An online course by Octopus & Son

Know who you're selling to before you spend another marketing dollar.

An eight-module course that ends with your own Strategic Direction Document: who buys from you, why, what you say to them, and how to keep it true. Built for leaders of B2B companies with 10 to 200 people whose message has not kept up with the business.

No card. Seventeen minutes. You keep the worksheets. Founding price $495 CAD for the first 25 seats, then $795.

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Nine years teaching marketing strategy at Mount Royal University Since 2014 the method behind every Octopus & Son engagement 27 lessons200 minutes of video, every one also in text 14 days to change your mind, full refund

Sound familiar?

The business grew. The message didn't.

  • If you asked three people in your company who the ideal customer is, you'd get three answers.
  • The website still describes the company you were three years ago.
  • Sales describes the buyer one way, marketing another, and the deck a third.
  • You tried AI for content. It's fine. It sounds like everyone.
  • Marketing is busy, and nobody can tie the spend to pipeline when the board asks.

None of that is a channel problem or a team problem. It is the absence of one written answer to who you sell to and why they buy. Everything downstream is built on it, and until it exists, every dollar after it is a guess.

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What changes

From three answers to one document

Before

  • Who the customer is lives in the founder's head
  • Each page, deck and post is written fresh, from taste
  • AI drafts from nothing, so it writes the category's average
  • Agencies are briefed in meetings and still miss
  • Reporting is engagement numbers nobody acts on

After

  • One profile, built from evidence, that the whole company repeats
  • One sentence first on the home page, the deck and in every new hire's mouth
  • A brand-words and forbidden-words list every tool is checked against
  • Briefs that name the profile, the stage and the fear
  • A handful of operating numbers, each with a source and a date

What's inside

Eight modules. One document.

Each lesson is a video of six to ten minutes, the same ground in text, and a worksheet. Your answers save as you type and assemble into your document. Module 0 is free with an account.

00

Start here

Why most marketing fails before the first post goes out, what the one document is, and how to work through this course in the time you actually have.

You leave with: See why activity fails and what the one document is.

3 lessons · 17 min · free
01

Evidence before assumptions

Gather what the business already knows and go get the five conversations that settle the rest.

You leave with: Turn what you already know and five customer calls into evidence.

3 lessons · 24 min
02

The ideal customer profile

From the evidence to one profile: who buys, what they value, what they need, what they fear, and what stops them.

You leave with: A named profile: values, needs, fears, barriers, trigger and words.

3 lessons · 25 min
03

Where you stand

What the alternatives claim, where the gaps are, and the one position you can defend.

You leave with: The one position the alternatives would find hard to copy.

3 lessons · 21 min
04

The message architecture

One sentence everyone repeats, the problem and solution in the customer's words, what to say at each stage, and the words you never use.

You leave with: A sentence everyone repeats, and the message for each stage.

4 lessons · 30 min
05

Offer clarity

Frame what you sell around the outcome the profile wants, decide what you say about price, and build the door and the ladder.

You leave with: An offer framed on the outcome, with a price sentence you can say.

3 lessons · 20 min
06

The Strategic Direction Document

Assemble, cut, sign off, and write the rules for how sales, writers and AI use it.

You leave with: Your document, cut, signed and versioned, with rules for use.

3 lessons · 20 min
07

Keeping it true

How the document survives the next six months: a keyword for every page, a standard every page and post is checked against, numbers a board can act on, and AI that delivers without deciding.

You leave with: A phrase for every page, a standard, numbers a board can act on, AI in its place.

5 lessons · 43 min

Start module 0, free

How it works

Short lessons. Real work. Your document builds itself.

  1. Watch, then read. Every lesson is on video and in text. Take it on the train or at a desk. Nothing is padded.
  2. Answer the worksheet. Two or three questions after each lesson. Short and specific. Saved as you type, yours to export at any time.
  3. Sign the document. By module six you are editing a draft of your Strategic Direction Document, not facing a blank page. Module seven keeps it true.
A drafting table with a T-square and one sheet of paper, a paper collage in slate blue and amber
A worn leather notebook open on a desk with a fountain pen, a paper collage in slate blue and amber

Taught by

Dario Hudon-Verrelli

Founder of Octopus & Son and a fractional CMO to growing companies across Canada. Dario taught marketing strategy at Mount Royal University for nine years and has run this method with companies from a two-person studio to a national technology firm. The course is the same thinking that holds up in the classroom, on stage and in the engagements, with nothing held back except the daily operations we run for clients.

About Dario and Octopus & Son · A case study

Founding members

The first 25 seats are the founding cohort

You get the course at $495 instead of $795, a 20-minute call with Dario once you have your draft document, and your words here if you want them here. We would rather show you what the first twenty-five said than write it ourselves.

Price

Pay once. Keep the document.

Founding price · first 25 seats

$495 CAD

then $795. One person, once.

  • All eight modules, 27 lessons, 200 minutes of video, every lesson in text
  • The worksheets, saved as you go, exportable any time
  • Your Strategic Direction Document, assembled from your answers
  • The three AI prompts and the governance rules from module 7
  • A 20-minute call with Dario once your draft exists (founding seats)
  • Updates as the method evolves
Get the course for $495

14-day full refund, no questions. Credited in full against a Marketing Foundation engagement started within 90 days.

Team · up to 5 people

$1950 CAD

Once. The founder plus whoever hears customers most.

  • Everything in the single seat, for up to 5 people
  • One shared document, or one each, your choice
  • A 40-minute working session with Dario on the signed document
  • The same refund and the same credit
Set up a team

Invoiced, with seats opened the same day.

Not sure? Module 0 is free and takes seventeen minutes.

Would rather have it done?

The course is the method. The engagement is us doing it with you.

If you want the interviews run, the research done and the document written in four to eight weeks, and then kept true every day, that is the Marketing Foundation and Octopus OS. What you paid for the course comes off the engagement when you start within 90 days.

Questions

Frequently asked

Who is this course for?

Founders, executives and senior leaders at growing B2B companies, usually 10 to 200 people, where the business has outgrown its message: the website no longer matches the product, sales and marketing describe the customer differently, and AI output sounds like everyone. You do not need to be a marketer. You need to own the decision about who the company sells to.

What do I leave with?

Your own Strategic Direction Document: who your customer is and why they buy, your position, your message architecture, your offer framing, the rules for sales, writers and AI, and the numbers you will read. The worksheets assemble it as you go; you edit and sign off in module six.

How long does it take?

About six hours of work across eight modules, usually two to four weeks. Each lesson is a video of six to ten minutes, the same ground in text, and a worksheet. Module one asks you to speak with five customers; book those early.

Is this the same as hiring Octopus & Son?

It is the same method. The Marketing Foundation engagement is us doing it with you, with our interviews, research and writing, in four to eight weeks. The course is you doing it, with the method, the questions and the structure. Many companies do the course first and come to us for the engagement when they want the work done faster or carried further.

Can my team take it with me?

Yes, and it works better that way. One licence is for one person; for a team, write to us and we will set up seats so the founder and whoever hears customers most work from the same document.

What does it cost?

$795 CAD once, per person; the first 25 seats are $495 as the founding price. A team of up to 5 is $1950. Module 0 is free with an account so you can see how it is taught before you decide, and the full price is credited against a Marketing Foundation engagement started within 90 days.

What if it is not for me?

Module 0 is free, so you will know how it is taught before paying. After that, 14 days and a full refund, no questions: write to info@octopusandson.com. Your worksheet answers stay yours either way.

Is any of it AI-generated?

The method, the lessons and the videos are Dario's. AI helped assemble the course site and checks it against the same standard we teach in module seven. Nothing in it was published without a person deciding.

Know who you're selling to before you spend another marketing dollar.

Seventeen minutes, free, no card. Then decide.

Start module 0, free
Start module 0, free →