ray-2
ray-1
ray
octave-logo

Founded

Founded

2024, San Francisco 🇺🇸

Company type

Company type

B2B SaaS

B2B SaaS

Industry

Industry

MarTech

Company stage

Company stage

Seed

Seed

Team size

Team size

11-50

11-50

Engagement

Engagement

Consultant

Consultant

Collaboration

Collaboration

3-6 months

3-6 months

Let's execute on this together

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Octave upgraded their GTM with fresh landing pages, enablement assets, and brand campaigns

Octave upgraded their GTM with fresh landing pages, enablement assets, and brand campaigns

Octave upgraded their GTM with fresh landing pages, enablement assets, and brand campaigns

Octave upgraded their GTM with fresh landing pages, enablement assets, and brand campaigns

zach-vidibor-octave

Zach Vidibor

CEO & Co-founder, Octave

octave-hero
octave-hero

Impact achieved during our collaboration

Impact achieved in 6 months engagement

12+

12+

12+

Landing pages redesigned across homepage, use cases, and integrations with new positioning framework

Landing pages redesigned across homepage, use cases, and integrations with new positioning framework

15+

15+

15+

Lifecycle email campaigns created across activation, expansion, and churn prevention workflows

Lifecycle email campaigns created across activation, expansion, and churn prevention workflows

zach-vidibor-octave

Zach Vidibor

CEO & Co-founder, Octave

Skills

Skills

Product marketing

Product marketing

Product marketing

Product marketing

Content marketing

Content marketing

Content marketing

Content marketing

Product marketing

Product marketing

Product marketing

Product marketing

Lifecycle marketing

Lifecycle marketing

Lifecycle marketing

Lifecycle marketing

Results

Established "GTM context engine" category positioning that differentiated from static templates and prompt-chain alternatives

Created full-funnel lifecycle email system with 15+ campaigns targeting activation, expansion, and churn across multiple user segments

Devised 6-weeks "Escape the prompt swamp" campaign program across long-form, visuals, video, webinars, socials, and memes

Overview

Octave represents a fundamental innovation in GTM technology, positioning itself as the first "GTM context engine" that transforms static ICP documentation and email templates into dynamic, AI-powered messaging systems. Unlike traditional outbound tools that rely on variable-filled templates or complex prompt chains, Octave creates living, context-aware playbooks that generate hyper-personalized sequences for every prospect in real-time.

The platform serves Growth and GTM Engineers at post-PMF B2B SaaS companies who struggle with the limitations of existing outbound personalization approaches. Their core customers include companies with 20+ FTEs, Series A+ funding, and $2-5M+ ARR who operate multiple products, serve diverse personas, and target horizontal markets that make traditional templated approaches ineffective.

Octave's core differentiation lies in their agentic approach to messaging and qualification. Rather than forcing teams to maintain brittle prompt chains across multiple tools or rely on static email templates that quickly become outdated, Octave creates composable APIs that intelligently combine ICP knowledge, product messaging, and real-time prospect data to generate contextually perfect outbound sequences.

The platform addresses three critical problems that plague modern GTM operations: ICP and messaging documentation that becomes quickly outdated and unused by teams, lead scoring models that operate as black boxes without visibility into qualification logic, and static email templates that fail to scale across multiple products, personas, and market segments while requiring constant manual maintenance.

Fresh off a $5.5 million seed round, Octave faced the challenge of establishing clear market positioning in the crowded GTM technology landscape while building systematic customer acquisition and retention processes that would support aggressive Q4 growth targets. Despite having innovative technology and strong early customer traction, they needed sharper messaging that could differentiate from both traditional sales engagement platforms and emerging AI-powered outbound tools.

When I approached Octave's CEO Zach, they recognized that their existing positioning emphasized technical capabilities without clearly articulating business outcomes for different buyer personas. They needed a comprehensive messaging framework that could support website optimization, sales enablement, and sophisticated lifecycle marketing while establishing a new category that they could own and defend against competitive alternatives.

The positioning challenge was particularly complex because Octave competed across multiple categories — against traditional sales engagement platforms like Outreach and Salesloft, AI writing tools like Twain and Lavender, and custom prompt-engineering solutions built in Clay and other workflow platforms — while serving technical buyers who evaluated solutions based on integration capabilities, flexibility, and workflow automation potential.

Scope

During our collaboration with Octave, we delivered a comprehensive product marketing transformation that established clear category positioning, created systematic messaging frameworks, and built sophisticated lifecycle marketing systems designed to drive activation, expansion, and retention across multiple customer segments and use cases.

Month 1: Strategic Messaging Framework and New Category Positioning

We initiated the engagement with an intensive research and positioning phase that systematically analyzed Octave's competitive landscape, customer conversations, and market positioning opportunities to develop messaging frameworks that could establish a new category while driving clear differentiation from existing alternatives.

  • Our competitive analysis process involved comprehensive evaluation of traditional sales engagement platforms (Outreach, SalesLoft, HubSpot Sales Hub), AI writing tools (Twain, Lavender, Regie.ai), and workflow automation platforms (Clay, Cargo, AirOps) to identify specific positioning gaps and messaging opportunities that Octave could uniquely address.

  • The analysis revealed that most competitors positioned themselves within established categories without addressing the fundamental problem of context fragmentation that Octave solved. Traditional sales engagement platforms offered sophisticated automation but relied on static templates that couldn't adapt to dynamic market conditions. AI writing tools provided personalization capabilities but lacked the strategic context and ICP knowledge necessary for truly relevant messaging. Workflow platforms enabled custom solutions but required extensive technical setup and maintenance that didn't scale across teams.

  • We conducted systematic analysis of 5-10 buyer calls and customer conversations to extract patterns in customer language, pain points, adoption triggers, and success metrics. This research revealed that Octave's customers consistently struggled with three core challenges: maintaining up-to-date ICP and messaging documentation across teams, creating lead scoring models that provided visibility and control rather than black-box recommendations, and scaling personalized outbound across multiple products and personas without creating unsustainable manual processes.

The culmination of this research was a comprehensive messaging and positioning framework that established Octave as a "GTM context engine" — a new category that emphasized the platform's ability to turn static documentation into dynamic, actionable systems. This positioning moved beyond traditional "sales engagement" or "AI writing" categories to establish Octave as the solution for teams seeking to systematize and scale their GTM knowledge.

Our messaging framework positioned Octave's core value proposition around three key differentiators: agentic messaging playbooks that replaced static templates with context-aware sequence generation, composable APIs that integrated GTM intelligence into existing workflows without requiring platform replacement, and natural language qualification that replaced black-box scoring with transparent, controllable logic.

The framework included detailed ICP definitions for Growth Engineers, GTM Engineers, and RevOps professionals, with specific messaging variations for each persona that addressed their unique priorities, success metrics, and evaluation criteria. We also developed competitive positioning that clearly differentiated Octave from prompt-chain solutions, static template approaches, and black-box AI tools.

Month 2: Comprehensive Website Expansion and Positioning Rollout

Building on the messaging foundation, we executed a complete transformation of Octave's digital presence, redesigning their homepage and creating targeted landing pages for key use cases and integrations that would drive qualified lead generation while supporting the new category positioning.

  • Our homepage redesign focused on immediately communicating the "GTM context engine" concept through clear value proposition statements, visual demonstrations of the platform's agentic approach, and progressive disclosure that allowed visitors to understand core benefits within seconds while providing deeper technical details for evaluation-stage prospects.

  • The new homepage emphasized the transformation from "variable-centric" to "context-centric" personalization, showing how Octave's approach delivered superior results compared to traditional templating or prompt-engineering alternatives. We created specific messaging that resonated with technical buyers while remaining accessible to business stakeholders who would influence purchasing decisions.

  • Our use case page strategy created six targeted experiences addressing different GTM scenarios: ICP and messaging documentation, lead qualification and scoring, personalized sequence generation, sales enablement content creation, integration orchestration, and team collaboration workflows. Each use case page included specific problem statements, solution demonstrations, and success metrics that matched typical evaluation criteria for that scenario.

  • The integration page development proved particularly critical for Octave's positioning strategy. We created detailed pages for Clay, Cargo, AirOps, n8n, and other key platforms that showed how Octave enhanced existing workflows rather than requiring platform replacement. These pages emphasized Octave's composable API approach and demonstrated specific use cases that would resonate with teams already invested in these platforms.

  • Each integration page followed a structured narrative: identifying common challenges with existing approaches (brittle prompt chains, manual maintenance, limited context awareness), demonstrating how Octave's agents provided superior solutions, and showing specific implementation examples that technical buyers could immediately understand and evaluate.

  • The integration positioning proved particularly effective because it addressed a key concern among technical buyers: platform lock-in and workflow disruption. By positioning Octave as an enhancement layer rather than a replacement platform, we reduced adoption friction while highlighting the platform's flexibility and integration capabilities.

Month 3: Lifecycle Marketing Setup & "Escape the Prompt Swamp" Brand Campaign

In the final phase, we developed and implemented a comprehensive lifecycle marketing system that addressed the complete customer journey from initial signup through expansion and churn prevention, creating systematic touchpoints that would drive activation, adoption, and retention across Octave's diverse customer base.

Our lifecycle strategy addressed eight distinct customer segments with tailored messaging and automation sequences: new signups completing initial registration, users creating their first Library (ICP and messaging repository), teams driving adoption through invitations, activated users creating Playbooks and Styles, users integrating with Clay and other platforms, expansion opportunities for increased agent usage, cross-platform expansion for additional integrations, and at-risk users requiring churn prevention interventions.

Building on the messaging foundation, I executed the breakthrough "Escape the Prompt Swamp" brand campaign — a strategic 6-week initiative designed to establish category leadership while educating the market about the fundamental limitations of generic AI tools and static prompt solutions that were flooding the GTM automation space.

  • The campaign strategy emerged from my analysis of the competitive landscape, where I identified that prospects were becoming overwhelmed by generic AI solutions that promised personalization but delivered templated, context-free outputs. The "prompt swamp" metaphor perfectly captured the frustration GTM teams experienced when trying to navigate countless AI tools that required extensive prompt engineering without delivering meaningful business outcomes.

  • My campaign approach focused on systematic market education rather than direct product promotion, positioning Octave as the definitive solution to problems that prospects didn't yet fully understand they had. The campaign balanced thought leadership with competitive differentiation while building category awareness for context-aware automation.

  • The strategic rationale behind this approach was to establish Octave as the category creator and thought leader before competitors could position themselves as alternatives. By defining the problem (prompt swamp) and the solution (context engine), I created a framework that made Octave the obvious choice for sophisticated GTM teams seeking genuine automation rather than glorified template generation.

  • My campaign execution included systematic content creation across multiple channels, progressive messaging that built understanding over the 6-week period following the Hero Journey's storytelling framework, and strategic timing that aligned with Octave's product development milestones and Q4 pipeline goals.

The campaign created sustainable competitive advantages that generic AI tools couldn't replicate through feature additions or pricing adjustments.

Impact

This comprehensive collaboration resulted in a complete transformation of Octave's market positioning, customer communication, and lifecycle marketing capabilities, establishing them as the definitive "GTM context engine" while building systematic frameworks for customer acquisition, activation, and expansion that would support aggressive growth targets.

  • Category Creation and Market Leadership: The "GTM context engine" positioning successfully established a new category that differentiated Octave from both traditional sales engagement platforms and emerging AI writing tools. This category creation provided sustainable competitive advantages by positioning Octave's agentic approach as fundamentally superior to static templates and prompt-chain alternatives, while establishing clear messaging that resonated with technical buyers evaluating workflow automation solutions.

  • Website Expansion: The homepage and landing page redesign created a systematic lead generation and conversion engine that addressed different buyer personas, use cases, and integration scenarios. The integration-focused positioning proved particularly effective at converting prospects who were already invested in platforms like Clay, Cargo, and AirOps, while the use case pages provided clear value propositions for different GTM scenarios and team structures.

  • First Lifecycle Marketing System: The 15+ email campaigns created unprecedented sophistication in customer journey management, with systematic touchpoints that addressed activation barriers, expansion opportunities, and churn prevention across multiple customer segments. The trigger-based and time-based automation ensured that every customer received relevant, timely communication that supported their specific adoption stage and usage patterns.

  • Sales Enablement and Competitive Positioning: The comprehensive messaging framework and competitive positioning materials equipped Octave's sales team with sophisticated conversation frameworks, objection handling resources, and differentiation points that accelerated deal cycles and increased close rates. The category positioning particularly excelled at helping prospects understand how Octave differed from existing alternatives while providing clear implementation pathways.

  • Category-Defining "Escape the Prompt Swamp" Campaign: The breakthrough 6-week brand campaign successfully established Octave as the category creator and thought leader in context-aware automation while systematically educating the market about the limitations of generic AI tools. The campaign created sustainable competitive advantages by defining both the problem (prompt swamp) and the solution (context engine), making Octave the obvious choice for sophisticated GTM teams seeking genuine automation rather than templated outputs.

  • Strategic Foundation for Q4 Pipeline Goals: The messaging framework, brand campaign, and customer acquisition strategy created sustainable foundations for aggressive growth targets while establishing scalable systems for pipeline generation, customer acquisition, and revenue expansion in the competitive GTM automation market.

  • Long-term Brand and Category Leadership: The "Escape the Prompt Swamp" campaign established Octave as the definitive thought leader in GTM context engineering while creating systematic market education that elevated the entire category discussion beyond generic AI tools. The campaign's strategic approach to problem definition and solution positioning created sustainable brand recognition and market leadership that competitors couldn't replicate through traditional marketing approaches.

The combined impact of these initiatives positioned Octave for sustained market leadership while establishing systematic frameworks for ongoing competitive advantage, customer acquisition, and revenue growth in the rapidly evolving GTM technology landscape.

octave-logo

Founded

2024, San Francisco 🇺🇸

Company type

B2B SaaS

Industry

MarTech

Company stage

Seed

Team size

11-50

Engagement

Consultant

Collaboration

3-6 months

Let's execute on this together

How far will your diluted GTM take you? Accelerate your pipeline with clear positioning and differentiated content.

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  • tide-protocol
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How far will your diluted GTM take you? Accelerate your pipeline with clear positioning and differentiated content.

  • toast-logo
  • ahrefs-logo
  • clarisights
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  • kolleno-logo
  • blaze-ai-logo
  • fiverr-logo
  • mixmax-logo
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  • spotdraft-logo
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  • owner-logo
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  • clarisights-logo
  • fluidstack-logo
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  • cello-logo
  • tide-protocol
  • tide-protocol
  • aidem-logo
  • cloudnc-logo
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  • tide-protocol

How far will your diluted GTM take you? Accelerate your pipeline with clear positioning and differentiated content.

  • toast-logo
  • ahrefs-logo
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  • blaze-ai-logo
  • fiverr-logo
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  • owner-logo
  • smartpricing-logo
  • ethena-logo
  • fullenrich-logo
  • clarisights-logo
  • fluidstack-logo
  • quantum-temple-logo
  • platformatic-logo
  • cello-logo
  • tide-protocol
  • tide-protocol
  • aidem-logo
  • cloudnc-logo
  • airops-logo
  • tide-protocol

How far will your diluted GTM take you? Accelerate your pipeline with clear positioning and differentiated content.

  • toast-logo
  • ahrefs-logo
  • clarisights
  • hypergrowth-partners-logo
  • kolleno-logo
  • blaze-ai-logo
  • fiverr-logo
  • mixmax-logo
  • ondeck-logo
  • spotdraft-logo
  • akiflow-logo
  • owner-logo
  • smartpricing-logo
  • ethena-logo
  • fullenrich-logo
  • clarisights-logo
  • fluidstack-logo
  • quantum-temple-logo
  • platformatic-logo
  • cello-logo
  • tide-protocol
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  • aidem-logo
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  • tide-protocol

Product marketing and content

consulting for Series A+ B2B SaaS

Join 2000+ GTM operators

London Road, Essex,
SS7 2QL, United Kingdom

Product marketing and content

consulting for Series A+ B2B SaaS

Join 2000+ GTM operators

London Road, Essex,
SS7 2QL, United Kingdom

Product marketing and content

consulting for Series A+ B2B SaaS

Join 2000+ GTM operators

London Road, Essex,
SS7 2QL, United Kingdom