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Home › Case Studies › The Best Growth Plan Starts by Deciding Who Not to Chase
The Best Growth Plan Starts by Deciding Who Not to Chase

The Best Growth Plan Starts by Deciding Who Not to Chase

February 2, 2026 By Lisa Schwartz

This one is different from the other case studies. The ClearStory Data source isn’t a final campaign-results report. It’s a 30-60-90 day growth plan. And I think that’s precisely why it’s useful. Because before the dashboard exists, somebody has to decide what the dashboard should measure.

Don’t start with channels

ClearStory Data was an emerging analytics company. The temptation at an early-stage company is to immediately start filling the calendar with webinars, paid search, events, email, content and PR. But the planning work started somewhere else: with the target.

The plan established a 20-total new-logo acquisition goal and made growing sales pipeline one of the central business objectives. More importantly, it explicitly called for rifle-shot demand-generation campaigns designed to increase sales meetings. Sales meetings were identified as a key metric.

That’s an important strategic decision. It says we’re not trying to market to everybody. We’re trying to create conversations with the companies most capable of becoming customers.

Reframe the ICP before scaling the machine

This is exactly what I mean by Reframe in my G-R-O-W-T-H Framework. Once you’ve Gauged what is happening, you don’t immediately start buying media. You reconsider who you are actually trying to win, what problem you are solving, which accounts deserve resources, what buying committee matters, and what outcome you are optimizing for.

In the ClearStory plan, the Meeting Maker program called for profiling 100 C-level and VP contacts and targeting only the companies and verticals capable of buying. Another program started with senior contacts across 400+ companies, using third-party research to generate insights that could become news, content and nurture material. That’s much closer to modern account-based marketing than traditional lead generation.

Dusty would understand this immediately

I talked about this idea in Walking the Dogs when discussing the scent profile. Dusty is exceptionally good at following a scent. His weakness is that he does not particularly care whether it’s the scent we should be following.

Companies do this too. They build an ICP, then chase it for years, even as the market changes. ClearStory’s planning discipline did the opposite. Define the target. Choose the executives. Choose the accounts. Then build the campaign.

Create a drumbeat, not random acts of marketing

The plan also called for a consistent marketing drum beat: customer webcasts, industry events, speaking opportunities, analyst and public relations, blogs, social, targeted campaigns, automated qualification and lead nurturing.

The phrase I like here is placed bets. A growth plan should contain bets. But bets need hypotheses: if we reach this audience with this problem and this offer, we expect this behavior. Then closed-loop reporting tells you whether the bet worked.

ClearStory explicitly called for formalized closed-loop reporting with sales. That may sound mundane. It isn’t. That’s the connective tissue between marketing activity and a repeatable revenue engine.

The bigger lesson

Early-stage companies frequently think they need more activity. Often they need more constraint: fewer ICPs, fewer motions, fewer disconnected campaigns, clearer buying signals, clearer sales handoffs and clearer metrics.

One of the most valuable things a growth leader can say is that we’re not going to pursue that right now. Because every company has limited capital, limited people and limited attention. Growth isn’t choosing all the routes. It’s choosing the routes most likely to get the business where it needs to go.

Growth Framework connection: Reframe -> Orchestrate.

Walking the Dogs connection: Updating the Scent Profile: ICP, Positioning, and the Competitive Lens.

These posts are part of the Growth in Practice series.

These five cases span very different companies, markets and stages of growth. But the pattern is remarkably consistent. Gauge reality. Reframe the market and goal. Orchestrate the buying journey. Work the Plan. Tune to market behavior. Harvest what works into a repeatable growth system. That is my G-R-O-W-T-H Framework.

About Lisa Schwartz

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The AI Growth Framework Blog and Resources is where I write about the constraint in the growth system, not another campaign pile.

The G-R-O-W-T-H Framework is six moves: gauge what is true, reframe the bet, orchestrate the handoffs, work a plan a team can staff, tune from evidence, and harvest what already converts. See it in practice.

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About Lisa Schwartz

Over years of leading marketing and growth across B2B technology and SaaS organizations, Lisa Schwartz saw the same pattern repeatedly: growth problems rarely belong to one campaign, channel, or team. They emerge from the interaction between market choices, positioning, customer needs, revenue-team alignment, data, technology, capabilities, and execution.

Those experiences shaped the G-R-O-W-T-H Framework, the executive mindset Lisa uses to examine growth as a connected operating system. The framework helps leaders Gauge current reality, Reframe the opportunity, Orchestrate the organization, Work the Plan, Tune from evidence, and Harvest what works.

The framework is not static. Lisa continues to adapt how it is applied as AI changes marketing research, analysis, content development, personalization, workflow automation, and team productivity. AI accelerates parts of the work, but judgment, customer understanding, strategic choices, organizational alignment, and accountability remain leadership responsibilities. Learn More

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