STEP 01 / QUESTIONDefine the buyer, use case and decision: which customer segment should we test first?
STEP 01 / QUESTIONDefine the buyer, use case and decision: which customer segment should we test first?
STEP 02 / RESEARCHOrganise customer feedback, competitor offers and market sources around the segments being considered.
STEP 03 / VALIDATECheck source quality, separate assumptions from evidence and identify what still needs customer validation.
USEFUL OUTPUTA segment comparison, priority customer profile and interview brief for the next validation round.
STEP 01 / CONTEXTBring the company profile, conversation history and open commitments into one relationship record.
STEP 02 / PREPAREPrepare a follow-up draft that connects the partner’s priorities to a relevant offer and next step.
STEP 03 / APPROVEThe commercial owner checks the context, edits the draft and approves any message before it is sent.
USEFUL OUTPUTAn approved follow-up, an assigned owner and a dated next action in the partner pipeline.
STEP 01 / BRIEFCapture the audience, customer problem, product facts and desired action in one editorial brief.
STEP 02 / CREATEDevelop a LinkedIn draft and sales explainer from the approved proposition and source material.
STEP 03 / REVIEWReview factual claims, audience relevance and brand voice; resolve missing evidence before approval.
USEFUL OUTPUTApproved channel assets, a publishing calendar and a clear owner for each release.
STEP 01 / MEASUREAgree the activation event and the measures needed across acquisition, onboarding and repeat use.
STEP 02 / ORGANISEBring channel spend, sign-ups and activation events into a shared funnel view.
STEP 03 / INTERPRETCompare funnel drop-offs by channel and journey stage, checking data quality before drawing conclusions.
USEFUL OUTPUTA prioritised activation experiment with a named owner, success measure and review date.
