STEP 6.3: A CASE STUDY

Creates His Vision

Sam's SaaS business is growing. He's hired help and is ready to expand into new markets. Now it's time to zoom out and create a long-term vision to guide his brand for the next three years.

The Challenge

How does Sam ensure his app continues to grow in a way that is both profitable and true to its mission of simplicity? He needs a "North Star" to guide his big product and marketing decisions.

The Action

Sam uses the 'Impact Roadmap' framework to dream about the future, balancing financial and impact goals.

1. Define the 3-Year Financial Goal
"My financial goal is: In 3 years, my SaaS will reach $15,000 in Monthly Recurring Revenue (MRR). This will allow me to hire a second developer and work on the business full-time."

2. Define the 3-Year Impact Goal
"What does that revenue enable? In 3 years, my tool will be helping over 1,000 freelance creatives run more profitable and less stressful businesses."

3. Brainstorm Key Milestones
Product: Build and launch the "Proposals" feature.
Market: Create dedicated landing pages and marketing for freelance designers.
Team: Hire a full-time customer support lead.

The Outcome

Sam now has a clear, inspiring, and integrated vision for the future. It's a roadmap he can share with his team to keep everyone aligned as they continue to `Scale`.

Our 3-Year Vision (The Impact Roadmap)
Our North Star: To be the simplest, most joyful business tool for freelance creatives.
Our Financial Goal: To reach $15,000 in Monthly Recurring Revenue.
Our Impact Goal: To empower 1,000+ creatives to build sustainable freelance careers.