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Financial Services
FinTech
Accounting & Financial Management
Wave Accounting
Won micro-businesses and sole proprietors by removing the upfront cost of accounting software and monetizing payments, payroll and paid automation, despite QuickBooks’ brand strength and the complexity of small-business financial operations.
1
MODEL
NAME MODEL DATA
BUSINESS MODEL
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HOW THEY BUILT IT
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HOW TO ARCHITECT IT
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DISTRIBUTION MODEL
NAME MODEL DATA
HOW THEY OPERATIONALIZED
HOW TO REPLICATE WHAT WORKED
dm
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Define how your brand should think, feel, speak, and differentiate. DATA
| PATTERNS OF THIS MODEL
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What companies with this model reveal
| OPPORTUNITY INTELLIGENCE
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Untapped Business Model / Gaps / Goldmines / Pits
Patterns & Insights
2
MARKET
NAME MODEL DATA
MARKET TYPE
NAME MARKET TYPE DATA
WHY THEY WON
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ENTRY STRATEGY
NAME MARKET TYPE DATA
EXECUTION
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FOOTHOLD STRATEGY
NAME MODEL DATA
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GROWTH CAMPAIGN
CAMPAIGNS THAT WORKED
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KEY LEARNING
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gc
Market Context
| MARKET INTELLIGENCE
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| MARKET ENTRY PLAYBOOK
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How to enter
| FOOTHOLD STRATEGY PLAYBOOK
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How to get the first strong position
MARKET PATTERNS & PLAYBOOK
3
MONEY
NAME MODEL DATA
REVENUE MODEL
NAME MARKET TYPE DATA
PRICING MODEL
NAME PRICE DATA
WHY THEY WON
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Define how your brand should think, feel, speak, and differentiate. DATA
TARGET AUDIENCE
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CUSTOMER BUYING BEHAVIOUR
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| PRICING INTELLIGENCE
What makes this model effective & make customers pay
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PRICE & REVENUE
| Revenue Risk - The biggest threat to revenue stability
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Where the model can break
4
MOTION
Connection Brand Vibe
Connection Brand Vibe
NAME MODEL DATA
GROWTH EXPANSION MODEL
NAME MARKET TYPE DATA
HOW THEY EXPAND
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COMPETITIVE STRATEGY
NAME PRICE DATA
HOW THEY COMPETE
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GROWTH ENGINE
GTM
NAME MARKET TYPE DATA
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Define how your brand should think, feel, speak, and differentiate. DATA
SUSTAINING MOATS
NAME MARKET TYPE DATA
moat
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| MOAT INTELLIGENCE
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Why this company remains defensible
ARR Journey - what to do at each stage
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COPY PLAYBOOK : What Worked → What Failed → What to Replicate → What to Avoid
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