Positioning & Messaging Strategy Agency

What You Get

Three deliverables your team keeps using long after the project wraps.

A Positioning Platform

A clear definition of who you serve, the problem you solve better than anyone, and why buyers should believe you. One page your leadership team can align on and hold every future marketing decision against.

A Messaging Framework

The core narrative, value propositions, and proof points, adapted for each audience you sell to. Your website, sales deck, and campaigns all draw from the same source, so your story stays consistent wherever buyers meet it.

Evidence That It Works

We test your new messaging with real buyers before you commit to it. You’ll know which claims land, which fall flat, and which words to cut, so you launch with confidence instead of a best guess.

How We Build It

Every step starts with what your buyers tell us, not what we assume.

Listen

We interview your customers, prospects, and team, and map how competitors position themselves.

Define

We turn the findings into a positioning recommendation your leadership team aligns on.

Write

We build your core narrative, value propositions by audience, and the proof points behind them.

Validate

We test the messaging with your target buyers and refine it based on what lands.

When Is It Time To Revisit Your Positioning?

Four moments when the story you tell needs to catch up with the business you've built.

Rebrand or Name Change

A new name is a rare chance to reset how the market sees you. Build the story before you launch, so the rebrand signals a clear point of view instead of just a new logo.

New Market or Audience

Moving upmarket or into a new vertical? The message that won your first customers often won’t land with the next group. Learn what this audience values, then adapt your positioning to fit.

Website Redesign

Redesigns usually start with design and end with a scramble for copy. Settle your positioning first, and the site copy practically writes itself.

Sales Isn't Landing

Long sales cycles, price objections, and prospects asking “so how are you different?” all point to the same issue. Buyers can’t see why you’re the right choice.

Results From Our Positioning Work

View all case studies

Financial Services

What Our Clients Say

Through hyper-detailed competitive landscape research, PlanBeyond helped us understand not just who our competition was but also how we could improve marketing elements to really stand out.

Chris HammerPrincipal, Scenic

PlanBeyond’s research enabled satisfaction benchmarking and gave our team actionable recommendations we applied to increase customer engagement and loyalty.

Kevin NakaoVice President Marketing, Remitly

PlanBeyond led a collaborative process, working as a team player in a project of utmost importance for our end client. Their high-quality and efficient work delivered a successful partnership.

Britt StrombergVP of Global Marketing, Sid Lee

Thanks to the broad range of market research work PlanBeyond executed, from customer segmentation to focus groups, we had data to build effective marketing campaigns and go-to-market plans.

Meghan WeinmanProduct Manager, Puget Sound Energy

After securing a round of funding to jump start lead gen, we needed a roadmap to get the ball rolling. PlanBeyond developed and launched an action plan that was effective, measurable, and scalable.

John LuskVP & General Manager, Spire Global

Thanks to the work that we did with PlanBeyond, we were able to get substantial insights that we wouldn’t have been able to get without their support. They acted like our success was their success.

Elinor ChangChief of Staff, UXReactor