AI Stack for Campaign Strategy

ICP data + competitive intel + pipeline gap → Claude → Strategy doc + exec summary in Notion
Matt Danese
Senior Demand Generation Manager. These stacks are built and used in production — not generated for a listicle.

Campaign strategy usually happens in one of two modes: copying what worked last quarter, or running a competitor audit and calling it positioning. Neither approach connects your ICP, your competitive reality, and your pipeline pressure into a single strategic framework. This stack does. Pull your ICP profile and win/loss data, map your competitive landscape from actual deal data, and combine that with a specific pipeline gap. Claude synthesizes the three into a campaign strategy document: target segment, differentiated positioning, channel approach, and the specific message angles that exploit where competitors are weakest.

The Stack

Input
ICP research and personas Competitor positioning data Pipeline gap analysis
AI
Claude
Output
Campaign strategy doc in Notion Executive summary

The Prompt

This stack is built around the Strategic Campaign Brief Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.

Claude Prompt — Abbreviated
You are a B2B demand gen strategist synthesizing ICP, competitive, and pipeline
data into a campaign strategy.

Using the inputs below, generate a campaign strategy document with:

1. Target segment: ICP definition, buying trigger, and why this segment now
2. Competitive context: where we win, where we lose, and why
3. Differentiated positioning: the angle that isn't already owned by a competitor
4. Channel and message approach: which channels reach this segment and what angles work
5. Campaign thesis: the single sentence that explains why this campaign will work
[ ... continued — see full prompt ]

The Workflow

  1. Pull your ICP profile and win/loss data

    Document the target segment: industry, company size, job title, primary pain points, and the buying trigger this campaign addresses. Add win/loss interview data if you have it — specifically what influenced buyers to choose you or a competitor.

  2. Map your competitive landscape from Salesforce loss data

    Pull loss reasons from the last 90 days of closed-lost opportunities. Group by competitor, identify the positioning claims they're winning on, and note where you consistently beat them. This is more reliable than a SERP audit.

  3. Pull the specific pipeline gap this campaign needs to address

    A directional goal produces a vague strategy. A specific pipeline deficit — broken down by segment if possible — forces Claude to make concrete channel and message recommendations rather than generic ones.

  4. Paste ICP, competitive landscape, and pipeline gap into the prompt

    Give Claude all three inputs together. Claude synthesizes them into a campaign strategy document: target segment, differentiated positioning, channel approach, message angles that exploit competitor weaknesses, and the exec summary for leadership alignment.

  5. Refine positioning with PMM and align with leadership

    Review the strategy in Notion with your product marketing team. Validate the competitive positioning against what sales is hearing in the field. Use the exec summary Claude generates to get leadership aligned before you move to execution.

What This Replaces

Related Stacks

New stacks drop weekly.

Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.

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