The Marketing Matrix Guide: Understand & Engage Your Customers

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. 

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: 

Content Marketing Matrix 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 content you need to create to move customers toward purchase. This is based on what neuroscience reveals about purchase behavior: people buy on emotion and justify with logic

People mostly make buying decisions subconsciously. Emotion communicates the subconscious decision to the conscious mind and the conscious mind searches for logical reasons for our thinking. 

What we really think is largely hidden from us. In other words, most of what we know we don’t know we know. Probably 95% of all cognition, all the thinking that drives our decisions and behaviors, occurs unconsciously—and that includes consumer decisions. – Professor Gerald Zaltman [via Harvard Business Review]

To help you come up with ideas, SmartInsights divides its content marketing matrix into four quadrants: 

  1. Entertain;
  2. Educate;
  3. Inspire;
  4. 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. 

Here’s a slightly different take on the two dimensions matrix from Zazzle Media

Content Flow Matrix from Zazzle Media

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 Zazzle’s most effective. 

But its purpose is the same: to provide a framework to map content, evaluate strategy, and identify its strengths and weaknesses.

The benefits of a marketing matrix

A marketing matrix gives you a bird’s eye view of your current efforts. When you’re engaging audiences in various ways to suit each stage in the funnel, seeing the big picture helps you:

Mapping existing assets from top to bottom and left to right makes it easy to see where content lies in each quadrant. From this, you can identify and close content gaps. 

For example, if your website generates high traffic but few conversions, a matrix can provide answers. Mapping content might show that your articles are heavily weighted toward educational content. Creating more entertaining content, such as branded videos, can establish emotional connections that bring customers closer to your brand. 

As well as highlighting weaknesses, a matrix also spots strengths. Mapping content and measuring the performance of each asset simplifies strategy. If you know what works, produce more of the same and build on it. 

For example, if your blog is an effective tool for building brand awareness, dig into your analytics to find out why. What topics get the most traffic? Which posts generate the most backlinks? Which gets people commenting and sharing? 

Now, think about how you can expand that topic or repurpose it to engage more people on your blog as they move down the funnel. 

Take Close CRM’s blog content. 

Screenshot of Close CRM’s Blog Content

The brand repurposed this blog post on sales confidence as a video: 

Screenshot of a video about confidence in sales created using Close blog post

This allows them to target a new audience of YouTube viewers and fill a gap at the top of the marketing funnel. 

The content answers search intent and solves a problem to build awareness. Close capitalizes on this by expanding on the topic. 

Screenshot of The Follow Up Formula ebook 

Its The Follow Up Formula ebook helps people put what they’ve learned into action. It also strengthens Close’s position as an authority on the subject and a company that helps people solve problems and improve at selling. 

Its interactive demo is the next natural step. Showing how its product helps users effectively act on what they’ve learned so far:

Screenshot of Close Demo Page

This process can also be reverse-engineered. 

For example, if your sales demo successfully converts prospects, look at what related content can get them there. The flow from marketing to sales content helps unite teams, fueling ideas so that each asset benefits the next. 

By helping you spot top-performing content, a matrix lets you determine what drives the best results to dedicate budget and resources accordingly. 

For example, if email marketing drives the most conversions, you can focus on strategies to build your list. Similarly, if another tactic isn’t driving traffic, resources can be rerouted to a more profitable campaign.

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. 
Screenshot of Lemonade Company Information on CrunchBase

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. 

Screenshot of Capterra Site comparing Qualtrics CoreXM and SurveyMonkey

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 buyer’s 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.
Semrush Smart Marketing Objectives

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% 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 320MQLs, 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. 

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, in Zazzle Media’s matrix, we can see that how-to videos are most effective for visitors considering their options. They’re also among the most resource-heavy to produce. 

Screenshot of Zazzle Media’s Content Matrix

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: 

  • Audience size and demographics;
  • Where visitors come from; 
  • Which keywords drive traffic;
  • Which categories drive referrals;
  • Which topics audiences are interested in.
Screenshot of Top surveymonkey.com Audience Interests

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.

Trust is a more important buying factor than brand reputation, convenience, and love.

Screenshot of Edelman Trust Barometer Report showing that Trust is a more important buying factor than brand reputation, convenience, and love

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 real ‘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

Over 35% of social media users and 41% of internet users go online to fill spare time, according to GWI research. They’re not searching for a sales interaction or even to engage with brands. They’re looking to tackle boredom.

Screenshot of Chart showing reasons why people use social media

Entertaining content capitalizes on this to build awareness. Take Grammarly. Its TikTok content pokes fun at the struggles of writing essays, sending work emails, and making grammar mistakes. 

Screenshot of Grammarly Official Tiktok Post

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:

  • Branded social videos;
  • Quizzes;
  • Games;
  • Social media posts;
  • Competitions.

Give users a fun, engaging experience to instill positive brand perception and stay front of mind.

2. Share knowledge to empower your audience

GWI’s data report shows that over 58% of all internet users aged 16 to 64 use it to find information. And almost half use it to research how to do things or find new ideas or inspiration. 

Screenshot of Chart showing main reasons for using the internet

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. 

Screenshot of Drift’s blog

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. 

Screenshot of 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. Customers feel more connected to a brand whose employees share information online. They also trust employees more than brands.

Screenshot of research that shows employee advocacy makes consumers feel more connected to a brand

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

Kantar research shows that over two-thirds of customers expect brands to be clear about their values. This means being explicit about what your brands stand for.

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.”  

Asana sharing their mission 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:

Screenshot of Asana’s tweet about their mission and purpose

And blog content:

Screenshot of Asana’s Blog about their mission and purpose

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: 

Screenshot of 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 reminders customers of the benefits of using the product:

Screenshot of ActiveCampaign’s Page about benefits of using their 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: 

Screenshot of ActiveCampaign’s Frequently Asked Questions Page

Finally, the page hammers home why customers should act. Awards work as social proof, backing up everything ActiveCampaign has said so far. While the call-to-action removes price as a friction point for signing up:

Screenshot of ActiveCampaign’s Call to Action

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. 

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. 

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 Dr. Dave Chaffey

Screenshot of Content Optimization matrix

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:

  1. Top Performer. Content that drives the most traffic, leads, or sales.
  2. High Potential. Content that drives a high amount of traffic but has lower conversions and a potentially high bounce rate. 
  3. Consistent Performers. Content that has a low reach, but is effective at driving conversions. 
  4. 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. 

Use digital analytics to map content based on the following metrics:

  • 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. 


A marketing matrix is a continuous process to track 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. This will take time, but it’s a rewarding investment that results in effective marketing to turn visitors into loyal customers. 

Learn how to master the marketing matrix and more in our Digital Analytics Minidegree.

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The Marketing Matrix Guide: Understand & Engage Your Customers