In today’s digital age, data is crucial for shaping marketing strategies and decision-making processes. With the rise of data-driven marketing, the ability to understand and interpret data has become essential for everyone, including content marketing professionals. Data literacy, data storytelling, and decision intelligence have become skills that can enhance content marketing efforts and drive better business outcomes.
Although they are typically discussed as distinct abilities, these proficiencies are deeply intertwined and interdependent. This blog will delve into the reasons behind the heightened demand for these proficiencies and elucidate the actions you can take to enhance or broaden your skillset, which will invariably elevate your career.
A marketing matrix is a planning framework that helps marketers match content and messaging to different stages of the customer journey and different types of audience engagement. By mapping content against factors such as awareness, consideration, conversion, education, inspiration, and persuasion, teams can identify gaps, reduce duplication, and create content that better aligns with what customers need at each stage.
The difference between great ideas and great marketing is in the planning. A great idea has the potential to drive traffic and sales, but if you don’t communicate it in the right way to the right people, it will never take off.
In this article, you’ll learn how to plan and validate content using a marketing matrix so your next great idea strikes a chord with your target audience.
TL;DR
A marketing matrix maps content against two axes: customer journey stage and type of engagement (entertain, educate, inspire, convince);
It gives you a clear view of your content strategy, so you can spot gaps and stop duplicating content that’s already working;
To build one, define your target audience, analyze your marketing goals, and map existing content against the matrix to find opportunities;
Each quadrant calls for a specific format: entertainment for awareness-stage engagement, knowledge for consideration-stage research, interaction for active evaluation, and action for decision-stage conversion;
Track performance by quadrant to see which content formats drive conversions and which drain budget.
What is a marketing matrix and what’s its purpose?
A marketing matrix is a planning tool to help you build marketing campaigns around what your audience engages with. It’s a way to visualize your strategy, allowing you to think in two directions: a potential customer’s interests and their stage in the marketing funnel.
A matrix is a scatterplot that runs on two axes. Take this example by SmartInsights:
The horizontal axis (X) represents the different stages of the customer journey as people move from awareness to purchase.
The vertical axis (Y) shows the type of content needed at each stage of the customer’s decision-making process. Emotional appeals consistently outperform purely rational ones.
HubSpot’s analysis of 1,400 advertising campaigns found that ads with purely emotional content performed roughly twice as well as those relying only on rational content: 31% versus 16%.
To help you come up with ideas, SmartInsights divides its content marketing matrix into four quadrants:
Entertain;
Educate;
Inspire;
Convince.
These align with the customer journey. For example, if your audience is in the awareness stage, they’re researching a problem. Content like branded videos, articles, or guides entertain and educate prospects to build brand awareness.
As people become familiar with your brand, marketing moves towards consideration and purchase. Introducing ratings or case studies alongside a product demo or webinar can inspire a prospect and convince them to act.
Storm ID maps content to four purposes: entertain, educate, inspire, and convince, mapped against funnel stage.
In this example, the y-axis represents the customer journey. However, it goes beyond purchase (action) to include marketing tactics to foster loyalty and advocacy.
Keeping customers happy after an initial transaction helps to increase customer retention. Positive sentiment is also a powerful acquisition tool. The more existing customers recommend you, the less you need to spend on marketing to new ones.
The x-axis represents the type of content that will be used and the type of impact it will have, with big-bang content being the most resource-intensive but highest-impact format.
But its purpose is the same: to provide a framework to map content, evaluate strategy, and identify its strengths and weaknesses.
How to apply a marketing matrix to your business
To reap the benefits of a marketing matrix, build from the bottom up:
1. Define your target audience;
2. Analyze marketing goals;
3. Map existing content to identify opportunities.
Let’s explore these steps further.
1. Define your target audience
Successful marketing starts by understanding who your customers are and what they need.
When you’re clear on your audience, you’ll focus your efforts on content that engages them, making better use of your time, energy, and resources.
You might have detailed customer personas in your marketing strategy. Even if they are, it’s worth reassessing, especially if current marketing tactics aren’t hitting the mark.
Start by looking at your CRM and data sources like LinkedIn’s Company Directory or Crunchbase for firmographic data. This will help you identify key factors about target customers, such as:
Industry type;
Organization size;
Revenue;
Location;
Ownership structure;
Growth trends.
The information gives you insight into how your product might be relevant by answering questions like:
Who is the lead?
Where do they work?
What is their position?
Supplement with source data. Look at your analytics and talk to customers to find out:
How people find you. What brings people to your website? What types of prospects make up your largest demographic of visitors?
What interests your prospects. Where are people coming from? Are they looking for broad or targeted information?
For example, if somebody visits your website from a comparison site like Capterra, you can assume that they know about your product, but are assessing their options.
How you engage this visitor will be different than somebody who has landed on your blog via a branded search on Google.
Finally, analyze customer behavior. How people interact with your business will help you establish where they are in the B2B buying journey and inform the type of content to prioritize.
For example, a person clicking through to your landing page from a press release is likely learning about your business. Whereas, a person visiting a pricing page likely knows what your product does and is thinking about purchasing.
When you’re clear on who you’re targeting, you can establish what you want marketing to achieve.
2. Analyze your marketing goals
To move your business forward, goals have to be well-defined and measurable.
For example, a goal to “increase email conversions” is too vague to assess performance. However, a goal to “earn ten clients from our current list using email marketing” is measurable.
Assess your current marketing goals against the SMART framework. Each goal should be:
Specific;
Measurable;
Actionable;
Relevant;
Time-bound.
If a goal doesn’t contribute to you getting where you need to be, re-evaluate it with numbers:
Step 1. Identify how much revenue you need to make from your marketing efforts. For example, if you made $500,000 in sales and aim to grow by 30% next year, you need to make $650,000. You can look at how much guaranteed sales income you have for next year and deduct that from the total to determine how much you need to close.
Step 2. Establish how many sales you need to hit your target. For example, if you need to make $200,000 to meet revenue goals and your average sale is $10,000, you need 20 new customers.
Step 3. Use your close rate to determine how many opportunities you’ll need. For example, if your close rate is 25%, in line with average B2B SaaS close rates of 15-20%, and you need 20 customers, you’ll need 80 opportunities.
Step 4. Identify how many leads you need. Look at your data to determine how many prospects become marketing-qualified leads (MQLs) and how many become sales-qualified leads (SQLs).
Step 5. Use lead data to determine how many leads to generate. Using our revenue example, if 50% of prospects become MQLs and SQLs, you’d need to capture around 320 MQLs in the next year, which will turn into 160 SQLs for the sales team to get 80 opportunities (and 20 sales).
Step 6. Estimate how much traffic you’ll need to reach your goal. Look at your traffic to lead conversion rate to work out how many people marketing needs to drive to your website. If your conversion rate is 2.5%, using our example, you’d need around 30,000 visitors, which will turn into 750 leads, who will become 320 MQLs, and so on until you meet your sales target.
When you’re clear on your goal, set monthly or quarterly benchmarks. For example, for Q1 you might set a target of 5,000 visitors. As your marketing ramps up, by Q4 you might set a higher target of 15,000 visitors.
Once you know what you want marketing to achieve, look at which of your current channels can contribute to your objectives.
3. Map existing content to identify opportunities
To develop content that meets audience needs and your goals, evaluate your marketing strategy. For a more structured approach, CXL’s guide to AI-powered content gap analysis walks through how to audit content at scale and spot what’s missing.
Map assets based on:
Where they fit into the buyer’s journey. Which content works best for awareness, consideration, action, loyalty, and advocacy?
How they appeal to the customer. Is your content more emotional (e.g., a viral video) or rational (e.g., a whitepaper)? Is it regular content you can produce in volume (e.g., social media posts) or big bang content that requires more resources but delivers better results (e.g., a webinar or event)?
Look at content performance to analyze strengths and weaknesses.
How much traffic does it drive?
How many shares, comments, and likes does it get?
How many leads does it convert?
Use this information to place content accordingly in the matrix. For example, how-to videos are often most effective for visitors considering their options. They’re also among the most resource-heavy to produce.
Anything that doesn’t contribute towards your goal is a weakness to improve or drop from your marketing strategy. Any gap in your matrix is an area to exploit.
Some gaps stand out from the way content fits into the matrix. For example, a lack of leads converting to customers may be evident in a lack of sales enablement content (e.g., case studies, pricing page, or a product demo).
Others may be harder to spot. To identify new content opportunities, run a competitive matrix. Research competitor marketing channels to identify how they reach customers and promote products. Use a tool like SimilarWeb or Semrush to find out:
Map competitor content and compare it to your own.
What are competitors doing that you aren’t?
What are you doing that competitors aren’t?
What are you doing better or worse?
Where are the gaps?
Knowing how you compare to competitors will help you brainstorm ideas to differentiate your offer. It also gives you a benchmark to work from. Deliver more value and you’ll gain a competitive advantage.
How to choose the best content format in each matrix quadrant
To resonate, marketing has to deliver on a need. Think of content as your way to build a movement. Customers aren’t solely in it for the transaction; they’re in it for the experience.
The research shows trust outweighs brand reputation, convenience, and love as a buying factor. The 2025 Edelman Trust Barometer Special Report on brand trust found that 80% of people trust the brands they use. That’s more than they trust business as a whole, media, government, NGOs, or even their own employer.
You earn trust through connection. As Gekko founder Daniel Todaro writes:
When we buy into a brand, they are offering us more than products and services, we are buying into a lifestyle. We become part of their tribe. This is a particularly strong trait for technology users. People define themselves by the gadgets and brands they favor, for example, whether they are an iOS user or an Android user. Apple achieved such success by the ability to move technology from the practical to an emotional, tactile, beautifully designed and built piece of hardware product that created the genuine ‘love’ of users. – Daniel Todaro [via Branding Magazine]
If you engage your audience on an emotional level, you’ll deepen your connection with them, making it easier for them to justify a purchase rationally.
Choose content based on its ability to meet customer needs at the moment. In every case, it should improve their situation, whether that’s by solving a problem, delivering clarity, or making them laugh.
SmartInsights’ four matrix quadrants work because they cover what customers want to experience to form emotional connections and make smart choices.
Populate your marketing matrix with an even spread of content that entertains, educates, inspires, and convinces to move them from awareness to purchase.
1. Capture interest through entertainment
GWI’s social media research shows entertainment is no longer the main draw online. News consumption is now one of the top reasons people log on, and messaging or connecting with friends and family is rising too. TikTok has seen a 58% increase in people using it to keep up with the news since Q4 2021, alongside a 58% increase in people using it to message friends and family.
Entertaining content still has a role in building awareness, even as usage patterns shift. Take Grammarly. Its TikTok content pokes fun at the struggles of writing essays, sending work emails, and making grammar mistakes.
Its content is fun and relatable. It also cleverly highlights the value of Grammarly’s editing tool, without a call to action (CTA).
At this point in the customer relationship, Grammarly is an account sharing content that makes people laugh and empathize. But it’s created an emotional connection.
When a person’s needs change to seeking help to write a work email, they’ll recognize Grammarly as a brand that understands the situation and visit the company’s social media platforms or website for tips.
Use entertaining content as a way to engage people as they scroll. Experiment with:
Since Q4 2021, TikTok has seen a 71% increase in people using the platform to follow or find information about brands and products, and Snapchat has seen a 31% increase, according to GWI’s 2026 social media data. This shows a shift in how social platforms work: they’re becoming discovery engines, not just entertainment channels.
Where entertaining content captures the audience’s attention while they’re mindlessly browsing, educational content captures attention by meeting intent.
At this stage in the buyer’s journey, people are exploring a problem. Choose content that helps them feel empowered, educated, and informed:
How to videos;
Blog posts;
Guides;
Podcasts;
Reports.
Conversational marketing company Drift is a great example of how to use content to educate and engage an audience.
Drift’s blog is filled with tips and tricks, guides, and listicles.
Drift’s content is helpful to the target buyer and tips are always up-to-date. Posts also deliver a fresh take. Drift avoids rehashing what’s already been said or done. This adds to its authority and differentiates its marketing.
Content also revolves primarily around one subject: sales. While posts cover various topics, including content marketing and web design, they all tie into helping people increase sales. Focusing on what you’re best at makes it easier to become known.
Key to Drift’s content approach is empowering its team. The company hands over the reins to its in-house marketers. Take the intro to this post on sales closing techniques by Brooke Freedman.
The reader isn’t getting tips based on blind opinions; they’re being educated by someone who has been there and done it.
This clever move by Drift inspires confidence and, thus, trust. Your team has knowledge customers can benefit from. Invite them to share their expertise.
Their input brings fresh perspectives and insights. It also lets people see the team behind the corporate profile. According to Sprout Social’s Q3 2025 Pulse Survey, some 52% of Gen Z trust information about a brand or product on social media more than traditional search or AI chatbot searches, a sign that employee and peer voices now carry more weight than branded channels alone.
3. Increase trust through interaction
In the consideration stage of the buyer’s journey, people are weighing up their options. Content from other companies offering a similar product gives them plenty of opportunities to change their minds. Use inspirational content to deepen emotional connections and separate yourself from the noise by showing customers you care.
Demonstrate good listening skills
Marketing is a two-way street. People want brands to listen to them and understand their concerns. Open yourself up to customers by interacting with them. Experiment with:
Community forums;
Events;
Social media Q&As.
Any avenue that lets you engage your audience directly is a way to demonstrate value and instill confidence that your brand shares their concerns.
Show you share the same values
According to Kantar’s Marketing Trends report, 65% of people value companies that promote diversity and inclusion. For brands, that means moving beyond performative statements and being clear about the values they stand for, backed by visible action.
Put purpose at the core of inspirational content. Explain why you exist and what problem you solve. This will help you win customers who share the same beliefs.
Asana, for example, has a clear reason why it exists.
It’s why is “to help humanity thrive by enabling the world’s teams to work together effortlessly.”
It’s what is powering “businesses by organizing work in one connected space.”
You can see this purpose reflected throughout Asana’s marketing, in its social media content and blog content.
Build ideas around your what and why. Purpose gives your content stature and credibility that inspires an army of loyal followers and advocates.
4. Answer buyer questions to inspire action
At the point of purchase, people are searching for logic. They want to justify their emotional decision-making. Content for the final quadrant tells them why your product is the right choice.
Create landing pages that hit on key buying factors:
Take ActiveCampaign’s pricing page. A sliding bar lets customers choose a plan based on how many contacts they have. This is a great confidence builder, ensuring people get a product that works for them without paying over the odds for features they don’t need.
Moving down the page, the brand reminds customers of the benefits of using the product. This reaffirms what research and emotions have told them so far: that ActiveCampaign is the best option. Any last-minute fears are alleviated further with answers to frequently asked questions and the opportunity to speak to a sales rep.
Finally, the page hammers home why customers should act. Awards work as social proof, backing up everything ActiveCampaign has said so far. The call-to-action removes price as a friction point for signing up.
The option to “Try it now, for free. No credit card required. Instant set-up.” makes it easier to commit. If you don’t like it, you can walk away without being charged.
To convince customers to take action, reinforce what they already know about your brand. Use:
Case studies to show how your product has worked for similar companies;
Webinars to walk customers through the benefits of the product;
Price guides and calculators to help stakeholders justify the cost;
Product demos to let customers get hands-on with your product;
Customer reviews and industry awards to increase buyer confidence.
Choose a content format based on where the customer sits in the buyer’s journey, not on what’s easiest to produce. Entertainment builds awareness, knowledge builds consideration, interaction builds trust, and proof drives the decision.
How to track performance with a measurement matrix
A marketing matrix helps you engage customers at every stage in their journey. A measurement matrix is how you measure if your efforts are paying off. If you need to connect that measurement back to revenue, CXL’s three-pillar framework for B2B marketing attribution is a useful companion to the matrix below.
Content on a measurement matrix is mapped in a similar way to the marketing matrix but instead places content by performance.
Here’s an example from Orbit Media’s Content Performance Matrix, which plots content by page views against conversion value to show what to prioritize next.
The y-axis compares the relative page popularity based on views against the x-axis, which measures the page’s effectiveness based on conversion rate or page value.
Content falls into one of four quadrants:
Top Performer. Content that drives the most traffic, leads, or sales.
High Potential. Content that drives a high amount of traffic but has lower conversions and a potentially high bounce rate.
Consistent Performers. Content that has a low reach, but is effective at driving conversions.
Low Potential, Low Performance. Content that has a low reach and low conversion rates.
By plotting content by these measures, you can identify what works well and what’s underperforming to better use your resources. For example:
Position top-performing content more prominently in the customer journey to drive traffic and sales.
Make tweaks to increase the effectiveness of high-potential content (e.g., tweak CTAs to boost conversions or optimize content to improve SEO).
Share consistently performing content on social media and use ads to increase reach and drive traffic.
Move budget away from low-performance content and brainstorm ways to replace it with more effective marketing.
Traffic. Spot trends in visitor numbers and find out where visitors come from to identify popular pages and channels.
Engagement rate. Learn which content resonates with your audience so you can mimic it in future campaigns.
Bounce rate. Understand why people leave your website to improve messaging and/or design.
Conversion rate. Identify which content drives the most leads or customers to find the right formula for forms and landing pages.
Click-through rate. Understand the factors that drive clicks to improve the efficiency of email and ad campaigns.
Look for content trends. What elements are shared by top-performing assets (e.g., subject, images, or messaging)? Think about how you can use these to improve high potential and consistent content.
Above all, rank assets by how they meet your goals. If content doesn’t work toward one or more of your objectives, don’t persist with it.
FAQ
What is a marketing matrix?
A marketing matrix is a planning tool that maps content against two axes: a customer’s stage in the marketing funnel and the type of content needed to engage them at that stage. It gives you a full view of your content strategy so you can spot gaps and duplication.
What are the four quadrants of a content marketing matrix?
The most common version, from SmartInsights, splits content into four types: entertain, educate, inspire, and convince. These map to the customer journey, from awareness through to purchase.
How do you build a marketing matrix?
Start by defining your target audience, then analyze your marketing goals, and map your existing content against the matrix to find where you have gaps or overlap.
What’s the difference between a marketing matrix and a measurement matrix?
A marketing matrix maps what content you need to create. A measurement matrix maps how that content is performing, plotting pages by popularity (views) against effectiveness (conversion rate or page value).
Why use a marketing matrix instead of a standard content calendar?
A content calendar tracks when you publish. A marketing matrix tracks why: it shows whether your content lines up with where your audience is in their journey, and whether you’re over-investing in one stage while neglecting others.
Conclusion
A marketing matrix is a grid or framework that tracks your content and its relevance to your audience.
Use a matrix to audit your content periodically. Adjust channels and assets according to performance and your digital marketing strategy. Analyze content against how it contributes to your goals. It takes time, but the matrix identifies which content drives conversions and which needs to be reworked or retired.
CXL’s Content Strategy and SEO for Lead Generation course teaches you to build content strategies designed for genuine impact, not vanity metrics. If your matrix work is exposing gaps in how well you understand your buyer’s path, the Customer Journey course will help you map it and find the friction points.
Building and reading a matrix is also a good test of where your team sits on the AI-native curve. CXL’s guide to the 5 skills modern marketers need to become AI-native breaks down the gaps that keep marketers stuck auditing content manually instead of running it as a system.
If you’re building a complete content and AI strategy, the AI-Native Marketer program teaches you to run your content strategy, production, and measurement with AI doing the heavy lifting, so you can focus on strategy decisions that impact revenue.
Over the last years, Google Data Studio has evolved from an appealing but clunky application to a tool that we recommend to any digital marketer.
Data Studio allows you to communicate data simply and in a repeatable format, and their expanded integrations, customizations, and editability have made Data Studio dashboards extremely powerful.
A relatively new feature, data blending, came out last year. This underused function can do a lot of cool things; it also has some limitations. Once you’ve got your head around the basics, the possibilities are endless.
A useful metric is both accurate (in that it measures what it says it measures) and aligned with your goals. Don’t measure anything unless the data helps you make a better decision or change your actions. – Seth Godin
Marketing metrics are a competitive advantage. They allow you to create and optimize campaigns based on actionable evidence rather than intuition.
But to turn data into insights and money, it’s not enough to simply collect information. You have to track metrics you can act on.
Intuition is no substitute for data. As Dr. Eric Bonabeau says, “The more data you have to weigh, and the more unprecedented the challenges you face, the less you should rely on instinct and the more on reason and analysis.”
With digital analytics, you have access to all the data you need to make smart decisions without solely relying on feelings.
In this guide, you’ll learn how digital analytics can benefit your business and how to use it to communicate with stakeholders. You’ll also discover digital analytics tools and the most complete digital analytics training to help you better understand your customers.
Data visualization turns raw data into accessible charts, graphs, and maps to help you share it, learn from it, and make data-driven decisions. But game-changing campaigns are only possible if visuals present information in the right way. Get it wrong, and the message is lost.
In this article, you’ll see eight of the best data visualization examples to inspire your internal and external marketing efforts.
You’ll learn when to use them, what to avoid so you don’t overwhelm or confuse your audience, and five tips for creating these visualizations yourself.
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