Who This Helps
Growth marketers who juggle multiple channels and need real-time portfolio insights. If you're tired of manual data pulls and stale reports, this is for you. The Product Portfolio Strategy course shows you how to size bets and sequence work without drowning in spreadsheets.
Mini Case
Imagine you run three channels: paid search, email, and social. Last quarter, you spent 12% of your time updating a static portfolio map. After automating with AI, you cut that to 30 minutes per week. Your team now spots underperforming bets in 7 days instead of 3 weeks.
Do This Now (5 Steps)
- List your current channel bets – Write down every active campaign, experiment, or partnership. Keep it to one page.
- Add rough sizing – Estimate time and budget for each bet. Use low, medium, high labels. No perfection needed.
- Set confidence scores – Rate each bet from 1 to 5 on how likely it is to hit your target. This helps you prioritize.
- Automate the update – Use AI to pull performance data from your tools (like Google Ads or email platform) into your portfolio map. Set it to refresh weekly.
- Review with guardrails – Define what must not get worse (e.g., cost per lead). If a bet violates a guardrail, flag it for review.
Avoid These Traps
- Overcomplicating sizing – Don't spend hours on exact numbers. Rough is fine for a first pass.
- Ignoring kill criteria – If a channel hasn't improved in 2 cycles, drop it. Holding on wastes capacity.
- Skipping the quarterly review – Set a recurring 1-hour meeting to revisit your portfolio. It keeps everyone aligned.
Your Win by Friday
By Friday, you'll have a one-page portfolio map that updates automatically. You'll know which channels to double down on and which to cut. No more guesswork. Plus, you'll free up 3 hours per week for actual growth work. That's a win worth celebrating with a coffee.