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current-state-rubric.md

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1# Current State Rubric — 17-Section Scoring Lens
2
3This 17-section rubric is the source of truth for Section 3 ("Current State") of every marketing plan. Score each section 0–5 from available materials, then write a 2–4 sentence "shape interpretation" that names where strengths and gaps cluster.
4

Current State Rubric — 17-Section Scoring Lens

This 17-section rubric is the source of truth for Section 3 ("Current State") of every marketing plan. Score each section 0–5 from available materials, then write a 2–4 sentence "shape interpretation" that names where strengths and gaps cluster.

Raw lines 1 to 4
5## How to score
6
7**From rich materials.** When the team has shared decks, prior content audits, a brand voice doc, kickoff transcript, app store and analytics snapshots — score each section from those artifacts. Mark "scored from materials" in the section heading so the team can push back where they have better data.
8
9**From a separately scored audit.** If the team has already run a scored current-state assessment (in any format), ingest those scores directly. Don't redo the work — note the date the rubric was scored and flag any sections where material has shifted since.
11Either way, the output is the same: a 17-row scored table, a total out of 85, and a shape paragraph.

How to score

From rich materials. When the team has shared decks, prior content audits, a brand voice doc, kickoff transcript, app store and analytics snapshots — score each section from those artifacts. Mark "scored from materials" in the section heading so the team can push back where they have better data.

From a separately scored audit. If the team has already run a scored current-state assessment (in any format), ingest those scores directly. Don't redo the work — note the date the rubric was scored and flag any sections where material has shifted since.

Either way, the output is the same: a 17-row scored table, a total out of 85, and a shape paragraph.

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13## The 17 sections (scored 0–5 each)

The 17 sections (scored 0–5 each)

Raw lines 13 to 14
15### 1. Positioning
16**What's scored:** Clarity of category claim, differentiation, alignment across surfaces (homepage, app store, pitch deck, founder messaging).
18**Score guide:**
19- 0 = No positioning anywhere
20- 2 = Inconsistent across surfaces; team can't articulate it on demand
21- 4 = Clear, original, mostly consistent; minor surface gaps
22- 5 = Distinctive, category-defining, every surface aligned
24**Maps to AARRR:** Cross-cutting — feeds every stage.

1. Positioning

What's scored: Clarity of category claim, differentiation, alignment across surfaces (homepage, app store, pitch deck, founder messaging).

Score guide:

  • 0 = No positioning anywhere
  • 2 = Inconsistent across surfaces; team can't articulate it on demand
  • 4 = Clear, original, mostly consistent; minor surface gaps
  • 5 = Distinctive, category-defining, every surface aligned

Maps to AARRR: Cross-cutting — feeds every stage.

Raw lines 15 to 25
26### 2. Customer research
27**What's scored:** Depth and recency of customer research, ICP clarity, voice-of-customer capture.
29**Score guide:**
30- 0 = No formal research, only founder intuition
31- 2 = Some research but stale or one-off
32- 4 = Active research practice, customer language captured
33- 5 = Continuous research, customer language flows into copy / product / messaging
35**Maps to AARRR:** Cross-cutting — feeds especially Acquisition (channel choice) and Activation (onboarding voice).

2. Customer research

What's scored: Depth and recency of customer research, ICP clarity, voice-of-customer capture.

Score guide:

  • 0 = No formal research, only founder intuition
  • 2 = Some research but stale or one-off
  • 4 = Active research practice, customer language captured
  • 5 = Continuous research, customer language flows into copy / product / messaging

Maps to AARRR: Cross-cutting — feeds especially Acquisition (channel choice) and Activation (onboarding voice).

Raw lines 26 to 36
37### 3. Homepage
38**What's scored:** Headline clarity, voice alignment, conversion architecture, mobile experience.
40**Score guide:**
41- 0 = Generic / broken / off-brand
42- 2 = Functional but underperforming; voice mostly absent
43- 4 = Clear, voice-aligned, converting; minor optimization opportunities
44- 5 = Distinctive, converts strongly, fully voice-aligned
46**Maps to AARRR:** Acquisition + Activation.

3. Homepage

What's scored: Headline clarity, voice alignment, conversion architecture, mobile experience.

Score guide:

  • 0 = Generic / broken / off-brand
  • 2 = Functional but underperforming; voice mostly absent
  • 4 = Clear, voice-aligned, converting; minor optimization opportunities
  • 5 = Distinctive, converts strongly, fully voice-aligned

Maps to AARRR: Acquisition + Activation.

Raw lines 37 to 47
48### 4. Sales / product pages
49**What's scored:** Existence and quality of dedicated product / pricing / feature pages. Are SKUs documented? Is pricing scannable? Are upsells visible?
51**Score guide:**
52- 0 = No dedicated pages
53- 2 = Pages exist but are stale or off-voice
54- 4 = Quality pages for primary products; gaps on secondary
55- 5 = Every product, tier, and upsell has a high-converting page
57**Maps to AARRR:** Acquisition + Revenue.

4. Sales / product pages

What's scored: Existence and quality of dedicated product / pricing / feature pages. Are SKUs documented? Is pricing scannable? Are upsells visible?

Score guide:

  • 0 = No dedicated pages
  • 2 = Pages exist but are stale or off-voice
  • 4 = Quality pages for primary products; gaps on secondary
  • 5 = Every product, tier, and upsell has a high-converting page

Maps to AARRR: Acquisition + Revenue.

Raw lines 48 to 58
59### 5. Conversion pages
60**What's scored:** Landing pages for specific campaigns, channels, or use cases. `/partner`, `/science`, `/ambassadors`, `/eye-mask` types of pages.
62**Score guide:**
63- 0 = No conversion pages
64- 2 = One or two exist; rest of needed pages missing
65- 4 = Most needed conversion pages exist; quality is good
66- 5 = Full conversion page library, each high-converting
68**Maps to AARRR:** Acquisition + Activation.

5. Conversion pages

What's scored: Landing pages for specific campaigns, channels, or use cases. /partner, /science, /ambassadors, /eye-mask types of pages.

Score guide:

  • 0 = No conversion pages
  • 2 = One or two exist; rest of needed pages missing
  • 4 = Most needed conversion pages exist; quality is good
  • 5 = Full conversion page library, each high-converting

Maps to AARRR: Acquisition + Activation.

Raw lines 59 to 69
70### 6. Competitor comparison
71**What's scored:** Existence of "vs. {competitor}" pages, comparison content. Does the brand acknowledge alternatives, or pretend they don't exist?
73**Score guide:**
74- 0 = Nothing — actively avoiding competitor mentions
75- 2 = Some content exists but is weak or hidden
76- 4 = Solid comparison pages for top 2–3 competitors
77- 5 = Comprehensive comparison library; SEO-targeted; high-converting
79**Maps to AARRR:** Acquisition (consideration-stage SEO + sales enablement).

6. Competitor comparison

What's scored: Existence of "vs. {competitor}" pages, comparison content. Does the brand acknowledge alternatives, or pretend they don't exist?

Score guide:

  • 0 = Nothing — actively avoiding competitor mentions
  • 2 = Some content exists but is weak or hidden
  • 4 = Solid comparison pages for top 2–3 competitors
  • 5 = Comprehensive comparison library; SEO-targeted; high-converting

Maps to AARRR: Acquisition (consideration-stage SEO + sales enablement).

Raw lines 70 to 80
81### 7. Resources / content
82**What's scored:** Blog, knowledge base, science page, whitepapers, research, founder essays, podcast.
84**Score guide:**
85- 0 = No content surface
86- 2 = Blog exists but is stale or thin
87- 4 = Active content production; multiple formats
88- 5 = Content is a moat — proprietary research, named pillars, daily volume
90**Maps to AARRR:** Acquisition.

7. Resources / content

What's scored: Blog, knowledge base, science page, whitepapers, research, founder essays, podcast.

Score guide:

  • 0 = No content surface
  • 2 = Blog exists but is stale or thin
  • 4 = Active content production; multiple formats
  • 5 = Content is a moat — proprietary research, named pillars, daily volume

Maps to AARRR: Acquisition.

Raw lines 81 to 91
92### 8. Onboarding
93**What's scored:** New user onboarding (in-app + email). Time-to-value, completion rate, brand-voice alignment.
95**Score guide:**
96- 0 = No onboarding flow
97- 2 = Onboarding exists but is broken, off-voice, or underperforming
98- 4 = Solid onboarding; clear bottlenecks identified
99- 5 = Tested, optimized, on-brand; activation rate at category top quartile
101**Maps to AARRR:** Activation.

8. Onboarding

What's scored: New user onboarding (in-app + email). Time-to-value, completion rate, brand-voice alignment.

Score guide:

  • 0 = No onboarding flow
  • 2 = Onboarding exists but is broken, off-voice, or underperforming
  • 4 = Solid onboarding; clear bottlenecks identified
  • 5 = Tested, optimized, on-brand; activation rate at category top quartile

Maps to AARRR: Activation.

Raw lines 92 to 102
103### 9. Email lifecycle
104**What's scored:** Existence and quality of lifecycle email programs. Welcome / onboarding / post-purchase / lapsed / win-back.
106**Score guide:**
107- 0 = No lifecycle email
108- 2 = Some flows exist but drafted not live, or live but stale
109- 4 = Core flows live and performing; gaps on secondary flows
110- 5 = Full lifecycle live, segmented, performing above category benchmarks
112**Maps to AARRR:** Retention (+ Activation for onboarding emails).

9. Email lifecycle

What's scored: Existence and quality of lifecycle email programs. Welcome / onboarding / post-purchase / lapsed / win-back.

Score guide:

  • 0 = No lifecycle email
  • 2 = Some flows exist but drafted not live, or live but stale
  • 4 = Core flows live and performing; gaps on secondary flows
  • 5 = Full lifecycle live, segmented, performing above category benchmarks

Maps to AARRR: Retention (+ Activation for onboarding emails).

Raw lines 103 to 113
114### 10. Sales material
115**What's scored:** Sales decks, one-pagers, demos, case studies, pricing sheets. (For B2B / hybrid companies — for pure D2C, this can be marked N/A or scored low without implication.)
117**Score guide:**
118- 0 = No sales material
119- 2 = Founder uses a deck but other material is thin
120- 4 = Solid sales kit; reps can self-serve content
121- 5 = Comprehensive material; updated quarterly; objection-handling library exists
123**Maps to AARRR:** Acquisition + Revenue (B2B).

10. Sales material

What's scored: Sales decks, one-pagers, demos, case studies, pricing sheets. (For B2B / hybrid companies — for pure D2C, this can be marked N/A or scored low without implication.)

Score guide:

  • 0 = No sales material
  • 2 = Founder uses a deck but other material is thin
  • 4 = Solid sales kit; reps can self-serve content
  • 5 = Comprehensive material; updated quarterly; objection-handling library exists

Maps to AARRR: Acquisition + Revenue (B2B).

Raw lines 114 to 124
125### 11. Messaging
126**What's scored:** Voice, tone, vocabulary, message hierarchy across surfaces. Is the brand voice documented, consistent, distinctive?
128**Score guide:**
129- 0 = No voice documented; surfaces inconsistent
130- 2 = Voice exists in founder's head but isn't operationalized
131- 4 = Documented voice; mostly consistent across surfaces
132- 5 = Distinctive voice; documented; every surface respects it; voice is a moat
134**Maps to AARRR:** Cross-cutting.

11. Messaging

What's scored: Voice, tone, vocabulary, message hierarchy across surfaces. Is the brand voice documented, consistent, distinctive?

Score guide:

  • 0 = No voice documented; surfaces inconsistent
  • 2 = Voice exists in founder's head but isn't operationalized
  • 4 = Documented voice; mostly consistent across surfaces
  • 5 = Distinctive voice; documented; every surface respects it; voice is a moat

Maps to AARRR: Cross-cutting.

Raw lines 125 to 135
136### 12. Pricing
137**What's scored:** Pricing structure clarity, packaging logic, recent pressure-testing, listed vs. effective price reconciliation.
139**Score guide:**
140- 0 = Pricing not pressure-tested in over a year; unclear structure
141- 2 = Listed pricing exists but plan mix / discounting muddles the read
142- 4 = Clear pricing; recent tests; LTV math known
143- 5 = Pricing tested quarterly; packaging optimized; expansion levers known
145**Maps to AARRR:** Revenue.

12. Pricing

What's scored: Pricing structure clarity, packaging logic, recent pressure-testing, listed vs. effective price reconciliation.

Score guide:

  • 0 = Pricing not pressure-tested in over a year; unclear structure
  • 2 = Listed pricing exists but plan mix / discounting muddles the read
  • 4 = Clear pricing; recent tests; LTV math known
  • 5 = Pricing tested quarterly; packaging optimized; expansion levers known

Maps to AARRR: Revenue.

Raw lines 136 to 146
147### 13. CRO (conversion rate optimization)
148**What's scored:** Test cadence, instrumentation, A/B history, statistical rigor.
150**Score guide:**
151- 0 = No tests run; no instrumentation
152- 2 = Some ad-hoc tests; no statistical rigor
153- 4 = Regular test cadence; some wins
154- 5 = Continuous testing program; experimentation culture; documented wins
156**Maps to AARRR:** Cross-cutting (most impactful at Activation + Revenue).

13. CRO (conversion rate optimization)

What's scored: Test cadence, instrumentation, A/B history, statistical rigor.

Score guide:

  • 0 = No tests run; no instrumentation
  • 2 = Some ad-hoc tests; no statistical rigor
  • 4 = Regular test cadence; some wins
  • 5 = Continuous testing program; experimentation culture; documented wins

Maps to AARRR: Cross-cutting (most impactful at Activation + Revenue).

Raw lines 147 to 157
158### 14. GTM launches
159**What's scored:** Quality of past launch executions. Product launches, feature launches, campaign launches.
161**Score guide:**
162- 0 = No structured launches; "soft launches" only
163- 2 = Some launches but uneven execution
164- 4 = Solid recent launches; playbook exists
165- 5 = Repeatable launch motion; Product Hunt #1s; press coverage on demand
167**Maps to AARRR:** Acquisition + Activation.

14. GTM launches

What's scored: Quality of past launch executions. Product launches, feature launches, campaign launches.

Score guide:

  • 0 = No structured launches; "soft launches" only
  • 2 = Some launches but uneven execution
  • 4 = Solid recent launches; playbook exists
  • 5 = Repeatable launch motion; Product Hunt #1s; press coverage on demand

Maps to AARRR: Acquisition + Activation.

Raw lines 158 to 168
169### 15. Ads (paid)
170**What's scored:** Paid acquisition state. Active campaigns, channels, CAC tracking, creative quality.
172**Score guide:**
173- 0 = No paid acquisition
174- 2 = Some paid but unstructured / wasteful
175- 4 = Paid is firing across 2–3 channels with positive unit economics
176- 5 = Sophisticated paid stack; CAC/LTV understood; creative iterated weekly
178**Maps to AARRR:** Acquisition.
180**Note:** For pre-seed clients with no paid budget, score this 0 *without* treating it as a weakness — it reflects the funding stage, not a marketing failure.

15. Ads (paid)

What's scored: Paid acquisition state. Active campaigns, channels, CAC tracking, creative quality.

Score guide:

  • 0 = No paid acquisition
  • 2 = Some paid but unstructured / wasteful
  • 4 = Paid is firing across 2–3 channels with positive unit economics
  • 5 = Sophisticated paid stack; CAC/LTV understood; creative iterated weekly

Maps to AARRR: Acquisition.

Note: For pre-seed clients with no paid budget, score this 0 without treating it as a weakness — it reflects the funding stage, not a marketing failure.

Raw lines 169 to 181
182### 16. SEO
183**What's scored:** Organic search performance. Domain rating, ranking keywords, organic traffic, content cluster strategy.
185**Score guide:**
186- 0 = No SEO; new domain or zero-authority
187- 2 = Some content but no strategy; ranks for brand only
188- 4 = Established content clusters; growing organic traffic; DR 25+
189- 5 = SEO is a moat; DR 40+; thousand+ ranking keywords; consistent content production
191**Maps to AARRR:** Acquisition.

16. SEO

What's scored: Organic search performance. Domain rating, ranking keywords, organic traffic, content cluster strategy.

Score guide:

  • 0 = No SEO; new domain or zero-authority
  • 2 = Some content but no strategy; ranks for brand only
  • 4 = Established content clusters; growing organic traffic; DR 25+
  • 5 = SEO is a moat; DR 40+; thousand+ ranking keywords; consistent content production

Maps to AARRR: Acquisition.

Raw lines 182 to 192
193### 17. Internationalization
194**What's scored:** Geographic expansion, language localization, region-specific pricing.
196**Score guide:**
197- 0 = US/EN only; no international consideration
198- 2 = International users exist but aren't served (one language, one currency)
199- 4 = Multi-language, region-specific pricing, GTM playbook for new markets
200- 5 = International is a strength; multi-region revenue; localized GTM
202**Maps to AARRR:** Acquisition.
204**Note:** For most early-stage companies, internationalization scores 0–1 and that's appropriate. Don't penalize early-stage companies for not having international playbooks yet.

17. Internationalization

What's scored: Geographic expansion, language localization, region-specific pricing.

Score guide:

  • 0 = US/EN only; no international consideration
  • 2 = International users exist but aren't served (one language, one currency)
  • 4 = Multi-language, region-specific pricing, GTM playbook for new markets
  • 5 = International is a strength; multi-region revenue; localized GTM

Maps to AARRR: Acquisition.

Note: For most early-stage companies, internationalization scores 0–1 and that's appropriate. Don't penalize early-stage companies for not having international playbooks yet.

Raw lines 193 to 205
206## How to compute the total + read the shape
208**Total = sum of all 17 scores. Out of 85.**
210The total matters less than the *shape*. After the scoring table, write a 2–4 sentence "shape interpretation":
212> *"High in {strong sections}, low in {weak sections}. That shape is the gap the rest of the plan closes — Sections X (AARRR stage) is the longest because that's where the gap is widest."*

How to compute the total + read the shape

Total = sum of all 17 scores. Out of 85.

The total matters less than the shape. After the scoring table, write a 2–4 sentence "shape interpretation":

"High in {strong sections}, low in {weak sections}. That shape is the gap the rest of the plan closes — Sections X (AARRR stage) is the longest because that's where the gap is widest."
Raw lines 206 to 213
214## Common shapes
216### "Strong voice / messaging, weak distribution"
217- High: Positioning (#1), Customer research (#2), Messaging (#11)
218- Low: SEO (#16), Ads (#15), GTM launches (#14)
219- Translation: The founder is a strong storyteller but distribution hasn't caught up. Plan emphasizes Acquisition + paid layer prep.

"Strong voice / messaging, weak distribution"

  • High: Positioning (#1), Customer research (#2), Messaging (#11)
  • Low: SEO (#16), Ads (#15), GTM launches (#14)
  • Translation: The founder is a strong storyteller but distribution hasn't caught up. Plan emphasizes Acquisition + paid layer prep.
Raw lines 216 to 220
221### "Strong acquisition, weak conversion"
222- High: SEO (#16), Resources (#7), Ads (#15)
223- Low: Homepage (#3), Onboarding (#8), Conversion pages (#5), Pricing (#12)
224- Translation: Traffic comes in but doesn't convert. Plan emphasizes Activation + Revenue.

"Strong acquisition, weak conversion"

  • High: SEO (#16), Resources (#7), Ads (#15)
  • Low: Homepage (#3), Onboarding (#8), Conversion pages (#5), Pricing (#12)
  • Translation: Traffic comes in but doesn't convert. Plan emphasizes Activation + Revenue.
Raw lines 221 to 225
226### "Strong conversion, weak retention"
227- High: Onboarding (#8), Homepage (#3), Pricing (#12)
228- Low: Email lifecycle (#9), CRO (#13)
229- Translation: Users sign up and pay but churn. Plan emphasizes Retention.

"Strong conversion, weak retention"

  • High: Onboarding (#8), Homepage (#3), Pricing (#12)
  • Low: Email lifecycle (#9), CRO (#13)
  • Translation: Users sign up and pay but churn. Plan emphasizes Retention.
Raw lines 226 to 230
231### "Strong product, weak everything-else"
232- High: only Positioning (#1) and Customer research (#2) — the founder knows the customer
233- Low: everything operational
234- Translation: Pre-marketing stage. Plan is foundation-heavy. First quarter is bedrock fixes.

"Strong product, weak everything-else"

  • High: only Positioning (#1) and Customer research (#2) — the founder knows the customer
  • Low: everything operational
  • Translation: Pre-marketing stage. Plan is foundation-heavy. First quarter is bedrock fixes.
Raw lines 231 to 235
236### "Strong recent revenue, weak compounding"
237- High: Ads (#15), Sales material (#10), Pricing (#12)
238- Low: SEO (#16), Resources (#7), Referral mechanics
239- Translation: Performance marketing carries the business. Plan emphasizes building compounding channels before paid scales further.

"Strong recent revenue, weak compounding"

  • High: Ads (#15), Sales material (#10), Pricing (#12)
  • Low: SEO (#16), Resources (#7), Referral mechanics
  • Translation: Performance marketing carries the business. Plan emphasizes building compounding channels before paid scales further.
Raw lines 236 to 240
241## When scores are subjective
243Some sections are easier to score from outside than others. Subjectivity tier:
245- **Objective (data-driven):** SEO (#16), Ads (#15), Email lifecycle (#9), Onboarding (#8) — backed by analytics
246- **Semi-objective:** Pricing (#12), CRO (#13), Conversion pages (#5), Sales material (#10) — visible artifacts to evaluate
247- **Subjective (judgment call):** Positioning (#1), Messaging (#11), Customer research (#2), Resources (#7) — interpretive
249For subjective sections, write the rationale into the "Note" column so the team can push back if they disagree.

When scores are subjective

Some sections are easier to score from outside than others. Subjectivity tier:

  • Objective (data-driven): SEO (#16), Ads (#15), Email lifecycle (#9), Onboarding (#8) — backed by analytics
  • Semi-objective: Pricing (#12), CRO (#13), Conversion pages (#5), Sales material (#10) — visible artifacts to evaluate
  • Subjective (judgment call): Positioning (#1), Messaging (#11), Customer research (#2), Resources (#7) — interpretive

For subjective sections, write the rationale into the "Note" column so the team can push back if they disagree.

Raw lines 241 to 250
251## When a prior scored audit exists
253If the team already has scored output from any current-state assessment, ingest those scores directly — don't redo the work. Treat that prior scoring as the ground truth for sections it covers.
255If the prior scoring was done weeks ago and material has shifted since (new shipped flows, new content live, repositioning, etc.), note "scored on YYYY-MM-DD; material has shifted since" and update any specific scores you have current evidence for.

When a prior scored audit exists

If the team already has scored output from any current-state assessment, ingest those scores directly — don't redo the work. Treat that prior scoring as the ground truth for sections it covers.

If the prior scoring was done weeks ago and material has shifted since (new shipped flows, new content live, repositioning, etc.), note "scored on YYYY-MM-DD; material has shifted since" and update any specific scores you have current evidence for.

Raw lines 251 to 255