Strategy & Research

The strategic work that should drive your business forward is usually the first thing to get dropped when things get busy.

Competitive research. Market sizing. Financial modeling. Business planning. These aren't just nice-to-haves — they're the work that determines whether you're growing deliberately or just reacting. But they're also time-intensive, expensive to outsource, and easy to put off because there's always something more immediate to deal with.

What most business owners don't realize is that AI is particularly good at this kind of structured analytical work. It can synthesize large amounts of information, apply standard frameworks, and produce the kind of document that used to cost you a consultant engagement.

The catch is that getting useful output requires knowing how to ask the right questions in the right structure. A vague prompt produces a vague analysis. The Strategy & Research templates solve that — they're built around proven frameworks (SWOT, Porter's Five Forces, TAM/SAM/SOM, scenario planning) and structured to give you something you can actually use to make decisions, not just a wall of text that sounds smart.

This isn't about replacing your judgment. It's about giving you the research and structure that makes your judgment more informed — faster and cheaper than any other option.

What's in This Category

Competitor analysis — structured framework to evaluate up to five competitors across product, pricing, positioning, and go-to-market
Market research summaries — turn raw information about your market into a structured analysis with key findings and implications
Financial projections — scenario-based projection frameworks for revenue forecasting, break-even analysis, and growth planning
Business plan sections — modular templates for executive summaries, market opportunity sections, and operational plans
SWOT analysis builder — structured prompt that produces a complete SWOT with strategic implications, not just a 2x2 grid
Pricing strategy analysis — evaluate your pricing against market data and strategic goals with a structured framework
Customer persona development — build detailed, useful customer personas from your existing knowledge and customer data
Go-to-market planning — frameworks for launching a new product, entering a new market, or targeting a new customer segment

Most Popular Templates in This Category

1. The Competitor Deep-Dive You provide the names of three to five competitors and basic information about each. The template produces a structured analysis that covers their positioning, apparent strengths and weaknesses, pricing approach, and the strategic implications for your business. The kind of output that used to require a market research firm — done in 30 minutes.

2. The One-Page Business Plan Answer twelve focused questions about your business — your customer, your offer, your revenue model, your competitive advantage, your go-to-market approach. The template turns those answers into a clean, one-page business plan you can share with a bank, an investor, or a new hire. Professional format, no consultant required.

3. The Revenue Scenario Planner Input your key business assumptions — average deal size, conversion rates, growth targets. The template generates three scenarios (conservative, base, optimistic) with monthly projections and the key variables that drive each outcome. Gives you a real financial model to pressure-test your assumptions against.

Get Started

Free members: [Get a free Strategy & Research template from the Starter Kit →]

Pro members: [Browse all Strategy & Research templates →]

Not a member yet? [Start free — no credit card required →]