Create your first strategy

Prerequisites

• A selected organization and workspace.
• atlas-strategy.access through an eligible entitlement.
• Product proof, source notes, a priority customer hypothesis, and a measurable target.

Permissions

• Workspace members with AtlasStrategy access may create, edit, and submit drafts.
• Only the existing administrator roles may approve or reject a pending play.

Step-by-step

1. 1Create a strategy and complete the product name, category, problem, capabilities, and proof points.
2. 2Add a market summary, trends, competitors or alternatives, and identifiable source notes.
3. 3Select one segment and define the organization-level ICP, buyer roles, pains, triggers, and exclusions.
4. 4Write the category frame, positioning statement, value proposition, differentiators, and proof.
5. 5Set a timeframe, primary KPI, baseline, target, and operating guardrails.
6. 6Draft one play with an objective, audience, channels, hypothesis, and success metrics.
7. 7Review the complete packet and submit it for approval.
8. 8Approve or reject with an authorized reviewer, then verify the decision and Command Center event.

Expected result

The workflow reaches approved or rejected with one linked signal, one linked play, an append-only decision record, and no automatic campaign execution.

Troubleshooting

• Submission validation failed: return to the named field and complete every required section.
• Draft cannot be edited: pending or approved strategies are intentionally immutable; reject first when revision is required.
• Reviewer receives 403: use an authorized organization, product, or workspace administrator.
• Rejected without a reason: add actionable reviewer notes before submitting the rejection.