Business strategy
Strategy, SWOT, business models, pricing and competitive analysis.
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- Analyse a business school case
Analyses a business school case the case-method way - key facts, the real problem, options weighed with the case's numbers, a recommendation and an implementation plan.
- Analyse a business model
Analyses a business model canvas and its unit economics to find the weakest assumptions and design a cheap test for each. Use before investing more time or money in a model.
- Analyse a competitor's financial accounts
Reads a competitor's public accounts or filings for growth, margins, cash and investment signals, compares them with yours and explains what they imply for strategy.
- Assess big contract risk
Assesses taking on a contract that would become a large share of revenue - concentration, payment terms, capacity and what happens if it ends - and sets the conditions to accept it safely.
- Assess competitive advantage
Assesses whether a business has a durable competitive advantage, testing each claimed moat against evidence and naming how to strengthen the real ones.
- Assess franchising your business
Assesses whether an owner's business could be franchised - replicability, unit economics with room for a fee, systems, brand and support costs - against company-owned growth or licensing.
- Assess strategic risks
Identifies and rates a business's strategic risks - market shifts, dependencies, disruption, regulation, key people - with early-warning signposts and mitigation choices.
- Benchmark prices against competitors
Builds a like-for-like price comparison against competitors, normalising packages, fees and terms to one unit, and shows where you sit high or low and why it matters.
- Build an annual operating plan
Builds an annual operating plan with priorities, targets, budget and headcount by function, quarterly milestones and a review cadence, tied to the strategy. Use for yearly planning.
- Build a market segmentation and choose targets
Builds a needs-based segmentation of your market from data or interviews, sizes and profiles each segment, and chooses which segments to serve and how.
- Build an issue tree for a business problem
Breaks a business problem into a MECE issue tree with hypotheses, the analysis and data that would prove each, and which branch to work first.
- Build a strategy map and balanced scorecard
Builds a balanced scorecard strategy map linking financial, customer, process and capability objectives by cause and effect, with measures, targets and initiatives.
- Turn around a declining business
Takes a declining business through a turnaround in gated steps - cash triage, diagnosis, cost and focus decisions, a turnaround plan and weekly tracking.
- Cascade strategy to team goals
Translates company strategy into each team's priorities and goals, then checks alignment, conflicts between teams, shared dependencies and missing owners.
- Choose distribution channels
Compares routes to your customers - direct, own shop or site, retail, marketplaces, wholesale, distributors, resellers - on margin, control, reach and effort, and picks a channel mix.
- Choose a trade specialism
Helps a tradesperson decide whether to specialise (heat pumps, rewires, kitchens, roofs) or stay general on demand, margin, skills and certification, competition and a test before committing.
- Compete with a bigger rival
Works out how a small business competes when a chain, platform or big rival moves in - where it cannot win, where it can, and the moves to make first.
- Decide in-house or outsource
Decides whether a small business should do an activity itself or outsource it - baking, laundry, bookkeeping, delivery, marketing - on full cost, quality control, capacity, skills and risk.
- Decide whether to close a site
Decides whether to keep, fix or close an underperforming shop, branch or unit - contribution after its own costs, lease exit, staff, customers who may move - with a time-boxed turnaround test.
- Design pricing and packaging
Designs pricing and packaging - value metric, tiers, fences and anchors - from customer value rather than cost, with a plan to test willingness to pay. Use when launching or repricing a product.
- Design a revenue model
Compares revenue models - subscription, usage-based, transaction, marketplace, advertising or hybrid - against how a product creates value and how customers buy, and recommends one.
- Diagnose why growth has stalled
Diagnoses why revenue growth stalled by testing acquisition, conversion, retention, pricing, capacity and market limits against your data, then picks the constraint to fix first.
- Diagnose the strategic challenge
Writes the core of a business strategy - a sharp diagnosis of the critical challenge, a guiding policy and coherent actions - and rejects goals posing as strategy.
- Draft a Wardley map
Drafts a Wardley map in text form from a user need and its value chain, places each component by evolution stage and highlights strategic moves and build-versus-buy calls.
- Draw a strategy canvas
Draws a blue-ocean strategy canvas comparing a business with the alternatives customers use, then applies eliminate-reduce-raise-create to find a distinct value curve.
- Estimate market size (TAM, SAM, SOM)
Estimates TAM, SAM and SOM bottom-up with explicit assumptions and low-base-high ranges, then cross-checks top-down. Use for a pitch, a business plan or a go/no-go on a new market.
- Evaluate a franchise territory
Evaluates a franchise territory offer - target customers, competitors and nearby units, drive times, rents and realistic sales against the franchisor's figures - with questions to push back on.
- Evaluate a joint venture or strategic alliance
Evaluates a proposed joint venture or strategic alliance - each side's goals, contributions, control, value split, exit terms and red flags - and recommends a structure.
- Evaluate a new service or product line
Evaluates adding a service or product line to a small business - demand checks, skills and licences, costs, pricing and margin, capacity and cannibalisation - and ends with a pilot plan and decision.
- Evaluate white-labelling or licensing your product
Evaluates a white-label or licensing deal for your product, brand or IP - deal models, how to price it, risks to your brand and the key terms to agree.
- Find AI use cases across the business
Maps a business's processes to practical AI use cases, scores each on value, feasibility and risk, and picks the first pilots with success measures.
- Find pricing leakage
Audits how a business quotes, bills and renews to find revenue leaking away - ad-hoc discounts, unbilled extras, legacy prices, missed rises - and ranks the fixes by value.
- Franchise consultant
Acts as an independent franchise consultant who advises buyers and franchisors on territories, unit economics, disclosure documents, support and fees, and is blunt about weak systems.
- Management consultant
Acts as a management consultant who frames problems hypothesis-first, breaks them into MECE issue trees and answers with the so-what before the supporting detail.
- Map growth options
Maps growth options across market penetration, new products, new markets and diversification, with risks, evidence needed and a recommended sequence.
- Refresh the owner's strategy
Refreshes a small business strategy once a year in gated steps - review the year, generate options, choose priorities, plan and budget, then brief the staff.
- Pick a strategy framework
Matches the strategy tool to the question an owner actually has - SWOT, five forces, business model canvas, pricing, scenario planning - and walks through the chosen one in plain words.
- Plan the integration of an acquired company
Plans integrating an acquired company - day-one checklist, 100-day plan, people, customers, systems and synergies with owners, plus what to leave alone.
- Plan a business sale
Plans preparing a small business for sale - value drivers, clean-up tasks, likely buyer types, a timeline and which advisers to involve when.
- Plan business succession
Plans succession for a family or owner-led business - candidates, readiness gaps, handover phases, governance and how to talk with the family and staff.
- Plan courier fleet growth
Plans how a courier or delivery firm grows - more vans and employed drivers, owner-drivers, subcontracting or declining work - compared on cost per drop, reliability and cash.
- Plan a digital transformation roadmap
Plans a multi-year digital roadmap - current systems and pain points, target capabilities, sequenced initiatives, budget ranges, and the people and change risks.
- Plan farm diversification
Evaluates diversification options for a farm such as a farm shop, agritourism, events or processing, scoring demand, investment, permissions, labour and risk, and ends with a low-cost pilot plan.
- Plan a market entry
Plans entering a new country or customer segment - attractiveness, entry mode, localisation, regulatory checks, go-to-market and phases with kill criteria. Use when a company is expanding.
- Plan a small business price rise
Decides how much to raise prices and on which items after costs go up, for a cafe, salon, trade or shop - margin effect, sales you can afford to lose, rounding and timing.
- Plan a second location
Plans whether and how to open a second shop, cafe, salon or clinic - readiness tests, site criteria, money questions for an adviser, the systems and manager needed, and a go or no-go list.
- Plan a leadership strategy offsite
Designs a leadership strategy offsite - pre-work, a timed agenda, decision sessions, facilitation methods, and the outputs and follow-up the team leaves with.
- Plan wholesale and distributor pricing
Sets wholesale and distributor prices and trade terms from your retail price and costs - margin chain, minimum orders, payment terms and conflicts with your own direct sales.
- Prepare the business for a downturn
Prepares a business for a recession or sector downturn - exposure check, early-warning triggers, tiered cost and cash levers, and opportunities to take while rivals retreat.
- Price a commercial cleaning contract
Prices a commercial cleaning contract from site size, tasks, frequency and production rates - labour, on-costs, consumables, travel, supervision and margin - with a bid price and assumptions.
- Price a salon menu by chair time
Prices a salon or barber menu from cost per chair hour, product cost and stylist level, flags services that lose money and suggests a simpler menu with add-ons.
- Prioritise strategic initiatives
Prioritises a portfolio of strategic initiatives on impact, strategic fit, cost, risk and dependencies, then recommends what to stop, start, continue and how to sequence it within capacity.
- Profile a competitor in depth
Builds a deep profile of one competitor from the sources you give - strategy, offer, pricing, customers, finances, recent moves - and predicts their likely next moves.
- Reduce owner dependence
Finds what in a small business only works because the owner does it - relationships, pricing, problem-solving, skills - and plans how to document, delegate and test it with the owner away.
- Run a 7S organisation diagnosis
Runs a McKinsey 7S diagnosis of an organisation, finding where strategy, structure, systems, shared values, style, staff and skills pull against each other, with fixes.
- Run a five forces analysis
Runs a Porter's five forces analysis of an industry from supplied evidence, rates each force with its drivers, and turns the result into strategic implications and open questions.
- Run a local competitor walkround
Plans a walkround of nearby competitors for a shop, cafe or salon with what to observe and a visit sheet, then turns the visit notes into two or three moves.
- Run a PESTLE analysis
Runs a PESTLE analysis of a market from supplied evidence, rates each factor's impact and timing, and turns the most important ones into strategic questions.
- Run scenario planning
Builds three or four plausible futures from the key uncertainties, stress-tests the current strategy against each, and names early signals and no-regret moves. Use when planning under uncertainty.
- Run a SWOT analysis
Runs a SWOT analysis grounded in the evidence you supply and turns it into strategic implications and priorities, not just four lists. Use before a strategy review or a big bet.
- Run a value chain analysis
Runs a value chain analysis of a business - where cost and differentiation are created across activities - and which activities to strengthen, simplify or outsource.
- Run an annual business health check
Runs a yearly health check for a small business across customers, money, people, operations, risk and the owner's own load, scoring each with evidence and choosing the top three fixes.
- Screen acquisition targets
Screens a list of companies to acquire against strategic fit, size, financial and integration criteria, producing a ranked shortlist and notes on how to approach each.
- Set a discount policy
Writes a discount policy - when discounts are allowed, limits by deal size, what customers give in return, who approves, and how discounts are tracked and reviewed.
- Set OKRs
Drafts OKRs with measurable, outcome-based key results, catching outputs disguised as outcomes, missing baselines and too many objectives. Use when planning a team's quarter or half.
- Set up competitor monitoring
Sets up ongoing competitive intelligence - who to watch, which sources and alerts, which signals matter, who owns it, the cadence and a monthly digest template.
- Test capacity before growth
Tests whether a service business can take more work before marketing for it - chairs, covers, vans, crews, rooms - finding the constraint, the real headroom and what it costs to lift it.
- Wargame a competitor's response
Plays a named rival in a turn-based wargame - the user makes a move such as a price cut or new location, the rival responds realistically, and the debrief shows which moves hold up.
- Write a department strategy
Writes a strategy for one department, such as IT, finance, HR, marketing or operations, that serves the company strategy, with priorities, service levels and resources.
- Write a one-page business strategy
Interviews an owner one question at a time, then writes a one-page strategy - who the business serves, why they choose it, where it will not play, three priorities and the numbers to watch.
- Write a three-year strategic plan
Writes a company's three-year strategic plan - where we are, the ambition, a few chosen priorities, what we stop, investments, yearly milestones and measures.