Action plan

Leveraging research to understand the business landscape

Low effort

Medium impact

Staying relevant in a crowded sector is tricky, particularly if you don’t know how direct competitors are faring and where your business stands in comparison. Without this knowledge, it can be hard to assess your performance and identify your competitive advantage. Leveraging different types of research is a useful way for leaders to build a better understanding of what’s going on in their sector.

  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

Get started
  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

Learning Groups

We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

Find a Learning Group

How will I know if my action plan is working?

Customer survey results

Customer surveys provide feedback on your offering

Why this metric?

Customer feedback surveys help you gather more information about which customers are buying from you and why.

How do I start tracking?

Include a short online survey in a follow-up email that thanks them for buying from your business. Collect the responses over six months to examine how customers view your business.