Strategy Notebook

Product Vision & Roadmap

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Jason's product vision document and pillars discussion that initiated the roadmap process (March 2-4, 2026).

Strategy Agenda for tmw — Mar 2–4, 2026

Source: #strategy-huddle

Marc (CRO) — 2026-03-02 15:48 Two proposals for things to discuss:

  • Concrete: pipeline update. TLDR: Ahead of schedule with top of funnel development with me pushing... transactional legal agreements and auto RFP availability not needed tmw but critical to get ready to go as soon as practical as we get deeper into pipeline... and especially given potential for this market to really accelerate when J-51 passes,
  • Strategic: distillation and open questions from Jon/marc GTM discussion last week

Marc (CRO) — 2026-03-02 15:50 Pipeline update: ⁠unknown Strategic memo: https://docs.google.com/document/d/1Es_AeqoRXtYIHZZOmoGYlvqzGe4vruuekhSGvH6pQmo/edit?tab=t.qzplr3njddzy

Jason (Product/BuildSci) — 2026-03-02 16:17 I had also wanted to discuss the product vision document I put together

Marc (CRO) — 2026-03-03 09:16 I say we focus on Jason's excellent product vision doc for today.

Jason (Product/BuildSci) — 2026-03-03 13:19 @Marc (CRO) Please post or share the recording when you get a chance

Marc (CRO) — 2026-03-03 15:35 https://app.bluedothq.com/preview/69a721d9d9c618f54e0447fc Bluedot — Standing Strategy Huddle • Jason Block presented a product vision and pillars document to initiate the roadmap process, developed using pitch decks, existing documents, and Clau...

Jason (Product/BuildSci) — 2026-03-04 14:32 Thanks all for the discussion and feedback yesterday. I've made some updates to the doc here. I'll identify some examples of current team efforts to map to these for tomorrow's perm staff meeting. And then figuring out ways to measure these will come next.

Jason (Product/BuildSci) — 2026-03-04 14:34 Maybe this ties into this existing ticket: 1001?