THE STRATEGY EXPERT®

QuickStart Strategies for Startups



Most startups begin with an entrepreneur and an idea. The idea is more fully developed into a business plan, and that is usually the extent of the development process.

Rarely, if ever, are startups asked to develop a strategic plan. Business plans are great in that they identify end results or goals, along with pro forma statements, but business plans rarely include all of the strategic thinking, strategic analysis and strategy development that are needed for the startup to be a success.

Over the years, we have seen many business plans prepared for investors for funding. In fact, we have conducted strategic due diligence on business plans on behalf of investors.  Over the years, we have been involved in over 5,000 plans. It is RARE for any of the startup to include strategic analysis and decision-making.

According to the Small Business Administration, almost fifty percent (50%) of new businesses created today will be out of business before their fifth year anniversary. We believe one of the key reasons why they fail is they do not strategically plan. They fail to develop a solid business model that will guide them through the “good times and bad”. They fail to adequately conduct an external assessment – they view the world through their eyes and not through the eyes of the big picture and external stakeholders, which we refer to as “diamond eyes”. They even fail to consider all of the strategic opportunities available to them. In fact, they develop goals, but rarely develop strategies.

THE STRATEGY EXPERT® has developed a one-day highly intense and interactive session for you and your team. We ask the tough strategic questions related to your business. But by encouraging you to not only think about your startup strategically, you will not only be better prepared to answer questions from potential investors, you will have formed a strategic approach to managing your startup to the five-year mark, even if that mark includes the goal of selling the company.  Each session is customized to meet your needs but here are some typical topics that usually are part of this session:


  • Creating the right business model
  • Rationale behind pricing strategies
  • Separating marketing from sales
  • Social media strategies
  • Marketing approach
  • Stakeholder analysis
  • Risk assessment
  • Five Forces analysis
  • Key assumption discussion and analysis
  • Industry discussion and analysis
  • Competitor discussion and analysis
  • Customer segment discussion and analysis
  • When to be effective versus efficient
  • Mission and vision statements
  • Social responsibility
  • Contingency planning
  • Succession planning
  • Exit strategy


Based upon all of the above and more, you will leave the session at the end of the day having decided upon no fewer than 2 and no more than 5 strategies that will guide your startup from where it is today to the 5-year anniversary mark.

Whether you are in the early stages of business plan development, preparing to present to investors or an investor with a group that needs strategic thinking, this session will better prepare your organization for strategic success.  

You will also leave at the end of the day with a 100-day plan that includes Objectives (specific and measurable), milestones, tasks, subtasks and supporting activities to make sure you implement your ideas and begin moving forward toward success.

This one-day highly intensive session requires an investment of $2,500*. It is held in our conference room and includes morning snacks, lunch and copies of all of the materials that we develop with you throughout the day. It also includes a copy of our QuickStart Strategies for Startups template and a signed copy of the book Creating Successful Strategic Executive Decision Makers.     


At the end of the session you will have the strategic insight required not only to answer the strategic questions often asked by investors, but required to turn your business plan into a strategic plan. After conducting an internal and external analysis (including studying industry data and potential customers), 2-5 strategies will be selected to drive your organization forward. Finally,  objectives, milestones, tasks, subtasks and supporting activities to implement will be developed into a 100-day Gantt chart to help ensure your plan is successfully implemented.

*Discounts may apply, please inquire.

** This is a strategic session that does not include financial, human resource, legal or IT strategies – areas that require operational skills and certifications.


To begin your strategic discussion, please send an email to:

Startup@TheStrategyExpert.com