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Innovation Audit: Next Steps
We may suggest interactive async sessions before our meeting, making the most of any sync time together.
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Innovation Advisor to Strategic Social Impact Executives
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
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)
Innovation Advisor Field Notes
How your innovation advisor empowers you to drive community impact
Gallery view

How to Productize Your Service (And Build a Scalable Business)

Meet In the Middle: Fair Fighting Rules for Couples

A Simple & Practical Business Idea Evaluation Framework

Service to Product: A Founder's Guide

Why 'Just Asking' Fails: Setting Expectations in a Relationship

Assumption Testing: A Strategic Framework for Success

Streamlining Project Initiation: An Essential Checklist

Project Knowledge Management: How to Avert Project Failure

Beyond Leads: Employer Engagement Strategies That Work

Unlock Sustainable Funding: Your Guide to Nonprofit Earned Income

AI Strategy: Case Study of How We Helped a $6 Billion FoundationÂ

What is a Calculated Risk? An Essential Guide

AI in Service Delivery: Supercharging Client Value

The Regret Minimization Framework: A Practical Checklist

4 Must-Have Customer Needs Analysis Questions (Quick Start)

Customer Needs Analysis Questions for Channel Partners

Customer Needs Analysis Through Channel Partners

How to Stand Out in a Competitive Job Market: A Strategic Approach

The Smart Way: Collecting Customer Feedback

Don’t Make this Common Customer Validation Mistake

How to Identify Customer Needs and Wants

Copy Testing: 5 Steps to Avoid This Critical Mistake

SaaS Transformation: 4 Steps to Profitable Growth

Philanthropic Strategy: Three Easy-to-Miss Tips for Impact (One Pager)

Strategic Giving: How to Avoid 9 Common Pitfalls

Donor Segmentation: 3 Steps to Unlock Hidden Giving Potential

5 Underused Tactics to Supercharge Your Board Retreat

How To Eliminate Chaos With Backlog Prioritization

How To Scale With Business Process Optimization

Strategic Prioritization: Why Your First Move Might Be Your Biggest Mistake
B2B Customer Journey Mapping: A Missing Link

Messaging and Positioning Template: Five Tips for Success

Strategic Decision Making Framework: Don’t Miss This Essential Tool

Problem Statement Worksheet: 30 Minute Exercise to Clarity

This Problem Statement Template Delivers Results

How to Write a Problem Statement: Avoid These Common Mistakes

Workflow Redesign: Overcoming Objections to Your Positioning

Value Proposition Worksheet: A Systematic Approach

Persona Worksheet: A Systematic Approach

Ideal Client Worksheet: A Systematic Approach

When to Quit Your Job: Questions to Ask Yourself First

Offers: Overcoming Objections in Your Messaging and Positioning

Board Engagement: Five Strategies to Mobilize Leaders for Community Impact

How to Design Social Innovation Accelerators That Deliver Real Impact

Learning From Data: Messaging and Positioning Template

How to Find Your Ideal Client

Proof: Overcoming Objections to Your Messaging and Positioning

Market Category: Messaging and Positioning Template

Differentiators: 3 Steps to Take Today

Customer Unmet Needs: Key Building Blocks You Cannot Ignore

Get Rid of Confusion with This Messaging and Positioning Template

Contract to Cash: Top Tool Categories You Need to Know

Contract to Cash: Why Social Impact Leaders Should Care

Quick Micro Feedback with a Well-Crafted Voice of Customer Survey

💡 Customer Insights Specialist (Job Description)

Tech-Enabled Services Versus SaaS Business Model: Key Metrics

Dump Your Laundry List: Google Sheets Task Management Template

Data Sharing in Cross-Sector Collaboration (Brookings Institution)

Founder-Market Fit: Essential CEO Skills

Founder Market Fit: Intellectual Curiosity and Unmet Customer Needs

Founder Market Fit: The Overlooked Path to Your Ideal Client Profile
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Donor Retention: Impact Stories for Nonprofit Effectiveness

Build Storytelling Skills for Emotional Impact and Donor Retention

What’s Missing In Your Donor Journey

Successful Donor Retention with Compelling Impact Stories

Ideal Client: Why You Need Strategic Learning

Overcome Self-Doubt: Small Bets to Your Dream Career

Skill Audit: An Essential Guide

The North Star Framework for Effective Member Retention

How To Achieve Financial Sustainability Without Sacrificing Impact
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Process Improvement for 20 Extra Hours a Week

North Star Metric Framework: Five Key Changes to Make Today

Three Prompts to Uncover Your Founder-Market Fit in Your Innovation Strategy

Micro User Interview Questions for a 10 minute Innovation Process

5 Great Questions for Nonprofit Storytelling and Donor Retention

How to Build Accountability in a Team: Your Essential Guide

Effective Recruitment Plans for Top Talent Start with Great Job Descriptions

How to Prevent Scope Creep in Your Innovation Strategy

48 hour Business Validation for Innovators

Five Steps to Secure Superstar Talent with Proactive Coaching Plans

Successful Innovation Strategy Requires Internal Alignment

City of the Future: Co-cities to Empower Communities (Fordham)

City of the Future: Empower Communities (Fast Company)

Responsible Tech: Empowering Communities Through Data Trust (Bloomberg)

The Future of Technology is in Highly Regulated Industries (Techcrunch)
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Housing Innovation: Ideas to Empower Communities (Techcrunch)
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