SERVICE NO. 06STRATEGY · RESEARCH-LED

Research first.
Spend second.

Before recommending channels, budgets or campaigns, I do the homework — your numbers, your customers, your competitors. Then we build a 90-day plan that fits your actual business. Skip step one and you're gambling.

Before our call, you receive a written report: your buyer's real fears, the language they use, your top competitors, and which channel fits your business.

1–3
AI buyer avatars
8–10
Competitors audited
90-day
Execution plan
Or ongoing
Why it matters
The math of being wrong

Strategy isn't a slide deck.
It's the answer to "where do we spend?"

A marketing strategy is the research that decides where your budget goes before you spend it — who your real buyer is, what they want, where competitors fail them, and what you can afford per client. For Vancouver service businesses, it turns guesswork into a clear 90-day plan.

Most service businesses skip strategy and jump straight to channels — Google Ads, Meta Ads, SEO. That's like buying lumber before you've decided what to build. Sometimes it works. Often it wastes a year of budget.

The strategy phase answers four questions: Who's your real buyer? What do they actually want? Where do competitors fail them? What can you afford to spend per client?

Once those are answered, the channel decisions become obvious. Sometimes the answer isn't even paid marketing — it's hiring a salesperson, or fixing your offer, or raising prices. I'll say so if that's the case.

Common mistakes
Why strategies fail

Five ways strategy
becomes expensive theatre.

№01

Starting with channels

"We need to do TikTok" or "we need SEO" — without knowing if either fits your customer or your unit economics. The channel is the conclusion, not the starting point.

№02

Asking the wrong people too early

Surveying your friends, your team, or worse — your competitors' marketing copy. Real strategy comes from talking to actual buyers, ideally lost deals and detractors.

№03

No unit economics

Spending on growth without knowing what a new client is worth, what they cost to deliver, and the math you have to hit for it to make sense. Vanity metrics own that vacuum.

№04

Imaginary personas

"Sarah, 34, marketing manager in Vancouver" personas a chatbot invents from thin air are fiction. Real profiles are built from evidence — thousands of actual reviews, forum threads and UGC, mined for friction points, hesitations and exact language.

№05

Copying competitors

If your strategy looks like everyone else's in the space, you've decided to compete on price and convenience. That's a hard fight to win as a small business.

Methodology
How I do it

Two AI research engines.
A digital twin of your buyer. A map of your market.

ENGINE 01 · CUSTOMER NEURO-MODEL

A 7-day process that builds a “digital twin” of your ideal buyer — a tool to test hypotheses on, get feedback on your ad creative, and speak to clients in their own language. Each day studies a different aspect of buying behaviour.

DAY 01
Context
Load the fundamentals — your offer, geography, value, audience search behaviour, economics and goals. The AI runs a first enriching market scan on top.
DAY 02
Questions & doubts
Map the fears, blocking doubts and questions of the whole category — not just your brand — across forums, Q&A sites and communities, on local and international markets.
DAY 03
Delight map
Analyze 4–5★ reviews for what doesn't just satisfy customers but genuinely delights them — and turns them into loyal fans.
DAY 04
Pain map
The mirror image: 1–3★ reviews read for systemic failures across your whole industry — so we know what to avoid and how to turn competitors' weaknesses into your advantage.
DAY 05
Voice of customer
A deep linguistic pass comparing how professionals describe the product with how real people do — producing a Customer Dictionary of terms, slang and “golden quotes”.
DAY 06
Hidden motives
Read user-generated content — long posts, YouTube reviews, blogs — to see how people actually use the product and uncover non-obvious scenarios and emotional drivers.
DAY 07
Avatar synthesis
Everything is fused into 1–3 detailed, interactive avatars (e.g. “Seasoned Pragmatist”, “Ambitious Enthusiast”), each with a story, fears, values and decision style — a model that can answer in your buyer's voice.
ENGINE 02 · BUSINESS ORACLE

An AI strategist that pulls together everything above and lets us see the whole market from a bird's-eye view. Another 7-day process — this time mapping the competitive and macro landscape.

DAY 01
Market definition
Aggregate your business data and the neuro-model audience data; enrich context and lock a verified list of 3–5 direct and 2–3 indirect competitors.
DAY 02
Competitive recon
Competitors analyzed on three levels — your core market, neighbouring countries and global leaders: positioning, product line, pricing, channels and strengths/weaknesses.
DAY 03
Future scan
Technological, market and social trends that will reshape your niche in 2–5 years, plus “weak signals” in trade media, research and patents before they go mainstream.
DAY 04
Media & narratives
Discourse analysis of media, expert blogs and influencers — dominant narratives, tone, and the “information vacuums” competitors and media miss.
DAY 05
PEST analysis
Macro factors — new and pending laws, regulation, standards, economic forecasts and government programs — read as concrete risks or opportunities for your business.
DAY 06
Money flows
Where the smart money has moved over the last 18–24 months — venture deals, M&A and corporate R&D — to spot the most promising technologies and business models.
DAY 07
Strategic map
Cross-analysis of everything to find “blue oceans” and underserved segments — opportunities at the intersection of a customer pain, a new trend and a competitor weakness.
What you get

A document you'll actually refer back to.

Not a slide deck for the founder's drawer. A working document — short, opinionated, with math and decisions — that the team uses for the next 90 days.

01

Executive summary

One-page summary your team can act on tomorrow. The strategic bet, the math, the priorities.

02

Customer insights

A neuro-model synthesis of real reviews, forums and UGC. Real language, decision triggers, objection patterns, the words you should be using in every ad.

03

Competitor map

Top 8 competitors plotted on a 2-axis matrix. Where the white space is — and where everyone else is fighting.

04

Unit economics

LTV, CAC target, payback period, gross margin per service line. The math sheet that every decision flows from.

05

Channel recommendation

Which channels for which audiences, with rationale tied to unit economics. Budget split, expected timelines, kill criteria.

06

90-day roadmap

Week-by-week execution plan. Deliverables, owners, decision gates at day 30 / 60 / 90.

07

Risk register

What could go wrong, what we'd watch for, what the early signals look like, contingency plans.

08

Implementation kit

Templates, prompts and frameworks your team uses to keep executing after I leave.

Process
How we'd start

Four weeks, end to end.

How long does a marketing strategy take? Four weeks end to end — week one the customer neuro-model, week two the business oracle, week three unit economics, week four the 90-day plan and a live handoff workshop. The insights stay useful for 12–18 months.

WEEK 1
Neuro-model
  • ·AI buyer research — forums, reviews & UGC
  • ·Pain, delight & doubt maps
  • ·Voice-of-customer dictionary
  • ·1–3 buyer avatars synthesized
WEEK 2
Business oracle
  • ·Verified competitor set + cross-market recon
  • ·Trends & weak-signal scan
  • ·Media, PEST & investment analysis
  • ·Strategic market map (blue oceans)
WEEK 3
Math
  • ·LTV + CAC analysis
  • ·Service-line P&L review
  • ·Target CAC calculation
  • ·Budget scenarios
WEEK 4
Plan + handoff
  • ·90-day roadmap drafted
  • ·Channel recommendation locked
  • ·Implementation kit assembled
  • ·Live handoff workshop
Pricing
How I charge

How much does a marketing strategy cost?

A fixed one-time project fee covering the AI research, competitor audit, unit economics, the 90-day plan and the handoff workshop — payable 50% up front, 50% on delivery. If we move into ongoing execution afterward, the full fee is credited against your first three months.

ItemWhat it coversTerms
Standalone strategyAI buyer & market research, unit economics, 90-day plan & handoff workshopOne-time fee
Credited to execution100% of the fee credited back if we move into ongoing workFirst 3 months
FAQ

Strategy, questions.

The questions I get every week. For anything else: let's talk on a call.

01How is a marketing strategy different from just running ads?

Running ads is execution. Strategy is the decision about what to execute and why. You can skip strategy and get lucky, but you can't skip it and consistently win. Most agencies skip it because it's hard, slow and unsexy.

02I don't have many customers yet. Can you still build a strategy?

Yes. The research doesn't depend on your existing customer list — the AI neuro-model mines where your market already talks: forums, reviews, Q&A and UGC, across local and international markets. The unit-economics math gets fuzzier without sales history, but the strategy still has shape.

03Can I implement the marketing plan myself?

Absolutely — that's the goal of the handoff workshop and implementation kit. About half my strategy clients run the plan themselves; the other half ask me to execute pieces of it. Either works.

04How long does a marketing strategy take?

Four weeks end to end: week one the customer neuro-model, week two the business oracle, week three unit economics, week four the 90-day plan and a live handoff workshop. The insights stay useful for 12–18 months.

05How much does a marketing strategy cost?

A fixed one-time project fee covering the AI research, competitor audit, unit economics, the 90-day plan and the handoff workshop — payable 50% up front, 50% on delivery. If we move into ongoing execution afterward, the full fee is credited against your first three months.

06What if you don't think marketing will help?

Then I tell you. I've turned down strategy projects where the real bottleneck was the offer, the operations or the price. I'd rather lose the project than charge you for a plan that won't work.

Start here

Before you spend
another dollar on ads.

A $100 strategy session. We'll look at your business and figure out whether a strategy project is the right next move — or whether you should skip straight to channels.

Book a $100 Strategy Session

Before our call, you receive a written report: your buyer's real fears, the language they use, your top competitors, and which channel fits your business.

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