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The choices a good product strategy has to make

The Product Leaders work group on the customer problem, the value to deliver first, the work to leave out and the evidence that would reopen a 'no'.

Updated October 13, 2026

A good strategy names a customer problem, makes one clear choice about the value to deliver first and says what the team will set aside, clearly enough that teams can use it in daily decisions.

  • Start from a customer problem. Shaun Clowes's test is whether the team can explain who has the problem, why it matters now, how the market is changing and why the company's strengths give it a credible way to win. Tamar Yehoshua starts with which problem the team is solving, why it can solve it well and how it will know the customer is better off.
  • Choose what comes first, and what waits. Ami Vora would make one clear choice about the value to deliver first. At WhatsApp, calls and messages had to go through, for free, every time, before more features. Jiaona Zhang writes down the choices set aside: at Linktree, a strategy FAQ said which creator groups to focus on and how much attention mobile apps, mobile web and desktop would get.
  • A strategy should explain a 'no'. Shaun says a strategy earns its keep when it lets the team explain a specific 'no' to an important customer and keep their trust. Tamar would reopen a 'no' when customer conversations and observed use show the job is widespread and a prototype shows the core product can stay simple.
  • Name the buyer and the shared costs. Jiaona would make the buyer and the budget explicit before committing to a roadmap. At Webflow, the team chose a professional tool over a small-business site builder. For a multi-product strategy, Yuhki Yamashita would say which experiences should feel connected and fund the shared work alongside each new product. Figma's FigJam decision exposed the cost of building each product in isolation.
  • Check that the org funds it. Jiaona checks whether teams and goals reflect the chosen areas; if the org keeps funding work outside them, the strategy is not yet an operating decision. Shaun adds that the growth model has to support the value choice: at Atlassian, a human-help prompt late in the trial lifted purchases by double-digit percentages, and the team still chose to keep improving self-service. Ami would keep customer time on the calendar after the strategy is set, so the team can revise its assumptions.

Group chat with Tamar, Yuhki, Jiaona, Shaun, Ami — the Product Leaders work group

Question:

What goes into a good product strategy?

Shaun Clowes
Shaun ClowesGeneral Manager, Confluent and Data at IBM. Former CPO of MuleSoft and Head of Growth at Atlassian
A good strategy should survive a very practical test: can the team explain who has the problem, why that problem matters now, how the market is changing, and why our strengths give us a credible way to win? Then show the customer evidence and business measures that would tell us we're right. I use those questions when assessing product leaders because a convincing vision without that evidence can send an entire team in the wrong direction.shaunclowes
The hard part is the choice between two good investments. Ask which customers each serves, what the qualitative and quantitative evidence says, how competitors are moving, and which option builds on a strength we already have. A strategy earns its keep when it lets us explain a specific 'no' to an important customer or stakeholder while keeping their trust.shaunclowes
Ami Vora
Ami VoraCPO of Anthropic. Former CPO of Faire and VP of Product and Design at WhatsApp
I’d start with the customer problem, then make one clear choice about the value we’ll deliver first. At WhatsApp, our goal was to help people feel close to friends and family across distance. That gave us a concrete priority: calls and messages had to go through, for free, every time. We put resources there before adding more features.Substack
The hard part is choosing what to leave for later. A useful strategy cuts some valuable work so the team can focus on what makes the product indispensable. I’d pressure-test that choice by spending time with customers, then name the audience, the reason we think the problem occurs, the milestones, and what success looks like. Those details let a team make consistent decisions and learn whether its central bet is working.Substack+1
Tamar Yehoshua
Tamar YehoshuaChief Product and AI Officer at Atlassian. Former CPO of Slack and President of Product and Technology at Glean
I start with three questions: Which customer problem are we solving, why can we solve it well, and how will we know the customer is better off? At Glean, finding the right information or person inside a large company was a problem customers could describe immediately. That gave the team a concrete place to start, rather than a list of AI features.produxlabs
The strategy then needs to make choices clear enough for teams to use in daily decisions. At Slack, we had public channels for company objectives, including the latest metrics, and shared product review notes across the company. People could see the goal and the evidence behind decisions. I learned at Amazon to ask, in every review, why a proposed change is good for the customer. That question is still a useful check on whether a roadmap actually serves the strategy.saastr
Jiaona Zhang (jz)
Jiaona Zhang (jz)Chief Product Officer at Laurel. Former SVP of Product at Webflow and CPO at Linktree
A single word in the vision can change the work a team funds. At Linktree, Alex Zaccaria and I debated whether our vision centered on individual expression or helping creators build businesses. Adding "monetize" to the vision changed which product investments made sense. That single word gave the team a more useful decision rule.review.firstround
Then I connect a three-year direction to what we can achieve in one year. I pick a small set of investment areas, explain their order, and write down the choices we are setting aside. At Linktree, our strategy FAQ spelled out which creator groups we would focus on, how we would approach competitors, and how much attention mobile apps, mobile web, and desktop would each get. Those decisions let people debate the strategy at the level of actual trade-offs.review.firstround
Finally, I check whether the team and its goals reflect those choices. Growth teams can own measures such as activation or conversion; core product teams may need an explicit area of sustained investment. If the org keeps funding work outside the chosen areas, the strategy has yet to become an operating decision.Apple Podcasts
Yuhki Yamashita
Yuhki YamashitaChief Product Officer at Figma. Former Head of Design for New Mobility at Uber
The change in how people work can be a sharper filter than a list of features. At Figma, we believed design could become a shared part of the product team’s work. That gave us a reason to invest in collaboration and design systems, even while customers asked for many other features. We tracked how often needs came up and spent time with sophisticated design teams to understand where the work was headed.Spotify
For a new product, I’d ask whether it advances that same goal and whether people are already showing you a need. We saw people use Figma Design to brainstorm together, which helped point us toward FigJam; the broader goal was helping teams get products into users’ hands.review.firstround
Shaun Clowes
Shaun ClowesGeneral Manager, Confluent and Data at IBM. Former CPO of MuleSoft and Head of Growth at Atlassian
Ami's point about choosing the value first has an operational consequence: the way you grow has to support that choice. At Atlassian, our model was strong software at a low price, with word of mouth, self-service and partners helping it scale. We tested a prompt offering human help near the end of a trial, and it lifted purchases by double-digit percentages. Still, making that prompt permanent would have meant staffing people to explain problems the product should solve. The strategic choice was to keep improving the self-service experience, even when the short-term conversion lift was tempting.YouTube
Ami Vora
Ami VoraCPO of Anthropic. Former CPO of Faire and VP of Product and Design at WhatsApp
One way I check whether our chosen customer problem is specific enough is to picture someone trying to use the product in the middle of their actual day. At Faire, I met a nursing director who ran a gift shop in a hospital’s labor and delivery ward. She had about five minutes between delivering babies, so I kept asking whether what we built would be simple enough for her to use in that window. That kind of customer time tells me what to build, what to protect, and what is getting in the way. I’d keep it on the calendar even after the strategy is set, so the team can revise its assumptions as the product reaches people.Substack
Yuhki Yamashita
Yuhki YamashitaChief Product Officer at Figma. Former Head of Design for New Mobility at Uber
The FigJam decision exposed a cost that a roadmap can hide. We could give a separate team room to move quickly, but each product built in isolation would make it harder for people to move between products later. As we expanded beyond FigJam, we began assigning people to think about shared building blocks from the start. I’d include that in a multi-product strategy: say which experiences should feel connected, then fund the shared work alongside each new product.review.firstround
Jiaona Zhang (jz)
Jiaona Zhang (jz)Chief Product Officer at Laurel. Former SVP of Product at Webflow and CPO at Linktree
I’d make the buyer and the budget explicit before committing to the roadmap. At Webflow, we had to choose whether we were building a better website builder for small businesses or a professional tool that could replace work done by WordPress developers and internal marketing-site developers. We chose the latter. Agencies and enterprise teams needed collaboration and a higher level of polish, which shaped what we built.review.firstround
That’s a useful check on the framework we’re building here: ask who brings the product into an organization, who approves the spend, and which existing budget the product earns. The answers shape positioning, pricing, and the work the team funds.review.firstround
Question:
Tamar, Shaun says a strategy should help you explain a specific 'no' to an important customer. Based on your public work at Slack or Glean, what evidence would make you reconsider that decision? Please cite a public source.
Tamar Yehoshua
Tamar YehoshuaChief Product and AI Officer at Atlassian. Former CPO of Slack and President of Product and Technology at Glean
I would reconsider a 'no' when customer conversations and observed use show that the underlying job is widespread, and a prototype shows we can meet it without making the core product harder to use. At Slack, we heard needs specific to roles and industries, but our choice was to support those through integrations and custom apps rather than build separate vertical products. We made a deliberate exception for enterprise security and compliance needs.saastr
For a proposed change, I would ask customers what they are trying to accomplish, let them try a working prototype, and measure what happens. During Slack's UI revision, we iterated on prototypes daily because people could react to an experience more accurately than a mock-up. Repeated evidence that the current approach blocks an important customer job would make me reopen the choice, with simplicity and impact still part of the decision.saastr

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In This Conversation

  • Tamar Yehoshua
    Tamar Yehoshua

    Chief Product and AI Officer at Atlassian. Former CPO of Slack and President of Product and Technology at Glean

  • Yuhki Yamashita
    Yuhki Yamashita

    Chief Product Officer at Figma. Former Head of Design for New Mobility at Uber

  • Jiaona Zhang (jz)
    Jiaona Zhang (jz)

    Chief Product Officer at Laurel. Former SVP of Product at Webflow and CPO at Linktree

  • Shaun Clowes
    Shaun Clowes

    General Manager, Confluent and Data at IBM. Former CPO of MuleSoft and Head of Growth at Atlassian

  • Ami Vora
    Ami Vora

    CPO of Anthropic. Former CPO of Faire and VP of Product and Design at WhatsApp

See all

Frequently Asked Questions

  • How do you tell a product strategy from a roadmap?

    A strategy changes decisions: who the team builds for, where people are staffed and which requests get declined. Noam Lovinsky's test is which staffed project the team would stop to make room for its top bet.

  • How do you run customer interviews that change what you build?

    Tie them to a decision someone owns, ask why the customer has the problem, watch them use a working prototype with realistic data, and check which segment each finding came from before it reaches the roadmap.

  • How do you scope an MVP?

    Set the bar for viable, then cut breadth to one segment, one job and one surface. Keep the core interaction at full quality, leave operations rough, and write down the result that would make you stop before launch.

  • How should a product team handle feature requests?

    Route them by source, write down the problem behind each one, rank only near-term work, and protect capacity for bigger bets and reliability so the request queue can't fill the whole roadmap.

  • How do you tell whether a new feature worked?

    Write down what a win looks like and when you'll read the metric before launch. Read adoption, then sentiment, then behavior change, and check that the whole product gained rather than usage moving from one feature to another.

  • How do product managers keep stakeholders aligned on scope?

    Put the scope decisions and the cut list in one shared record, ask what moves whenever someone adds work, name who owns each call, and check that agreement is real, for example by asking stakeholders to explain the decision back.

  • How do you forecast delivery for a project full of unknowns?

    Give a range and the decisions that set it rather than one date, resolve the unknowns on the path to customer value first, and re-forecast at milestones that get feedback from outside the team.

  • How is AI changing the way product teams are organized?

    New bets increasingly go to small pods with wide roles, while large companies keep specialists and find code review and judgment becoming the bottleneck. Either way, someone on the team still has to push for the user.

  • What makes a product brief useful?

    It lets the people building decide well without the PM in the room: the customer problem and evidence, the outcome, the trade-offs made, what is still open, and which constraints the team can challenge.

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