Craft the perfect strategy

Define your framework for success

Business model

Model success

A business model defines your framework for success. It is your unique DNA and what makes your approach to work and serving customers special. Articulate your company or team’s value proposition, advantages, go-to-market plans, and more.

Strategic Vision Chart

Vision explains the "why"

Create a vivid picture of where you want to be in the future. That is your vision. Make better decisions faster — because your team will be aligned and able to maintain clear focus.

Strategic positioning

Capture your positioning

Describe where your product or service fits in the market, the problem it solves, and what makes it unique. This will help inform customers why your product is the best option to meet their needs — before they even start using it.

Strategic persona

Know the customer

Paint a picture of your customers by creating user and buyer personas. Describe everything about them and then link the personas to actual work so you know who you are doing it for.

Strategic competitors

Track the competition

Create in-depth profiles of key competitors and publish the info for your team. Capture critical information such as revenue, customers, growth rate, and your own custom fields.

Strategic goals

Set goals

Highlight your strategic objectives and the KPIs that you plan on achieving. Track your progress against the goals so the team knows how the business is doing.

Strategic initiatives

Identify initiatives

Determine the major workstreams that will help you realize your goals. Initiatives allow you to define the high-level programs to invest in, so you can group work under them.

Set budgets and track return on investment

Set budgets and track ROI

Add financial and resource projections to your plans to help you make better-informed decisions and report on results in a meaningful way.

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