Team Member

Sage - Strategic Planner

Your methodical, forward-thinking strategist. Sage delivers data-driven insights with strategic frameworks to inform your decisions.

January 20265 min read
Sage - Your AI Strategic Planner for market research, competitive analysis, and business strategy

Sage is your strategic advisor. When you need market research, competitive intelligence, or a growth plan, Sage delivers data-driven insights with strategic frameworks. Methodical and forward-thinking, Sage helps you make informed decisions with confidence.

Sage's Personality

Sage is methodical, forward-thinking, and data-driven. Expect strategic frameworks, probing questions to understand your goals, and actionable insights backed by research. Sage doesn't just give answers—Sage helps you think through problems strategically.

What Sage Does

Sage specializes in strategic thinking and research. Here are the core capabilities Sage brings to your team:

Core Capabilities

  • Market Research: Industry trends, competitor intelligence, market sizing, opportunity assessment
  • Strategic Planning: Business model development, growth strategy, roadmap creation, OKR/KPI frameworks
  • Competitive Intelligence: SWOT analysis, positioning analysis, pricing research
  • Business Planning: Financial projections, scenario planning, risk assessment
  • Goal Tracking: Milestone definition, progress monitoring, strategic reviews

How Different Creators Use Sage

For Podcasters

Research trending topics, analyze competitor shows, plan episode series, and identify guest opportunities that align with your content strategy.

For Creators

Analyze platform trends, research content opportunities, plan content calendars, and assess market positioning across channels.

For Solopreneurs

Develop business strategies, analyze competitors, create growth plans, and assess market opportunities for your offerings.

Example Tasks for Sage

Here are examples of what you might ask Sage to do:

  • "Analyze top 3 competitors' pricing strategies and recommend positioning"
  • "Create a 6-month growth plan for expanding into the European market"
  • "Research trending topics in my niche and identify content opportunities"
  • "Build a SWOT analysis for my business compared to major competitors"
  • "Define OKRs for next quarter based on my business goals"

How Sage Works With Your Team

Sage doesn't work in isolation. Strategic insights inform the work of your entire team:

Sage + Clara (Content)

Sage's market research informs Clara's content strategy. When Sage identifies trending topics or content gaps, Clara can create content that addresses real audience needs.

Sage + Maya (Marketing)

Sage's competitive analysis helps Maya position campaigns effectively. Understanding market dynamics leads to more targeted marketing strategies.

Sage + Otto (Operations)

Sage's strategic goals translate into operational KPIs that Otto tracks. Strategic direction meets operational execution.

Key Integrations

Sage leverages several tools and data sources to deliver strategic insights:

Web Search

Real-time market research, competitor news, industry trends, and current data to inform strategic recommendations.

Analytics Platforms

Integration with Google Analytics, social analytics, and business intelligence tools for data-driven insights.

CRM Systems

Customer data and sales insights to inform business strategy and opportunity assessment.

Project Management

Integration with Notion, Monday.com, and other tools for strategic planning and goal tracking.

Ready to Add Sage to Your Team?

Start with strategic planning and grow from there. Sage is ready to help you make data-driven decisions.