01
Customer group
Define whose behaviour the strategy needs to change.
Practical guide
Compare strategic choices against customer evidence and the capacity available to deliver the selected work.
Strategy choices
The strategy should rule out lower-priority work as clearly as it approves the selected route.
01
Define whose behaviour the strategy needs to change.
02
State why this buyer should choose the offer in the relevant situation.
03
Select the demand or customer route suited to the evidence.
04
Set ownership and a review cadence that fit team capacity.
A strategy defines the customer group and the commercial change sought. It also explains why the selected route deserves time and budget ahead of the alternatives.
Website work and campaigns should follow the same position and customer evidence. CRM reporting then tests whether that connected work produces qualified progression.
A useful template records the situation and the selected audience. It then assigns resources and states the measure that will govern the next review.
A review should compare actual buyer response with the assumption in the plan. Revise the route when the evidence no longer supports it.
Strategy sequence
01
Find the customer or commercial constraint using current evidence.
02
Select the customer group and route that fit the situation.
03
Give the approved work enough budget and a named owner.
04
Use the agreed measure to continue or change the course.
Next step
Trace each enquiry from campaign source through sales follow-up, then address the first broken handoff.
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