About the Customer Value Model
A strategic tool for team alignment and decision-making at Stockopedia
What is this?
The Customer Value Model is a visual framework that shows how Stockopedia creates, delivers, and reinforces value for committed private investors.
It maps our business activities to customer outcomes, helping the team understand how their work connects to what customers actually experience.
Customer Success at the Centre
At the heart of the model - where all three circles overlap - sits Customer Success. This is the ultimate goal: helping committed private investors achieve better results through rules-based investing.
Everything we do flows towards this centre. When we create value through great methodology, deliver it through excellent tools, and reinforce it through education and support - all working together - we enable genuine customer success.
The Three Circles
How we create value
Team: Data & Engineering
This is where we build the intellectual property that makes Stockopedia different. Our proprietary data, StockRanks methodology, and model strategies form the foundation of everything we offer.
How we deliver value
Team: Product & Design
This is how customers experience our value - through the platform and service. Onboarding, daily research workflows, and guiding users to confident action.
How we reinforce value
Team: Content & Marketing
This is how we help customers understand, trust, and stick with our methodology. Education, demonstration of results, and ongoing community support.
The Intersections
Where the circles overlap, we create powerful customer outcomes:
- Confidence (Create + Deliver): "Yes - I can do it"
When great methodology meets great tools, users feel equipped to make decisions. - Clarity (Create + Reinforce): "Ah - I get it now"
When methodology meets education, users understand why it works. - Consistency (Deliver + Reinforce): "We help you stick at it"
When tools meet support, users maintain discipline through market cycles.
How to use this model
For strategic planning
When planning initiatives, use the model to check: Which activities does this touch? Which circles does it involve? What customer outcomes will it improve?
For team alignment
Every team member should understand how their work contributes to customer value. The model makes these connections explicit and visible.
For prioritisation
Not all activities are equal at all times. The model helps identify gaps and imbalances - are we creating value but not reinforcing it? Delivering but not creating new IP?
For new starters
The model provides a quick way to understand what Stockopedia does and how different parts of the business connect.
Keeping it updated
This is a living document. As our strategy evolves, the model should too.
- Activities can be refined as we learn more about what creates value
- New initiatives should be added as they begin
- Content in activity pages should reflect current reality
All content is authored in Markdown files, making it easy for anyone to propose updates.
Technical details
Built with Astro, Preact, and deployed on Vercel. Content lives in Markdown files with frontmatter for structured data.
src/content/activities/ - Activity definitions
src/content/pillars/ - Value pillars
src/content/initiatives/ - Project mappings
src/content/intersections/ - Intersection descriptions