Niche Definition Service: Your Roadmap for a Breakthrough Launch

Stop Burning Your Budget on Best Guess Targeting — by Knowing Who Is Ready to Buy

Niche Definition Service for Acquiring Your Ideal First Customers

We build your focused, battle-tested Customer Blueprint, unearthing core triggers behind your purchases, giving you the confidence to convert them reliably.
(Submit your card to qualify for 1 of 2 monthly client spots. Next opening: 8/25)
 
 
Dan Wu, Innovation advisor
 

Here's Why Your Growth Is Stuck

You're not alone. You've likely identified broad goals, but now you're facing crucial next-level challenges. 
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Why Scattered Efforts Lead to Stagnant Growth

 
You feel you're trying to be everything to everyone, meaning you can't pinpoint who's truly ready to buy. Valuable ideas are dying on the vine, leaving you stuck while your competitors effortlessly pull ahead.
 
We help you move from scattered to strategic, identifying key segments and testable messaging concepts so you convert who is ready to buy.
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How Misaligned Decisions Drain Your Resources

 
Your’e panic pivoting or making ad hoc changes on the fly. The Cost: your strategy isn't crystal clear on your best buyers. This leads to repeated debates, costly detours that bleed your budget dry, and a sinking feeling that you're just spinning your wheels.
 
Our efforts build a data-informed consensus around your target audience, ending the cycle of ad hoc, instinct-driven pivots or opinion-based debates that kill conversion rates and your budget.
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The Cost of Gut Instinct & Missing Data

 
You lack clear data or criteria to decide on your target, relying on instinct or anecdote — and missing clear signals of who's ready to buy. Maybe you have some data but lack the bandwidth to use it well. So you fly blind, pouring resources into the wrong audience while your ideal customers remain unengaged.
 
We help you unlock the value hidden in your existing data, moving beyond instinct to robust ideas.
 

What Our Customer Blueprint Delivers

 
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We Help You Find Your Ready-to-Buy Customers That Will Skyrocket Your Growth

Gain crystal clarity on who is ready to buy and how to reliably and cost-effectively identify them — taking your engagement and impact to the next level by truly mastering the niches you're best positioned to convert and delight.
Plus an understanding of who is almost ready to buy (promising adjacent niche) and what they need to get there (via testable hypotheses for a core message and on-ramp or “mini” offer),
Plus a testing plan to optimize initial concepts
 
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Your #1 Ready-to-Buy Niche Profile

We deliver a clear profile of your highest-potential customers—those ready to buy now—detailing what makes them distinct, the core motivations driving their purchase decisions, and the key signals indicating their readiness to buy — built from your existing data and successes.
This foundation guides laser-focused impact. Get ready for marketing moves that feel strategic, resonant, and dramatically more effective.
 
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Your 'Almost Ready' Adjacent Niche

We pinpoint your next high-potential ‘almost ready’ audience on the cusp of buying or ready for deeper connection (what we call an adjacent niche).
We decode their likely needs, potential hesitations, and what they might need to move towards purchase
This profile empowers you to expand growth beyond your core, diversify your impact, and unlock new revenue streams you might be currently overlooking.
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Your Conversion Concepts & Testing Kit

We provide core message and 'on-ramp' concepts with a Testing Kit designed to validate purchase readiness in your #1 Niche and uncover pathways to convert your 'Almost Ready' Adjacent Niche through genuine customer conversations.
Transform your hypotheses into bankable insights and put the gas pedal on faster traction. These tools move you from pure, instinct-driven guesswork to guaranteed insight.

Imagine What True Niche Clarity Unlocks For You

  • 🎯 Finally identify and speak directly to the hearts and minds of customers who are truly ready and eager to buy now
  • 💰 Eliminate the soul-crushing guesswork and wasted budget that comes from unclear targeting...
  • 🚀 Launch your next offer with the unshakeable confidence of knowing exactly who it's for and why they'll succeed...
Our service provides the strategic foundation you've been missing. It's time to move from uncertainty to undeniable impact.
(P.S. If you're unsure about the depth of foundational work you need, consider our Positioning Audit. It's a powerful diagnostic to assess your current state and prioritize actionable next steps. And, as a bonus, the investment there can be credited towards this service when you’re ready for a comprehensive strategic build.)

 
 

Our Target Niche Definition Service in Three Steps

 

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1. Information Request

We start with a simple agreement & deposit. You provide key background information and current data using a client input kit to identify “low hanging” data fruit.

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2. Async Iteration

We develop draft deliverables. We use structured async reviews for your feedback and we use concise follow up requests, ensuring alignment and efficient refinement of the current and next deliverable. (Sync calls if essential).

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3. Delivery & Next Steps

After one round of consolidated revisions, you receive your complete set of deliverables. From here, we can discuss how we can further support your team in validating these findings and iterating on your strategy.
 

Who We Are

 
 
Trusted by
 
 
notion image
 
 
 
 
Speaking on responsible innovation

Dan Wu, JD/PhD

Lead Innovation Advisor

SVP of Product & Chief Strategy Officer. As a go-to-market-focused product leader, I’ve led and launched products and teams at tech startups in highly-regulated domains, ranging from 6 to 8 figures in revenue
Led core products and product marketing key to pre-seed to E raises across highly-regulated industries such as data/AI governance, real estate, & fintech; rebuilt buyer / user journeys to triple conversion rates; Won Toyota’s national startup competition
Harvard JD/PhD focused on responsible innovation for basic needs & cross-sector social capital formation, with a strong background in mixed-methods research
Selected as a National Science Foundation fellow & published on responsible strategy and innovation in outlets like Oxford University Press, Fast Company, & Techcrunch (more here)
First-generation college student prioritizing inclusion and belonging in his practice
I was raised by a single mother without a high school degree. I’m passionate about mentoring and coaching using methods that “works with” (versus “do to”), sensitive to one’s constraints and experiences.
 
 
Published in

Publications where we’ve published on strategy and innovation consulting
 

Innovation Advisor to Social Impact Leaders

 
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I look forward to my discussions with Dan more than any other. After each interaction, I come away with tangible work products that we can immediately apply.
Dan Wu is incredible. His CEO coaching has been transformative for me. He adeptly, patiently, and carefully facilitates conversations so that we both come away with new insights, to which he immediately follows up with strategies and practical steps. While we started work on product managing, Dan uncovered that my priorities shifted to go-to-market, sales, fundraising, and operations, and was able to step in all these other domains to provide support.
I look forward to my calls with Dan more than any other. After each call, I come away with tangible work products that we can immediately apply. His questions, content, and templates elegantly clarify problems, break them down into smaller pieces, and generate new experiments to test. Our work together has resulted in faster learning and growth across these critical and diverse domains. Maybe most importantly, our work has instilled a new sense of progress, hope, and energy that is so valuable in the ups and downs of being a startup CEO. His capacity to distill challenges, unlock creative solutions, and his keen ability to make individuals feel heard and valued has been a major reason for our productive sessions.
He’s a light, helping me see with more clarity where to spend my energy and how to move us forward. I highly recommend Dan to others seeking coaching for their startup, in GTM, product, sales, or all of the above!
  • CEO, Brightlines (women-own/led) & former Partner, Truman National Security Project
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Dan helped me tremendously improve my strategic positioning and website; my network has already complimented me on how much clearer and more compelling my offer is.
He helped me navigate through the complexities of the larger ecosystem in which my work is embedded to simplify what matters most for my local market, authentically reflecting my approach. Dan’s workshops helped me understand what I needed or didn’t need and speak to a broader audience, outside of a very slim academic one. The clarity and cohesiveness he brought to my messaging, especially around the 'Co-Cities' framework, have been invaluable. In addition to his live workshop sessions, he shared very useful guides and templates in advance that I could easily understand and apply, helping me sharpen core concepts like what success means for my website, the differentiated value proposition, and the call to action. Dan truly cares and I’m grateful for this opportunity to work with him and I’m dedicated to finding more ways to work with him on more projects. If you're looking for someone who can help you cut through the noise and truly amplify your message, Dan Wu is the strategic expert you need. Highly recommended.
  • Executive Director of LabGov-US; Law & Public Policy Professor at Columbia and Georgetown
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There were moments when I could not see light at the end of the tunnel. I survived because of his guidance and support.
Dan Wu has been an exceptional executive coach. In short, there were moments when I could not see light at the end of the tunnel. I survived because of his guidance and support. He has provided invaluable strategic guidance with a diverse array of problems — including target market selection, GTM opportunity prioritization, operational efficiency, grant proposals, sales, pricing, negotiation, product strategy, & board management — helped me secure new revenue and validate emerging business models. His responsiveness, project management skills, and proactive approach have also helped me enhance organization, focus, and clarity to our GTM and revenue operations. Dan's coaching has been instrumental in tackling challenges in real time, and his ability to pivot seamlessly based on new information has proven invaluable. He is also a pleasure to work with. In summary, I wholeheartedly recommend him to any organization seeking transformative growth.
  • Executive Director, JustFix (funded by Robin Hood, Open Society, & Chan Zuckerberg Initiative)
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Dan is a brilliant, strategic thinker that is capable of rigorously optimizing any product, tactic, GTM plan, or business process.
For instance, his product strategy and roadmap concisely synthesized user and buyer data, aligned sales, product, and customer success, and helped us boost user adoption and conversion rates.
  • Cofounder & Head of Engineering, Stake (Series A)
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Dan Wu is a masterful product strategy consultant. His approach, with a strong focus on business and GTM strategy, helped us prioritize product features throughout our product portfolio.
His unique methods helped develop alignment and business value before jumping into technical details. Together we crafted clear workback plans and roadmaps, which have been incredibly helpful for our strategic product decisions.
He specifically helped me navigate complex thoughts on a new version of a product into a presentable format, skillfully trimming unnecessary details that wouldn't relate to others not in the weeds. Dan also excelled at keeping meetings on track and ensuring everyone's feedback was heard and addressed, keeping us aligned and focused on our objectives.
Working with Dan was an invaluable experience. If you need someone who can create alignment on and drive progress on strategic objectives, Dan is your go-to person. Excited to work with him in the future!
  • SVP Product & Delivery, Cecilian (Series A)
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Dan showed me the power of an excellent coach, introducing me to fresh models, novel approaches, and assuming the roles of both thought partner and accountability advocate.
I've always approached coaching with a certain skepticism, believing that the value lies in someone who has outperformed me by tenfold. My work with Dan as a CEO coach has dramatically altered this perspective. Dan showed me the power of an excellent coach, introducing me to fresh models, novel approaches, and assuming the roles of both thought partner and accountability advocate. His guidance has been pivotal in driving me towards strategic objectives that often slip down the priority list, but with his insights, are now achieved more swiftly and thoughtfully.
For instance, Dan’s coaching has been invaluable in accelerating our fundraising and recruiting process. His proactive approach in identifying our most pressing priorities, prioritizing our top jobs-to-be-done, and linking them to our success criteria to our hiring process has already made a significant impact. With his assistance, we not only pinpointed an exceptional candidate but also nimbly steered away from potential pitfalls.
Furthermore, what sets Dan apart as an CEO coach compared to others I’ve worked with is his ability to translate blockers and priorities into action in real time. The artifacts we craft together in our sessions build upon prior work, setting us up for immediate impact and continuous progress and learning. I highly recommend him and am grateful for his expertise. I’m excited to refer him to my portfolio companies.
  • Managing Partner & Co-founder at Third Sphere VC (formerly Urban Us)
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With Dan, you get great strategic thought partnership, high emotional intelligence, and excellent execution.
Dan is an excellent product leader. His work as our product lead for our major partnership with a global, public digital workflow company was outstanding. He owned this strategic project with minimal onboarding and delivered results weeks ahead of schedule. Because Dan generated the trust he could lead the project, he ultimately freed up my time to focus on broader co-founder-level priorities & advanced us in a big way towards one of our major strategic GTM goals. Dan is willing to not only roll up his sleeves to create detailed API specs but also think broadly about project risks and success. For instance, he thoughtfully helped us avoid a potentially suboptimal experience with a major lead and made progress, despite coordination challenges, by working with the devs on both teams directly. Ultimately, his focus on GTM/CS-aligned product management is a breath of fresh air. I’m excited to work with Dan on more projects as a thought partner. He made a difficult project look easy!
  • Co-Founder & CEO (City Innovate-Series A) and ex-Chief Innovation Officer (City of San Francisco)
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Dan is both a standout researcher and strategic thought partner whose innovative thinking and systematic approach truly set him apart.
His ability to generate diverse ideas -- drawing from his own lived experience at the intersection of law, technology, and business -- while applying a rigorous methodology was helpful in our recent law review publication about digital transformations in legal departments. What impresses me most about Dan is his free-thinking nature and creativity. He's not afraid to go off the beaten path and explore new possibilities, all the while demonstrating an admirable level of maturity and thoughtfulness. More generally as a thought partner, he has a brilliant approach to quickly create clarity and insights. For instance, in one workshop with me, he listened carefully and sharpened raw ideas quickly, triggering new thinking, insights, and practical action points to clarify a major strategic decision I was contemplating. In summary, I highly recommend Dan and am eager for more conversations and collaborations.
  • SVP at GSK, public company and global leader in biopharmaceuticals (70k employees)
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It’s hard to put into words how transformative my time with Dan has been…Because of Dan’s guidance, I’m now far better equipped to lead the our data and technology department.
It’s hard to put into words how transformative my time with Dan has been. He was the catalyst for a real turning point in my career, helping me see myself as a strong manager and leader before I even believed it myself. Dan has an uncanny ability to match my direct, to-the-point communication style, which created a deep level of trust right from the start. I always felt I could be completely honest with him—and his thoughtful, in-kind responses never failed to steer me in the right direction.
Because of Dan’s guidance, I’m now far better equipped to lead the Working Families Party’s data and technology department, particularly in the realm of fundraising—a space that was uncharted territory for us. With his help, we’re opening up new revenue streams to support our data and tech ambitions, which is something that simply wouldn’t have happened without his strategic insights. Gosh, I think I've only just scratched the surface of what Dan knows; we could have another year-long engagement to go deeper.
There were times I walked into our sessions feeling like I’d hit a wall—that I couldn’t possibly keep going. Dan was always ready with tangible, practical advice that helped me push through an incredibly tough year. His knack for translating complex ideas into direct, actionable steps gave me the momentum I needed in everything from leadership challenges to startup-style fundraising efforts.
If Dan and I hadn’t worked together, I wouldn’t have gained the perspective, clarity, and level-headedness needed to navigate critical conversations both internally and externally. I can say with total confidence that our organization, WFP, is in a much better spot because of Dan.
I wholeheartedly recommend Dan to anyone seeking an advisor with deep business expertise and an empathetic yet rigorous, action-oriented approach.
  • Chief Technology Officer, Working Families Party (funded by Tides, Rockefeller Family Fund, and Democracy Alliance)
 

Is Our Niche Definition Service Right For You?

✅ This Service is IDEAL For You If:

  • Launching Your New Venture. You're a founder launching a new product, service, or program and are committed to building it on a rock-solid foundation of deep customer understanding from day one.
  • Revitalizing a Struggling Offer. You're leading an existing business or offer that's struggling to gain consistent traction, achieve clear differentiation, or convert effectively, and you suspect a poorly defined or misaligned niche is the root cause.
  • Pivoting Your Strategic Focus. You're planning to significantly pivot your current offering or expand into a new market segment and need evidence-backed insights to de-risk the move and identify your most promising new audience.
  • Escaping Inefficient Marketing. You recognize that instinct-driven or overly broad marketing is wasting your precious budget and time, and you're ready for a data-informed, strategic approach to customer acquisition centered on a well-defined niche.
  • Seeking Your Foundational Blueprint. You value deep strategic thinking and are looking for an expert partner to help you define (or redefine) your #1 ideal customer, their core motivations, and how to best connect with them, creating an actionable blueprint.

⚠️ This is NOT a Great Fit If:

  • Needing Only Minor Message Tweaks. Your core niche is already well-defined, validated, and performing well, and you're primarily looking to diagnose and refine your existing messaging or specific assumptions within that niche. (Our Positioning Audit might be a better fit to stress-test what you have).
  • Seeking Marketing Campaign Execution. Your primary need is for a team to manage and execute your day-to-day marketing campaigns (like running ads or creating ongoing content) for an already clearly defined and highly successful product/niche.
  • Preferring Purely DIY Idea Exploration. You're in the very early, exploratory idea phase and prefer to work entirely independently to brainstorm initial concepts before engaging in a structured definition process. (Our DIY Positioning Toolkit could offer valuable self-guided resources).
 

Are You Ready?

  • 🎯 Pinpoint your most profitable ideal first customers with undeniable clarity...
  • 💰 Stop burning cash on marketing that misses the mark and start seeing real ROI...
  • 🚀 Launch your next offer with the confidence that comes from deep market insight...
Then the Niche Definition Service for Acquiring Your Ideal First Customers is your direct path to these results. Invest in clarity and predictable growth today.
(P.S. If you're unsure about the depth of foundational work you need, consider our Positioning Audit. It's a powerful diagnostic to assess your current state and prioritize actionable next steps. And, as a bonus, the investment there can be credited towards this service when you’re ready for a comprehensive strategic build.)
 
 

FAQs about Our Target Niche Definition Service

How does Niche Definition help me find customers who are actually ready to buy (and those who are close)?

This is precisely what our Niche Definition Service is engineered to do. By going deep to define your ideal customer, we're not just creating a demographic profile; we're uncovering their acute pains, urgent desires, specific buying triggers, the language they use when actively seeking solutions, and the signals of their readiness.
Your comprehensive '#1 Ready-to-Buy Niche Profile' gives you laser-focus on immediate opportunities. The "'Almost Ready' Adjacent Niche Profile" then identifies those on the cusp, detailing what they need to see and hear to move towards purchase. Finally, your 'Conversion Concepts & Testing Kit' equips you to validate purchase readiness and optimize your messaging for both groups, turning insights into actionable results for an immediate traction boost.

What's the tangible ROI or business impact I can expect from investing in such deep niche definition?

The impact is multifaceted and significant. By truly understanding and targeting your ideal niche, you can expect:
  • Higher Conversion Rates: Your messaging will resonate deeply, turning more prospects into leads, and more leads into customers.
  • Reduced Wasted Marketing Spend: You'll stop "throwing spaghetti at the wall" and focus your budget on channels and messages that actually work for your best audience.
  • Faster Time to Market Traction (for new offers): Avoid costly trial-and-error by knowing who to build for and how to reach them from the outset.
  • Increased Customer Lifetime Value: Attracting ideal-fit customers often leads to higher satisfaction, retention, and referrals.
  • Strategic Clarity & Confidence: This foundational work ends internal debates and empowers decisive, data-driven action across your business, from product development to sales.
While direct ROI figures vary, the cost of not defining your niche (wasted time, money, missed opportunities) is almost always far greater than this strategic investment.

How is this Niche Definition Service different from DIY research or other general marketing strategy consultants?

While DIY research is valuable, our Niche Definition Service provides a structured, evidence-backed methodology and dedicated expert focus that most founders or teams struggle to achieve alone due to time constraints or lack of specialized expertise.
Unlike general marketing strategists who might cover niche as one small part, our entire focus is on delivering unparalleled depth and actionable clarity specifically on your ideal customer, their motivations, and how to reach them.
We provide a foundational blueprint (your Niche Profile and Testing Kit) that makes all subsequent marketing efforts, whether DIY or with other consultants, dramatically more effective and less wasteful.
Think of us as the specialist who lays the critical groundwork for all your customer acquisition success.

What kind of internal data is most helpful?

We can work with various data sources: CRM information on existing successful engagements, past survey results, stakeholder interview notes, program feedback, website analytics, or even just the compiled insights and hypotheses from your team.
Nearly all organizations have some starting points to analyze and build upon. We will provide an input kit to trigger ideas around easy-to-get yet high quality data to share with our team.

What is the typical project timeline?

Our projects are typically paced over 4-8 weeks. This allows for focused, high-quality work. The timeline officially begins once we receive your deposit and the initial core information we'll request at kickoff. Meeting this timeframe is a collaborative effort and relies on timely feedback at key review points.

What's your collaboration process like, and how do you respect my team's time?

We've designed this to be an efficient, highly purposeful engagement, especially for busy leaders, maximizing your input while respecting your schedule. Our approach is primarily asynchronous and phased for focus and flexibility. Our structured and efficient review cycles ensure clarity and impact:
  • You provide feedback on a draft. To ensure we refine it with complete accuracy, we’ll quickly ask any clarifying questions about your input.
  • As we complete one stage, insights gained may prompt targeted questions or small data requests from you to make the next deliverable even stronger.
  • We conclude with one round of consolidated revisions to finalize all items.
(Sync calls are used sparingly, only if an issue isn't effectively resolved async, keeping your time focused.)

What happens after I receive my deliverables?

Once your Positioning Foundations are established, the next logical step is to actively test, learn, and refine. We have a special service to help you implement your testing plan, analyze results, and iterate towards even greater impact. More on this once we've nailed your initial profile!

What if we're not sure which niche to even start exploring?

That's perfectly okay! Part of the initial phase of this package is to look at your broader goals and available data to hypothesize potential high-impact niches. If you feel you need an even more foundational step before this, for instance, you don’t have a positioning statement today, my "Expert Audit Report" (a separate service) can help clarify your overall strategic positioning first.