01. Learn the context
North Star & Market Context
Clarify your organizational goals and long-term vision in the context of market realities. Align leadership around a shared North Star and the external forces shaping your industry.
Market Sizing & Trends (TAM/SAM)
Quantify the size and dynamics of your opportunity. Analyze total and serviceable markets, growth trends, and potential disruptors to make confident, data-backed decisions.
02. Discover the organization
Talent Assessment
Evaluate leadership and team capabilities to identify strengths and development areas to ensure your strategy is supported by the right people and culture.
Organizations Capabilities Analysis
Assess your current competencies against what your strategy demands. Identify gaps in processes, systems, and talent using the Initiator–Stabilizer–Closer framework.
03. Define the market
Customer Segmentation
Define distinct customer groups by demographics, behaviors, and motivations. Use segmentation to prioritize growth targets and tailor strategies effectively.
Voice-of-Customer Interviews (VOC)
Gain first-hand insight from customers and stakeholders through structured interviews. Surface unmet needs, perceptions, and decision drivers to shape market strategy.
Customer Profiles and Journeys
Develop in-depth personas for key customer segments, including motivations, triggers, and buying criteria. Translate insight into action across marketing, sales, and product teams.
Customer Surveys
Validate qualitative insights at scale through structured surveys of customers or prospects. Build confidence in findings with data-backed patterns and trends.
04. Analyze the competition
Value Chain Analysis
Map how value is created and captured across your market. Identify opportunities to differentiate, optimize, or disrupt the chain to strengthen your strategic position.
Competitor Benchmarks and Profiles
Develop structured competitor profiles, including business models, pricing, and positioning. Benchmark performance and uncover opportunities to outperform.
Competitive Positioning
Visualize your brand’s position against key competitors on the dimensions that matter most to customers. Clarify where you can win and what to prioritize.
Secret Shopper Research
Experience competitor offerings first-hand through simulated buyer journeys. Reveal hidden barriers, pricing nuances, and real-world moments of truth.
05. Design and deliver strategy
Strategic Framework Design
Apply proven frameworks—such as the S-Curve or Growth Pathways—to structure strategic choices. Adapt the approach to your unique business context.
Roadmap Development
Translate strategy into a clear, actionable plan with prioritized initiatives, milestones, and timelines. Build momentum through alignment and disciplined execution.
Measurement Development
Define KPIs and tracking systems to measure progress, ensure accountability, and guide continuous improvement.
Pilot Testing
Test new strategies, products, or messaging in controlled environments before full rollout. Gather real-world validation and refine your approach.
