Who This Helps
If you're a growth marketer juggling multiple channels and constantly updating spreadsheets, this is for you. The Product Portfolio Strategy course helps you size bets, sequence work, and keep stakeholders aligned. No more manual updates that eat your week.
Mini Case
Meet Jenna. She runs paid, organic, and email for a SaaS team. Every Monday, she spent 3 hours pulling channel metrics into a deck. After applying the Portfolio Map mission from the course, she automated her reporting with AI. Now she gets a fresh snapshot in 10 minutes. Her team stopped guessing which channel to double down on. Conversion rates improved by 12% in 6 weeks.
Do This Now (5 Steps)
- List your current channels – Write down every channel you manage. Include what it costs and what it delivers.
- Rough-size each bet – Give each channel a confidence score (low, medium, high) and a rough impact estimate.
- Sequence your work – Decide which channel to optimize first. Use the Capacity & Sequencing mission from the course to avoid overload.
- Set guardrails – Define what must not get worse. For example, "email open rate stays above 20%."
- Automate the update – Use AI to pull your channel metrics into a single view. Schedule it to refresh daily. No more manual copy-paste.
Avoid These Traps
- Don't automate everything at once. Start with one channel.
- Don't ignore low-confidence bets. They might surprise you.
- Don't skip guardrails. Without them, you'll optimize one channel and break another.
- Don't forget to review your portfolio every quarter. The Quarterly Review Cadence mission helps you stay on track.
Your Win by Friday
By Friday, you'll have a one-page portfolio artifact that shows your channel bets, their rough sizing, and your next move. You'll also have an automated report that updates itself. That means more time for strategy, less time in spreadsheets. And maybe a Friday afternoon coffee without the guilt.