6-Step Framework
Step 1: Define
Your answers will help us assess where your current plan is helping, hurting, or holding you back.
Goals give your strategy direction. Without clear targets, it’s hard to measure if anything you’re doing is actually working.
2: What is your current marketing strategy?
Understanding what channels you’re using, what messages you’re sending, and how often gives us a baseline to evaluate and improve.
3: What is your current sales strategy?
This shows how you’re turning interest into revenue. We look at how leads come in, how offers are positioned, and how deals are closed.
4: How well do your current strategies connect back to your business goals?
It’s easy to stay busy with activity that doesn’t move the needle. This helps us assess whether your strategy is driving real progress, or if it’s just busy work.
5: What’s working best in your current strategy right now?
Recognizing what’s already producing results helps you double down on what’s effective instead of starting over.
6: Where are you experiencing friction, drop-offs, or underperformance?
Identifying the weak links in your strategy allows us to troubleshoot and improve what’s holding back your growth.
7: Do you currently have a documented strategy or execution plan?
If it’s not written down and used regularly, your strategy likely isn’t guiding your decisions. We need to know how much structure is in place.
8: How often do you review and update your strategy?
Regular reviews allow you to adjust based on what’s working. If you’re not revisiting the plan, you’re likely falling behind.
9: Who on your team is responsible for executing the strategy?
Accountability is most important here. We need to know who’s in charge of making sure the strategy gets implemented day to day.
10: If you could improve one thing about your strategy this month, what would it be?
This helps us prioritize the area where a small improvement could create the biggest shift in focus, clarity, or momentum.
Step 2: Clarify
We can’t optimize anything until we know exactly what success looks like for your business, and what constraints we’re working with.
- Outline your 6 and 12 month growth goals.
- Set clear revenue, lead generation, and performance targets.
- Identify key constraints: budget, time, bandwidth, or tech.
- Get alignment across all departments on what the business is chasing.
“We are a [business type] with [X size team]. Help us define our top business goals and outcomes so we can build a strategy that aligns with our actual growth targets.”
Step 3: Evaluate
Now we reverse-engineer what’s working, what’s broken, and what’s missing from your current plan.
- Break down your existing lead generation and sales strategy.
- Map the steps from prospect awareness to paid customer.
- Evaluate consistency, conversion rates, and performance gaps.
- Look for holes in messaging, channel execution, or follow-through.
“We are a [business type] with an existing strategy for lead generation and sales. Help us evaluate what’s working, what’s underperforming, and where our execution gaps are showing up.”
Step 4: Align
A strategy that worked before won’t work now unless it’s aligned to your current positioning, internal structure, and available resources.
- Ensure offers are relevant to your audience’s current needs.
- Align your funnel and follow-up strategy with buyer behavior.
- Match tactical execution to team strengths and tool capabilities.
- Realign budget and resource allocation based on priorities.
“We are a [business type] that serves [target audience]. Help us realign our strategy with our current goals, offers, and internal capacity to ensure we’re executing in the right direction.”
Step 5: Optimize
Now it’s time to eliminate what’s not working and double down on what is, with better tools, systems, and structure.
- Drop weak-performing channels or campaigns.
- Refine messaging, sequencing, or positioning for clarity and conversion.
- Improve process handoffs and reduce complexity in execution.
- Consolidate tools and communication pathways to avoid duplication.
“We are a [business type] looking to simplify and improve our strategic plan. Help us identify what to cut, what to keep, and what to improve for faster, cleaner execution.”
Step 6: Rebuild
Once the gaps are fixed, rebuild your strategy into a system that can run consistently, track progress, and evolve with your business.
- Create a 90-day execution roadmap with weekly milestones.
- Assign clear owners and accountability for each initiative.
- Set up monthly review checkpoints and success metrics.
- Build a simple dashboard to measure real-time progress.
“We are a [business type] optimizing our strategy for faster results. Help us rebuild our execution plan with clear goals, milestones, and accountability across teams.”
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