Craft the perfect strategy

Outline your framework for success

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Capture your value proposition, go-to-market plans, and more


Define your target groups of users and create a plan to serve each one


Build a SWOT to illuminate what you are doing well and where you can improve

Explain 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.

Set 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.

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.

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.

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.

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.

Track budgets

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

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