Startup Roadmap and Resource Set


My startup roadmap is for DTC/B2B/B2B2C startups. I use it for my own startups and have published it to help others.

In it you will learn methods that can: (a) lead to more sales, (b) produce faster sales, (c) make a company and its products more appealing to consumers, resellers and investors, (d) at reduced risk.

It contains content, methodologies, processes, tools, spreadsheets, diagrams, resource lists, research, data and software, organized to take a startup from idea to $50 million in annual sales.

Regardless of whether you want to stay small and private or grow large with investor participation, you can use my content to help you achieve your growth goals.

Top Line Fundamentals

There is a lot of information in this section, so to help develop the big picture, I have five key elements to build into a DTC/B2B/B2B2C company.  My content is designed to support these five elements.  If entrepreneurs can successfully do all five, they are more likely to be successful. Find those Top Line Fundamentals in my investment criteria document.

As you learn from and work with the content, be mindful for how the content can help you build in these five key elements into your company.

The Growth Stack

  • The Growth Stack:  The best growth approach for DTC/B2B/B2B2C startups and product launches. This is the roadmap to develping, launching and growing a DTC/B2B/B2B2C company.

The Lean & Agile Framework

This is the operating manual designed to support executing on the Growth Stack.

  1. Strategy:  before starting your company, achieve alignment and fit between your goals, brand pillars, category/product selection and target market;
  2. Systems:  implement the right technology and processes so that growth is easier to manage and scale;
  3. Product Development: develop “WOW” products that capture attention, document risks, determine COGS, pricing, profitability, apply identity and brand marketing and develop the growth strategy;
  4. Finance:  budgeting, forecasting, P&L’s, balance sheets and capitalization tables;
  5. Production & Logistics: supply chain, production, logistics and warehousing;
  6. Marketing:  organize the marketing of your product;
  7. Resellers:  sell through retailers, distributors, drop shippers, affiliates and others;
  8. Support: human resources, insurance, regulatory, legal and other miscellaneous items.

Admin Items

All of the core content from each subject area is maintained in Google Docs.  I embed each section doc in the appropriate page of the Framework so that they can be accessed by any user on any browser. I use Google docs because it is far more efficient to maintain and track content rather than using the website content manager.

Please review the embedded doc below, as it helps you understand how I color code items for organization.

Framework users need at a minimum a free Google account to access the Docs, Sheets and Slides. A Microsoft Excel license is also useful, but not required.  Most of the core models in Section 4 are built in Excel, as I prefer to work in Excel for larger, more complex spreadsheets. But, you can easily open these models in Google Sheets.

I work with the Framework in my own businesses and am adding, changing and updating it to stay current.  I log those changes in the changelog, which is a filtered view of entries to the updates page.

Document Structure