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GTM strategy · HR technology

The launch needed to earn a place in the customer’s week.

Launch a product for people managers with positioning and onboarding built around repeatable workplace tasks.

Discuss a similar challenge

01 / The challenge

Where the work began.

An HR technology company was preparing to launch a product for people managers. The team knew how to explain its features. Explaining why a manager with a crowded calendar should adopt another tool was harder.

The company needed a story that addressed the HR leader making the purchase and the manager expected to return after the first login. Those audiences faced different decisions.

02 / The approach

What we did.

RFA brought a product marketer and customer research specialist together with product, sales and customer success. The research distinguished the economic buyer’s needs from the practical tasks of the manager using the product.

Interviews explored preparing for an individual meeting, following up on a development commitment and organizing feedback before a performance review. Those findings shaped the value proposition, demonstration sequence and onboarding prompts. Buyer materials addressed rollout effort and adoption visibility. Materials for managers explained how the product fitted into an existing routine.

The team defined activation as a sequence of distinct behaviors: creating an account, accepting an invitation, completing a first useful workflow and returning to that workflow. An event specification connected each behavior to a product action, giving the team a clearer basis for examining friction than login counts alone.

03 / The scope

What the work covered.

  • Buyer and manager research synthesis
  • Value proposition and demonstration narrative
  • Manager facing onboarding prompts
  • Activation event specification
  • Launch learning and evaluation plan

04 / The outcome

What the work established

The engagement established separate buyer and manager messaging, an onboarding approach and an activation model tied to useful workplace tasks.

The launch framework connected message tests with a plan for evaluating activation by role, time to a first useful action, repeat workflow completion and onboarding support requests. The learning plan distinguished activity from meaningful use and gave the team a defined basis for reviewing the launch.

We were describing the product from our side of the screen. The research brought us back to the manager trying to prepare for a difficult conversation between meetings. That changed the demo, the onboarding, and the language we used.
Maya E., VP of Marketing

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