Use caseStrategy and growth

Vertical or geographic expansion research

Sized opportunity for a new vertical or geography. Where to play, who to hire, what to charge.

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01What it is/ strategy and growth

Part of strategy and growth.

Market expansion research, new service line sizing, pricing analysis, and partnership opportunity scouting.

02How to build it/ four steps

Configure once. Run from then on.

The same template works whether your AI is Claude, ChatGPT, or our built-in agents. Connects with Market data, competitor signals, your historical performance.

01

Size the opportunity

Sized opportunity for a new vertical, geography, or service line. Where to play, who to hire, what to charge.

02

Benchmark against competitors

Pull pricing, positioning, and service mix from competitor signals. See where you have leverage and where you do not.

03

Pressure-test the assumptions

Vitae argues the case both ways. The strategy doc gets written with the strongest counter-arguments built in.

04

Find the right partners

Channel partners, ATS integrations, referral networks, joint ventures. Identified, scored, prioritised.

03Why it matters/ before vs after

What changes when this runs in Vitae.

Today, without VitaeIn Vitae
Stitched across email, sheets, scripts, and a chat window. Lives in someone’s head.A workflow inside one platform. Documented, repeatable, runnable by anyone.
Manual, easy to skip when busy.Triggered automatically. Runs at the right moment, every time.
Outputs land somewhere different every time.Outputs land on the candidate or account record. Single source of truth.
Re-onboarding pain when a new person joins.Anyone on the team can run it on day one.
04FAQ/ four questions

Common questions.

Short answers to the questions we get most often. Need more detail? Talk to sales.

Yes. Every workflow in Vitae is yours to shape. Pipelines, fields, rubrics, and steps all configure to how your team actually works. Start from this template, change anything.
05Related use cases/ same category

More in strategy and growth.

New service line opportunity sizing

Adjacent service lines worth launching. RPO, exec search, contract, embedded — sized and ranked.

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Pricing analysis and proposal generation

Benchmark your fees against competitors. Generate proposals tuned to the client and the role.

Build it →

Partnership and channel research

Find the right partners for your firm. ATS, sourcing tools, referral networks, channel deals.

Build it →
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Build this workflow in Vitae.

Configure once, run from then on. Plug in your own AI or use ours.

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