Capability 02 of 05 · What to build next

Product Strategy & Vision

A roadmap is a list of dates. A strategy says what you are betting on.

Product Strategy & Vision finds the product experiences worth building next, tests them against real demand and real capability, and turns them into a sequence your teams can run with measures already attached.

Typical length
6–10 weeks
Approach
Research-led
Standard
Measured against a baseline
Opportunity map · Your platformIllustrative

An illustrative opportunity map: six opportunities plotted by fit with the ambition and strength of evidence, re-scored for retention, expansion and efficiency, with the top three listed.

Ambition · RetentionScored for retention: the plan-change fix and renewal alerts lead, both backed by strong evidence.

What it covers · 6 parts

From an opportunity list to a sequence with owners

Opportunities are scored on evidence of demand, feasibility and fit, then sequenced 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

Customer interviews, support and sales data, product analytics and win–loss evidence read together, so the unmet need is found before a solution is argued for.

Evidence first
02 / 06

Opportunity mapping

Needs, pains and jobs arranged as an opportunity tree, so ideas are judged against the outcome they serve rather than against each other.

Opportunity tree
03 / 06

Product vision & north star

One articulation of where the product is going, the north star metric and the three or four inputs that move it, written so a team can use it to say no.

Vision · north star
04 / 06

Business case

The value case for each bet: who pays, what it displaces, what it costs to build and to run, and the packaging questions it raises.

Value · cost · packaging
05 / 06

Roadmap & sequencing

Now, next and later, ordered by evidence and dependency, with the assumption each bet rests on stated in the open.

Now · next · later
06 / 06

Vision prototype

A high-fidelity prototype or short film of the future product, used to align leadership and test the idea with customers before a line of production code exists.

Concept · alignment

How it runs

Ten weeks, four questions closed

Each phase settles one question. Nothing carries forward that the evidence did not support.

  1. Listen Wk 01–03

    Customers, lost deals, support tickets, product analytics and the teams closest to the work. Demand evidence gathered before any solution is discussed.

    • Research plan
    • Interview findings
    • Demand evidence

    Gate · Have we heard enough to map?

  2. Map Wk 03–05

    Opportunities structured and sized, the current product assessed against them, and the capability gaps that matter named.

    • Opportunity map
    • Capability gaps
    • Sizing model

    Gate · Is every opportunity sized and sourced?

  3. Shape Wk 05–08

    The leading bets shaped into concepts and a vision prototype, tested with customers and sized with engineering.

    • Concepts
    • Vision prototype
    • Test findings

    Gate · Did the leading concepts hold up with customers?

  4. Sequence Wk 08–10

    A vision, a north star metric and a sequenced roadmap with owners, measures and the assumptions still to be proven.

    • Product vision
    • North star & inputs
    • Sequenced roadmap

    Gate · Does every roadmap item trace to evidence?

Timings are typical and shorten when the evidence already exists.

Assumption tracker · what you will see

Every bet rests on assumptions. We track each one to a verdict.

The board the strategy is steered by: each assumption behind a bet, the test that settles it and where it stands today.

Assumption tracker · Your platform · week 5Illustrative

Untested 1

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

    Bet 2 · Desirability

    Test: fake-door import, week 6

Testing 2

  • Finance leads, not IT, choose this tool

    Bet 1 · Buyer

    6 of 12 interviews done

  • Usage-based pricing is acceptable below 50 seats

    Bet 3 · Viability

    Price test live, n = 214

Held 1

  • Month-end close is the moment of pain

    Bet 1 · Problem

    11 of 12 interviews, 3 data sources

Broken 1

  • A mobile app is needed at launch

    Bet 4 · Scope

    2% of sessions on mobile · bet dropped

Illustrative example. A broken assumption is a result: it removed a bet before anything was built for it.

What you keep

A strategy that fits on one page. With the evidence under it.

The north star, the bets and the roadmap, each traced to the research that justified it and kept where your teams plan.

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

/handover/02-strategy/

Product Strategy & Vision

  • Product visionOne page · Deck
  • Opportunity map & evidence packBoard · Sheet
  • North star metric & input treeSheet · Dashboard
  • Business case per betModel · Sheet
  • Sequenced roadmap · now / next / laterRoadmap · Board
  • Vision prototypeFigma · film
  • Assumption & experiment backlogSheet

/handover/README

In every handover

  • Decision record, with evidence linksDoc
  • Assumption tracker, final statesSheet
  • Research consent & retention logSheet
  • Walkthrough session, recordedVideo

What changes

A roadmap people can explain. Three measures that prove it.

Strategy works when leaders say the same thing unprompted and every item on the roadmap can point to its reason. Baseline, target and instrument are agreed in week one.

  1. Outcome 01

    A reason for every item

    Each roadmap entry traces back to an opportunity and the evidence behind it, so priority calls stop being a contest of seniority.

  2. Outcome 02

    Alignment that survives the quarter

    One vision and one metric, understood the same way by product, design, engineering and the board.

  3. Outcome 03

    Bets sized before they are made

    Cost, effort and the assumption most likely to break, all named before a team is assigned.

Outcome review · Your companyIllustrative
  • 01 Roadmap items traced to evidenceItems linked to a sourced opportunity
    92%from 35%target 90%
  • 02 Leaders who state the same north starUnprompted survey, before and after
    84%from 25%target 80%
  • 03 Bets with a sized cost and a testRoadmap items with effort range and kill criterion
    86%from 10%target 80%
Scale 0–100 on every row; row numbers match the outcomes. Figures are illustrative examples of the measures we set, not client results.

The stack

Evidence in, roadmap out. Analytics and planning tools you own.

The research, analytics and planning tools we use to size opportunities and hand the roadmap to delivery. Technologies we work with, not partnerships.

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

Frameworks we build to

Ambition checked against obligation. Before it reaches the roadmap.

Frameworks each bet is checked against while it is still cheap to change. Frameworks we build to, not certifications we hold.

  • WCAG 2.2 AAWeb Content Accessibility Guidelines

    Perceivable, operable, understandable and robust content, including 2.2 criteria such as focus not obscured, target size and accessible authentication.

    How we apply itContrast, focus order and target size checked in the design file, then keyboard and screen-reader passes on every key journey before sign-off.

  • GDPRGeneral Data Protection Regulation (EU) 2016/679

    Lawful basis, data-subject rights, data protection by design and by default, breach notification and DPIAs for high-risk processing.

    How we apply itResearch participants give recorded, specific consent; recordings and notes have a retention date and are deleted on it.

  • DPDP Act 2023Digital Personal Data Protection Act, 2023

    Notice and consent, duties of data fiduciaries, rights of data principals, breach intimation and added duties for significant data fiduciaries, with the DPDP Rules.

    How we apply itConsent notices for India-based participants and users, with data-principal requests answerable from the research log.

  • ISO 9001:2015Quality management systems

    Requirements for a quality management system built on process control, risk-based thinking and continual improvement.

    How we apply itEvery stage ends at a written gate with an owner, and design QA against the approved source before anything is called done.

Services & packages

Decide what to build next. Then decide the order.

Commission a single piece of research, a vision your leadership can agree on, or the full strategy and sequenced roadmap. Every engagement ends with decisions and measures, not a list of features.

Categories
04
Services
15
Packages
04
Not sure what you need? Describe the problem

How to buy

  1. 01Pick services. Enquire about one, or add several to a brief.
  2. 02Choose how to engage. A sprint, a fixed project or an ongoing team.
  3. 03Send the brief. We reply within one working day.

Browse by category

Timelines are typical. Every quote follows a written scope.

01Discovery & evidence

4 services
Typical timeline: 4–6 weeks

Product discovery

Research across your customers and your own data to find where the unmet need actually is, before a roadmap is written around a guess.

What’s included

  • Customer and lost-customer interviews
  • Analytics, support and sales data read together
  • Opportunity map with rough sizing
  • Shortlist of bets with the evidence attached
  • Research-led
  • Opportunity map

Best forProduct teams with more ideas than evidence.

Typical timeline: 3–5 weeks

Customer & user interview programme

A structured round of interviews with customers, churned customers and the people who serve them, written up so the findings are usable months later.

What’s included

  • Interview guide tied to open decisions
  • Recruitment, consent and incentives handled
  • Twelve to twenty sessions with clips
  • Synthesis, themes and quotes by segment
  • Qualitative
  • Clips & quotes

Best forTeams whose customer picture comes mostly from the sales team.

Typical timeline: 4–6 weeks

Jobs-to-be-done study

What customers are really hiring your product to do, including the switch that brought them and the anxieties that nearly stopped them.

What’s included

  • Switch interviews with recent adopters
  • Job map with forces of progress
  • Job statements and success criteria
  • Implications for positioning and roadmap
  • JTBD
  • Switch interviews

Best forProducts whose category description no longer matches why people buy.

Typical timeline: 3–5 weeks

Competitive product review

A hands-on read of the products you are compared with: what they do better, where they are weak, and which of it customers actually notice.

What’s included

  • Hands-on walkthrough of each competitor
  • Feature, journey and pricing comparison
  • Review and support-forum mining
  • Where to match, where to differentiate
  • Benchmark
  • Hands-on

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

02Vision & measures

4 services
Typical timeline: 3–5 weeks

Product vision

One page that says where the product is going and why, written so a team can use it to turn work down.

What’s included

  • Vision workshops with leadership
  • Vision on one page with its principles
  • Narrative for the board and the team
  • Alignment session with product and engineering
  • One page
  • Alignment

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

Typical timeline: 3–5 weeks

North star metric & input tree

The single measure that proxies the value customers get, with the three or four inputs a team can actually move each quarter.

What’s included

  • Candidate metrics tested against your data
  • North star with its input tree
  • Instrumentation gaps listed for engineering
  • Dashboard specification
  • Metrics
  • Instrumentation

Best forTeams reporting activity because nobody agreed on an outcome measure.

Typical timeline: 3–5 weeks

Product value proposition

What the product is for, for whom, and why it is worth switching to, written in the words customers used in research.

What’s included

  • Segment-level value propositions
  • Proof points and objection handling
  • Message testing with customers
  • Handover to marketing and sales
  • Positioning input
  • Tested

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

Typical timeline: 4–8 weeks

Vision prototype or film

A high-fidelity prototype or short film of the product two years out, made to align a leadership team and to test the idea with customers.

What’s included

  • Concept development with leadership
  • High-fidelity prototype or film
  • Customer reaction sessions
  • Presentation pack and narrative
  • Concept
  • Board-ready

Best forLeadership teams raising money or realigning a portfolio.

03Planning & business case

4 services
Typical timeline: 2–4 weeks

Opportunity map & scoring

Every candidate opportunity arranged against the outcome it serves and scored on demand evidence, feasibility and fit, with the weights your leadership sets.

What’s included

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

Best forTeams with a backlog nobody can rank with a straight face.

Typical timeline: 3–5 weeks

Roadmap & sequencing

Now, next and later, ordered by evidence and dependency, with owners, measures and the assumption each bet rests on.

What’s included

  • Sequenced roadmap with dependencies
  • Owners and measures per item
  • Capability gaps that must close first
  • Assumption and experiment backlog
  • Now · next · later
  • Owners & measures

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

Typical timeline: 3–5 weeks

Business case per bet

The value case for each significant bet: who pays, what it displaces, what it costs to build and to run, and what has to be true for it to pay back.

What’s included

  • Benefit model with stated assumptions
  • Build and run cost estimate with engineering
  • Sensitivity on the two or three fragile assumptions
  • Investment paper for your finance process
  • Business case
  • Finance-ready

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

Typical timeline: 4–6 weeks

Pricing & packaging input

How the product should be packaged into tiers and what each tier is worth, tested with customers rather than set by what a competitor charges.

What’s included

  • Feature-to-tier mapping
  • Willingness-to-pay research
  • Packaging options with trade-offs
  • Migration implications for existing customers
  • Packaging
  • Researched

Best forProducts adding a tier, a plan or a usage-based component.

04Ongoing

3 services
Typical timeline: Ongoing · quarterly

Quarterly strategy review

A standing session each quarter that tests the plan against what actually happened and re-sequences what comes next.

What’s included

  • Read on measures against the plan
  • Assumptions confirmed or retired
  • Re-sequenced next quarter
  • Written note for the leadership team
  • Quarterly
  • Re-sequencing

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

Typical timeline: Ongoing · monthly

Assumption & experiment programme

The riskiest assumptions in the roadmap turned into small, fast tests, run in order of what they would cost you to be wrong about.

What’s included

  • Assumption register ranked by risk
  • Experiment design per assumption
  • Running and reading the tests
  • Decision record per result
  • Experiments
  • De-risking

Best forTeams committing to large bets on untested assumptions.

Typical timeline: Ongoing · monthly

Product advisory retainer

A senior product voice available each month for reviews, second opinions and the decisions that fall between projects.

What’s included

  • Named senior advisor
  • Monthly working session
  • Decision support on request
  • Quarterly written read
  • Retainer
  • Senior advisor

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

Your brief

Tick “Add to brief” on any service, choose a package, then continue. Or enquire about one service directly.

Start a project

Ways to engage. Same team, same standard.

Three ways in, from a two-minute question to a formal RFQ. Each is read in full by the lead for the work, and anything already in your brief goes with it.

Or book a thirty-minute call

What are you sending?

  1. 01

    About 2 minutes4 required answers

    For a first conversation, a press request, or anything that does not need a scope yet.

    You get A reply from a lead, not a sales queue

  2. 02Most useful

    About 8 minutes5 short steps

    Goals, audiences, a budget band and timing. Enough for us to come back with a shape, not only questions.

    You get Options and a first scope after one call

  3. 03

    About 15 minutesYour documents attached

    Your pack, your deadlines, and the procurement and security rules the work must meet.

    You get Receipt confirmed and a named bid lead

How it is priced

Each package shows how it is priced. Every engagement starts with a written scope and a quote agreed before work begins.

  • 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
    Programme fee · by statement of work
Compare what each package includes
What every engagement package includes, and who it suits
PackageEvery engagement includesBest for
SprintOne fixed question, answered in one to three weeks.
  • Scope and outcome agreed before day one
  • One senior lead and the specialists the question needs
  • A working review every week
  • A decision-ready output, not a status deck
Discovery, a diagnostic, a prototype or a decision you need to make soon
ProjectA defined scope, delivered for a fixed price.
  • Statement of work with deliverables and acceptance criteria
  • A named project lead and a fixed team
  • A shared plan with dated checkpoints
  • Source files and IP transferred on delivery
Work you can describe up front: an identity, a system, a set of tools
RetainerReserved monthly capacity to run, improve and extend what we built.
  • A reserved block of team time every month
  • Agreed response times for requests and fixes
  • A monthly review and a rolling backlog
  • Continuous improvement, not just upkeep
Brands and products after launch that need a steady team without hiring one
EnterpriseA multi-workstream programme with governance, a dedicated team and SLAs.
  • An engagement director and a steering group
  • A dedicated team across several workstreams
  • Service levels, reporting and a risk register
  • Security, legal and procurement reviews built into the plan
Large organisations running change across markets, portfolios or business units

Questions

Asked before the vision workshop.

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

Ask a question
Q01How is this different from writing a roadmap?

A roadmap says what and when. A strategy says why those and not the alternatives, what has to be true for each to work, and what you will stop doing. We produce both, in that order.

Q02Do you work from our data or gather new research?

Both. Analytics, support tickets, CRM and win–loss data show what is happening; interviews show why. Neither on its own justifies a year of engineering.

Q03What is a north star metric, and can we have more than one?

A north star is the single measure that best proxies the value customers get, with three or four input metrics a team can actually move. One per product is the point of it. A second is usually a sign the product is really two.

Q04Who owns the roadmap afterwards?

Your product leadership. We write it with them and hand over the model, the evidence and the assumption backlog. A standing quarterly review can be agreed if it helps the plan stay current.

Q05Can this run alongside an existing delivery team?

Yes. Strategy work runs in parallel with delivery on a short feedback loop, so what the team learns shipping this quarter reshapes what is planned for the next.

Let’s build what happens next.

Tell us what you’re building. We’ll answer straight.

Book a discovery call

Three ways to start

Every engagement starts with a written scope and a quote agreed before work begins.

Choose one of the three ways above