How should I plan for long-term growth versus short-term revenue?

Balancing growth and short-term revenue

Long-term growth builds sustainable competitive advantages while short-term revenue keeps the business alive. A balanced plan allocates resources to both.

Framework to use:

  • Core operations: maintain profitability and customer satisfaction today.
  • Growth experiments: allocate a fixed percentage of budget to new channels or products.
  • Strategic investments: plan multi-year initiatives (brand, IP, tech) with milestones.

Practical allocation

  1. Cover essential operations and ensure positive unit economics first.
  2. Set aside 10–25% of net profit or budget for growth experiments depending on risk tolerance.
  3. Track both short-term KPIs (cash, churn) and long-term KPIs (market share, brand awareness).

Decision rules

Use clear criteria to continue or kill experiments (e.g., CAC payback < 12 months). Reinvest successful experiments into scaling while protecting core margins.

Strategic discipline

Document priorities and evaluate trade-offs regularly. Use scenario planning to understand cash needs and growth pacing so you can fund long-term bets without jeopardizing operations.