Strategy Before Tactics is the Key to Your Marketing

Patrick McFadden • March 29, 2019

A lot of business owners who think marketing, start with tactics: email campaigns, website design, LinkedIn and promotions. Truth be told, most well-known marketers do the same thing. But today, I want to affirm that marketing doesn’t start with tactics, it begins with strategy.

When you don’t have a strategy to dictate your marketing efforts, then you’re just going to hope, guess, spray and pray about what tactics you should be implementing as part of your marketing.

Today, we’re going to look at the strategy steps you need so that you can dictate your tactic steps.

Define and Understand Your Ideal Client

Chances are that today, you’re committing this strategy mistake of trying to be “all things to all people”. For example: If you’re a small business marketing firm, your ideal client is not just anyone who owns a small business.

Sure, some of them are, but what makes a client ideal for your specific marketing approach?

If you offer marketing services as an on-going package that’s a lot different than the digital agency, who promotes and sells only websites or advertising, then the small business owners who would want to go with this one and done option are not your ideal client.

But maybe you have marketing services that are best suited to small businesses with a holistic marketing need — like an existing business who has lots of outdated marketing materials, multiple marketing vendors, stagnant newsletters and an online presence that is non-existent. Plus, they’re the ones who’d be willing to approach marketing as a process to get it planned and implemented effectively.

Don’t guess about  who your ideal client is. It is possible to have multiple ideal clients, just make sure that you develop targeted marketing messaging and tactics for each. Basing your work on specific buyer profiles/personas prevents you from sitting in your office just making stuff up, which is the cause of most ineffective marketing.

Discover Your Marketing Message

Living inside the marketing strategy world, it’s easy to forget that many business owners still don’t know how to focus their marketing on solving problems rather than solutions.

I was speaking to a group of very successful business owners on refocusing their message on problems, not solutions this past week and it was a great reminder that this mindset is still a source of frustration for many businesses.

Let’s say you own a tree service business. Your potential customers will automatically assume that you know how to take down trees. But that doesn’t really address the problem the potential customer has.

For most homeowners, their biggest problem associated with a home service contractor is about something beyond the basic service the business provides. Homeowners hate having to wait around for their service window. When they hire someone to handle their tree removal, the team leaves tread or wheel marks and stump grindings in the yard.

These are the real problems your clients have. So your marketing message is not, “We know how to remove trees” — of course you do! Instead, it’s “We show up on time, every time.” Or, “We never damage your yard and always clean up when we’re done.”

This marketing message should be featured on the homepage of your website. It’s a key element of strategy because it is how you differentiate your business in a way that your clients value beyond your solutions or services.

Make Content a Relationship-Building Workhorse

Customers don’t need a description of your solutions or service initially. Sure, once their experience with your business deepens and they begin considering their purchasing options, they’ll want to know the details. But for now, they want to see how they can build a relationship with your firm.

Back to the tree service example: If the prospect is looking to get a tree removed, they may not have decided if that’s the best option for them. They may initially just be looking for advice and expertise, thinking there is a workaround that they could choose.

The tree service business, then, wants to establish themselves as that local source of expert advice. This is where educational blogs and web pages come in. The tree service business will publish “The Ultimate Think Before You Chop Guide: Alternatives To Cutting Down Trees In Your Yard” — a webpage page that consolidates all of their content around alternatives to cutting down trees into one place.

Now, you become their go-to source for guidance on tree cutting. The educational content pages are a way to draw people in who might not even be looking to make a purchase or become a customer. But then, your expertise is what builds a relationship, trust and eventually convinces them that they  do  need the solution you offer.

Guiding People Through the Customer Journey

Customers have buying questions and objectives, and these will change along the various stages of their journey with your business. It’s your job to guide customers through the journey, taking them through the logical steps of getting to become aware of your business, educated about your business, sampling your business expertise, purchasing your business services and referring your business.

To make sure you’re providing customers with what they need at each stage, start by asking questions. In the awareness phase, the essential question for a business owner to answer is, “If someone didn’t know about us, where would they go to find a business like ours?” For most businesses, the primary answer to that question is Google. But in the tree service example, you also might have prospects that ask a neighbor for a referral, or see your truck around the community or your signs on people’s property.

Once you’ve done that for the awareness phase, you move on to the other four stages of the journey. Once they find your website, what do they see when they get there? Do they see other people trust you?

How does someone sample what your business is offering? If you’re the tree service business, that might be getting a quote. But how exactly do they go about getting that quote? Is it a form on your website, or do they need to call or email you? How quickly do you respond? Is the response personalized, or does it feel like a boilerplate offer? These elements all become a part of the customer’s experience and journey with your business.

The purchase, and refer stages are more internal. How do you onboard a new customer? What are your team’s checks to ensure that customers are getting the results that they want from your business? What makes a great experience that will bring them back for another purchase or encourage them to refer a friend? This is where you want to get into the buyer’s head to determine what they’ll expect out of you.

Once you understand what a customer wants from you at each stage in the journey, you need to make sure that your online assets address those needs.

You’ve now identified the ideal customer, you know the marketing message, you know how content becomes the voice of strategy, and you know how your customers want to buy. Now, you can fill in the gaps to meet customers wherever they are. That is the core of marketing strategy.

Now You Choose Your Tactics

Tactics are what allow us to fill in those gaps to meet customers where they are. If your ideal customer finds businesses by searching the web, you need to create core content pages so you rank in those search engines. You need testimonials on your website to build trust. You need to be in prominent directories so that you have information in lots of places that prove your legitimacy as a business. You need symbols and badges of trust like client logos. These are the tactics that align with the larger strategy.

We have  an engagement called Marketing Strategy Consulting , where we do this entire process for our clients. As a part of this engagement, we interview your existing customers and analyze your competitors. We build ideal client personas and establish a marketing message that will speak to them. We map out your editorial calendar and determine how to make content a relationship-workhorse. And we go through the customer journey exercise and identify the gaps in your current marketing approach. This gives you a firm foundation on which to build your tactics and move your marketing forward based on a solid strategy.

Want to learn more?  Schedule a consultation  with us so we can talk about how to do this for your business.

The Missing Layer in AI: Why Judgment, Not Just Data, Will Define the Next Era of Intelligence

By Patrick McFadden • May 2, 2025
Everyone is scaling outputs. Almost no one is scaling judgment.

Everyone Talks About AI Judgment. We Built It.

By Patrick McFadden • May 2, 2025
Ask anyone in tech where AI is headed, and they’ll tell you: “The next leap is reasoning.” “AI needs judgment.” “We need assistants that think, not just answer.” They’re right. But while everyone’s talking about it, almost no one is actually shipping it. So we did. We built Thinking OS™ —a system that doesn’t just help AI answer questions… It helps AI think like a strategist. It helps AI decide like an operator. It helps teams and platforms scale judgment, n ot just generate output. The Theory Isn’t New. The Implementation Is. The idea of layering strategic thinking and judgment into AI isn’t new in theory. The problem is, no one’s been able to implement it effectively at scale. Let’s look at the current landscape. 1. Big Tech Has the Muscle—But Not the Mind OpenAI / ChatGPT ✅ Strength: Best-in-class language generation ❌ Limitation: No built-in judgment or reasoning. You must provide the structure. Otherwise, it follows instructions, not strategy. Google DeepMind / Gemini ✅ Known for advanced decision-making (e.g., AlphaGo) ❌ But only in structured environments like games—not messy, real-world business scenarios. Anthropic (Claude), Meta (LLaMA), Microsoft Copilot ✅ Great at answering questions and following commands ❌ But they’re assistants, not advisors. They won’t reprioritize. They won’t challenge your assumptions. They don’t ask: “Is this the right move?” These tools are powerful—but they don’t think for outcomes the way a strategist or operator would. 2. Who’s Actually Building the Thinking Layer™? This is where it gets interesting—and thin. Startups and Indie Builders Some small teams are quietly: Creating custom GPTs that mimic how experts reason Layering in business context, priorities, and tradeoffs Embedding decision logic so AI can guide, not just execute But these efforts are: Highly manual Difficult to scale Fragmented and experimental Enterprise Experiments A few companies (Salesforce, HubSpot, and others) are exploring more “judgment-aware” AI copilots. These systems can: Flag inconsistencies Recommend next actions Occasionally surface priorities based on internal logic But most of it is still: In early R&D Custom-coded Unproven beyond narrow use cases That’s Why Thinking OS™ Is Different Instead of waiting for a lab to crack it, we built a modular thinking system that installs like infrastructure. Thinking OS™: Captures how real experts reason Embeds judgment into layers AI can use Deploys into tools like ChatGPT or enterprise systems Helps teams think together, consistently, at scale It’s not another assistant. It’s the missing layer that turns outputs into outcomes. So… Is This a New Innovation? Yes—in practice. Everyone says AI needs judgment. But judgment isn’t an idea. It’s a system. It requires: Persistent memory Contextual awareness Tradeoff evaluation Value-based decisions Strategy that evolves with goals Thinking OS™ delivers that. And unlike the R&D experiments in Big Tech, it’s built for: Operators Consultants Platform founders Growth-stage teams that need to scale decision quality, not just content creation If Someone Told You They’ve Built a Thinking + Judgment Layer™… They’ve built something only a handful of people in the world are even attempting. Because this isn’t just AI that speaks fluently. It’s AI that reasons, reflects , and chooses. And in a world that’s drowning in tools, judgment becomes the differentiator. That’s the OS We Built Thinking OS™ is not a prompt pack. It’s not a dashboard. It’s not a glorified chatbot. It’s a decision architecture you can license, embed, or deploy— To help your team, your platform, or your clients think better at scale. We’ve moved past content. We’re building cognition. Let’s talk.

We Found the Missing Layer AI Has Been Waiting For

By Patrick McFadden • May 2, 2025
In every era of innovation, there’s a silent bottleneck—something obvious in hindsight, but elusive until the moment it clicks. In today’s AI-driven world, that bottleneck is clear: AI has speed. It has scale. But it doesn’t have judgment . It doesn’t really think . What’s Actually Missing From AI? When experts talk about the “thinking and judgment layer” as the next leap for AI, they’re calling out a hard truth: Modern AI systems are powerful pattern machines. But they’re missing the human layer—the one that reasons, weighs tradeoffs, and makes strategic decisions in context. Let’s break that down: 1. The Thinking Layer = Reasoning with Purpose This layer doesn’t just process inputs— it structures logic. It’s the ability to: Ask the right questions before acting Break down complexity into solvable parts Adjust direction mid-course when reality changes Think beyond “what was asked” to uncover “what really matters” Today’s AI responds. But it rarely reflects. Unless told exactly what to do, it won’t work through problems the way a strategist or operator would. 2. The Judgment Layer = Decision-Making in the Gray Judgment is the ability to: Prioritize what matters most Choose between imperfect options Make decisions when there’s no clear answer Apply values, experience, and vision—not just data It’s why a founder might not pursue a lucrative deal. Why a marketer might ignore the click-through rate. Why a strategist knows when the timing isn’t right. AI doesn’t do this well. Not yet. Because judgment requires more than data—it requires discernment . Why This Is the Bottleneck Holding Back AI AI can write. It can summarize. It can automate. But it still can’t: Diagnose the real problem behind the question Evaluate tradeoffs like a founder or operator would Recommend a path based on context, constraints, and conviction AI today is still reactive. It follows instructions. But it doesn’t lead. It doesn’t guide. It doesn’t own the outcome. And for those building serious systems—whether you’re running a company, launching a platform, or leading a team—this is the wall you eventually hit. That’s Why We Built Thinking OS™ We stopped waiting for AI to learn judgment on its own. Instead, we created a system that embeds it—by design. Thinking OS™ is an installable decision layer that captures how top founders, strategists, and operators think… …and makes that thinking repeatable , scalable , and usable inside teams, tools, and platforms. It’s not a framework. It’s not a chatbot. It’s not another playbook. It’s the layer that knows how to: Think through complex decisions Apply judgment when rules don’t help Guide others —human or AI—toward strategic outcomes This Is the Missing Infrastructure Thinking OS™ isn’t just about better answers. It’s about better thinking—made operational. And that’s what’s been missing in AI, consulting, leadership development, and platform design. If you’re trying to scale expertise, install judgment, or move from tactical to strategic… You don’t need a faster AI. You need a thinking layer that knows what to do—and why. We built it. Let’s talk.
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