The Messaging Hierarchy: How to Create Consistent Messaging Across All Channels

Kris Carter Kris Carter on · 7 min read
The Messaging Hierarchy: How to Create Consistent Messaging Across All Channels

Inconsistent messaging confuses customers. Here's the framework for building a messaging hierarchy that scales.

Sarah reviews her company's marketing materials and discovers a problem. The homepage says they're "the fastest GTM platform." The sales deck says they're "the most comprehensive launch solution." Email campaigns say they're "the easiest way to manage product launches." When she asks the VP of Sales what the company does, he gives yet another answer.

Prospects are confused. "What do you actually do?" they ask on calls. Sarah realizes they don't have a messaging hierarchy—a structured system that defines what to say, to whom, and when. Each team creates their own messages based on what they think sounds good. Marketing says one thing. Sales says another. Product says something different. The result is chaos.

Good messaging isn't about finding perfect words. It's about having consistent words that everyone across the company uses in every context. Here's the framework for building a messaging hierarchy that scales across teams and channels.

The Messaging Hierarchy Framework

Build messaging in four tiers. Tier 1 is company positioning defining who you are, used by everyone everywhere, updated annually or during major pivots. Tier 2 is product positioning defining what you sell, used by all product marketing, updated twice per year. Tier 3 is use case messaging defining why customers buy, used by targeted campaigns and sales, updated quarterly. Tier 4 is feature messaging defining how it works, used in product tours, docs, and in-app messaging, updated monthly as features ship.

The critical rule: higher tiers inform lower tiers. If Tier 1 company positioning changes, everything below must align to match. This creates consistency across all messaging.

Tier 1: Company Positioning

This is the foundation that everyone in your company must know and use consistently.

Component one is your positioning statement which is internal only, not customer-facing. Use this template: For [target customer] who [statement of need or opportunity], [company name] is [product category] that [key benefit]. Unlike [competitive alternative], we [primary differentiation].

For example: For product marketing teams at B2B SaaS companies who struggle to coordinate complex product launches across sales, marketing, and product, Segment8 is a GTM platform that reduces launch coordination time by 70%. Unlike project management tools or spreadsheets, we are purpose-built for product launches with templates, workflows, and sales enablement built-in. This positioning statement guides all other messaging but never appears verbatim in external materials.

Component two is your value proposition which is one sentence that appears everywhere externally. Template: [What you do] so [target customer] can [achieve outcome]. Example: "Segment8 helps product marketing teams launch products 10x faster." This exact sentence appears on your homepage headline, email signatures, LinkedIn about section, sales deck first slide, investor deck, and conference booth signage. Everyone in the company says the same thing.

Component three is your elevator pitch for conversations, networking, and sales calls. Template: You know how [target customer] has [problem]? We help them [solution]. Unlike [alternative], we [differentiation]. [Social proof]. Example: "You know how product marketers spend 15 hours per week coordinating launches across spreadsheets and Slack? We help them cut that to 3 hours with a purpose-built GTM platform. Unlike project management tools, we're built specifically for product launches with templates, enablement workflows, and sales readiness tracking. Companies like TechCorp and FinServ Co use us to ship 3x more launches with the same team." Every employee should be able to deliver this pitch.

Component four is your tagline if you have one. This is optional—a short, memorable brand line like Stripe's "Payments infrastructure for the internet" or Slack's "Where work happens" or Notion's "One workspace. Every team." Only create a tagline if you can commit to using it everywhere for 2 or more years.

Tier 2: Product Positioning

If you have multiple products, each needs positioning.

Structure (per product):

Product Name

[Product name, clearly descriptive]

What It Does (1 sentence)

[Functional description]

Who It's For (1 sentence)

[Target user]

Key Benefits (3-5 bullets)

  • [Benefit 1]
  • [Benefit 2]
  • [Benefit 3]

Key Features (3-5 bullets)

  • [Feature 1]
  • [Feature 2]
  • [Feature 3]

Differentiation (vs. alternatives)

[How this is different]

Example:

Segment8 Launch Hub

What it does: Centralized platform for planning, executing, and measuring product launches

Who it's for: Product marketing teams at B2B SaaS companies

Key benefits:

  • Reduce launch coordination time by 70%
  • Ensure sales is ready on day one
  • Measure launch impact on pipeline

Key features:

  • Launch templates and playbooks
  • GTM asset management
  • Sales enablement workflows
  • Launch analytics dashboard

Differentiation: Unlike project management tools (Asana, Monday) which are generic, we're purpose-built for GTM with built-in sales readiness tracking and launch-specific templates.

Tier 3: Use Case Messaging

Different customers buy for different reasons. Messaging should reflect this.

Use Case 1: [Use Case Name]

Customer: [Who has this use case]

Problem: [What they're struggling with]

Solution: [How you solve it]

Outcome: [What they achieve]

Messaging:

  • Headline: [Use case-specific headline]
  • Subhead: [Support claim]
  • Proof: [Customer example or metric]

Example:

Use Case: Fast-Growing SaaS Companies

Customer: Product marketing teams at Series B-D companies shipping 10+ launches per year

Problem: Team grew from 2 to 8 PMMs, but still using spreadsheets. Launches feel chaotic. Sales isn't ready. Can't track what's working.

Solution: Segment8 provides structured launch process that scales with team growth

Outcome: Ship 2x more launches with same coordination overhead

Messaging:

  • Headline: "Scale your product launches without scaling chaos"
  • Subhead: "From 10 to 50 launches per year with the same coordination time"
  • Proof: "TechCorp went from 12 launches in 2023 to 28 in 2024 with a team of 6 PMMs"

Where this messaging is used:

  • Landing page for this segment
  • Email campaigns to this audience
  • Sales deck variation for this persona

Create 3-5 Use Case Messaging Variations

Common use cases:

  • By company stage (startup, growth, enterprise)
  • By industry (SaaS, fintech, healthcare)
  • By team size (solo PMM, small team, large team)
  • By use case (frequent launches, infrequent launches, complex launches)

Tier 4: Feature Messaging

For every feature, define clear messaging.

Feature: [Feature Name]

What it does: [1 sentence functional description]

Benefits: [Why it matters, outcomes]

Use cases: [When/why someone would use this]

Messaging (for UI): [Headline + description]

Example:

Feature: Launch Templates

What it does: Pre-built launch playbooks for common launch types (major, minor, feature, beta)

Benefits: Saves 5+ hours of planning time per launch, ensures consistency, captures best practices

Use cases: Starting a new launch, onboarding new PMMs, standardizing process across team

Messaging:

  • Headline: "Start launches in minutes, not hours"
  • Description: "Choose from 10+ pre-built templates for every launch type. Customize as needed."
  • In-app tooltip: "Templates include all tasks, timelines, and assets for a successful launch"

The Messaging Hierarchy Document

Create one source of truth: The Messaging Guide

Structure:

Section 1: Company Positioning

  • Positioning statement
  • Value proposition
  • Elevator pitch
  • Tagline (if applicable)

Section 2: Product Positioning

  • [For each product]

Section 3: Use Case Messaging

  • [For each use case/segment]

Section 4: Feature Messaging

  • [For key features]

Section 5: Proof Points

  • Customer quotes
  • Success metrics
  • Case study summaries

Section 6: Terminology & Voice

  • Preferred terms (what we say / what we don't say)
  • Voice and tone guidelines
  • Writing style

Format: Google Doc or Notion page, accessible to all teams

Owner: PMM (update quarterly)

The Messaging Consistency Checklist

Before creating any new material, check:

Company positioning:

  • [ ] Does this use our approved value proposition?
  • [ ] Does this match our elevator pitch?
  • [ ] Is the target customer consistent with positioning?

Product messaging:

  • [ ] Are we using correct product names?
  • [ ] Do benefits align with approved messaging?
  • [ ] Is differentiation accurate?

Use case messaging:

  • [ ] Does this target a defined use case?
  • [ ] Does messaging match the approved variation?

Terminology:

  • [ ] Are we using preferred terms?
  • [ ] No banned phrases?
  • [ ] Voice and tone match brand?

If any box is unchecked, revise before publishing.

How to Roll Out Messaging

Phase 1: Create the Messaging (Week 1-2)

Involve:

  • PMM (lead)
  • Product (input on differentiation)
  • Sales (input on what resonates)
  • Marketing (input on brand)

Deliverable: Messaging hierarchy document

Phase 2: Train Teams (Week 3)

Who to train:

  • Sales team
  • Marketing team
  • Customer success
  • Support
  • Product

Training:

  • 30-min session: Review messaging hierarchy
  • Practice: Elevator pitch role-play
  • Q&A: Clarify when to use what messaging

Phase 3: Update Materials (Week 4-6)

Audit and update:

  • [ ] Website (homepage, product pages)
  • [ ] Sales deck
  • [ ] Email templates
  • [ ] Product UI copy
  • [ ] Support macros
  • [ ] Social media bios

Before/after review: Show old vs. new for alignment

Phase 4: Ongoing Governance (Ongoing)

Quarterly messaging review:

  • What's working?
  • What's not resonating?
  • Any updates needed?

New material review:

  • PMM reviews all customer-facing copy before publication
  • Ensures messaging consistency

Common Messaging Mistakes

Mistake 1: Every team creates their own messaging

Marketing says one thing, sales says another, product says another.

Problem: Confused customers, diluted brand.

Fix: Single messaging hierarchy, all teams align.

Mistake 2: Updating messaging in silos

Marketing updates homepage without telling sales. Sales deck now contradicts website.

Problem: Inconsistency.

Fix: Central messaging doc, cross-functional review before updates.

Mistake 3: Too many messages

You try to say 10 different things about your product.

Problem: No clarity, nothing sticks.

Fix: One core value prop. 3-5 key benefits. That's it.

Mistake 4: Feature-focused messaging

All your messaging is about features, not outcomes.

Problem: Customers don't care about features, they care about problems solved.

Fix: Lead with benefits and outcomes, features support.

Mistake 5: No enforcement

You create messaging guide but don't enforce usage.

Problem: Teams ignore it, create their own messaging.

Fix: PMM reviews all external materials before publication.

Measuring Messaging Effectiveness

Consistency metrics:

  • % of materials using approved messaging (audit quarterly)
  • % of sales team who can deliver elevator pitch (quiz)

Effectiveness metrics:

  • Message comprehension: Can prospects repeat back what you do? (win/loss interviews)
  • Message differentiation: Can prospects articulate how you're different? (surveys)
  • Conversion rates: Do message variations improve conversion? (A/B tests)

Target:

  • 90%+ materials use approved messaging
  • 85%+ sales team can deliver elevator pitch
  • 70%+ prospects can articulate your differentiation after sales call

The Quick Win: Build Your Messaging Hierarchy in 1 Week

Day 1: Company positioning

  • Write positioning statement
  • Define value proposition
  • Create elevator pitch

Day 2: Product positioning

  • Define positioning for each product
  • List key benefits and features
  • Articulate differentiation

Day 3: Use case messaging

  • Identify 3-5 key use cases
  • Create messaging variations

Day 4: Feature messaging

  • Document top 10-15 features
  • Write clear descriptions

Day 5: Compile and review

  • Create messaging hierarchy document
  • Review with stakeholders
  • Train sales and marketing

Impact: 30% improvement in messaging consistency within 30 days

The Uncomfortable Truth

Most companies don't have messaging discipline. They let everyone say whatever they want.

The result:

  • Homepage says one thing
  • Sales deck says another
  • Support macros say something else
  • Customers are confused

What works:

  • Single messaging hierarchy (one source of truth)
  • Tier 1 positioning everyone uses (value prop, elevator pitch)
  • Use case variations for targeted messaging
  • PMM governance (reviews materials before publication)

The best messaging programs:

  • Have documented messaging hierarchy (accessible to all)
  • Train all customer-facing teams (sales, CS, support)
  • Update materials systematically (when messaging changes)
  • Measure consistency (quarterly audits)

If your sales team can't articulate your value prop consistently, you don't have a messaging problem—you have a governance problem.

Build the hierarchy. Train the teams. Enforce consistency.

Kris Carter

Kris Carter

Founder, Segment8

Founder & CEO at Segment8. Former PMM leader at Procore (pre/post-IPO) and Featurespace. Spent 15+ years helping SaaS and fintech companies punch above their weight through sharp positioning and GTM strategy.

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