’s still relevant today. With this matrix, I can analyze my company’s competitive advantage by assessing based on volume production and differentiation.

This matrix has two axes — vertical and horizontal. The vertical axis evaluates the number of opportunities available for achieving a competitive advantage, while the horizontal axis measures the potential size of the competitive advantage.

Using this information, the competitive advantage matrix is segmented into four quadrants:

  • Stalemate industries. Few opportunities to differentiate and the impact on revenue is small. The odd of profiting in these industries is low.
  • Volume industries. Few opportunities to differentiate, but the impact on revenue is high. The odds of profiting in these industries is high.
  • Fragmented industries. Many opportunities to differentiate, but limited impact. Here, businesses can have a substantial profit potential if they offer differentiated and value-added products and services.
  • Specialized industries. Many opportunities to differentiate with great profit potential, especially if the business can learn the ropes of its specialized offering and have the resources to scale.

Testing Out the Competitive Advantage Matrix

Below is how different businesses you know might fit into the four quadrants of the competitive advantage matrix.

competitive advantage matrix filled out

Stalemate (Few advantages with small potential)

  • Example: Generic local store retailer

A small and local retail store that sell everyday products like groceries might be in this category.

Since this store operates in a highly competitive market and sells similar products to others, there is little differentiation and that reduces the competitive advantage.

Growth potential is also limited because of the low profit margin of the business.

Volume (Few advantages with great potential)

  • Example: Walmart

Walmart economies of scale and vast distribution network are competitive advantages with huge profit potential. The ability to offer low prices also attracts a high volume of customers.

Fragmented (Many advantages with small potential)

  • Example: Etsy

Etsy is a niched online marketplace for handmade, vintage, and unique goods.

Its diverse product range, large number of independent sellers, and thriving community of users give it a competitive edge.

However, this advantage has limited potential since products appeal to specific and smaller customer segments rather than a mass market.

Specialized (Many advantages with great potential)

  • Example: Apple

Apple’s innovative products, user experience, strong brand loyalty, and ecosystem of superior devices and services give it enormous competitive advantages.

These advantages have significant potential, allowing Apple to command premium prices and maintain a strong market share across multiple product categories, from smartphones to laptops and wearables.

See that?

With the competitive advantage matrix, I can quickly determine if I am operating in a saturated market and assess my profit potential.

SWOT Analysis

competitive analysis graph, swot analysis example

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A SWOT analysis is one of my go-to techniques for assessing how my business compares to competitors. The acronym stands for strengths, weaknesses, opportunities, and threats. I like the SWOT framework because it is simple but incredibly powerful when you dig into it.

SWOT lets me evaluate the internal and external factors that can affect the current and future potential of my business. By identifying these elements, I create a space to capitalize on my strengths, improve my weaknesses, take advantage of opportunities, and eliminate threats.

For example, if my company has an excellent profit record, this is a strength. If my company offers a small variety of products to its customers, this could be a weakness.

But how do I determine what information goes into my SWOT analysis?

Below are some questions I consider.

Strength Questions

The following questions help me discover where my company excels. This information will help me attract and draw in new customers as well as maintain existing ones.

  • What are my assets?
  • What resources do I have?
  • What makes me better than my competitors?
  • What do my customers like about my product/services?

Weakness Questions

It’s difficult for my business or any organization to improve if there’s no system to determine its weaknesses. To remain competitive, I must discover the cracks in my business and find a way around them.

  • What do my customers dislike about my products/services?
  • What areas do my competitors have an advantage in?
  • Do I or my employees lack knowledge or skill?
  • What resources do I lack?

Opportunity Questions

Monitoring my competition is necessary; however, watching for opportunities will give my business a competitive advantage. These opportunities can come from both monitoring my competitors and industry trends.

  • What are the current trends?
  • What is my market missing?
  • Is there available talent that I could hire?
  • Are my competitors failing to satisfy their customers?
  • Is my target market changing in a way that could help me?

Threat Questions

Threats can come up within a business at any time. These can be internal or external factors that might harm my company and its operations. Identifying these threats will help my business run efficiently.

  • Who are my competitors?
  • Has there been an increase in competition?
  • What are the obstacles I am currently facing?
  • Are my employees satisfied with their pay and benefits?
  • Are government regulations going to affect me?
  • Is there a product on the market that will make mine outdated?

As shown by these questions, a SWOT analysis matrix can help your company identify elements that are often overlooked.

Competitive Profile Matrix

Competitive profile matrix

A competitive profile matrix is a tool that any company can use to compare its strengths and weaknesses to industry competitors. To use this matrix, I’ll need four elements: critical success factor, weight, rating, and score.

Critical success factors are areas that will determine my success. Examples are brand reputation, range of products, and customer retention.

After selecting these factors, I will assign a weight to each one. The weight measures the importance of each factor, ranging from 0.0 (low importance) to 1.0 (high importance). I recommend that you avoid assigning a weight of 0.3 or more, as most industries thrive based on many factors.

This high value can decrease the number of factors you’re able to list in your matrix. When assigning weight, I need to ensure the sum of all weights equals 1.0.

The third step is to rate my company and its competitors from 1 to 4 in each critical success factor where:

  • 1 = Major weakness
  • 2 = Minor weakness
  • 3 = Minor strength
  • 4 = Major strength

The last step is to calculate the score.

First, I’ll multiply the weight of each critical success factor by the rating. After this step, I’ll add each company’s score to get the total score.

This, when compared to my competitors, will show if I’m behind the curve, ahead of the curve, or on par with competitors in my industry.

Testing Out the Competitive Profile Matrix

Competitive profile matrix example

Sales Matrix

A sales matrix is a tool for gauging the urgency and viability of sales opportunities. It evaluates potential customers’ interest in my business against their fit for my services.

sales matrix example

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For instance, when I send out cold emails to potential customers, I am not 100% concerned about the open rate. What I am concerned with is the reply rate. Of course, if anyone on my list doesn’t respond, I follow up.

After getting a response, I want my prospect to fall into any of these categories within the sales matrix.

Sales matrix example

With this simple matrix, I get enormous benefits, such as:

  • Insights into what I should do and when.
  • Not getting stuck by sending content and promotions to bad-fit prospects.
  • Not wasting valuable time that could be redirected elsewhere.

The best part? I can now use my energy and resources to pursue prospects who are a good fit and interested, making selling easier.

Product Feature and Benefit Matrix

The product feature and benefits matrix evaluates how my offer matches customer needs. It’s weighted by its importance versus its perceived distinction or advantage. When using this matrix, features will fall into the following categories:

  • Irrelevant. Low importance and low distinction.
  • Overinvested. Low importance and high distinction.
  • Key liabilities. Low importance and high distinction.
  • Key differentiators. High importance and high distinction.

Pricing Strategy Matrix

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If I am building a product, this information tells me what features to keep, what features to get rid of, and where I might save money.

Consider an iPad. Say Apple spends much of the manufacturing budget to produce a high-quality camera, only to find out that most users don’t even use it.

The camera has a high perceived distinction, yet it’s of low importance to iPad users. This information would tell Apple that they overinvested in this feature and could potentially reduce it to save costs in the future.

The price matrix is useful for deciding any business’ pricing strategy. Often, this is based on its product innovativeness and the availability of competitors.

This matrix is like the competitive advantage matrix because companies can only price their product based on the edge they have.

In the price matrix, there are four quadrants:

Skimming. Skimming is best for new and innovative products with little to no competition, where customers will pay a premium. Apple uses this strategy when it launches new products like the iPhone at a high price point.

When Apple makes a more recent product, it lowers the price of the previous product to create a demand for its new product.

I found that HubSpot once used this strategy when it had far less competition in the CRM space. However, HubSpot has now slightly shifted to include the Economy model.

Premium. This works for luxury products where unique benefits or exclusivity appealing to customers. An excellent example is Rolex.

Economy. Ideal for price-sensitive customers. This also works for markets with low production costs and little differentiation. Think Walmart.

Penetration. Used to enter a competitive market with the aim of gaining market share quickly. This is popular in the software industry where I operate.

Now, when creating a pricing matrix, I’d recommend you go from:

  • Penetration to economy
  • Skimming to economy
  • Premium only (requires marketing budget to raise awareness)

To improve on it further, check what your competitors did and see if you can do the same or better.

Note: Unlike the other matrices on this list, a price matrix is a customer-facing competitive matrix type. You are creating it for your potential customer. So after deciding on your pricing strategy, go further with pricing tiers.

example of hubspot pricing tiers on marketing hub product

It’s common to have two or three levels. Once you’ve named them, create a short description. Depending on the industry, you might find it easier to include a few features associated with the category.

Once you do, list the prices. If not, create a call-to-action (CTA) for your potential customer to contact you for a quote.

Remember, as you build your tiers, the price will increase with each one. To stay on par with the perceived value, offer additional features or benefits to justify the cost.

The Benefits of Competitive Matrices

Competitive matrices are great because I can use them to compare any characteristics of my company with those of a competitor.

Sometimes these matrices will be more visual (like a competitive analysis graph), and sometimes it’s just an Excel document with the information listed in columns.

The goal of the competitive matrix is to see at a glance the competitive landscape and my position in the marketplace. This will help me see gaps and hone in on my unique value proposition.

A competitive matrix can also be a great way to brainstorm new service ideas or, if you sell a product, get new ideas for tools or features you hadn’t considered before.

You might even come out of it with ideas for improving your content marketing strategy. You can use a competitive matrix for a lot of reasons.

Then, after figuring out what to do with the information, document your ideas, develop KPIs, and regularly conduct this analysis to stay current with your strategy.

How to Find Competitor Data

The internet has democratized access to information. As such, you can easily find information about your competitors if you look at the right places online.

Here are some places I check when researching my competitors:

  • Google
  • Competitor’s website
  • Sitemap
  • Social media accounts

The process will be different for every business. But generally, I find these online and physical outlets will be helpful for gleaning information about your competitors:

  • Google
  • Competitor website
  • Website sitemap
  • Social media accounts
  • Yahoo Finance
  • Crunchbase
  • SimilarWeb
  • Angellist
  • SEC Filings
  • YouTube
  • Brochures
  • Trade shows
  • Newsletters

How to Present Competitive Analysis Data

During my time at a B2B content marketing agency, we always presented data to clients. It was always “here is what your competitors are doing” and “here is what we recommend.”

To do this, we always included set elements to present our data so it told a story that stuck:

  • Know the audience you’re presenting to. It’s okay to have different presentations for different audiences. For instance, while we created detailed documents of a client’s competitive position, we shared a quick summary with founders. However, the detailed slides go to C-level executives in the marketing or SEO department.
  • Use quality graphics. Whether it’s a matrix template, a screenshot, or an image, ensure it has high resolution.
  • Use competitor logos. Visual impact is key. Use logos to help your audience know the brand you’re referring to.
  • Show the product. Include your audience’s asset, which helps them connect the data you’re sharing to the outcome they can expect.
  • Maintain consistency. Don’t present A about Competitor 1 and then jump to B about Competitor 2. Discuss one thing about all competitors before discussing the next.
  • Be factual. Present where your client’s competitor is thriving and where they are falling short. This gives the client an obvious opportunity for what they can swoop in on immediately.

Now that you know what a competitive matrix is and how to use one, let’s review some templates you can use for your own strategy.

Competitive Matrix Templates

Ultimately, a competitive matrix is an industry-analysis tool with many benefits. To make the process even easier, use the following competitive matrix templates.

1. Two-Feature Competitive Landscape Chart

One type of competitive matrix you can do is a simple comparison of features. You can use this information to plot where your company is compared to competitors.

The features could be something like price or customization potential. Then, you’d place the logos of each company (including yours) on the competitive analysis graph, depending on how well a company executes a certain feature.

The point of this matrix is to visualize who does what better, so you can see what you have to work on and how to differentiate yourself against the competition.

Two-Feature Competitive Landscape Chart

Download this Template

2. Content Marketing Analysis Template

As a content marketer, this is my favorite template. With this, I can compare social media followers, blog strategy, email strategy, SEO, etc.

This will help me decide where I need to focus my content strategy. If you download this template, it also includes a graph and more strategies to analyze.

content marketing competitive analysis template

Download this Template

3. SWOT Analysis Template

A basic competitive matrix is the SWOT analysis. Conducting a SWOT analysis will help you identify areas where you could improve.

You should conduct a SWOT analysis for yourself and your competition. Knowing your competition’s weaknesses will help your sales reps and help you improve in those areas.

SWOT analysis template

Download this Template

4. Review Tracker

A review tracker matrix will help you see at a glance the reviews you get versus your competitors. It’s important not to forget about reviews because they can have a significant impact on a business.

With this template, you can also use a scoring system to normalize the averages.

Competitive matrix review tracker template

Download this Template

After reviewing those templates, it’s time to see what a competitive matrix looks like in action. Here are some examples below.

Competitive Matrix Examples

1. HubSpot

This is a public HubSpot competitive matrix comparing the overall pricing of our CRM versus Salesforce. It’s a standard matrix meant to help people see the difference between the CRMs at a glance.

hubspot competitive matrix example

2. SugarSync

This is a great example of what a feature matrix might look like. SugarSync compares its feature offerings against the competition in an easy-to-understand visualization.

sugarsync competitive matrix example

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3. 360iResearch

In this example, 360iResearch reports on survey management software. This is a competitor grid showing which companies have the best product satisfaction and business strategy.

hubsp360i research  competitive matrix example

Image Source

No Competition, No Progress

Innately, competition feels unpleasant; however, that’s not all it has to be. It can lead to growth, make us look deeper into our business, and improve.

Competitive matrices are great tools to help you uncover how you’re different from your competitors. Three that I really like are the competitive advantage matrix, SWOT (for its simplicity), and the sales matrix.

These — and the other matrices — show areas of improvement and where we can excel. If you’re having trouble evaluating your company’s position in your industry, use this article and the above tools to help.

Editor’s note: This post was originally published in January 2021 and has been updated for comprehensiveness.

Categories B2B

How to Use AI for Technical SEO, Straight from HubSpot’s Tech SEO Team

HubSpot’s 2024 State of Marketing Report found that marketers save around 2.5 hours per day with AI. Further, 60% of marketers see AI tools as helpful assistants in their jobs.

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When it comes to technical SEO and AI, specifically, I set out to answer three burning questions: Are SEO folks using AI? If so, how? And is it actually worth it?

To find answers, I contacted members of HubSpot’s technical SEO team and practitioners from my external network.

If you’re asking yourself the same questions, you’ve come to the right place. Let’s get into the good stuff!

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How to Use AI for Technical SEO

Technical SEO refers to anything you do that makes your site easier for search engines to crawl and index. Technical SEO, content strategy, and link-building strategies all work together to help your pages rank highly in search.

AI can be leveraged in various ways to help your technical SEO strategy. The first five use cases are from HubSpot’s internal SEO team.

The final three are from SEO practitioners in my network doing interesting things with AI for tech SEO purposes.

1. Improve Internal Linking Architecture

I know what you’re thinking: Isn’t internal linking on-page SEO? As with most things in SEO, it depends. (You knew that was coming at some point, folks, so I got it in early for good measure.)

You might not figure out anchor text for individual links as part of your technical SEO efforts. However, you will need to factor in internal linking as part of a site’s overall link architecture. To get a clear picture, you’ll need a bird’s-eye view of any existing internal linking.

Enter Killian Kelly’s use case for AI. Kelly is a marketing manager and SEO content strategist working on HubSpot’s EN blog strategy.

“I‘m currently looking into ways we can enhance our blog’s internal linking structure by using Screaming Frog‘s Ngram tool,” says Kelly.

“It’s going to be incredibly useful for navigating through the large amount of content on HubSpot’s blog. The tool is excellent at identifying both linked and unlinked keywords within the content, which is very helpful for internal linking.”

ai technical seo: using Screaming Frog’s Ngram tool to find internal linking opportunities

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Kelly adds, “During this exploration, I stumbled upon the possibility of integrating OpenAI with Screaming Frog. This will allow us to use ChatGPT prompts during the crawl, which can help automate and optimize different aspects of SEO.”

Kelly explains that the integration should help automate tasks like writing and optimizing alt text for images, creating anchor text, and structuring data automatically.

It can also automatically classify the content into themes, which he thinks would be very helpful for understanding page intent and possible correlations between content types and performance.

Best for: Many of the AI automations mentioned above are more relevant to on-page SEO. So, I think this use case would benefit you if you have a mixture of on-page and tech in your role. And let’s face it, that’s a lot of us these days.

2. Generate Schema Tags

The next four use cases come from Sylvain Charbit, the senior marketing manager on HubSpot’s tech SEO team. He discusses using AI to generate schema tags, conduct log file analysis, and more.

“There are a few ways to use AI for technical SEO, the most common one being to generate Schema tags,” says Charbit. “These small blocks of code are used to display rich results in search (among other things).”

ai technical seo: using Jasper Chat to generate Schema tags

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There are a ton of AI-powered schema markup generators available online. If you’re already using Jasper.ai for your content efforts, you can use Jasper Chat to create schema markup.

Of course, there’s OpenAI’s ChatGPT. I know of many folks who use the free version for this task.

As with anything AI-related, you’ll want to validate what the tool spits out to make sure it’s accurate and functional.

Best for: SEO practitioners who aren’t very comfortable with coding. But even if you are, it can help you save time.

3. Log File Analysis

“Another way we leverage AI for technical SEO is to have it analyze part of our logs (the one without sensitive user data) and recognize behavior patterns,” says Charbit.

“Maybe Googlebot is getting stuck somewhere or crawling many URLs with no interest. AI allows us to know what is going on in a flash and to act accordingly.”

Disclaimer alert: I haven’t personally tested this. However, you should be able to use the Data Analysis GPT in ChatGPT to add some AI magic to your log file analysis. Theoretically, it should be as simple as dragging and dropping your log file into the GPT and asking it a question to get started.

ai technical seo: using Open AI’s Data Analysis GPT to analyze a log file

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Asking Open AI’s Data Analysis GPT questions about data from a log file

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If you’d like to explore this concept further, I found this tutorial pretty helpful!

<iframe width=“560” height=“315” src=“https://www.youtube.com/embed/8CpXdAamxeA?si=Gu_8IY8MuUpssmZX” title=“YouTube video player” frameborder=“0” allow=“accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share” referrerpolicy=“strict-origin-when-cross-origin” allowfullscreen></iframe>

Best for: SEO practitioners who want to recognize behavior patterns at speed.

4. Get a Second Opinion on Your Code

HubSpot’s Sylvain Charbit shares another use case for AI in technical SEO.

“Additionally, getting an opinion from AI on a block of code can be useful to detect an issue if a manual review doesn’t provide any results,” Charbit says.

I’d say that in this case, whatever AI tool you use to validate your code, it should, as the cool kids say, function as your “intern.”

That’s opposed to taking the lead with your code. In short, for this use case, you must have the skills and knowledge to recognize whether AI is hallucinating.

Best for: SEO practitioners with a competent understanding of code but would like a second opinion.

5. Communicate Technical Ideas to Decision-Makers

“Last but not least, communication! Being able to simplify and communicate technical SEO is crucial to getting buy-in from decision-makers,” says Charbit.

He adds, “As I am constantly head down into technical stuff, I can sometimes forget that some terms or facts are not known to many people. AI reminds me of this and improves collaboration with multiple stakeholders by providing more digestible information.”

If I were to do this, I think I’d probably enlist Grammarly, one of my go-to AI-enhanced tools, for the task. Why? It’ll accomplish two things at once.

First things first, it’ll check the text for spelling, grammar, and tone. Second, you can use the new “Increase the impact of your text” feature to highlight any parts of the text that you might need to clarify for a beginner audience.

I’d also highly recommend the “Clarity” function. I’ve been really impressed with how much that’s improved in the last year or so!

Using AI for technical SEO: Setting the Audience goals in Grammarly

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I’d start by setting the “Audience” goal to “General.” I’d then click “Increase the impact of your text.”

I do have a word of warning for this Grammarly feature, though. Sometimes, it can be a little over the top with its suggestions. Then, before you know it, rather than filling in your audience’s potential knowledge gaps, you’re actually talking down to them.

I generally use this feature to highlight potential areas for improvement rather than using the solutions presented by Grammarly.

ai technical seo: using the Increase the impact of your text feature in Grammarly

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Best for: SEO practitioners who need to communicate technical ideas — including the business benefits of implementation — to non-technical stakeholders.

6. Track Headers During Audits

Next, Mike Ciffone, an SEO consultant at Ciffone Digital, shares how he’s been using AI for technical SEO audits.

“While perhaps not the most glamorous use of AI, in my audits, I’ve been using it to keep track of headers,” says Ciffone. “When I fire up Screaming Frog, I use the JavaScript execution feature to store the HTTP response of each URL. Then, with AI, I’m simply asking questions and getting told the story.”

Ciffone asks AI questions like:

  • Are there any patterns in response codes?
  • Where are we getting the most cache misses?
  • Do I have X-robots headers setting no-index/nofollow or canonicals anywhere?

He adds, “In my opinion, there’s way too much instinct involved in auditing for AI to be very useful for any sort of automation (for now at least). However, as a personal assistant, it’s drastically improved my efficiency and shortened my turnaround times.”

Best for: SEO practitioners working with the combination of having a separate mobile site (e.g., m.example.com), multiple language and geo versions, and also working with a progressive web app versus merely a responsive site.

7. Deploy Schema at Scale

I wanted to build upon the schema tag generation use case presented by Sylvain Charbit (number two on this list.)

So I contacted International SEO Consultant Aarne Salminen, who I noticed talking about generating schema templates in bulk to deploy sitewide in MostlyMarketing’s Slack community.

“I do this for sites that have hundreds of content types = schema templates and millions of URLs,” says Salminen. “If you have just a few types of content, I might not go the AI route, but on large-scale projects, it seems to speed up things, including setting everything up.”

Salminen adds, “I don’t use AI in any active component in the process because reliability is most likely still an issue. So it is in the preprocessing stage and/or planning stage, where you build up templates per content type, keeping the big picture of the website infrastructure and internal connections in mind.”

I asked Aarne to share what this process looks like. He said he feeds it the data of their site, such as Screaming Frog type of data with identified and manually verified page types, and lets the AI run the first pass of suggestions.

After that, he verifies and validates the AI input, tweaks it, and does a second pass if need be. Then, he verifies and validates again, and finally, it goes to implementation.

Best for: SEO practitioners working on sites that have large quantities of content types and URLs.

8. Visualize Google Search Console (GSC) Data

Last but not least, I learned about this use case from Sreeram Sharma, an SEO consultant and co-founder of Angleout.

“I use ChatGPT to visualize the GSC data while looking for pages that were hit or gained traffic during a specific time period,” says Sharma. “This helps me to plot a graph and visualize stuff rather than using Tables or Looker Studio. I like using this approach compared to Looker Studio.”

I asked Sharma to expand upon the process:

“I run a screaming frog audit and export it into sheets, then use vlookup to map them with clicks + impressions before/after traffic drop. Now, I upload the sheet to ChatGPT and ask it to visualize and show a correlation of the number of tech errors versus the drop in traffic.”

A correlation of pages with increased impressions and clicks from ChatGPT

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A correlation of pages with decreased impressions and clicks from ChatGPT

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Sharma adds, “This helps me get an approximate idea of traffic drop and makes it a bit easier to explain to my clients on monthly calls. So far, they’ve loved it.”

Best for: SEO practitioners looking for an alternative to Tables or Looker Studio.

Adding AI to Your Technical SEO Strategy: Yay or Nay?

Ever since OpenAI unleashed ChatGPT in the winter of 2022, there’s been a ton of hype around AI.

Upon the back of the release — and seemingly in the blink of an eye — we went from AI being a developing concept, bubbling away in the background, to it being everywhere. Integrated into anything and everything.

The floodgates had truly opened.

Now, it‘s the summer of 2024. You look to your left: AI. You look to your right: Oh, hello, that’s some more AI. But unlike 2022, the dust has settled somewhat, and maybe you’re like me, constantly asking: Is the juice really worth the squeeze?

When it comes to AI for technical SEO, the answer is both yay and nay. Honestly, it depends on your unique situation. That said, there are two things I can say with absolute confidence:

1) There‘s literally no point using AI for tech SEO simply for the sake of it. If it doesn’t add value to your process (i.e., save you time and improve efficiency), it’s hype — plain and simple.

2) If you remove the human from tech SEO at this stage, where AI is right now, you’re cooked.

On the latter point, will this change in the future? Who knows. I personally don‘t think you can ever fully remove humans from SEO. But that’s just my humble opinion.

What do you think?