Strategy Builder
Capture business goals, journey context, constraints, and a proposed tracking plan in a structured workspace.
Last reviewed July 13, 2026
Strategy Builder is a workspace-specific planning tool for turning business context into a structured strategy and proposed tracking plan. It is not currently a main sidebar destination. If it is enabled for your workspace, your Vendo representative can provide the route and intended workflow.
What a Strategy Contains
The five-step builder records:
- Business Profile — industry, business model, scale, team, and technology context.
- Goals & Objectives — priority outcomes, questions, decision style, and success criteria.
- Customer Journey — stages, touchpoints, and conversion events.
- Resources & Constraints — delivery capacity, timing, compliance needs, maturity, and known blockers.
- Review & Generate — a final review before the generated strategy is created.
The generated detail page can include the captured context and a proposed tracking plan covering events and properties.
Create a Useful Strategy
Use statements that a reviewer can test. Replace “improve retention” with a target, population, measurement period, and owner. Record assumptions separately from confirmed facts.
Before generating:
- name the system of record for each KPI;
- identify the customer and conversion definitions in use;
- note unavailable or unreliable data;
- include consent and compliance constraints;
- define who approves the strategy and tracking plan.
Lifecycle
Strategies support these recorded statuses: Draft, Generating, Complete, In Review, Approved, and Locked. A status communicates review state; it does not deploy tracking, create transformations, or change an external platform.
Deleting a strategy marks its record as deleted. The current list does not provide a restore workflow, so export or preserve any required decisions before deleting it.
Agent Context
Do not assume that saving or approving a strategy automatically injects it into every Agent conversation. When the strategy matters to a request, link or summarize the relevant approved context and verify that the Agent has access to it.
Use Documents for durable supporting evidence and Memory for concise Agent facts that should persist across conversations.