Your company’s DNA, put to work.
Nine guided steps, a couple of hours. Change an answer later and everything downstream re-aims.
Step three decides who ends up on every list the system ever builds for you.
Steps five, six and eight decide what every message is allowed to claim, and how it sounds saying it.
Step nine is the target everything is measured against, and the reason the dashboard opens on revenue rather than activity.
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1
Getting your home base ready
Nothing is asked of you. Your folder is made, the plan appears, and you pick how to start.
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2
Your company basics
What you do and who you are, in a handful of plain questions rather than a form.
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3
Your ideal customer
It proposes one or two narrow profiles, ranked, with why people buy and why they do not. You correct them.
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4
Your buyer personas
The humans inside that profile. What they are measured on, what they object to, the words they use.
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5
Your offer
Your one-liner, moved from what the product does to what changes for them.
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6
Your voice
Paste in two or three things you have already written. It reads the pattern out of them.
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7
Your stack
Which tools you actually use, and what it is allowed to do in each. Connect nothing and it still works.
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8
Your proof library
What you are allowed to cite, and what you are not. The step that keeps everything honest later.
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9
Your goals
What good looks like, with a number on it. No baseline? It suggests one and marks it as a suggestion.
Hand it your website and it fills in most of this for you.
A deck, a spreadsheet, an old positioning doc. It pulls from all of them in one pass and shows you what it could not find.
Nothing is taken wholesale. Every section still comes back to you for a yes, because a deck you wrote for investors two years ago is a starting point rather than a decision.
It writes the first draft. You correct it.
Correcting something wrong is faster than inventing from nothing — and it gets you a better answer.
The exercise is worth doing even if you never send a thing.
Narrowing your ICP to one or two profiles and naming the objection you keep losing to is work most early teams never sit down and finish.
Stop after five steps and you still have a working system.
Not a broken one. A working one with a stated ceiling.
Come back next week and it opens where you left it.
It reads what your file actually contains rather than starting over, and anything that needs a section you have not filled in yet says so instead of guessing.
What you get at the end is one screen and one next move.
Everything you just answered becomes the dashboard. From then on, that is the system.
Money against target first, then what is in flight, what replied, what is working. Each block appears only when it has something real to say. And it gets more specific as your file fills, without anything being rebuilt.
Do it once, then hand the whole thing to someone else.
Your voice, your ICP, your personas, your offer, your proof, your goals — as one shareable file.
Start a second project, import the file, and change only the parts that differ. The voice and the proof travel; the targeting is yours to redo.
They import it on day one and write in your voice, to your ICP, citing only claims you have cleared. There is no separate handover, because the thing the system reads is the thing a person would need to read.
Same company, different buyer. Keep everything that describes you, redo the parts that describe them, and run the two side by side without either polluting the other.
And an imported section stays marked as imported.
So nobody months later mistakes a colleague’s decision for one of their own. Their campaigns and their results stay theirs.
Two hours now. Years of compounding after.
Every answer is proposed to you first. Nothing is written without your say-so.