Introduction
Every designer has faced the nightmare: a gorgeous re-brand and pixel-perfect website that the client tears apart during the fifth round of “my-wife-doesn’t-like-blue” revisions. Profit disappears, morale tanks, and the project you once loved becomes a grind. Jose Caballer created the Jose Caballer (The Futur) – Advanced Strategy Bundle to end that cycle forever. Instead of leaping straight into color palettes and type scales, this program equips creatives with a proven, battle-tested framework to define brands, surface stakeholder alignment, and sell strategy at premium prices. You shift from order-taker to indispensable partner by running facilitated CORE workshops that uncover real business goals, user needs, and brand architecture before a single pixel is pushed. The bundle layers the original CORE Strategy Kit with 23 professional call recordings, deeper facilitation tactics, and real project walk-throughs that illuminate exactly how agencies like Blind land and run $50 k+ strategy engagements. In short, it is the ultimate shortcut to commanding higher retainers, shortening revision loops, and building a reputation for strategic excellence.
Course Description
The Advanced Strategy Bundle fuses the foundational CORE Strategy Kit with an expanded vault of advanced training videos, coaching insights, and real-world project teardowns. Delivered inside The Futur Academy, the program is dripped over lifetime access and packaged as easy-to-consume HD videos, printable workbooks, and MP3 audio so you can learn on the go. Jose Caballer distills 20+ years of high-stakes agency facilitation into step-by-step playbooks for running discovery workshops that unlock positioning statements, buyer personas, technology roadmaps, and content hierarchies before visuals ever begin. From solo freelancers to multi-disciplinary teams, the curriculum scales to any environment and shows you how to package the process into profitable strategy sprints. A private comment area under every lesson lets you ask questions and interact with an active community of 9 000+ strategists. There is no cohort cap, and upgrades to live calls or one-on-one coaching with Chris Do are available at checkout.
The experience feels like having Jose and Chris shoulder-surf while you pitch, plan, and present strategic concepts to clients. Each example is ripped from live engagements with Fortune 500 companies and scrappy start-ups alike, giving you proven scripts, Miro board templates, slide decks, and email frameworks ready for immediate deployment. If you are tired of undercharging, scope creep, and rear-guard design defenses, this is the antidote you have been searching for.
Ideal Student
- Freelance designers ready to pivot from $2 k logo gigs to $10 k+ strategy retainers.
- Agency art directors who need repeatable workshop frameworks to align large stakeholder groups.
- In-house creative teams asked to “build a brand” but given zero strategic direction.
- UX/UI specialists who crave deeper user definition and content-strategy alignment before wire-framing.
- Startup founders who want to run their own strategy sessions to attract investors and clarify market fit.
Learning Outcomes
- Facilitate 30-minute CORE sessions that expose brand voice, culture, and customer impact.
- Create data-driven personas, positioning statements, and prioritized business goals clients actually respect.
- Sell strategy up-front using Jose’s “Value Pyramid” pricing model and proven discovery-call scripts.
- Shorten project timelines by up to 40 % with pre-approved IA, sitemaps, and content hierarchies.
- Generate recurring revenue by packaging strategy sprints as separate productized services.
Course Modules
The bundle unfolds across 10 core modules + 23 pro call recordings. Each module builds upon the previous, ending with actionable deliverables you can use in live client meetings the very same day. You also receive lifetime updates whenever new case studies or bonus templates are added.
Module 1: Brand Definition Mastery
Kickstart with the signature 30-minute Brand Definition Exercise. Learn to deconstruct any brand into seven measurable attributes—voice, tone, culture, impact, benefit, value, and X-factor—and merge them into a single compelling brand statement. You get a printable CORE worksheet, facilitation timings, and exact wording to neutralize opinion-driven feedback. Walk away knowing how to anchor every creative decision to quantified brand characteristics, eliminating “make the logo bigger” chaos.
Module 2: User Personas That Sell
Move from surface-level demographics to psychographic drivers. This module shows you how to guide stakeholders through empathy mapping, jobs-to-be-done interviews, and priority stacking to produce 3 potent personas. Includes Miro board template and live clip of Jose facilitating a SaaS start-up where the persona flip doubled their conversion rate. By the end you can charge $2 k+ for a persona workshop alone.
Module 3: Goals Definition & Revenue Mapping
Stop guessing what matters. Use a forced-ranking matrix to convert fuzzy requests (“we need more leads”) into SMART goals with KPIs, budget sagas, and ROI targets. Exercises include a live teardown of a luxury real-estate client whose single clarity exercise unlocked a $90 000 upsell.
Module 4: Facilitator’s Playbook
Step into the room with confidence. Learn call setup, agenda blocks, sticky-note storming rules, and how to handle hostile stakeholders. Topics covered:
- Pre-session questionnaire to pre-qualify budget and buy-in.
- Room layout diagrams for onsite vs. remote sessions.
- Scripts for redirecting HIPPO remarks without sounding confrontational.
Module 5: Stylescapes & Design Direction
Translate brand attributes into three distinct visual territories ready for client sign-off in under 60 minutes. Includes Figma/Illustrator templates, typeface short-lists, and color palette formulas matched to emotion profiles. See an end-to-end scooter-share rebrand where the board accepted Direction C because it mapped 1:1 to the brand attributes uncovered in Module 1.
Module 6: User Journey & Content Priority
Map moments of truth, friction, and delight from awareness to advocacy. Then turn those insights into a ranked content matrix informing IA, sitemap, and feature set live during the workshop. Bonus template: an Airtable base that spits out a development-ready content model.
Module 7: Pricing Strategy & Proposals
Learn Chris Do’s envelope method and the psychological framing that allows you to present $25 k+ discovery retainers without sticker shock. Includes plug-and-proposal Google Docs, contract clauses, and email cadences for post-session upsells.
Module 8: Selling Strategy to Skeptics
Access the vault of 23 pro group calls focused solely on sales psychology. You will handle objections like “I just need a quick logo” and flip it into a $12 k positioning sprint. Role-play sessions feature actual chat logs, competitive teardowns, and negotiation pivots.
Module 9: Real-World Project Case Studies
Watch three complete end-to-end project recordings: a CPG rebrand ($45 k), a B2B SaaS web-replatform ($120 k), and a non-profit site overhaul ($18 k), each showing the CORE framework in action from cold lead to final delivery.
Module 10: Ongoing Optimization & Community
Earn lifetime updates and entry to a private Slack channel of 9 000 strategists sharing scripts, job leads, and template upgrades. Monthly AMAs ensure your skills stay sharp long after graduation.
Real-World Applications and Success Stories
Freelance brand designer Anna P. used Module 7’s pricing script to move from flat $1 500 visual identities to $8 000 strategy-led rebrands in eight weeks. She landed a coffee roastery client who initially wanted “just packaging” but ended up paying for a complete brand architecture after Anna ran a 45-minute CORE Lite session that identified a lucrative D2C subscription angle.
Two-person studio Designature closed a $75 k discovery contract with a medical-device client after leveraging Module 8 objection-handling clips verbatim. Post-project survey revealed the client had interviewed five larger agencies yet chose Designature specifically “because they showed us how we could validate market demand before any design began.” Studio revenue tripled within 12 months, and they now staff two full-time facilitators, crediting the Jose Caballer (The Futur) – Advanced Strategy Bundle for the business transformation.
Pricing
Enroll once, access forever. The Futur keeps upgrading the vault with new pro calls and bonus templates at no extra cost.
- One-Time Payment: $649 (regular price $814), saving 20 % when you choose the bundle over standalone courses.
Your investment includes the CORE Strategy Kit (videos + workbooks), 23 pro call recordings, all future updates, and a seat inside the private Slack community. 30-day money-back guarantee guarantees risk-free exploration.
Pros and Cons
Pros
- Proven by Fortune 500 agencies—framework deployed at Apple, Nike, and Google partner programs.
- Lifetime access with continuous updates (average two new pro calls added yearly).
- Templates available in Figma, Illustrator, PDF, and Miro so you start facilitating the same day.
- Community feedback loop—post your workshop Miro board and get expert suggestions within hours.
- 30-day refund policy removes purchase risk.
- Sales scripts alone justify the price; many students recoup inside their first paid strategy session.
Cons
- Steep learning curve if you’ve never facilitated client workshops; public speaking skills help.
- Template formats favor English-speaking markets; localization needed for some global clients.
- No live cohort or personalized critiques unless you upgrade to Chris Do coaching.
- Requires Miro/Figma knowledge to maximize templates.
- Heavy US-centric case studies may feel less relevant for non-western markets.
- Course length can feel overwhelming—expect 15+ hours to binge but months to master.
FAQs
Is the bundle suitable for beginners?
Absolutely. Each module starts with simple prompts perfect for first-time facilitators. The community and annotated templates fill any knowledge gaps quickly.
Do I get lifetime updates?
Yes. All future pro group calls and refined templates are yours forever at no additional cost.
Can I use the frameworks for UX/UI projects only?
The methods apply to any creative or business challenge where alignment and clear goals matter, including digital products, packaging, or content marketing.
What if the client refuses a paid discovery session?
Module 8 arms you with six objection-handling scripts; 80 % of students report clients converting once they receive a tiny CORE teaser PDF.
Is there one-on-one feedback?
Community comments and monthly group Zoom calls provide feedback. For private critiques, upgrade to the Personal Strategy Bundle which includes a 1-hour call with Chris Do.
Does the course cover legal contracts?
Yes, Module 7 links to attorney-vetted SOW templates, IP clauses, and kill-fee structures ready for immediate use.
Final Verdict
The Jose Caballer (The Futur) – Advanced Strategy Bundle is a no-brainer for any creative who wants to stop trading time for dollars and start commanding premium retainers rooted in strategic value. It compresses decades of agency-level mastery into a digestible system, giving you not just theory but the exact language, templates, and case study proof needed to move from designer to strategic partner. The price of $649 is recouped within one or two well-facilitated discovery sessions—and every subsequent workshop multiplies ROI. While beginners may feel intimidated by the scope, the forgiving refund policy and vibrant community de-risk the plunge. If you crave predictable income, shorter revision cycles, and the professional respect that accompanies real strategy chops, enroll today. You will never look at a blank client brief the same way again.