Framework

The 3-Step Process

This is the "Plan" phase of the StoryBrand framework. It gives our customers a clear path forward and eliminates the fear of confusion or difficulty.

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Why Three Steps?

Three is the magic number in storytelling. It's easy to remember, feels complete, and doesn't overwhelm. More than three steps creates confusion; fewer feels incomplete. Three steps say: "This is simple. You can do this."

The Plan

1

Assess & Align

We learn your unique workflow and identify points of fragmentation.

2

Build & Tailor

We consolidate products and vendors into a streamlined experience.

3

Launch & Scale

We guide the rollout and scale with your organization as it grows.

Step 1: Assess & Align

What Happens

  • We learn your unique workflow and how your organization operates
  • We understand your specific challenges and pain points
  • We identify opportunities for simplification and consolidation
  • We map your current vendors, products, and processes

Key Message

"Let's discover a better way to manage your supply together."

Step 2: Build & Tailor

What Happens

  • We consolidate your products, vendors, and visibility into one system
  • We configure the platform to match your specific needs
  • We build custom catalogs and ordering workflows
  • We create a program designed specifically for your organization

Key Message

"Join us in designing a program built specifically for your organization."

Step 3: Launch & Scale

What Happens

  • We guide your rollout with dedicated support
  • We train your teams and ensure smooth adoption
  • We provide ongoing support and optimization
  • We scale with you as your organization grows

Key Message

"Let's start building a more reliable foundation for your future."

Using the Plan in Messaging

The plan should appear in key places to reduce anxiety and show the path forward:

Context How to Use
Website Dedicated section showing all three steps visually
Sales Decks Include as "How We Work Together" slide
Emails Reference steps to reduce perceived complexity
Proposals Structure the engagement around these three phases
Conversations "We follow a simple three-step process..."

Abbreviated Versions

Sometimes you need shorter versions of the plan:

Ultra-Short (3 words each)

  1. Assess — Learn your needs
  2. Build — Create your solution
  3. Launch — Go live together

One-Liner Version

"We assess your needs, build a tailored solution, and launch with dedicated support."

Quick Reference

  1. Assess & Align: "Let's discover a better way together."
  2. Build & Tailor: "Join us in designing your program."
  3. Launch & Scale: "Build a reliable foundation for your future."