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How to organise copywriting research using a message map
Executive overview
Copywriting research produces pages of messy, unorganised notes — and that mess is normal. The real problem is the gap between raw research and actual writing: most copywriters have no structured way to move from notes to copy.
The solution is two tools used in sequence: a message map to consolidate everything you learn about a product and its personas, and a solution design to focus that knowledge on a specific deliverable before writing begins.
The messy middle is where the real thinking happens — organising it speeds up the writing, not the research.
Active listening and note-taking
- Listen to sales demo replays in full rather than relying on transcripts — visual cues and tone are lost in text
- Take notes manually in real time; passive transcript-reading produces shallower synthesis
- Use plain-text tools (e.g. Apple Notes, Notepad) — formatting gets in the way at this stage
- Mark high-priority notes with all-caps, asterisks, or arrows — whatever signals importance to you
- Don't expect to know what to do with a quote or insight immediately; note it anyway
- If you use transcription tools, search for emotionally loaded words (e.g. "worried", "problem") to surface useful passages fast
The message map
The message map is a persistent, reusable document that consolidates everything known about a product and its personas. It can be built in Trello, Airstory, or any board tool.
Key sections:
- Product: who made it, how it's made, features, pricing, value proposition, use cases
- Personas: one entry per persona, duplicated for each segment
- Per persona: problems, motivators, failed past solutions, desired outcomes, switching triggers, beliefs, purchase criteria, competitive preferences, constraints, proof points, click triggers
- Jobs-to-be-done framework structures the persona section: pushes/pulls of now vs. new, worries of the new
The message map is always updated and always referenced — it is not recreated per project.
The solution design
The solution design is created fresh for each deliverable (e.g. a specific email or landing page).
It contains:
- A brief: one reader, one product, core goal
- Heuristic analysis of the existing control (if one exists)
- The primary job to be done
- Rule of one
- PCPO: Problem, Cure, Proof, Offer — the four components to align before writing
- The chosen copy framework (AIDA, PAS, 4 Ps, etc.) applied only after all the above are resolved
Sharpening the ax before writing — through the solution design — produces faster, more accurate copy than diving in cold.
Research-to-writing workflow
- Listen and take raw notes (sales calls, surveys, interviews)
- Step away, then re-read notes and pull out notable quotes and patterns
- Populate the message map with synthesised findings
- When writing a specific piece, create a solution design
- Only then enter the copy framework and write
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