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Demo: Verdana Strategic Planning

A DTC wellness brand at a growth plateau. Five tools built with Claude Code to model scenarios, size markets, and chart a path forward. Scroll through to see how.

Verdana's leadership team needs to make three interconnected decisions — wholesale expansion, product rationalization, and new product launches. The first four tools each explore a different dimension of that problem: goals, market size, scenarios, and competitive position. The fifth reads the output of all four and synthesizes a single strategic recommendation. Scroll through the analysis, then see how it converges.

See the GitHub repo for brand, data, and related context.

Analysis
1 OKR Goal Setting Tool

Verdana needs to align 60 people around annual objectives, but the goals change depending on which strategic scenario plays out. This tool lets leadership switch between Base ($9.5M), Upside ($12M), and Downside ($7.5M) scenarios and see how objectives, key results, and resource requirements cascade across Marketing, Product, Operations, and Finance.

The Prompt
"Build an OKR and annual goal setting tool for Verdana. Organize objectives by function across three strategic scenarios. Let me toggle objectives on/off and see resource impact in real time."
2 Market Sizing Calculator

Before Verdana can decide between DTC optimization, wholesale expansion, or new product launches, leadership needs to quantify each lever. This calculator models three revenue channels with adjustable assumptions and real-time cross-channel effects like DTC cannibalization from wholesale.

The Prompt
"Build a market sizing calculator for Verdana. Model DTC, wholesale, and new product channels with adjustable sliders. Show TAM/SAM/SOM funnel and cross-channel cannibalization effects."
3 Scenario Modeler

Verdana can't pursue wholesale, new products, and product rationalization all at once. This modeler lets leadership toggle three strategic moves on/off, tune assumptions with sliders, and see 3-year quarterly projections for revenue, margins, investment, headcount, and risk. Pin named scenarios and compare them side by side.

The Prompt
"Build a scenario modeler for Verdana. Model four strategic paths: stay the course (DTC only), expand into wholesale, launch two new products, or cut the underperforming SKU and reallocate resources. For each scenario, project 3-year revenue, margins, required investment, team headcount, and risk factors. Let me compare scenarios side by side and blend them — what if we do wholesale AND cut a SKU? Output as an interactive HTML file."
4 Competitive Positioning Map

Verdana competes against AG1, Moon Juice, Thorne, Ritual, Seed, and others — but how exactly? This interactive map plots 9 brands on a 2D grid with 6 selectable axes (price, clinical rigor, lifestyle branding, transparency, DTC focus, product breadth). Hover any brand to see how it compares to Verdana.

The Prompt
"Build a competitive positioning map for Verdana. Plot Verdana against 6-8 real and fictional competitors in the DTC wellness/supplement space on an interactive 2D grid. Let me choose the axes — price vs. quality, clinical rigor vs. lifestyle branding, DTC vs. retail distribution, ingredient transparency vs. proprietary blends. Show each brand as a node with key details on hover. Output as an interactive HTML file."
Synthesis

Everything above explored a different dimension of Verdana's strategic position. The Executive Summary reads the OKR goals, market sizing results, scenario model outputs, and competitive positioning — all of it — and produces a single recommendation the board can review.

OKR Goals + Market Sizing + Scenarios + Competition Executive Summary
5 Executive Strategy Summary

After exploring scenarios, sizing markets, and mapping competitors, leadership needs one document that synthesizes everything into a recommendation the board can review. This summary recommends "Wholesale + Cut Shield," backs it with evidence from each tool, projects 3-year financials, maps risks, and defines contingency triggers.

The Prompt
"Build a tool that reads all the Verdana data — the brand definition, OKR goals, market sizing results, scenario model outputs, and competitive positioning — and generates a polished executive strategy summary. Include an executive overview, recommended strategic direction with rationale, 3-year financial projections, key risks, and immediate next steps. Output as both a formatted HTML presentation and a markdown document."

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