cazimimarketing.com/templates/campaign-planning-brief

HR Tech Campaign Planning Brief

A structured brief for the HR Tech buying cycle. Maps the buying committee, positions against the status quo, and builds the internal business case before you spend a dollar.

Section 01

Campaign Objective

One measurable outcome. Not two goals. Not "awareness and pipeline." One.

Outcome 
Metric 
Target 
Timeframe 
Pressure test

If this campaign succeeds on this metric but fails on everything else, was it worth the investment? If no, you have the wrong metric. HR buyers are measured on risk reduction, cost-per-employee, and compliance. If your metric doesn't connect to one of those, the buying committee will stall.

Section 02

Buying Committee Map

Most HR Tech deals involve 4-7 stakeholders. Map the committee before you write a word of copy.

RoleTypical titleWhat they care aboutWhat makes them say no
ChampionHR Director, VP PeopleSolving daily operational painVendor seems like more work than the problem
Economic buyerCHRO, CFOROI, cost-per-employee, budget justificationCan't build a business case the board approves
Technical evaluatorHRIS Manager, ITIntegration, data security, timelineDoesn't integrate with existing stack
Blocker / SkepticProcurement, LegalCompliance, terms, vendor stabilityDue diligence flags they can't resolve

Your champion for this campaign:  

The business case they need to build internally:  

The pattern most campaigns miss

Most campaigns target the champion and ignore everyone else. The champion gets excited, brings it to their boss, and the deal stalls because there's no material that addresses the economic buyer's concerns. Your campaign needs at least one asset designed to help the champion sell up and across.

Section 03

Positioning Against the Status Quo

In HR Tech, your biggest competitor is almost never another vendor. It's the spreadsheet, the manual process, or "we'll deal with it next year."

What is the buyer doing instead of buying your product? 
What event would force them to stop doing it that way? 
Cost of doing nothing for another 12 months? 
cazimimarketing.com/templates/campaign-planning-brief
Section 04

Messaging Framework

Start with the belief you want the buyer to hold. Format: "Teams that [do X] outperform teams that [do Y] because [reason]."

Primary belief statement:  

DimensionMessageProof point
Operational (daily pain)  
Strategic (what their boss cares about)  
Risk (what keeps them from acting)  

What we will NOT say:  

Why the "risk" message matters more in HR Tech

HR buyers manage systems that touch every employee. A bad vendor decision creates operational chaos. Your messaging must directly address risk, not just benefits.

Section 05

Channel Strategy

ChannelWhy it reaches your buyerBest formatWhich message fits
    
    
    

Start with one channel:     Channel to skip:  

Section 06

Business Case for Internal Approval

Total campaign investment$ 
Expected pipeline generated$ 
Cost per opportunity$ 
60-day checkpoint metric 
Kill criteria 
Checklist

Pre-Launch

Need more than a template?

Fractional CMO leadership for HR Tech companies.

Email: christen@cgm-marketing.com  |  cazimimarketing.com/contact-me