Service 02 of 05 · Plan based on evidence

Product Strategy & Vision

Product strategy that shows what to build next, and why.

We research what customers need and test the best ideas. Then we write a vision and plan for founders and product leaders. Every plan item has evidence, an owner and a measure.

Typical length
6–10 weeks
Approach
Research first
Standard
Measured from where you start
Opportunity map · Your productIllustrative

An illustrative opportunity map: 6 opportunities placed by fit with the goal and by evidence. Re-scored for 3 goals: keep customers, grow accounts, efficiency. The top 3 are listed.

Goal · Keep customersScored to keep customers: the plan-change fix and renewal alerts lead, both with strong evidence.

What it covers · 6 parts

From customer research to a ranked plan.

We score each idea on demand, effort and fit. Then we order them so each release makes the next one cheaper.

Hands sorting a long list of sticky notes on a table during a strategy session
01 / 06

Product discovery

Interviews and your support, sales and usage data, read together to find the unmet need.

Evidence first
02 / 06

Opportunity mapping

We map customer needs and goals, then link each idea to the need it meets.

Opportunity tree
03 / 06

Product vision & main measure

Where your product is going, its one main measure and what moves it.

Vision · main measure
04 / 06

Business case

For each idea: who pays, what it costs and how to sell it.

Value · cost · how to sell
05 / 06

Ranked product plan

A now, next and later plan, ordered by evidence, with each item’s assumption noted.

Now · next · later
06 / 06

Vision demo

A polished clickable draft or short film, tested with customers before any code is written.

Concept · agreement

How it works

4 stages, each ending with a check.

Each check asks one question. Only what the evidence supports moves on.

  1. Discover Wk 01–03

    We interview customers and your teams. We read lost deals, support tickets and usage data before discussing answers.

    • Research plan
    • Interview findings
    • Proof of demand

    Check · Have we heard enough to map?

  2. Define Wk 03–05

    We sort the opportunities by size. Then we check your product against them and name the gaps that matter.

    • Opportunity map
    • Gaps to close
    • Size estimates

    Check · Is each opportunity’s size and source known?

  3. Design Wk 05–08

    We sketch the best ideas and build a clickable draft of the vision. Customers test it and engineers estimate the cost.

    • Concepts
    • Vision demo
    • Test results

    Check · Did the best ideas hold up with customers?

  4. Plan Wk 08–10

    We write the vision, set the main measure and order the plan. Each item has an owner and its assumptions to test.

    • Product vision
    • Main measure & drivers
    • Ranked product plan

    Check · Does every plan item trace to evidence?

Typical times. They are shorter if the evidence already exists.

Assumption tracker · what you will see

The assumptions behind each idea, tested until they pass or fail.

One shared board shows the test for each assumption and where it stands. Results steer the strategy.

Assumption tracker · Your product · week 5Illustrative

Untested 1

  • Teams will switch from spreadsheets if import takes under a minute

    Idea 2 · Demand

    Test: dummy import button, week 6

Testing 2

  • Finance heads, not IT, choose this tool

    Idea 1 · Buyer

    6 of 12 interviews done

  • Pay-per-use pricing works below 50 users

    Idea 3 · Pays its way

    Price test live, 214 people

Held 1

  • Month-end close is when it hurts most

    Idea 1 · Problem

    11 of 12 interviews, 3 data sources

Broken 1

  • A mobile app is needed at launch

    Idea 4 · Scope

    2% of visits on mobile · idea dropped

Illustrative example. A broken assumption is a result too: it dropped an idea before anything was built.

What you get

A one-page product strategy, with the evidence behind it.

The main measure, the ideas and the plan, each linked to its research and kept in your own tools.

Two colleagues talk through a chart and notes on a whiteboard
The plantraced back to evidence

/handover/02-strategy/

Product Strategy & Vision

  • Product visionOne page · Deck
  • Opportunity map & evidence packBoard · Sheet
  • Main measure & driversSheet · Dashboard
  • Business case per ideaModel · Sheet
  • Ranked product planPlan · Board
  • Vision demoFigma · film
  • List of assumptions to testSheet

/handover/README

In every handover

  • Decision record, with sourcesDoc
  • Assumption tracker, with resultsSheet
  • Research consent & deletion logSheet
  • Walkthrough session, recordedVideo

Results

A plan your leaders can explain, tracked with 3 measures.

Does each plan item have evidence? Do leaders name the same main measure? Is each idea costed and tested? We agree where you start, the target and the method in week 1.

  1. Outcome 01

    Evidence behind every item

    Each item in the plan links to its evidence. Priority no longer goes to the most senior person.

  2. Outcome 02

    One vision, one main measure

    Product, design, engineering and the board understand both the same way.

  3. Outcome 03

    Ideas costed before work starts

    We name each idea’s cost, effort and riskiest assumption first.

Outcome review · Your companyIllustrative
  • 01 Plan items traced to evidenceItems linked to a sourced opportunity
    92%from 35%target 90%
  • 02 Leaders who state the same main measureOpen question, before and after
    84%from 25%target 80%
  • 03 Ideas with a cost estimate and a testPlan items with an effort range and when to stop
    86%from 10%target 80%
Scale 0–100 on every row. Row numbers match the outcomes. Illustrative figures, not client results.

Tools we use

Analytics and planning tools, used in your own accounts.

We use them to rank opportunities and pass the plan to your team. We work with these tools. No partnership is implied.

  • Figma
  • Miro
  • Notion
  • Confluence
  • Jira
  • Linear
  • PostHog
  • Mixpanel
  • Google Analytics
  • Looker
  • HubSpot
  • Salesforce

Standards we build to

Accessibility, privacy and quality, checked before the plan is set.

We check each idea against these standards while changes are still cheap. We hold no certificate for them.

  • WCAG 2.2 AAWeb Content Accessibility Guidelines

    Rules that make websites usable by people with disabilities. Version 2.2 adds visible focus, tap size and easier log-ins.

    How we apply itWe check contrast, focus order and button size in the design file. Then we test key tasks by keyboard and screen reader before approval.

  • GDPRGeneral Data Protection Regulation (EU) 2016/679

    Europe's data law: a legal reason to use data, people's rights, privacy by design, breach reports and risk checks.

    How we apply itResearch participants give recorded, specific consent. Recordings and notes have a delete date, and we keep to it.

  • DPDP Act 2023Digital Personal Data Protection Act, 2023

    India's data law and its Rules: notice and consent, people's rights, breach reports and extra duties for significant firms.

    How we apply itConsent notices for people in India. Requests about their data can be answered from the research log.

  • ISO 9001:2015Quality management systems

    Rules for managing quality: clear processes, attention to risk and steady improvement.

    How we apply itEvery stage ends with a written check that has an owner. Nothing is done until it matches the approved design.

Offers & plans

Product strategy, from one study to a full plan.

Choose one study, a product vision or the full strategy and plan. Each ends with decisions and measures your teams can act on.

Categories
04
Offers
15
Plans
04
Not sure what you need? Tell us the problem

How to buy

  1. 01Pick offers. Ask about one, or add several to one enquiry.
  2. 02Choose a plan. A small job, a fixed project or ongoing help.
  3. 03Send your enquiry. We reply within one working day.

Browse by category

Timelines are typical. We write the scope before we quote.

01Research & evidence

4 offers
Typical timeline: 4–6 weeks

Product discovery

Research with your customers and data to find what is worth building next.

What’s included

  • Customer and lost-customer interviews
  • Usage, support and sales data together
  • Opportunity map, sorted by size
  • Shortlist of ideas, with evidence
  • Research-led
  • Opportunity map

Best forProduct teams with more ideas than evidence.

Typical timeline: 3–5 weeks

Customer & user interviews

Interviews with customers, lost customers and your staff, written up to stay useful for months.

What’s included

  • Interview guide tied to open decisions
  • Recruiting, consent and payments handled
  • 12 to 20 interviews, with clips
  • Themes and quotes by customer group
  • In depth
  • Clips & quotes

Best forTeams who hear about customers mostly from sales.

Typical timeline: 4–6 weeks

Jobs-to-be-done study

Why customers choose you: the job your product does for them and why they switched.

What’s included

  • Interviews with recent new customers
  • Job map with reasons to switch
  • What customers need it to do
  • Lessons for your message and plan
  • Job study
  • Switch interviews

Best forProducts whose message no longer matches why people buy.

Typical timeline: 3–5 weeks

Competitive product review

A hands-on review of your competitors: what they do better and where they are weak.

What’s included

  • Hands-on walkthrough of each competitor
  • Features, steps and prices compared
  • What reviews and forums say
  • Where to match and stand out
  • Comparison
  • Hands-on

Best forTeams losing deals to a competitor they have never used.

02Vision & measures

4 offers
Typical timeline: 3–5 weeks

Product vision

Where your product is going and why, on one page that helps teams say no.

What’s included

  • Vision workshops with leadership
  • One-page vision with its principles
  • A story for board and team
  • Approval meeting with product and engineering
  • One page
  • Agreement

Best forProducts where every team has a slightly different goal in mind.

Typical timeline: 3–5 weeks

Main measure & drivers

One measure of the value customers get, plus 3 or 4 things that move it.

What’s included

  • Possible measures tested on your data
  • Main measure and what drives it
  • Tracking gaps listed for engineering
  • Dashboard plan
  • Measures
  • Tracking

Best forTeams that report activity because no one agreed on a goal.

Typical timeline: 3–5 weeks

Product pitch

What your product does, for whom and why to switch, in your customers’ words.

What’s included

  • A pitch for each customer group
  • Proof and answers to doubts
  • Messages tested with customers
  • Handover to marketing and sales
  • Input for marketing
  • Tested

Best forProducts that demo well and are hard to explain in a sentence.

Typical timeline: 4–8 weeks

Vision demo or film

A polished clickable draft or film of your product in 2 years, tested with customers.

What’s included

  • Concept work with your leaders
  • Polished clickable draft or film
  • Customer reaction sessions
  • Story and presentation pack
  • Concept
  • Board-ready

Best forLeaders raising money or changing direction.

03Planning & business case

4 offers
Typical timeline: 2–4 weeks

Opportunity map & scoring

Each opportunity scored on demand, effort and fit, weighted the way your leaders choose.

What’s included

  • Opportunity tree from the research
  • Scoring with agreed weights
  • Ranked shortlist, with reasons
  • Re-scoring as new evidence arrives
  • Scored
  • Ranked

Best forTeams with a long to-do list and no agreed order.

Typical timeline: 3–5 weeks

Ranked product plan

A now, next and later plan, ordered by evidence, with each item’s assumption noted.

What’s included

  • Plan in order, with dependencies
  • Owners and measures per item
  • Gaps that must close first
  • List of assumptions to test
  • Now · next · later
  • Owners & measures

Best forTeams whose plan is a wish list with dates added.

Typical timeline: 3–5 weeks

Business case per idea

For each big idea: who pays, what it costs and how it pays off.

What’s included

  • Benefits, with assumptions stated
  • Build and run costs, from engineers
  • What if the weakest assumptions fail
  • A paper for your finance team
  • Business case
  • Finance-ready

Best forProduct leaders who have to defend a number in a budget round.

Typical timeline: 4–6 weeks

Pricing & tiers advice

Which features go in which tier, and what each is worth, tested with customers.

What’s included

  • Features matched to tiers
  • Research on what people will pay
  • Tier options, with pros and cons
  • What changes for current customers
  • Tiers
  • Researched

Best forProducts adding a tier, a plan or pay-per-use pricing.

04Ongoing

3 offers
Typical timeline: Ongoing · quarterly

Quarterly strategy review

A session each quarter that checks the plan against results and reorders what comes next.

What’s included

  • Review of measures against the plan
  • Assumptions confirmed or dropped
  • Next quarter put in order
  • Written note for your leaders
  • Quarterly
  • Re-ordering

Best forTeams whose annual plan is out of date by March.

Typical timeline: Ongoing · monthly

Testing risky assumptions

Your riskiest assumptions turned into small, quick tests, the costliest first.

What’s included

  • Assumptions listed and ranked by risk
  • A test designed for each
  • Running and reading the tests
  • Decision noted for each result
  • Tests
  • Less risk

Best forTeams about to spend a lot on untested assumptions.

Typical timeline: Ongoing · monthly

Product advisory retainer

A senior product advisor each month, for reviews, second opinions and decisions between projects.

What’s included

  • Named senior advisor
  • Monthly working session
  • Decision help on request
  • Quarterly written review
  • Retainer
  • Senior advisor

Best forFounders and product leaders without a peer to test thinking against.

Your enquiry

Tick “Add to enquiry” on any offer, choose a plan, then continue. Or enquire about one offer.

How we work with you

Ways to start, from a question to a quote.

Ask a quick question, send your project details or request a quote. The person who will lead the work reads each one in full. Services in your enquiry go with it.

Or book a 30-minute call

What are you sending?

  1. 01

    About 2 minutes3 short answers

    For a first chat, a press request or anything not ready to plan yet.

    You get A reply from a named lead

  2. 02Recommended

    About 8 minutes5 short steps

    Goals, who it is for, budget and timing, so our first reply can outline the work.

    You get Options and prices after one call

  3. 03

    About 15 minutesYour documents attached

    Your documents, deadlines and the purchasing and security rules to meet.

    You get Confirmation and a named lead

How it is priced

Each plan shows how it is priced. Work starts once we agree a written scope and price.

  • Typical length
    1–3 weeks
    Pricing
    Fixed fee
  • Typical length
    4–12 weeks
    Pricing
    Fixed price
  • Typical length
    Ongoing · 6-month minimum
    Pricing
    Monthly fee
  • Typical length
    6–18 months
    Pricing
    Priced per written scope
Compare what each plan includes
What each plan includes and who it suits
PlanWhat you getBest for
SprintA short, fixed job that answers one clear question.
  • Scope and result agreed before we start
  • A senior lead and the right specialists
  • A weekly review with you
  • A clear answer or a test version
An audit, a brand check or a test version of an app
ProjectOne clear job for one fixed price.
  • A written scope: what you get and how we agree it is done
  • A named project lead and a fixed team
  • A shared plan with checkpoint dates
  • Source files, yours once paid for
A brand identity, a website, a simple app or a set of tools
RetainerA monthly team that runs and improves what we built.
  • Team time set aside for you every month
  • Agreed response times for requests and fixes
  • A monthly review and a to-do list
  • Planned improvements, not only fixes
Monthly social media and ads, or care for live sites and apps
EnterpriseA large, long project with its own team and agreed response times.
  • A project director and a decision group
  • A team for each part of the work
  • Response times, reports and a list of risks
  • Security, legal and purchasing checks in the plan
Large companies making changes across markets, brands or business units

Questions

Product strategy questions, answered.

Anything else goes to the people who would do the work.

Enquire
Q01How is strategy different from a roadmap?

A roadmap says what and when. A strategy says why: why these ideas beat the others and what you will stop doing. We write both.

Q02Do you work from our data or gather new research?

Both. Your usage, support and sales data show what is happening. Interviews show why. You need both before a year of building.

Q03How do you use AI in product strategy?

AI groups interview notes into themes a researcher checks. Each theme links to customer quotes. Your product leaders decide what goes in the plan.

Q04Who owns the plan afterwards?

Your product leaders do. They write it with us. What we make for you is yours once it is paid for. Tools we already had stay ours, and you get a free, permanent licence to use them. A review every quarter can keep it current.

Q05Can this run alongside our current product team?

Yes. Strategy runs alongside the build. What your team learns from each release shapes the next quarter’s plan.

Tell us what you need built.

You will talk to the lead who would run your work.

Book a call

Three ways to start

We always agree a written scope and price before work begins.

Choose one of the three ways above