There's no Brief data saved in this browser yet. Open the Operator Brief, fill the strategic-foundation sections, and come back here for the CEO-shaped synthesis.
[strategic statement pulled from Brief Section 6 — brand & positioning]
Section 1
TAM is the universe. SAM is what we can actually serve. SOM is what we can realistically capture in 3 years. The headroom on SOM tells you whether the revenue plan is structurally achievable.
$—
The universe of accounts that could ever buy our category.
$—
The slice of TAM we can actually serve today.
$—
Capture rate × reachable market × 3 years.
Section 2
The Ideal Customer Profile (ICP) names the segment we’ve committed to. The Right-to-Win statement names why we win there. Both anchor every channel decision below.
[ICP definition from Brief Section 2]
[Right-to-Win statement from Brief Section 4]
Section 3
Three priorities. Named owners. What we’re betting on this quarter.
Run the joint workshop, ship the 100-point scorecard, route every new account through it within 7 days of CRM entry.
Pipeline Math Agent runs daily. Forecast accuracy within ± 15%. CFO sees the same number we do.
Web Operations Agent + Brand Voice Agent + Lifecycle Email Agent on supervised mode. 90-day clean evals before promoting any to semi-autonomous.
Section 4
The leading indicators marketing controls + the lagging business outcomes that page named humans when they drift.
Section 5
The current allocation across the 7 functions. Adjust the sliders to see what shifting spend does to pipeline coverage and forecast.
| Function | Allocation | $ at current ARR |
|---|---|---|
| Brand & PR | 8% | $1.6M |
| Content & SEO | 14% | $2.8M |
| Demand Gen + Paid | 28% | $5.6M |
| Events | 18% | $3.6M |
| Customer Marketing | 10% | $2.0M |
| MarTech + Ops | 12% | $2.4M |
| Team | 10% | $2.0M |
Section 6
The AI Operator Score is the rubric we use to grade the marketing function against best-in-class. Where we are now and where the top three improvement opportunities sit.
AOS 1 = ad-hoc · AOS 2 = supervised · AOS 3 = co-pilot · AOS 4 = autonomous-with-oversight · AOS 5 = self-operating
Without the voice substrate, every drafting agent produces inconsistent output. Locking this moves Brand Voice Agent from supervised to co-pilot.
Sales talks one story, marketing another. The shared statement is the substrate every agent and prompt inherits from.
Without quarterly synthesis, every assumption in the playbook is unvalidated. Restart the program, target ≥ 60% interview completion.
The Critical Thinking Council pressure-tests every assumption above against 8 simulated buyer-and-team seats. Worth running quarterly to keep the substrate honest. Book the session →