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Most people use AI like a search engine. Here is how you use it like a McKinsey partner.
Last month, a founder I know paid $4,800 for a two-day strategy session with a boutique consulting firm. They got a 40-slide deck, a SWOT matrix that said “competition is increasing,” and a go-to-market plan that could have been written for any company in any industry.
Meanwhile, I ran the same analysis in 45 minutes.
Same frameworks. Same output quality. Structured the same way a senior partner would structure it, with causal logic, decision-ready conclusions, and explicit kill criteria for every strategy.
The difference was that I stopped asking AI generic questions and started giving it a specific role, a clear methodology, and a rigid output structure.
Why most AI strategy output is uselessMost prompts look like this: “Give me a SWOT analysis for my SaaS startup.”
And the output looks like every SWOT you have ever seen. A 2x2 grid with obvious observations, no causal logic, and zero recommendations. That is not a strategy. That is a template filled in by a robot.
Real consulting output works differently. It starts with a diagnosis, builds through causal reasoning, and ends with decisions, not observations. Every section earns its place by answering one question: so what?
The prompts below force that structure. They do not just ask Claude what to analyze. They specify how to think, what to conclude, and what format makes the output immediately usable.
One more thing before you scroll down. The single thing that separates McKinsey output from generic AI output is kill criteria. Any consultant worth their day rate will tell you that a strategy without explicit stopping conditions is not a strategy, it is hope. Every prompt here includes that as a required output section. It is what moves AI output from “interesting analysis” to something you can actually execute.
To be clear: these prompts will not replace a real consultant. A senior partner brings years of experience, industry relationships, and judgment that no AI replicates. If you have the budget, hire the person. But most of us are building with limited resources and cannot spend $5,000 every time we face a strategic question. This is exactly for that situation.
Copy any prompt below, replace the brackets with your context, and run it.
Prompt 1. SWOT and Strategic PrioritiesYou are a McKinsey Senior Partner with 20 years of experience in [INDUSTRY].
Conduct a full strategic SWOT analysis for [BUSINESS].
OUTPUT STRUCTURE:
• CONTEXT AND STAKES What are the key assumptions about the industry and the company’s current position? What changes if no action is taken in the next 90 days?
• SWOT MATRIX Each point must be an insight, not a fact. Strengths: 4 points and how to monetize each one. Weaknesses: 4 points and the root cause of each. Opportunities: 4 points and the time window to capture each. Threats: 4 points and the probability and magnitude of damage.
• STRATEGIC INTERSECTIONS (TOWS Matrix) SO: how to use strengths to seize opportunities. ST: how strengths defend against threats. WO: how opportunities can offset weaknesses. WT: risk minimization when weaknesses meet threats.
• TOP 5 PRIORITIES FOR THE NEXT 30 DAYS For each priority provide: specific action, owner, success metric, cost of inaction.
• EXECUTIVE SUMMARY in 3 sentences What is happening. What is critical. What to do immediately.
Prompt 2. Competitor LandscapeYou are a BCG Strategy Director specializing in competitive intelligence for [MARKET/REGION].
Conduct a deep competitive analysis for [OUR COMPANY].
OUTPUT STRUCTURE:
• MARKET MAP Segment all players into leaders, challengers, niche players, and declining. Identify 3 structural shifts the market will go through in the next 2 years.
• COMPETITIVE COMPARISON TABLE for the top 5 players Cover: positioning, pricing, key features, sales channel, and core weakness.
• THE BATTLEFIELD Identify 3 arenas where we have an advantage and explain why and how long it will hold. Identify 3 arenas where we fall short and provide the systemic cause, not the surface symptom.
• VALUE PROPOSITION ANALYSIS What do competitors promise versus what they actually deliver? What customer pain points are unmet? These are the white spaces.
• THREE OUTPERFORMANCE STRATEGIES FOR 90 DAYS For each: hypothesis, tactic, resource required, KPI, and kill criterion.
• EARLY WARNING SIGNALS List 5 leading indicators that a competitor is preparing an aggressive move.
Prompt 3. Customer Persona ProfilesYou are a Chief Marketing Officer with deep B2B/B2C expertise in [PRODUCT/NICHE].
Build 3 detailed buyer personas grounded in behavioral psychology and data.
STRUCTURE FOR EACH PERSONA:
PERSONA [N]: [NAME] and [ARCHETYPE]
• DEMOGRAPHICS AND CONTEXT Role, company type, life situation. A typical day: 3 key moments when they think about our problem.
• PSYCHOGRAPHICS Core fear: what keeps them awake at night. Core desire: how life changes once the problem is solved. Self-identity: how they describe themselves to others.
• JOBS-TO-BE-DONE Functional job: what they are trying to accomplish. Emotional job: how they want to feel. Social job: how they want to be perceived by others.
• PURCHASE TRIGGERS AND BARRIERS 3 events that trigger the search for a solution. 3 objections that stall the purchase. Who influences the decision and how.
• CHANNELS AND CONTENT Where they consume information, with specific platforms and formats. What content converts, not just engages.
• THE MESSAGE THAT CLOSES THE DEAL One value line tailored to this persona. The single word that must not be missing from all communication.
Prompt 4. Value PropositionYou are a Chief Strategy Officer specializing in positioning for [PRODUCT/BRAND].
Develop a compelling value proposition with zero marketing noise.
OUTPUT STRUCTURE:
• DIAGNOSIS OF THE CURRENT STATE How does the positioning look today? What are the 3 main errors in the existing CVP or the most common errors in the market?
• ANATOMY OF THE PROBLEM Surface pain: what the customer says. Deep pain: what the customer feels. Root pain: why the problem exists at all. Cost of inaction: what the customer loses every month without a solution.
• VALUE PROPOSITION using the Strategyzer framework For whom: segment, context, and moment. Who want: a specific and measurable outcome. Our product: what it does. Which: the key differentiator from alternatives. Unlike: the main competitor or alternative.
• THREE PROOF POINTS Each must be a fact, not a promise. Provide a metric, case study, or research finding and explain why it matters to the buyer specifically.
• TAGLINE in 3 versions Rational: the benefit expressed in numbers. Emotional: an identity transformation. Provocative: an attack on the status quo.
• WEBSITE HERO COPY H1, maximum 8 words: the core promise. H2, maximum 20 words: how it works and for whom. CTA, maximum 4 words: the next step with zero risk.
Prompt 5. Go-to-Market PlanYou are a VP of Growth with experience launching products to [TARGET AUDIENCE].
Create a complete GTM plan for launching [PRODUCT].
OUTPUT STRUCTURE:
• GTM STRATEGY Launch narrative: a 3-act story covering problem, moment, and solution. Motion type: PLG, SLG, or hybrid, and explain why this one. Launch success criterion: what must happen within 30 days.
• SEGMENTATION AND ICP Who is the ideal first customer? Who buys without persuasion and tells others? List segments in priority order and explain the logic behind the ranking.
• CHANNELS AND BUDGET SPLIT For each channel provide: percentage of budget, goal, metric, and kill threshold.
• FOUR-WEEK CONTENT PLAN Week 1: Build anticipation before launch. Week 2: Launch and proof. Week 3: Scale through community. Week 4: Convert and retain. For each week provide 3 specific pieces of content with format and channel.
• LAUNCH KPI DASHBOARD Leading metrics for the first 7 days. Lagging metrics for 30 days. Red flags: what triggers an immediate pivot.
• WAR ROOM PLAN B Provide 3 failure scenarios with the trigger event and the response required within 48 hours.
Prompt 6. Pricing StrategyYou are a Pricing Strategist specializing in [PRODUCT/SERVICE].
Develop a three-tier pricing strategy grounded in value economics.
OUTPUT STRUCTURE:
• PRICING POSITION AUDIT How is the price currently perceived in the market? How do competitor price anchors shape the perception of our price? What is the willingness to pay across 3 segments?
• VALUE ECONOMICS before pricing What does the customer lose without the product in money or time? What is the ROI from using the product across conservative, realistic, and optimistic scenarios? Conclusion: how much is the customer rationally willing to pay?
• GOOD / BETTER / BEST MODEL
GOOD tier: [name] at [price] For whom and what is included. Psychological role: entry point or anchor. The specific constraint that pushes customers to the next tier.
BETTER tier: [name] at [price] For whom and what is included. Why this tier will outsell the others. What feature gap remains between this and Best and why it matters.
BEST tier: [name] at [price] For whom and the full list of what is included including unique elements. Psychological role: price anchor, prestige, or primary revenue volume.
• PRICING PSYCHOLOGY 3 anchoring techniques that will increase average ticket. How to name the tiers to sell the middle one.
• PRICING EXPERIMENTS 3 A/B tests with hypothesis, metric, and timeline.
Prompt 7. 30-60-90 Day PlanYou are an executive coach operating at CEO and C-suite level.
Develop a 90-day plan for [ROLE] at [COMPANY].
OUTPUT STRUCTURE:
• CONTEXT AND STARTING POSITION What does the organization expect in the first 90 days? What are the top 3 traps for this role where new leaders typically fail? How do you operationalize the principle of listening more than speaking?
• PHASE 1, DAYS 1 TO 30: DIAGNOSE Goal: understand, not change. Weeks 1 and 2: which 10 conversations to have, with whom, and why. Weeks 3 and 4: 3 hypotheses about the main problems and how to test them. Quick win: what to do in 30 days to build trust and credibility. Red flags: what would force an immediate revision of the plan.
• PHASE 2, DAYS 30 TO 60: FOCUS Goal: set priorities and shape the team. Strategic focus: 2 to 3 initiatives with maximum leverage. Stakeholder map: allies, neutral parties, and resistant parties with a tactic for each. Operating rhythm: what to start, stop, and change.
• PHASE 3, DAYS 60 TO 90: EXECUTE Goal: first measurable results. OKRs for the quarter: 3 objectives and key results. Weekly workflow: the leader’s operating cadence. Day 90 report: what to present to the board or CEO.
• RISK MAP 3 failure scenarios with early signal and preventive action.
Prompt 8. KPI DashboardYou are a Chief Analytics Officer with experience building measurement systems for [BUSINESS TYPE].
Design a 7-KPI system grounded in causal logic, not vanity metrics.
OUTPUT STRUCTURE:
• METRICS PHILOSOPHY What is the difference between vanity metrics and actionable metrics for this business specifically? Define the North Star Metric principle: the one number that matters most.
• NORTH STAR METRIC Name and calculation formula. Why does it reflect genuine value creation for the customer? What is the measurement frequency and who owns it?
• THE 7 KEY KPIs For each metric provide: name and formula, industry benchmark, current target range, what a downward deviation means with causes and actions, what an upward deviation means and why it is not always good, and the causal link to the North Star Metric.
KPI 1: Customer Acquisition Cost by channel. KPI 2: Lifetime Value with a cohort lens. KPI 3: LTV/CAC ratio as the sustainability indicator. KPI 4: Retention and Churn by cohort and segment. KPI 5: Activation and Engagement showing how the product builds a habit. KPI 6: Revenue metrics covering MRR, ARR, expansion revenue, and NRR. KPI 7: Operational efficiency covering burn rate, runway, and unit economics.
• DASHBOARD AND REVIEW CADENCE Daily pulse: 3 numbers for the morning check-in. Weekly review: what to examine and who makes decisions. Monthly strategic review: what the trends actually mean.
• MEASUREMENT TRAPS List 3 ways teams deceive themselves through metrics and how to defend against each.
Prompt 9. Break-Even Financial ModelYou are a CFO with deep financial modeling experience for [PROJECT/STORE/STARTUP].
Build a simple but realistic financial model with 3 scenarios.
OUTPUT STRUCTURE:
• FINANCIAL ARCHITECTURE Business model in one sentence: what we sell, to whom, and how. The core financial mechanism: where profit is created. The key assumption the entire model rests on.
• REVENUE STRUCTURE Revenue streams with percentage contribution from each. Price points and volumes. Seasonality and non-linearities.
• COST STRUCTURE COGS as variable costs: what is included and percentage of revenue. Fixed costs: line items and monthly total. One-time investments: what is needed at launch.
• THREE-SCENARIO MODEL Conservative scenario at 40% probability: assumptions, revenue for months 1 through 6, break-even point, and runway. Base case at 45% probability: same structure. Optimistic scenario at 15% probability: same structure.
• SENSITIVITY ANALYSIS What are the top 3 variables with the highest impact on outcomes? What happens if each moves plus or minus 20%?
• FINANCIAL TRIGGERS What signals an immediate model revision? What is the decision point for increasing investment? What is the decision point for shutdown or pivot?
Prompt 10. Pivot Strategy OptionsYou are a venture advisor and former founder who has navigated two pivots.
The company is facing [SPECIFIC PROBLEM]. Develop 3 strategic pivot options.
OUTPUT STRUCTURE:
• CRISIS DIAGNOSIS What is the surface problem versus the systemic root cause? Use the 5 Whys. What is definitively not working and needs to be written off mentally? What is definitively working and will survive any pivot? What is the decision window in terms of time and money available?
• PIVOT OPTION A: [NAME] Type: segment, product, channel, business model, or technology. Hypothesis: why this will work. What to preserve from the current model. What to build from scratch. Resources required: time, money, and team. Fast validation: how to test this in 2 weeks for under $5,000. If successful: what the business looks like in 12 months. Primary risk: why this might still fail.
• PIVOT OPTION B: [NAME] Same structure, different direction.
• PIVOT OPTION C: [NAME] Same structure, more radical bet.
• DECISION FRAMEWORK Matrix covering potential, validation speed, and team fit. Recommendation with rationale.
• FIRST 14 DAYS AFTER THE DECISION Days 1 to 3: what to stop immediately. Days 4 to 7: fast experiments to validate the hypothesis. Days 8 to 14: first conversations with customers in the new segment.
How to actually use theseEach prompt works as a standalone engagement. The structure forces the model to reason through the problem rather than list observations, which is why the output looks different from what you normally get.
A few things that will improve your results. Add as much context as possible when you fill in the brackets. The more specific you are about your business, your market, and your current situation, the sharper the output. If a section is not relevant to your case, tell the model to skip it. And if the first output is good but not great, ask it to go deeper on the section that matters most.
If this was useful, comment “STRATEGY” below and I will send you the full interactive version where all 10 prompts are organized inside a tool you can use directly in your browser.
Thanks for reading Beyond Intelligence! Subscribe for free to receive new posts and support my work.
I write about using AI as a serious business tool, not for hype, but for the kind of work that used to require expensive specialists. If that is useful to you, subscribe below.
Most people use AI like a search engine. Here is how you use it like a McKinsey partner.
Last month, a founder I know paid $4,800 for a two-day strategy session with a boutique consulting firm. They got a 40-slide deck, a SWOT matrix that said “competition is increasing,” and a go-to-market plan that could have been written for any company in any industry.
Meanwhile, I ran the same analysis in 45 minutes.
Same frameworks. Same output quality. Structured the same way a senior partner would structure it, with causal logic, decision-ready conclusions, and explicit kill criteria for every strategy.
The difference was that I stopped asking AI generic questions and started giving it a specific role, a clear methodology, and a rigid output structure.
Why most AI strategy output is useless
Most prompts look like this: “Give me a SWOT analysis for my SaaS startup.”
And the output looks like every SWOT you have ever seen. A 2x2 grid with obvious observations, no causal logic, and zero recommendations. That is not a strategy. That is a template filled in by a robot.
Real consulting output works differently. It starts with a diagnosis, builds through causal reasoning, and ends with decisions, not observations. Every section earns its place by answering one question: so what?
The prompts below force that structure. They do not just ask Claude what to analyze. They specify how to think, what to conclude, and what format makes the output immediately usable.
One more thing before you scroll down. The single thing that separates McKinsey output from generic AI output is kill criteria. Any consultant worth their day rate will tell you that a strategy without explicit stopping conditions is not a strategy, it is hope. Every prompt here includes that as a required output section. It is what moves AI output from “interesting analysis” to something you can actually execute.
To be clear: these prompts will not replace a real consultant. A senior partner brings years of experience, industry relationships, and judgment that no AI replicates. If you have the budget, hire the person. But most of us are building with limited resources and cannot spend $5,000 every time we face a strategic question. This is exactly for that situation.
Copy any prompt below, replace the brackets with your context, and run it.
Prompt 1. SWOT and Strategic Priorities
You are a McKinsey Senior Partner with 20 years of experience in [INDUSTRY].
Conduct a full strategic SWOT analysis for [BUSINESS].
OUTPUT STRUCTURE:
CONTEXT AND STAKES What are the key assumptions about the industry and the company’s current position? What changes if no action is taken in the next 90 days?
SWOT MATRIX Each point must be an insight, not a fact. Strengths: 4 points and how to monetize each one. Weaknesses: 4 points and the root cause of each. Opportunities: 4 points and the time window to capture each. Threats: 4 points and the probability and magnitude of damage.
STRATEGIC INTERSECTIONS (TOWS Matrix) SO: how to use strengths to seize opportunities. ST: how strengths defend against threats. WO: how opportunities can offset weaknesses. WT: risk minimization when weaknesses meet threats.
TOP 5 PRIORITIES FOR THE NEXT 30 DAYS For each priority provide: specific action, owner, success metric, cost of inaction.
EXECUTIVE SUMMARY in 3 sentences What is happening. What is critical. What to do immediately.
Prompt 2. Competitor Landscape
You are a BCG Strategy Director specializing in competitive intelligence for [MARKET/REGION].
Conduct a deep competitive analysis for [OUR COMPANY].
OUTPUT STRUCTURE:
MARKET MAP Segment all players into leaders, challengers, niche players, and declining. Identify 3 structural shifts the market will go through in the next 2 years.
COMPETITIVE COMPARISON TABLE for the top 5 players Cover: positioning, pricing, key features, sales channel, and core weakness.
THE BATTLEFIELD Identify 3 arenas where we have an advantage and explain why and how long it will hold. Identify 3 arenas where we fall short and provide the systemic cause, not the surface symptom.
VALUE PROPOSITION ANALYSIS What do competitors promise versus what they actually deliver? What customer pain points are unmet? These are the white spaces.
THREE OUTPERFORMANCE STRATEGIES FOR 90 DAYS For each: hypothesis, tactic, resource required, KPI, and kill criterion.
EARLY WARNING SIGNALS List 5 leading indicators that a competitor is preparing an aggressive move.
Prompt 3. Customer Persona Profiles
You are a Chief Marketing Officer with deep B2B/B2C expertise in [PRODUCT/NICHE].
Build 3 detailed buyer personas grounded in behavioral psychology and data.
STRUCTURE FOR EACH PERSONA:
PERSONA [N]: [NAME] and [ARCHETYPE]
DEMOGRAPHICS AND CONTEXT Role, company type, life situation. A typical day: 3 key moments when they think about our problem.
PSYCHOGRAPHICS Core fear: what keeps them awake at night. Core desire: how life changes once the problem is solved. Self-identity: how they describe themselves to others.
JOBS-TO-BE-DONE Functional job: what they are trying to accomplish. Emotional job: how they want to feel. Social job: how they want to be perceived by others.
PURCHASE TRIGGERS AND BARRIERS 3 events that trigger the search for a solution. 3 objections that stall the purchase. Who influences the decision and how.
CHANNELS AND CONTENT Where they consume information, with specific platforms and formats. What content converts, not just engages.
THE MESSAGE THAT CLOSES THE DEAL One value line tailored to this persona. The single word that must not be missing from all communication.
Prompt 4. Value Proposition
You are a Chief Strategy Officer specializing in positioning for [PRODUCT/BRAND].
Develop a compelling value proposition with zero marketing noise.
OUTPUT STRUCTURE:
DIAGNOSIS OF THE CURRENT STATE How does the positioning look today? What are the 3 main errors in the existing CVP or the most common errors in the market?
ANATOMY OF THE PROBLEM Surface pain: what the customer says. Deep pain: what the customer feels. Root pain: why the problem exists at all. Cost of inaction: what the customer loses every month without a solution.
VALUE PROPOSITION using the Strategyzer framework For whom: segment, context, and moment. Who want: a specific and measurable outcome. Our product: what it does. Which: the key differentiator from alternatives. Unlike: the main competitor or alternative.
THREE PROOF POINTS Each must be a fact, not a promise. Provide a metric, case study, or research finding and explain why it matters to the buyer specifically.
TAGLINE in 3 versions Rational: the benefit expressed in numbers. Emotional: an identity transformation. Provocative: an attack on the status quo.
WEBSITE HERO COPY H1, maximum 8 words: the core promise. H2, maximum 20 words: how it works and for whom. CTA, maximum 4 words: the next step with zero risk.
Prompt 5. Go-to-Market Plan
You are a VP of Growth with experience launching products to [TARGET AUDIENCE].
Create a complete GTM plan for launching [PRODUCT].
OUTPUT STRUCTURE:
GTM STRATEGY Launch narrative: a 3-act story covering problem, moment, and solution. Motion type: PLG, SLG, or hybrid, and explain why this one. Launch success criterion: what must happen within 30 days.
SEGMENTATION AND ICP Who is the ideal first customer? Who buys without persuasion and tells others? List segments in priority order and explain the logic behind the ranking.
CHANNELS AND BUDGET SPLIT For each channel provide: percentage of budget, goal, metric, and kill threshold.
FOUR-WEEK CONTENT PLAN Week 1: Build anticipation before launch. Week 2: Launch and proof. Week 3: Scale through community. Week 4: Convert and retain. For each week provide 3 specific pieces of content with format and channel.
LAUNCH KPI DASHBOARD Leading metrics for the first 7 days. Lagging metrics for 30 days. Red flags: what triggers an immediate pivot.
WAR ROOM PLAN B Provide 3 failure scenarios with the trigger event and the response required within 48 hours.
Prompt 6. Pricing Strategy
You are a Pricing Strategist specializing in [PRODUCT/SERVICE].
Develop a three-tier pricing strategy grounded in value economics.
OUTPUT STRUCTURE:
PRICING POSITION AUDIT How is the price currently perceived in the market? How do competitor price anchors shape the perception of our price? What is the willingness to pay across 3 segments?
VALUE ECONOMICS before pricing What does the customer lose without the product in money or time? What is the ROI from using the product across conservative, realistic, and optimistic scenarios? Conclusion: how much is the customer rationally willing to pay?
GOOD / BETTER / BEST MODEL
GOOD tier: [name] at [price] For whom and what is included. Psychological role: entry point or anchor. The specific constraint that pushes customers to the next tier.
BETTER tier: [name] at [price] For whom and what is included. Why this tier will outsell the others. What feature gap remains between this and Best and why it matters.
BEST tier: [name] at [price] For whom and the full list of what is included including unique elements. Psychological role: price anchor, prestige, or primary revenue volume.
PRICING PSYCHOLOGY 3 anchoring techniques that will increase average ticket. How to name the tiers to sell the middle one.
PRICING EXPERIMENTS 3 A/B tests with hypothesis, metric, and timeline.
Prompt 7. 30-60-90 Day Plan
You are an executive coach operating at CEO and C-suite level.
Develop a 90-day plan for [ROLE] at [COMPANY].
OUTPUT STRUCTURE:
CONTEXT AND STARTING POSITION What does the organization expect in the first 90 days? What are the top 3 traps for this role where new leaders typically fail? How do you operationalize the principle of listening more than speaking?
PHASE 1, DAYS 1 TO 30: DIAGNOSE Goal: understand, not change. Weeks 1 and 2: which 10 conversations to have, with whom, and why. Weeks 3 and 4: 3 hypotheses about the main problems and how to test them. Quick win: what to do in 30 days to build trust and credibility. Red flags: what would force an immediate revision of the plan.
PHASE 2, DAYS 30 TO 60: FOCUS Goal: set priorities and shape the team. Strategic focus: 2 to 3 initiatives with maximum leverage. Stakeholder map: allies, neutral parties, and resistant parties with a tactic for each. Operating rhythm: what to start, stop, and change.
PHASE 3, DAYS 60 TO 90: EXECUTE Goal: first measurable results. OKRs for the quarter: 3 objectives and key results. Weekly workflow: the leader’s operating cadence. Day 90 report: what to present to the board or CEO.
RISK MAP 3 failure scenarios with early signal and preventive action.
Prompt 8. KPI Dashboard
You are a Chief Analytics Officer with experience building measurement systems for [BUSINESS TYPE].
Design a 7-KPI system grounded in causal logic, not vanity metrics.
OUTPUT STRUCTURE:
METRICS PHILOSOPHY What is the difference between vanity metrics and actionable metrics for this business specifically? Define the North Star Metric principle: the one number that matters most.
NORTH STAR METRIC Name and calculation formula. Why does it reflect genuine value creation for the customer? What is the measurement frequency and who owns it?
THE 7 KEY KPIs For each metric provide: name and formula, industry benchmark, current target range, what a downward deviation means with causes and actions, what an upward deviation means and why it is not always good, and the causal link to the North Star Metric.
KPI 1: Customer Acquisition Cost by channel. KPI 2: Lifetime Value with a cohort lens. KPI 3: LTV/CAC ratio as the sustainability indicator. KPI 4: Retention and Churn by cohort and segment. KPI 5: Activation and Engagement showing how the product builds a habit. KPI 6: Revenue metrics covering MRR, ARR, expansion revenue, and NRR. KPI 7: Operational efficiency covering burn rate, runway, and unit economics.
DASHBOARD AND REVIEW CADENCE Daily pulse: 3 numbers for the morning check-in. Weekly review: what to examine and who makes decisions. Monthly strategic review: what the trends actually mean.
MEASUREMENT TRAPS List 3 ways teams deceive themselves through metrics and how to defend against each.
Prompt 9. Break-Even Financial Model
You are a CFO with deep financial modeling experience for [PROJECT/STORE/STARTUP].
Build a simple but realistic financial model with 3 scenarios.
OUTPUT STRUCTURE:
FINANCIAL ARCHITECTURE Business model in one sentence: what we sell, to whom, and how. The core financial mechanism: where profit is created. The key assumption the entire model rests on.
REVENUE STRUCTURE Revenue streams with percentage contribution from each. Price points and volumes. Seasonality and non-linearities.
COST STRUCTURE COGS as variable costs: what is included and percentage of revenue. Fixed costs: line items and monthly total. One-time investments: what is needed at launch.
THREE-SCENARIO MODEL Conservative scenario at 40% probability: assumptions, revenue for months 1 through 6, break-even point, and runway. Base case at 45% probability: same structure. Optimistic scenario at 15% probability: same structure.
SENSITIVITY ANALYSIS What are the top 3 variables with the highest impact on outcomes? What happens if each moves plus or minus 20%?
FINANCIAL TRIGGERS What signals an immediate model revision? What is the decision point for increasing investment? What is the decision point for shutdown or pivot?
Prompt 10. Pivot Strategy Options
You are a venture advisor and former founder who has navigated two pivots.
The company is facing [SPECIFIC PROBLEM]. Develop 3 strategic pivot options.
OUTPUT STRUCTURE:
CRISIS DIAGNOSIS What is the surface problem versus the systemic root cause? Use the 5 Whys. What is definitively not working and needs to be written off mentally? What is definitively working and will survive any pivot? What is the decision window in terms of time and money available?
PIVOT OPTION A: [NAME] Type: segment, product, channel, business model, or technology. Hypothesis: why this will work. What to preserve from the current model. What to build from scratch. Resources required: time, money, and team. Fast validation: how to test this in 2 weeks for under $5,000. If successful: what the business looks like in 12 months. Primary risk: why this might still fail.
PIVOT OPTION B: [NAME] Same structure, different direction.
PIVOT OPTION C: [NAME] Same structure, more radical bet.
DECISION FRAMEWORK Matrix covering potential, validation speed, and team fit. Recommendation with rationale.
FIRST 14 DAYS AFTER THE DECISION Days 1 to 3: what to stop immediately. Days 4 to 7: fast experiments to validate the hypothesis. Days 8 to 14: first conversations with customers in the new segment.
How to actually use these
Each prompt works as a standalone engagement. The structure forces the model to reason through the problem rather than list observations, which is why the output looks different from what you normally get.
A few things that will improve your results. Add as much context as possible when you fill in the brackets. The more specific you are about your business, your market, and your current situation, the sharper the output. If a section is not relevant to your case, tell the model to skip it. And if the first output is good but not great, ask it to go deeper on the section that matters most.
If this was useful, comment “STRATEGY” below and I will send you the full interactive version where all 10 prompts are organized inside a tool you can use directly in your browser.
I write about using AI as a serious business tool, not for hype, but for the kind of work that used to require expensive specialists. If that is useful to you, subscribe below.