Use the STP marketing strategy model
Preview Segmentation, Targeting, and Positioning, then open Edit to change those three choices.
STP is the classic sequence: split the market (Segmentation), choose who you will serve (Targeting), then how you will be seen (Positioning). This is Philip Kotler’s framework in the Marketing strategy group.
2 steps · About 2 minutes
Preview STP
Open STP from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here — choose Edit (pencil) to change fields.

Edit STP
A saved STP model starts in Display. Choose Edit (pencil) to show the form. Change the Segmentation field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job — see Save and publish a strategy model.

FAQ
I see No STP strategy filled in yet.+
Write Segmentation first, then Targeting, then Positioning. Save a version. Do not skip to Positioning if the segment is still “everyone”.
If I fill STP here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings → Agency → Marketing models). Each workspace saves its own versions. Filling STP for this client does not overwrite another client.
Does Edit also publish STP for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview STP but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.