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Portfolio Strategies

Portfolio Strategies organises the account into five strategic buckets — Scale, Defend, Fix, Harvest, and Launch — each with its own goal and autonomy, so you manage intent rather than a flat list of campaigns.

Illustrative interface — not customer data.

The problem

A raw list of campaigns hides intent. A launch and a mature cash cow need opposite strategies, but in a campaign list they look the same — and get managed the same, badly.

How it works

  1. Every product and campaign is assigned a strategy: Scale, Defend, Fix, Harvest, or Launch.

  2. Each bucket carries its own goal — a Launch accepts a high ACoS to buy ranking; Harvest protects margin.

  3. Autonomy and guardrails are scoped per bucket, so Autopilot can run Harvest while Fix stays on Co-pilot.

  4. Movement between strategies is explained and kept as history, so you see why a product became Defend rather than Scale.

What you get

  • Manage intent, not a spreadsheet of campaigns
  • Different rules for launch, growth, defence, and harvest — as it should be
  • A record of how the portfolio shifted and why

FAQ

Portfolio Strategies — questions

What are the five portfolio strategies?
Scale (grow profitable winners), Defend (protect established position), Fix (repair underperformers), Harvest (maximise margin on mature products), and Launch (buy ranking on new products). Each has its own goal, guardrails, and autonomy scope.
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