Strategy Builder

The Strategy Builder helps you define your business context, marketing goals, and customer journey in a structured format. The Agent uses active strategies as context when it prepares recommendations.

Open Strategy Builder in your workspace (route: /[account]/strategy).

Overview

A strategy captures the key information the AI needs to understand your business:

• Who you are (industry, company type, size)
• What you want to achieve (goals, pain points)
• How your customers move through the funnel (journey stages)
• What you are tracking (events, conversions)
• What resources are available

You can create multiple strategies for different business units, product lines, or campaigns. Each strategy can be activated or archived independently.

Creating a Strategy

1. Open the Strategy Builder in your workspace
2. Click New Strategy
3. Work through each section of the wizard (see below)
4. Save the strategy

Strategies are saved as drafts and can be edited at any time. You do not need to complete all sections in one session.

Sections

The Strategy Builder is organized as a multi-section wizard. Each section captures a different aspect of your marketing context.

Business Profile

Define your business fundamentals:

This information helps the AI calibrate its recommendations to your business context. A DTC e-commerce brand gets different advice than a B2B SaaS company.

Goals and Objectives

Capture what you are trying to achieve:

• Top goals — Select or describe your primary marketing objectives (e.g., increase ROAS, reduce CPA, grow new customer acquisition, improve retention)
• Frustrations — Describe current pain points and challenges (e.g., rising CPAs, attribution gaps, data silos, manual reporting)

This section tells the AI what to optimize for and what problems to prioritize in its recommendations.

Customer Journey

Map your customer journey stages. Define the key stages your customers move through, from awareness to purchase and beyond. For each stage, you can describe:

• What the stage represents
• Key touchpoints and channels
• Conversion events between stages

The journey map helps the AI understand your funnel and provide stage-appropriate recommendations.

Tracking Plan

Configure what you are tracking:

• Events and conversions that matter to your business
• How tracking is implemented across channels
• Any gaps in your current measurement setup

This section connects your strategy to your actual data, helping the AI reference real metrics in its recommendations.

Resources Review

Review your available resources:

• Connected data sources and platforms
• Team capacity and capabilities
• Budget parameters

This final section gives the AI a realistic picture of what you can execute, so recommendations stay grounded in your operating constraints.

Managing Strategies

Multiple Strategies

You can maintain multiple strategies for different contexts. For example:

• A strategy focused on paid acquisition
• A strategy focused on retention and lifecycle marketing
• A strategy for a specific product launch or campaign

Archiving

Strategies that are no longer relevant can be archived. Archived strategies are removed from the active list but preserved for reference. You can restore an archived strategy at any time.

Using Strategies with the Agent

When you interact with Vendo’s Agent, it uses your active strategies as context. This means:

• The Agent understands your industry and business model
• Recommendations align with your stated goals
• Suggestions account for your customer journey stages
• Analysis references the events and conversions you care about

For best results, keep your strategies up to date as your business priorities evolve. The more accurate your strategy, the more relevant the AI’s output.