Business Goals Tab - Tab 1

A
admin@zorgsocial.com
5 min readUpdated Jul 1, 2026v4

The Business Goals tab is the first and most foundational tab in the Strategy Editor. It defines what your business is, where it operates, what makes it unique, and the timeframe your strategy covers. All other tabs — audience analysis, competitor research, personas, and more — are built on top of what you enter here.

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How to Get Here

  1. Open Strategies from the sidebar
  2. Click on an existing strategy, or create a new one
  3. The Strategy Editor opens on the Business Goals tab by default

Fields Reference

Business Model

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Choose who your business sells to:

OptionWhen to Use
B2C (Business to Consumer)You sell products or services directly to individual people
B2B (Business to Business)You sell to other companies, teams, or organizations

This affects how the AI generates audience profiles, personas, and messaging tone later in the strategy.


Strategy Type

OptionDescription
ProductYour offering is a physical or digital product
ServiceYour offering is a service (consulting, care, delivery, etc.)
General StrategyA brand-level or awareness strategy not tied to a specific product or service

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Product / Service Name

The name of what you're marketing. This field's label changes based on the Strategy Type selected:

  • Product Name — e.g., "Ultra HD Smart Watch"
  • Service Name — e.g., "Premium Home Cleaning"
  • Strategy Name — e.g., "Brand Awareness Campaign" (for General strategies)

This is not the strategy's internal list label — that was set in the creation dialog.


Business Name

The official name of your brand or company. This is used in AI-generated content, persona descriptions, and competitor research prompts.


Price / Value

Enter the price range or pricing tier of your product or service. Examples:

  • $29/month
  • $5 – $50
  • Premium (starting at $299)

The AI uses this to understand your market positioning and generate appropriately targeted audience and competitor analysis.


Core Feature / Benefit / Objective

This field's label changes based on Strategy Type:

  • Core Feature (Product) — describe what the product does: "AI health monitoring"
  • Core Benefit (Service) — describe the main benefit to the customer: "Saves time and reduces stress"
  • Core Objective (General) — describe the strategic goal: "Increase market share by 15%"

Unique Selling Proposition (USP)

What makes your business different from competitors? Write 1–3 sentences describing what sets you apart.

Tip: Think about: price, speed, quality, exclusivity, location, technology, or customer experience.

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Geographic Targeting

> [Screenshot: Geo targeting options — global vs specific locations]

The geographic fields shown depend on the Geo Radius selector at the bottom of this section:

Default (25 km or 50 km radius)

Three fields appear:

  • Landmark / Vicinity (required) — a street, area, or landmark name (e.g., "Downtown Dubai")
  • City (optional) — city name
  • Country (required) — country name

Global

No location fields are shown. An informational note appears: "Your strategy targets all locations globally."

Specific Locations

A tag-based location search input replaces the address fields. Type a location name and select from the Google Places suggestions to add it as a tag. Click the × on any tag to remove it.

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Geo Radius Selector

A segmented control below the location fields lets you switch between: 25 km, 50 km, Global, Specific Locations.


Campaign Dates

FieldDescription
Start DateWhen your campaign or strategy begins
End DateWhen it ends

These dates are used to generate the Editorial Calendar with relevant events and holidays for your region and timeframe.

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Form Layout Summary

The Business Goals form is divided into four sections:

  1. Business Model & Strategy Type — two side-by-side radio groups
  2. Geographic Targeting — location fields + Geo Radius selector
  3. Product / Service Details — Business Name, Product/Service Name\*, Price/Value\*, Core Feature/Benefit/Objective\*, USP\*
  4. Strategy Timeframe — Start Date\* and End Date\* date pickers, plus an informational note about date ranges

All fields marked \* are required. Submitting with missing fields shows an error toast listing which fields need to be completed.

Once all required fields are filled, submitting the form (pressing Enter or using the browser submit mechanism) validates the inputs and navigates to the Target Audience tab. The AI audience generation is triggered separately from within the Target Audience tab using the Fetch Target Audience button.

Note: If the form is processing (AI running), Stop Processing and a disabled Generating Profile… button appear in place of the normal form footer.


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Saving Your Work

All changes on the Business Goals tab are saved when you click the global Save button at the top-right of the strategy editor. You can return to this tab at any time to update your information. After updating Business Goals, go to the Target Audience tab and click Fetch Target Audience to regenerate the audience data with the new inputs.


Tips

  • Be specific with your USP. The more precise your differentiator, the better the AI tailors content to your actual competitive position.
  • Set realistic date ranges. The Editorial Calendar fetches events between your start and end dates — a range of 1–3 months works best.
  • Match your pricing to your audience tier. If you serve premium customers, say so — the AI will adjust persona income levels and platform recommendations accordingly.

Related Reading

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