Strategic planning

Build a strategy that aligns your offer, motion and channels so growth becomes predictable

Without clear strategy, every tactic feels like a guess. Define who you're for, what problem you solve, and how each touchpoint moves them closer to buying. Turn scattered efforts into a coherent system where marketing, sales, and product pull in the same direction.

Strategic planning

Chapters

Chapter
1

How to write a go-to-market strategy for B2B growth

Learn how to write a go-to-market strategy that defines your ICP, positioning, pricing, and channels. Includes real examples from service and product businesses.

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Chapter coming soon

Chapter
2

Set your 90-day goal

One clear outcome you want to achieve in the next 90 days. Ambitious yet realistic.

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Chapter coming soon

Chapter
3

Assess your current state

Honest assessment of where you are now, what's working, what's broken, and what resources you have.

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Chapter coming soon

Chapter
4

Build your 90-day plan

The roadmap from where you are to where you want to be. Three parallel tracks working together: big initiative, 10% improvements, and buffer capacity.

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Chapter coming soon

Tools

Strategic planning

tools

Notion
Tool

Notion

Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.

Google Sheets
Tool

Google Sheets

Google Sheets is a cloud-based spreadsheet tool for data analysis, collaboration, and automation. It's free, works in your browser, and integrates with the entire Google Workspace ecosystem.

Books

Strategic planning

books

Good Strategy Bad Strategy
Book summary & review

Good Strategy Bad Strategy

Richard Rumelt

A sharp test for strategy quality. Diagnose, choose guiding policies and design actions that compound over quarters.

Disciplined Entrepreneurship
Book summary & review

Disciplined Entrepreneurship

Bill Aulet

Step by step approach to define customers, test value and design a go to market path that leads to repeatable revenue.

Lean Analytics
Book summary & review

Lean Analytics

Alistair Croll

Pick the One Metric that Matters for your stage. Build lean dashboards and use data to decide the next best move.

Measure What Matters
Book summary & review

Measure What Matters

John Doerr

A clear guide to OKRs for growth teams. Write good objectives, choose key results and run cadences that stick.

The One Thing
Book summary & review

The One Thing

Gary Keller

A method for ruthless focus. Ask the focusing question, block time and protect momentum on the work that matters most.

The 80/20 Principle
Book summary & review

The 80/20 Principle

Richard Koch

Use Pareto thinking to pick channels, ideas and customers. Cut the long tail and double down on what works.

Wiki

Strategic planning

concepts

Wiki

Buyer persona

Document your ideal customer's role, goals, and challenges to tailor messaging and prioritise features that solve real problems they actually pay for.

Wiki

Competitive advantage

Identify what you do better or differently that competitors can't easily copy to defend margins and win customers consistently over time.

Wiki

Go-to-market strategy

Plan how you'll reach customers and generate revenue by choosing channels, pricing, and sales models that match your product and market reality.

Wiki

Growth marketing

Apply disciplined experimentation across the entire customer lifecycle, optimising every stage through rapid testing and data-driven iteration.

Wiki

Inbound Marketing

Attract prospects through valuable content that solves real problems, building trust and generating qualified leads who approach you.

Wiki

Positioning statement

Define how you're different from alternatives in a way that matters to customers to guide all messaging and ensure consistent market perception.

Wiki

Product-market fit

Achieve the state where your product solves a genuine, urgent problem for a defined market that's willing to pay and actively pulling your solution in.

Wiki

Referral marketing

Turn satisfied customers into active promoters who systematically bring qualified prospects into your pipeline at near-zero acquisition cost.

Wiki

Total Addressable Market (TAM)

Estimate the maximum revenue opportunity if you captured 100% market share to size your opportunity and prioritise which markets to enter first.

Wiki

Value proposition

Articulate the specific outcome customers get from your solution to communicate why they should choose you over doing nothing or using alternatives.

Playbooks

Other playbooks

Playbook

Experimentation

Random experiments waste time and budget. A structured framework ensures every test teaches you something, even when it fails. Decide what to test, design experiments properly, analyse results accurately, and share learnings so the whole team gets smarter.

See playbook
Experimentation
Playbook

Record digital course

Plan course structure that moves students from problem to solution. Script lessons clearly. Record with simple equipment. Edit efficiently. Package for platforms like Thinkific or Teachable.

See playbook
Record digital course
Playbook

Marketing automation setup

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

See playbook
Marketing automation setup
Playbook

B2B website foundations

Most B2B websites confuse visitors instead of guiding them. Clear structure helps buyers self-educate, compare solutions, and decide to engage. Build pages that answer questions, establish credibility, and make taking the next step obvious.

See playbook
B2B website foundations
Playbook

How to set up your CRM

A poorly configured CRM becomes a graveyard of stale data and missed follow-ups. A properly set up CRM runs your sales process automatically, surfaces hot leads, and forecasts revenue accurately.

See playbook
How to set up your CRM
Playbook

How to retain customers and reduce churn

Most churn happens in the first 90 days when customers don't see value fast enough. Strong onboarding proves value early. Feedback loops surface problems before they become cancellations. Health monitoring spots at-risk accounts. Make retention systematic, not reactive.

See playbook
How to retain customers and reduce churn
Further reading

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Strategic planning