Report for Alex Morgan · Feb 20, 2025 · ID: NP-2025-00847 · Archetype: The Strategist
Report Contents — 9 Sections
MyRoadmapIQ · Premium Career Intelligence Report NP-2025-00847
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Your Strength Archetype
You Are a Strategist
with Analyst Tendencies
Systems thinker · Pattern recognition · Data-informed judgment · Execution via insight
Motivation: Mastery + Income
Risk: Balanced
Work Style: Independent + Leading
Readiness: Ready to Move
Income Target: $120K–$200K
AI Fluency: Intermediate
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Archetype Analysis
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Why This Profile Fits You
Premium

Primary Archetype

The Strategist
Wired to see systems, identify leverage points, and direct resources toward the highest-value outcomes. You operate best with full context and real ownership — not just tasks to execute.

Secondary Tendency

The Analyst
Your decisions are data-informed. You are not comfortable acting on intuition alone — you want to understand the mechanism. This makes you unusually reliable in high-stakes decisions where others guess.

Motivation Profile

Mastery + Income
You are motivated by getting genuinely excellent at something — and compensated accordingly. You do not separate great work from well-paid work. You expect both simultaneously.

Ideal Environment

High-Stakes, High-Autonomy
Bureaucracy and micromanagement drain you fast. You perform best where your analysis directly influences decisions and you have real latitude to own the outcome.

Strategists with Analyst tendencies are rare and disproportionately valuable at the intersection of data and decision-making. Your profile indicates someone who can see what others miss, structure what others leave ambiguous, and communicate it in ways that move organizations. The primary career risk: accepting execution roles when you are built for strategic ones. You are likely under-titling and underpricing yourself right now.

Strength Dimension Scores
Analytical Thinking94/100
Exceptional ability to decompose complexity into structured, actionable frameworks.
Strategic Judgment89/100
Strong pattern recognition — consistently identifies what matters and what does not.
Communication Clarity81/100
Above average ability to translate complex analysis into persuasive executive-level narratives.
Execution Drive74/100
Solid. Significantly higher when goals are clearly defined with personal ownership.
Relationship Building68/100
Competent but not instinctive. Relationships tend to be strategic rather than broad-based.
Creative Ideation62/100
Adequate. Your strength is structured thinking, not generative creativity — that is a feature, not a bug.
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Career Path Recommendations
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3 Primary Career Paths
Premium
#1 Best MatchProduct Strategy / Director of Product
96% match
Income Range
$120K–$185K / yr
Time to Entry
6–12 months
Environment
Tech / SaaS companies
AI Resilience
High — judgment-dependent

Why it fits: Product Strategy requires your highest-scoring combination — synthesizing data into direction, communicating trade-offs clearly, and owning outcomes across a full system. Your Analyst tendency produces better product bets than operators relying on instinct alone.

Product Analytics (Amplitude)Roadmap FrameworksStakeholder CommsSQL FundamentalsA/B Testing
#2 Strong MatchStrategy Consulting / Senior Consultant
91% match
Income Range
$100K–$220K / yr
Time to Entry
3–9 months
Environment
Consulting firms / independent
AI Resilience
Very High — context-driven

Why it fits: Consulting rewards structured problem decomposition, analytical rigor, and communication under pressure — your three highest scores. Strategists excel at synthesis: turning data and interviews into a defensible recommendation under deadline.

MECE Problem-SolvingExecutive PresentationFinancial ModelingClient ManagementIndustry Specialization
#3 Viable MatchBusiness Intelligence / Analytics Lead
86% match
Income Range
$95K–$160K / yr
Time to Entry
2–6 months
Environment
Mid-to-large companies
AI Resilience
Medium — evolving rapidly

Why it fits: Your analytical score (94/100) makes this technically natural. The caution: this path trends execution-heavy over time. To stay aligned, position toward Analytics leadership — setting the analytical agenda, not building dashboards. Best as a 12-month bridge path.

SQL + PythonTableau or Power BIExperimentation DesignData StorytellingBusiness Case Writing
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5 Side Income Opportunities — Full Step-by-Step Guides
Opportunity 1 of 5 · Lowest Risk
Fractional Strategy Consulting
Sell 4–8 hours/week of strategic advisory to founders and small businesses that cannot afford a full-time strategist.
Easy to StartActive Income$0 Startup Cost
Monthly
$2K–$6K
First Client
3–6 wks
Startup Cost
~$0
Your Strategist-Analyst profile is exactly what founders need when scaling from $500K to $5M. They are stuck on decisions they lack the analytical capacity to make confidently. You provide structured thinking and clear recommendations for 4–8 hours per week. This is the lowest-risk income path: leverages skills you already have, requires no upfront investment, and can be built without leaving your current role.
Step-by-Step Launch Guide
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Week 1 · Define Your Offer
Package your value into one clear sentence
Write: "I help [type of business] [specific outcome] by [your method]." Example: "I help B2B SaaS founders build go-to-market strategies that convert their first 50 paying customers." This focus is what makes you referable — not "strategy consulting." Do not describe yourself by inputs (what you do). Describe yourself by output (what the client gets).
Notion doc30 min exercise
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Week 1–2 · Set Your Rate
Start at $150–$250/hour. Never go below $150.
A $75/hour rate signals junior help — even if your work is excellent. Your first rate should be $150 minimum. For retainer packages: $1,500–$3,000/month for 4–6 hours. Create a simple one-page PDF describing what clients get. No formal website needed at this stage.
Canva one-pagerStripe or PayPal for invoicing
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Week 2 · Find First Clients from Existing Network
Message 10 people directly — do not cold pitch yet
Go to LinkedIn. Identify 10 contacts who are founders, operators, or business owners. Send this message: "Hey [Name], I am starting to take on a few fractional strategy clients — [your one-liner]. Would you be open to a 30-minute call to see if I can help?" Expect 2–3 positive responses from 10 messages. One will convert to a client.
LinkedInCalendly (free)Gmail
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Week 3–4 · Run the Discovery Call
Use a 5-question framework to qualify and close on the call
Ask: (1) What is the single biggest decision you are stuck on right now? (2) What have you already tried? (3) What does success look like in 90 days? (4) What is it costing you to stay stuck? (5) What would change if this was resolved? Then propose a specific engagement: "Based on what you told me, I think 4 sessions over 30 days would get you to [outcome]. My rate is $X." Close on the call — do not send a proposal to think about.
Zoom or Google MeetNotion intake doc
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Month 2 · Lock In 2 Retainers, Then Stop at 2
Two retainers at $2,000/month = $4,000 for ~10 hours of work
This is the ceiling for this model alongside a full-time role. After your first two clients, ask each for one referral. Track your hours rigorously — scope creep is the primary risk. Use a written agreement defining session count, deliverables, and what is out of scope.
Toggl (time tracking)Docracy contract template (free)
⚠️ Key risk: Clients expand scope without increasing pay. Use a written agreement. Never do work between sessions without it being part of the defined package.
Opportunity 2 of 5 · Scalable Product
Productized Strategy Offer
Package your skills into a fixed-price deliverable — a "90-Day Growth Audit" or "Market Entry Framework" — that scales without adding hours.
Medium EffortSemi-Passive~$200 Startup
Monthly
$5K–$20K
Launch
6–10 wks
Startup Cost
~$200
Rather than trading time for money, you build a repeatable deliverable sold at a fixed price. The work is similar each time; the output is highly customized. At $2,500–$5,000 per engagement, 2–4 clients per month = $10K. Your ability to structure and communicate complex analysis is the core product. The format is just the delivery vehicle.
Step-by-Step Launch Guide
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Week 1 · Choose One Deliverable
Pick the product you can deliver confidently in 5–8 hours
Good options for your profile: "Competitive Landscape Analysis" ($1,500), "Go-to-Market Strategy Sprint" ($2,500), "SaaS Growth Audit" ($3,500), "Strategic Pivot Roadmap" ($2,000). Choose exactly one. Never launch with two products simultaneously — it fragments your message and doubles your sales effort.
Notion for scoping
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Week 2 · Build Your Template
70% template + 30% custom analysis per client
Structure it like a consulting report: executive summary, findings, analysis, recommendations, next steps. Build a checklist of the 10 inputs you need from each client — this becomes your intake form. Create a demo version using fictional data so prospects can see exactly what they get before buying.
NotionGoogle Slides for outputLoom for demo
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Week 3 · Build a Simple Sales Page
One page. Outcome headline. What is included. Price. Buy button.
Use Carrd.co ($19/year). Your page: (1) Outcome headline — "Cut your competitive analysis time from 3 hours to 20 minutes," (2) Who it is for, (3) What is included — list 5–7 components specifically, (4) Price, (5) Calendly link or email. Embed your Loom demo. Clarity converts better than design.
Carrd.coStripe for paymentCalendly
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Week 4–5 · Land First Paid Client at 50% Off
Discount in exchange for a detailed testimonial and case study
Post on LinkedIn: "I just launched a [Product Name] for early-stage founders. Taking 2 pilot clients at 50% off in exchange for feedback. Comment or DM if interested." Even 1 response in your network starts this. After delivery, ask for a 3-sentence written testimonial and permission to share the anonymized output as a sample.
LinkedIn postGoogle Forms for testimonial
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Month 2–3 · Full Price + Distribution
Raise to full price. Add 2–3 distribution channels.
Channels that work: (1) LinkedIn content — post one analytical piece per week using your frameworks, each post ending with a soft mention of your offer, (2) Referrals from first clients — ask explicitly, (3) Indie Hackers or relevant Slack communities. Target: 2 projects/month at $3,000 = $6,000 side income.
LinkedIn Creator ModeIndie HackersNotion CRM for pipeline
Opportunity 3 of 5 · Content + Authority
Paid Strategy Newsletter
Build a paid newsletter around analytical breakdowns of your industry. Converts to consulting leads, course sales, and direct subscription revenue.
Medium EffortCompounds Over Time~$50 Startup
Monthly
$1K–$8K
First Revenue
2–4 months
Startup Cost
~$50
Your Strategist profile means you can analyze business situations that others find confusing and make them clear. That analytical clarity has monetary value in written form. A newsletter with 500 paid subscribers at $10/month = $5,000/month recurring. But the larger value is what it generates downstream: inbound consulting leads, speaking invitations, and course sales. This is a long game — but it compounds significantly.
Step-by-Step Launch Guide
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Week 1 · Choose a Specific Niche Angle
Not "business strategy" — a defined, repeatable analytical lens
Examples: "Strategic breakdowns of SaaS product decisions," "Why companies stall at $10M and how they fix it," "Weekly teardown of one business failure or pivot." Your angle must be something you can write about consistently for 2 years. Specificity builds a loyal audience; breadth builds nothing.
Substack (free to start)beehiiv (more professional)
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Week 2–4 · Publish 4 Free Issues First
Build before monetizing — prove the concept with real readers
Publish 4 free issues before adding any paywall. Share each on LinkedIn with a 3-sentence summary. Ask 20 people personally to subscribe. After 4 issues you will know: Do people respond? Do they share it? Are people asking follow-up questions? 100 subscribers is enough to launch paid.
Substack email distributionTwitter/X for amplification
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Month 2 · Launch Paid Tier at $10–$15/month
Free tier: weekly analysis. Paid tier: deeper breakdown + templates.
Use Substack Pledge to measure interest before hard launch. Send a personal email to your 100 free subscribers announcing the paid tier — first 30 days drive most conversions. Target: 50 paid subscribers in month one = $500/month. This sounds small but it is the foundation that compounds.
Substack Pledge featureStripe via Substack
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Month 3–6 · Grow via Cross-Promotion and Podcasts
Newsletter swaps and podcast appearances drive the highest-quality subscribers
Identify 10 newsletters in adjacent spaces with 1K–10K subscribers. Pitch a content swap. Also pitch 5 podcasts in your niche for an interview — one appearance can add 50–200 subscribers. Use Substack Recommendations to amplify your reach within the platform.
Substack RecommendationsPodMatch for podcast booking
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Month 6+ · Add Sponsorships and Course Revenue
At 1,000 subscribers: charge $200–$500/issue. At 2,000: launch a course.
At 1,000 subscribers, charge $200–$500 per newsletter sponsorship (2 per issue = $400–$1,000 per issue). At 2,000 subscribers, launch a $197–$497 course deepening your most popular content. At this scale the newsletter becomes your primary inbound channel for all other income streams.
SparkLoop for referral growthGumroad or Maven for courses
Opportunity 4 of 5 · High Leverage
Online Course or Cohort Program
Package your strategic frameworks into a structured learning program. Teach what you know at scale — one cohort can generate $10K–$50K in a single month.
Higher EffortScales Passively~$500 Startup
Monthly
$3K–$30K
Launch
8–14 wks
Startup Cost
~$500
The Strategist archetype is naturally suited to teaching structured thinking. A 4-week cohort program on "How to Think Like a Product Strategist" or "Building Your First Consulting Practice" can attract 20–100 students at $500–$1,500 each. Unlike 1:1 consulting, this income is multiplied — you do the work once and sell it repeatedly. Unlike self-paced courses, live cohorts command 3–5x higher prices because of the community and real-time feedback.
Step-by-Step Launch Guide
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Week 1–2 · Validate Before Building Anything
Pre-sell at a discount before writing a single lesson
Post on LinkedIn: "I am thinking about building a 4-week program on [topic]. Would this be valuable to you? Comment or DM." If 20+ people respond positively, proceed. If fewer than 10, pivot the topic. Use Gumroad to collect $97 pre-sale deposits to confirm real intent. Never build before someone has paid.
LinkedIn postGumroad for pre-sales
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Week 3–5 · Teach Live First via Maven
Run first cohort live — limit to 20 students at $497–$797 each
Use Maven.com — they handle infrastructure and already have an audience of professional learners. Maven takes 10–15% but removes 90% of the operational burden. Run 4 weekly live sessions of 60–90 minutes via Zoom. Record every session. These recordings become your self-paced course in month 2.
Maven.comZoom for live sessionsNotion for curriculum
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Month 2 · Convert to Self-Paced at Lower Price
Edit recordings into a standalone $197–$297 course
After one live cohort you have content. Edit sessions lightly (cut dead air, add intro/outro) and upload to Teachable or Podia. This self-paced product runs 24/7. Keep running live cohorts quarterly at a premium price ($997+) alongside the self-paced version to maintain both income streams.
Teachable or PodiaDescript for light video editing
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Month 3+ · Add Affiliates and Alumni Community
Let past students refer new ones. Add recurring revenue via community.
Offer 20–30% affiliate commission to past students who refer new ones. Add a community component (Slack or Circle.so) at $29–$49/month for alumni. A community of 100 members at $39/month = $3,900/month passively on top of course income — with almost no additional time investment once the culture is established.
Rewardful for affiliatesCircle.so for community
Opportunity 5 of 5 · Highest Ceiling
AI-Powered Strategy Templates & Tools
Build and sell AI-powered strategy tools, prompt packs, or analytics templates that automate the thinking you do manually — and sell them to thousands.
Technical EffortHighly Passive~$300 Startup
Monthly
$2K–$25K+
Launch
4–8 wks
Startup Cost
~$300
Your intermediate AI fluency combined with your Strategist analytical framework positions you to build tools that professionals will pay for. A Notion competitive intelligence dashboard ($47), a GPT-powered strategy brief generator ($97), a Google Sheets unit economics model ($79). These sell while you sleep. You are encoding your analytical process into a product — and analytical processes are what professionals struggle with most.
Step-by-Step Launch Guide
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Week 1 · Find a Painful Manual Process You Already Solve
Ask: what do I do analytically that takes me 30 min but others 3 hours?
That gap is your product. Good starting options: competitive analysis framework, strategic planning template, market sizing calculator, decision-making tool. Document your current process step by step — that documentation becomes the product. Your IP is your methodology, not proprietary data.
NotionYour existing workflows
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Week 2–3 · Build the First Version
Notion template, Google Sheets model, or a Custom GPT
Notion template: structure as a system with instructions, not blank pages. Google Sheets: add formulas, conditional formatting, and a "How to Use" tab. Custom GPT: write a detailed system prompt encoding your analytical framework. Price $29–$97 depending on depth. Create a Loom demo showing exactly how it works — the demo is your primary sales tool.
NotionGoogle SheetsChatGPT custom GPTsLoom demo
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Week 3–4 · List on Marketplaces for Organic Distribution
Gumroad + Etsy + Notion Gallery — use all three from day one
Gumroad (0% fee on first $10K), Etsy digital products (surprisingly effective for analytical templates), and Notion Template Gallery (free organic search traffic). Write listings leading with outcome, not features. Include your Loom demo. Launch with a 30% limited-time discount to generate first reviews — social proof drives all subsequent sales.
GumroadEtsy digital productsNotion Template Gallery
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Month 2–3 · Build a Product Suite and Email List
3–5 related products + bundle = 2x average order value
Bundle your templates into a "Strategy Toolkit" at 2x any individual price. Offer an upsell: "Template + 30-min walkthrough" at $197. Collect every buyer's email via ConvertKit — this list is your distribution channel for every future launch. Buyers of one product are your most likely buyers for the next.
ConvertKit (email list)Gumroad bundlesLinkedIn for promotion
⚠️ Note: This opportunity has the longest ramp but the highest ceiling. Best pursued after Opportunity 1 or 2 is generating income. Your current AI fluency is sufficient to start.
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Detailed Skill Gap Analysis — 9 Skills
🔍
Full Gap Assessment with Remediation Plans
Premium

Each skill evaluated against required proficiency for your top career path. Click any row to expand the full action plan.

3

Critical or High Priority — requires immediate action

4

Medium priority — address in months 2–3

2

Lower priority — develop over 6+ months

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Technical Skills
3 gaps
CriticalProduct Analytics Tooling (Amplitude / Mixpanel)2–3 weeks
Amplitude and Mixpanel proficiency appears in over 78% of senior Product Strategy job descriptions. It is now table-stakes — you will be filtered before the interview stage without it. Your current level is estimated at beginner based on assessment responses. The good news: this is entirely learnable in 2–3 focused weeks and both platforms offer free certifications.
Career path impactBlocks 78% of target roles
Remediation Plan
1

Week 1: Complete Amplitude Academy free certification (academy.amplitude.com) — 4–6 hours. Covers events, user flows, funnel analysis, retention charts. Get certified immediately and add it to LinkedIn the same day.

2

Week 2: Create a free Amplitude account and build 5 analyses using their demo data: DAU/MAU chart, conversion funnel, retention cohort, feature adoption report, user segmentation. Screenshot everything for your portfolio.

3

Week 3: Watch 3–5 YouTube videos of PMs walking through real Amplitude dashboards. Practice narrating your test analyses aloud. Interviewers test this verbal translation of data into insight.

CriticalSQL for Self-Serve Data Analysis4–6 weeks
SQL proficiency at the query level (SELECT, JOIN, GROUP BY, subqueries) is expected in both Product Strategy and Consulting roles. It is not about being a data engineer — it is about pulling your own data without depending on an analyst for every question. Estimated current proficiency: minimal. Required: intermediate.
Career path impactExpected in 65% of strategy roles
Remediation Plan
1

Week 1–2: Complete Mode Analytics SQL Tutorial (mode.com/sql-tutorial) — free, self-paced, designed for analysts not engineers. Takes ~8 hours. Covers SELECTs through window functions. The most practical SQL resource available.

2

Week 3–4: Practice on Kaggle with a real business dataset. Write 10 queries answering business questions: "What is the retention rate by signup month?" Write up findings as if presenting to a VP. This becomes a portfolio piece.

3

Week 5–6: Complete DataLemur SQL interview prep (free) — 20 medium-difficulty business SQL problems. Being able to say "I am comfortable with JOINs, aggregations, and CTEs" specifically — and demonstrating it — closes this gap entirely.

HighA/B Testing and Experimentation Design3–4 weeks
You need to understand how to design, interpret, and challenge A/B tests — not run them yourself. Statistical significance, p-values, sample sizing, novelty effects, and common testing pitfalls. This is core to product strategy roles at tech companies.
Career path impactExpected in tech product roles
Remediation Plan
1

Week 1: Read Evan Miller's A/B testing blog (evanmiller.org) — covers core statistics in 30 minutes. Then read chapters 1–4 of "Trustworthy Online Controlled Experiments" by Kohavi.

2

Week 2–3: Complete Udacity's free "A/B Testing" course (originally a Google course). Build a sample size calculator in Google Sheets and document 3 real-world testing scenarios with your analysis of how you would design and interpret each.

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Communication & Influence
3 gaps
CriticalExecutive Communication (Pyramid Principle / SCQA)3–4 weeks
The Pyramid Principle (Barbara Minto) and SCQA frameworks are the industry standard for structuring communication at C-suite and board level. This separates strategy contributors from strategy leaders. Without it, your analysis may be excellent but your influence will be limited by how you present it.
Career path impactCritical — determines promotion velocity
Remediation Plan
1

Week 1: Read "The Pyramid Principle" by Barbara Minto — focus on Part 1 only. Then immediately rewrite 5 emails or documents you have written in the past month using SCQA structure. Repetition over theory.

2

Week 2–3: Build 3 executive-level slide decks on real topics using the "one message per slide" rule. Get feedback from someone senior on the narrative flow specifically — not the content.

3

Week 4: Join Toastmasters or use the Orai app for 15 minutes daily. Goal: deliver a 60-second verbal briefing on any topic using SCQA without preparation. This is what executives do instinctively — and it is learnable.

HighStakeholder Management Without AuthorityOngoing — start now
In both Product Strategy and Consulting, you frequently influence decisions without direct authority. This requires understanding stakeholder motivations, managing up, navigating political dynamics, and building buy-in before the formal decision moment. Your relationship-building score (68/100) marks this as a natural gap — addressable with deliberate practice over 60–90 days.
Career path impactDetermines senior role effectiveness
Remediation Plan
1

This week: Read "Influence Without Authority" by Cohen and Bradford — a 3-hour read. Core model: identify what the other person needs and give it to them before asking for anything. Immediately applicable in your current role.

2

Month 1: Map your 5–10 current key stakeholders on a 2x2 (power vs. interest). For each high-power stakeholder, identify one thing they care about that you can help with proactively — no agenda. Do this once per week for 4 weeks. This is relationship building for Strategists: purposeful, not random.

MediumPublic Writing and Thought Leadership2–3 months to traction
Public writing directly accelerates career moves for the Strategist archetype. It proves your analytical thinking before any interview, generates inbound opportunities, and differentiates you from equally qualified candidates who are invisible online. This is no longer optional in 2025 for senior strategy and consulting roles.
Career path impactMajor differentiator for senior roles
Remediation Plan
1

Week 1: Commit to one LinkedIn post per week for 8 weeks. Formula: "Here is how I would analyze [real business situation]." 200–400 words. No lists. No buzzwords. Real analytical thinking written like you are explaining it to a smart colleague.

2

Month 2: Write one longer piece (1,000+ words) monthly on LinkedIn or Substack. Topic: a genuine strategic analysis of a company, industry shift, or business decision. One great analytical post can generate 10+ inbound messages from the right people.

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Business Acumen
3 gaps
MediumFinancial Modeling and P&L Literacy4–6 weeks
For consulting and senior strategy roles, you need to read a P&L, build basic unit economics models, and understand how business decisions flow through financials. Not CFA-level modeling — the ability to sanity-check numbers, identify financial leverage points in a business, and speak credibly with finance-oriented executives.
Career path impactRequired for consulting, helpful for product
Remediation Plan
1

Week 1–2: Complete CFI's free "Financial Modeling" course (corporatefinanceinstitute.com). Focus on: three financial statements, unit economics (LTV, CAC, payback period), and basic DCF. Build a model from scratch in Google Sheets as you follow along.

2

Week 3–4: Read 3 public earnings call transcripts on Seeking Alpha. For each: identify the key metric the CEO led with, the two biggest cost drivers, and the margin trend. Write a one-page briefing summary as if presenting to a client. This is exactly what consulting interviews test.

MediumStructured Problem-Solving (MECE / Case Method)4–8 weeks
MECE frameworks and the consulting case method are the structural backbone of strategy consulting and are increasingly used in product strategy interviews at tech companies. Being able to frame a problem in a structured MECE way is a visible differentiator in any strategy conversation — not just consulting interviews.
Career path impactCritical for consulting path, helpful for product
Remediation Plan
1

Week 1–2: Read "Case in Point" by Marc Cosentino. Complete 10 practice cases. You do not need to memorize frameworks — you need to develop the habit of structuring a problem before answering it. That habit is the skill.

2

Week 3–6: Practice 15–20 cases on PrepLounge with a live partner. Focus on: clearly stating the structure before diving in, using numbers to quantify where possible, and synthesizing a clear recommendation at the end.

Low PriorityAdvanced AI Tool Proficiency3–6 months ongoing
Your current AI use is intermediate — occasional, not systematic. Advancing to workflow-integrated AI use makes you significantly more productive in all target roles and uniquely competitive in 2025. Priority skills: prompt engineering for research and analysis, AI-assisted data interpretation, and building simple automations.
Career path impactGrowing importance over 12–24 months
Remediation Plan
1

This month: Build one personal AI workflow for a specific recurring task — competitive research, meeting prep, or stakeholder briefing drafts. Use Claude or ChatGPT with a structured system prompt. Document the time savings. Being able to say "I use AI to reduce [task] from 2 hours to 20 minutes" in an interview is concrete and memorable.

2

Month 2–3: Complete "Generative AI for Everyone" by Andrew Ng on Coursera (free to audit). Then experiment with Zapier or Make.com to build one automation that saves you time weekly.

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10 Matched Job Openings
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Live-Matched Roles for The Strategist
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Matched to your archetype, income target ($120K–$200K), and risk profile. Click any card to search current openings on the platform.

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10 Curated Learning Courses
📚
Sequenced Learning Path for The Strategist
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Ordered by priority. Start with courses 1–3 in your first 30 days. Courses 4–7 in months 2–3. Courses 8–10 as you advance.

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30-60-90 Day Action Plan
📅
Your Tactical Execution Roadmap
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Based on readiness level (Ready to Move) and balanced risk profile. Prioritizes fast market traction over exhaustive preparation.

30
Days 1–30
Research, Validate, and Build Your Foundation
Complete Amplitude Academy certification and SQL Mode Tutorial — both free, both on LinkedIn the same day you finish. These are the two highest-ROI credential actions you can take in 30 days.
Conduct 5–8 informational interviews with people currently in Product Strategy or Consulting. Focus on: day-to-day reality, how they got there, and what they would do differently if starting now.
Read "The Pyramid Principle" and "Influence Without Authority." Immediately apply SCQA to every email and document you write from day one forward.
Audit and reframe your resume and LinkedIn entirely. Remove execution language. Add decision and impact language. Change every job description from "responsible for" to "drove" and "owned."
Send 10 network messages offering fractional strategy consulting (Opportunity 1). One of these will become a $2,000–$3,000/month client within 45 days.
60
Days 31–60
Build Credentials, Pipeline, and Visibility
Publish 2 LinkedIn analytical posts. Topic formula: "Here is how I would analyze [real business situation]." These build visible credibility faster than any credential. One strong post can generate 5–10 inbound connections from target companies.
Apply to 8–10 target roles — even if you feel under-qualified. Applications are reconnaissance at this stage: you learn what language they are using, what they really want, and where your gaps are.
Complete the Udacity A/B Testing course and build 3 Kaggle SQL analyses. These become your portfolio artifacts when interviewers ask to see your analytical work.
Close your first fractional consulting client at $1,500–$2,500/month. Use the discovery call framework from Opportunity 1. This single action changes the financial pressure and proves the income path.
Join 2 professional Slack communities (Product Management communities, Strategy consulting groups). Participate actively — not to promote yourself, but to understand the landscape and find the people who are where you want to be.
90
Days 61–90
Execute, Apply, and Commit to a Direction
Increase active applications to 10–15 per week for your primary path. Use your first 60 days of research to write highly specific cover letters — reference their actual product decisions or strategic moves. Generic applications get ignored. Specific ones get calls.
Lock in a second retainer consulting client or launch your productized offer (Opportunity 2). At this point you should have $3,000–$5,000/month in side income — enough to reduce financial pressure on the career transition significantly.
Complete 15–20 structured case interview practices on PrepLounge. Even if you are not targeting consulting, this builds the structured problem-solving muscle that every strategy interview — including product — rewards.
By Day 90: you should have had 3+ real interviews, 1–2 active consulting clients, and a clear picture of which of the 3 career paths is most tractable based on actual market feedback — not theory. Make a decision and commit to it fully.
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Risk Management
⚖️
Based on Your Balanced Risk Profile
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ConservativeBalanced ← You are hereAggressive

What "Balanced" Means for Your Transition

You will not quit tomorrow with no plan — and you should not. But you cannot use caution as a reason to stay in preparation mode indefinitely. Your profile supports a parallel strategy: maintain current income while building the new path, with a clear hard date to make the full move.

Your Biggest Risk is Over-Preparation

Strategists with Analyst tendencies defer action waiting for more certainty. The market will not give you certainty before you enter it. Hard rule: no more than 90 days of preparation before you are in active application and client development mode. Information without action is just expensive comfort.

Financial Runway Recommendation

Before making a full transition, build 4–6 months of living expenses in accessible savings. This removes financial panic from career decisions — which is when people make the worst moves. The consulting side income started immediately can accelerate this runway significantly.

AI Disruption Protection

Your target paths (Product Strategy, Consulting) are among the most AI-resilient in the market. They require human judgment, context, and relationship capital that AI augments rather than replaces. Prioritize roles where your output is a decision or recommendation — not a report or document. Those positions will appreciate in value over the next decade.

9
Final Directive

Clarity is the starting point. Execution is the only variable.

You now have a specific picture of how you are wired, where that maps in the market, 5 income paths with step-by-step guides to start them, a complete skill gap analysis with remediation plans, 10 matched jobs, 10 courses sequenced in the right order, and a 90-day plan that specifies exactly what to do and when. The report has done its job. What happens next is entirely a function of what you do with it. Open Day 1 of the plan tomorrow morning. Not next week.

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