Step 1: Start with What You Know About Your Customer

Pull in what you already know to set the right context


What defines our ideal customers?

What outcomes are they trying to achieve?

What obstacles or frustrations are stopping them?

Section Instructions:

Pull in your customer insights—what they want, what’s stopping them, and who they are.

Note: When used within the Clarity Playbook, the answers to these questions will be automatically synced from your Strategic Clarity Canvas.

Step 2: Identify the Right Channels

Pinpoint the best places to reach your audience


Instructions

List all the places where your ideal customer goes to learn, hang out, or get inspired. Think of it as: “If I wanted to shout and have them hear me, where would I do it?”

Examples:

Step 3: Brainstorm Incentives

Why should they care about your message?


Instructions

People are hit with ads all day—why should they pay attention to yours?

List simple incentives that would grab their attention. Think: free tools, bold promises, emotional triggers, or something uniquely valuable to them.

Step 4: Define the First Action

What’s the first step you want them to take?


Instructions

Decide what you want them to do first—before the sale. Keep it simple and actionable.

Examples:

Step 5: Draft Your Discovery Statement