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Strategy Workbench
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00 / Start here

Overview

Set the big picture, or paste a website and let AI draft a starting point. Then work down the sidebar to refine each section.

AI quick-start

Build from a website

Paste a business website. AI researches it and suggests how to fill the plan — you review and apply with one click.

⚠️ Requires Claude.ai — these AI features only work when this file is run inside a Claude.ai conversation. The rest of the tool works anywhere without an account.

Or set it manually

Make it measurable and time-bound.
Strategy snapshot
Build checklist

Fill out each section in the sidebar to build your full plan.

    01 / Foundation

    Business

    The basic facts about who you are. This anchors everything else.

    Business profile

    Business profile
    02 / Who you serve

    Audience

    Describe the people you want to reach. One item per line in the lists — the top three is plenty.

    Segments

    A short label for the main group you serve.

    Targeting detail

    This is what should drive your channel choices later.

    What drives them

    One idea per line.

    AI buttons require Claude.ai — they won't work in a standalone browser.

    03 / What you sell

    Offer & positioning

    Define what you offer and why it's worth choosing. We assemble a positioning statement and key messages from this.

    Your offer

    Aim for something a competitor can't easily copy.

    AI buttons require Claude.ai — they won't work in a standalone browser.

    Positioning statement

    Fill in audience, business name, and your offer to generate this.

    Key messages
    04 / The landscape

    Competitors

    List who you're up against, then rate where you stand against a typical competitor.

    Competitors

    Strategy canvas — rate 1 to 5

    You Named competitors
    Rate yourself and each named competitor on each factor. The chart plots you against them.

    Situation & SWOT

    Comparison table
    Strategy canvas
    05 / How they move

    Funnel & channels

    Pick channels for each stage, from first awareness to keeping customers. Add a note on the approach per stage.

    Your funnel
    06 / The plan in time

    Campaign calendar

    Sketch what runs when, using relative weeks and months rather than fixed dates.

    Time horizon

    Campaigns

    Add a campaign, set its channel and goal, and assign it to a block of weeks.

    Key milestones (optional)

    90-day plan
    07 / Money & measures

    Budget & KPIs

    Set roughly what you'll spend, how it splits across the funnel, and which numbers signal success.

    Budget

    Enter 0 if unsure — the split still works as a guide.

    Unit economics

    These let the tool check whether your budget can actually hit your goal. Rough numbers are fine.

    Allocation by funnel stage

    Total allocated0%

    KPI focus

    Pick the measures you'll watch at each stage.

    Assumptions & risks

    Budget vs. goal
    Budget allocation
    KPI focus
    08 / The deliverable

    Final plan

    Everything you've entered, assembled into one report. Copy it into a doc, or print to PDF to share.

    Executive summary — write this last

    This headlines the plan and the deck. It's the part leadership actually reads.

    Tip: use your browser's Print option and choose "Save as PDF" for a clean, shareable report.

    09 / Present it

    Presentation

    A visual, board-ready summary with charts and personas. Print to PDF for a polished handout.

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