Testing and Validating Messaging Before You Roll It Out

Kris Carter Kris Carter on · 7 min read
Testing and Validating Messaging Before You Roll It Out

Don't launch new messaging and hope it works. Here's how to test messaging with real buyers before committing to a full rollout.

You spend three months developing new positioning and messaging. You rewrite your website, update your pitch deck, train sales. You launch with confidence.

Three weeks later, you discover: prospects are confused. Sales reps have quietly reverted to old messaging. Conversion rates haven't improved—they've dropped.

What went wrong?

You didn't test the messaging with real buyers before rolling it out. You optimized for what sounded good in conference rooms, not what resonated in actual buying conversations.

Most messaging failures happen because companies skip validation. They treat messaging as a creative exercise instead of a hypothesis that needs testing.

After developing and testing messaging for half a dozen companies (and watching both successful and disastrous rollouts), I've learned that the best messaging goes through structured testing before launch. Not focus groups or surveys—real conversations with real buyers using the messaging in actual scenarios.

Here's how to test messaging before you commit to it.

Test Messaging, Don't Just Workshop It

Internal workshops produce messaging that makes your team feel good. Testing with external buyers produces messaging that actually converts.

The difference:

Internal workshop: "This positioning feels crisp. It's differentiated. Let's ship it."

External testing: "When we used this messaging in 10 sales calls, 7 prospects asked clarifying questions and 2 said 'I don't get it.' Back to the drawing board."

Testing reveals how messaging performs in the wild, not how it looks on paper.

What to Test Before Rolling Out

Don't test every single sentence. Focus on the core messaging elements that drive comprehension and conversion.

Critical elements to test:

Value proposition statement:

Does it clearly communicate what you do and why it matters?

Test: "Based on this statement, what do you think our product does?"

Success: Prospect accurately describes your value in their own words Failure: Prospect describes something vague or incorrect

Problem statement:

Does the problem resonate as real and important?

Test: "How much does this problem affect your team? Scale of 1-10."

Success: Buyers in your target segment rate it 7+ Failure: Most rate it <5 or say "that's not really a problem for us"

Differentiation claim:

Is your differentiation clear and meaningful?

Test: "How is this different from [competitor/alternative]?"

Success: Prospect articulates the difference clearly and finds it meaningful Failure: "I don't really see the difference" or "Isn't that the same as [competitor]?"

Call-to-action:

Is the next step clear and compelling?

Test: "What would you do next after hearing this?"

Success: Prospect knows exactly what to do and feels motivated to do it Failure: "I'd need to think about it" or "I'm not sure"

Method 1: Message Testing in Sales Calls

The highest-fidelity testing: use new messaging in real sales conversations.

How to run sales call testing:

Select 3-5 sales reps who are strong communicators and good at giving feedback.

Brief them on new messaging: Provide clear guidance on what's changing and why. Give them scripts or talking points.

Have them test in 10-15 calls over 2 weeks. Mix of discovery calls, demos, and pitches.

Gather feedback after each call:

  • Did prospects understand the value prop?
  • Which points resonated most?
  • What questions came up?
  • Where did prospects seem confused or disengaged?

Listen to call recordings: Don't rely only on rep feedback. Listen to actual prospect responses.

Red flags:

  • Reps struggle to explain the messaging naturally
  • Prospects ask a lot of clarifying questions
  • Calls that used new messaging don't convert better than old messaging

If messaging fails in sales calls, it won't work at scale.

Method 2: Customer Interviews

Test messaging with friendly customers who can give honest feedback.

Interview structure:

Present the messaging: "We're refining how we explain what we do. Here's the new version. [Share 2-3 sentence pitch]"

Ask comprehension questions:

  • "Based on that, what do you think we do?"
  • "Who do you think this would be useful for?"
  • "How would you explain this to a colleague?"

Ask resonance questions:

  • "Does this match how you think about what we provide?"
  • "Is there anything confusing or unclear?"
  • "What would make this more compelling?"

Test differentiation:

  • "How do you see us as different from [alternatives you evaluated]?"
  • "Does this messaging capture that difference?"

Success indicators:

  • Customers can accurately paraphrase your value
  • They use similar language to what you're proposing
  • They immediately understand who it's for

Failure indicators:

  • "I guess I never thought of it that way"
  • "That's not how I'd describe you"
  • Visible confusion or hesitation

Method 3: A/B Testing Website Messaging

For companies with sufficient traffic, A/B test messaging variations on your website.

What to test:

Homepage headline and value prop: Does variation A or B drive more trial signups/demo requests?

Feature descriptions: Which framing drives more clicks to learn more?

Social proof placement: Do customer quotes higher on page improve conversion?

CTA copy: Does "Start Free Trial" outperform "Get Started" or "See How It Works"?

Testing requirements:

  • Sufficient traffic (ideally 1000+ visitors per week)
  • Clear conversion goal (trial signup, demo request, etc.)
  • Statistical significance (run until you have clear winner with 95% confidence)
  • Patience (most tests need 2-4 weeks to reach significance)

Limitations:

A/B testing shows what converts better, not why. Combine with qualitative methods (interviews, sales calls) to understand the "why."

Method 4: Landing Page Experiments

Before rewriting your entire website, test messaging on dedicated landing pages.

How to test:

Create 2-3 landing pages with different messaging variations.

Drive equal paid traffic to each variation (Facebook/LinkedIn ads, Google Ads).

Measure conversion rates: Which messaging drives more demo requests or trial signups?

Example test:

  • Page A: Problem-focused messaging ("Stop wasting time on...")
  • Page B: Outcome-focused messaging ("Achieve [outcome] in half the time")
  • Page C: Differentiation-focused messaging ("Unlike [alternatives], we...")

After 500-1000 visitors per page, you'll see which messaging performs best.

Advantages:

  • Real buying behavior, not stated preferences
  • Relatively fast (2-3 weeks)
  • Low risk (only affects paid traffic)

Limitations:

  • Requires ad budget
  • Only tests messaging in isolation, not full sales conversation

Method 5: Email Subject Line and Copy Testing

Test messaging variations in email campaigns to your existing list.

What to test:

Subject lines: Which framing gets higher open rates?

  • "Solve [problem]" vs. "Achieve [outcome]"
  • Question-based vs. statement-based
  • Specificity vs. curiosity

Email body messaging: Which value prop drives more clicks?

CTA language: Which call-to-action gets more conversions?

Testing approach:

Send variation A to 25% of list, variation B to 25%, variation C to 25%, hold back 25%.

After 24 hours, send the winning variation to the holdback group.

Advantages:

  • Fast feedback (24-48 hours)
  • Low cost
  • Real engagement data

Limitations:

  • Email-specific context (messaging that works in email might not work in sales calls)
  • Only tests short-form messaging

Red Flags: When Messaging Isn't Working

During testing, watch for these warning signs:

High clarification question rate: If >30% of prospects ask "Wait, what do you mean?" your messaging isn't clear.

Inconsistent paraphrasing: If prospects paraphrase your value prop differently every time, it's not landing consistently.

Low engagement: If prospects don't react, ask questions, or seem interested, your messaging isn't resonating.

Sales resistance: If reps quietly revert to old messaging or struggle to use new messaging naturally, it's not ready.

Flat conversion rates: If new messaging doesn't improve conversions compared to old messaging (or performs worse), don't roll it out.

Iterate Based on Feedback

Testing isn't pass/fail. It's learning what works and refining what doesn't.

Common refinements:

Make it more specific: "We help companies work better" becomes "We help sales teams close deals 30% faster"

Simplify complexity: Remove jargon, shorten sentences, use concrete language instead of abstract concepts

Adjust problem framing: Test different angles until you find the problem statement that resonates most

Strengthen differentiation: If your difference isn't clear, make it more explicit and specific

Change the order: Sometimes the same elements in a different sequence land better

Don't give up after one round of testing. Iterate until you find messaging that consistently performs.

The Rollout: Staged, Not Big Bang

Even after testing, don't roll out messaging everywhere at once.

Staged rollout approach:

Week 1-2: Sales team pilot

  • Train 25% of sales team on new messaging
  • Monitor performance vs. control group
  • Gather feedback and refine

Week 3-4: Full sales rollout

  • If pilot succeeds, train entire sales team
  • Update pitch decks and one-pagers
  • Hold coaching sessions on using messaging effectively

Week 5-6: Marketing assets

  • Update homepage and key landing pages
  • Refresh email templates
  • Update paid ad copy

Week 7-8: Full content refresh

  • Update blog, case studies, whitepapers
  • Refresh social profiles
  • Update investor/analyst materials

Staging allows you to catch issues before they're everywhere and gives teams time to adapt.

Measure Messaging Impact Post-Launch

After rollout, track whether new messaging actually improves performance.

Metrics to track:

Sales metrics:

  • Demo-to-close conversion rate
  • Average sales cycle length
  • Win rate
  • Deal size

Marketing metrics:

  • Website conversion rate (visitor to lead)
  • Paid ad CTR and conversion rate
  • Email open and click rates
  • Organic traffic (if messaging affects SEO)

Qualitative signals:

  • Sales feedback ("this messaging is/isn't working")
  • Customer language (do they use your messaging terms?)
  • Analyst/media coverage (do they describe you how you want to be described?)

Compare 90 days before vs. 90 days after rollout. Messaging should show measurable improvement.

When to Abandon Messaging

Sometimes tested messaging still fails in full rollout.

Signs messaging isn't working:

  • Conversion rates decline or stay flat 3 months post-launch
  • Sales consistently ignores new messaging
  • Customer acquisition cost increases
  • Buyers consistently misunderstand what you do

If messaging isn't working 6 months post-launch, don't wait for it to magically improve. Revisit positioning and test new approaches.

The Testing Mindset

Treat messaging as hypothesis, not decree. The goal isn't to get everyone to love your messaging—it's to find messaging that consistently drives comprehension and conversion.

Be willing to kill messaging you love if testing shows it doesn't work. Be willing to use messaging that feels awkward to you if testing shows buyers respond to it.

The best messaging isn't what sounds sophisticated in internal presentations. It's what works in real buying conversations.

Test rigorously, iterate based on data, and only roll out messaging that's proven to perform.

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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