Created by Stefanos Karakasis. Inspired by Klue, courtesy of Jason Oakley
<aside> đź’ˇ ReadMe instructions - I have made this Charter template free for other Product Marketing teams to adjust.
Why we exist
<aside> đź’ˇ To drive revenue growth through powerful storytelling and market insights that help our team win.
</aside>
Product Management | Shared | Product Marketing |
---|---|---|
Product Docs | Launch Tier Decision | Launch Tier Planning |
Product Screenshots | Market Research | Market Research |
Success Metrics | Win/Loss | Positioning/ Messaging |
Profitability analysis | Competitive Analysis | Competitive Analysis |
Roadmap | Pricing/Packaging | Stakeholder engagement |
Scorecards | Launch |
Whether you’re company is more Product-led or Sales-led, your OKR’s might skew more towards Go-To-Market strategy, sales enablement, lead/demand gen support or more product adoption/ engagement.
✅ Examples of owned objectives | ⛔️ Not our focus, but we support |
---|---|
Product-Marketing touched active upsell | Launch Tier Planning |
New Business opportunities created | Market Research |
[xx] Active Upsell opportunities created | Positioning/ Messaging |
Win Rate per vertical | Competitive Analysis |
Product Marketing sits at the intersection of Product, Marketing, Customer Success, and Sales. We’re the translator between our platform and the market, supporting our customer-facing teams and helping them tell a powerful story. Wrapped around all of that is a desire to understand, engage, and upsell our customers.
Teams | Topics to speak to in key cross-departmental meetings |
---|---|
Product Management | Upcoming product launches or updates on recent launches |
Customer Success | Market trends or competitive insights you’d like to highlight |
Marketing | Reinforcement of key messages from prior training sessions |
Sales | In-progress initiatives that you’re seeking feedback on |
Support | Enablement or market-facing collateral that deserves to be spotlighted |
Teams | Topics to speak to in key cross-departmental meetings |
---|---|
Product Management | Work closely to bring features to market and communicate product roadmap. |
Sales/BD | Empower with product and market insights to enable Sales to attract and compete. |
Revenue Operations | Work closely to identify the needs of the customer-facing teams and deliver impactful enablement initiatives. |
Sales Enablement | Collaborate to track key metrics; collaborating on pricing & packaging initiatives. |
Customer Success | Capture insights while ensuring ongoing success and growing accounts; identify advocates. |
Sales Engineering | Partner for demo scripts and product slides. |