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20 Business Model & Revenue Prompts McKinsey/BCG

The Complete Business Model & Revenue Strategy Toolkit: 20 Expert Prompts for Sustainable Growth

Is your business model future-proof? With 75% of S&P 500 companies projected to be replaced by 2027 due to business model disruption, and 68% of revenue leaders citing pricing as their biggest growth lever, having a robust approach to business model design and revenue optimization isn’t optional—it’s existential.

In this comprehensive guide, we’re sharing 20 battle-tested business model and revenue strategy prompts that transform abstract financial concepts into actionable growth plans. These McKinsey and BCG-style frameworks help you analyze unit economics, optimize monetization, innovate revenue streams, and build sustainable business architectures.

Why This Revenue Strategy Toolkit Works

Each prompt solves specific business model challenges:

  • Revenue Plateaus → Growth Pathways

  • Pricing Guesswork → Data-Driven Monetization

  • One-Stream Dependency → Diversified Revenue

  • Complex Economics → Clear Unit Models

  • Static Models → Adaptive Architectures

Quick Implementation: Copy any prompt, customize [Your Company] details, and run in ChatGPT/Claude for instant expert analysis. Save 20+ hours per strategic review.

PART 1: MONETIZATION & BUSINESS MODEL ANALYSIS (10 Prompts)

1. Subscription Model Transition Feasibility

Persona: BCG Monetization Expert
Core Innovation: Comprehensive transition assessment framework

text
"Act as a BCG Monetization Expert. Evaluate the feasibility of transitioning [Your Company]'s [Current Product/Service] from a [Current Model: e.g., perpetual license/transactional] to a recurring subscription model.

FEASIBILITY ASSESSMENT MATRIX:

CUSTOMER IMPACT (Score 1-10):
- Willingness to Pay: [Customer interviews/surveys]
- Value Perception Shift: [From ownership → access]
- Competitive Pressure: [What competitors offer]
- Migration Resistance: [Expected pushback]

FINANCIAL IMPACT (Score 1-10):
- Cash Flow Transformation: [Upfront → recurring]
- Customer Lifetime Value: [Projected LTV change]
- Revenue Recognition: [Accounting implications]
- Investment Required: [Transition costs]

OPERATIONAL IMPACT (Score 1-10):
- Systems & Billing: [Tech stack changes]
- Customer Success: [Ongoing support needs]
- Sales Compensation: [Commission structure shift]
- Churn Management: [New capabilities needed]

OVERALL FEASIBILITY SCORE: ___/30
Go/No-Go Recommendation: [Based on score thresholds]

6-PHASE TRANSITION ROADMAP:
Phase 1 (30 days): Pilot with 5% of customers
Phase 2 (60 days): Refine based on feedback
Phase 3 (90 days): Develop migration incentives
Phase 4 (120 days): Launch opt-in program
Phase 5 (180 days): Sunset old model for new customers
Phase 6 (365 days): Complete migration

RISK MITIGATION: [Top 3 risks with contingency plans]"

2. Revenue Stream Innovation Audit

Persona: McKinsey Revenue Strategy Analyst
Core Innovation: Systematic revenue diversification framework

text
"Act as a McKinsey Revenue Strategy Analyst. Conduct a comprehensive revenue stream audit for [Your Company].

EXISTING REVENUE STREAM MATRIX:
Stream 1: [Current Revenue Source]
- Contribution Margin: [%]
- Growth Rate: [YoY %]
- Scalability: [High/Med/Low]
- Strategic Importance: [Core/Adjacent/Non-core]

Stream 2: [Another Source]
- Margin | Growth | Scalability | Importance

Stream 3: [Another Source]
- Margin | Growth | Scalability | Importance

REVENUE CONCENTRATION RISK:
- % from Top Stream: [Number]
- Diversification Score: [1-10]
- Vulnerability: [External threats to main stream]

NEW REVENUE STREAM PROPOSALS:

PROPOSAL 1: [Innovative Stream Name]
- TAM/SAM/SOM: [$ Total / $ Serviceable / $ Obtainable]
- Value Proposition: [Customer problem solved]
- Implementation Effort: [High/Med/Low]
- Year 1 Potential: [$ revenue projection]
- Synergy with Core: [How it complements existing]

PROPOSAL 2: [Another Innovative Stream]
- TAM/SAM/SOM | Value Prop | Effort | Projection | Synergy

PRIORITIZATION MATRIX:
[Plot streams on Effort vs. Impact grid]
RECOMMENDATION: [Which to pursue first with rationale]"

3. Unit Economics Deep Dive

Persona: Financial Modeling Specialist
Core Innovation: Comprehensive unit economics dashboard

text
"Act as a Financial Modeling Specialist. Conduct a unit economics deep dive for [Your Company]'s core product: [Product Name].

UNIT ECONOMICS DASHBOARD:

CUSTOMER ACQUISITION COST (CAC):
- Marketing CAC: [$ per customer]
- Sales CAC: [$ per customer]
- Total CAC: [$ weighted average]
- Payback Period: [Months to recover CAC]

CUSTOMER LIFETIME VALUE (LTV):
- Average Revenue Per User (ARPU): [$ per month]
- Gross Margin: [%]
- Customer Lifetime: [Months]
- LTV: [$ total]
- LTV:CAC Ratio: [Current ratio]

KEY DRIVER SENSITIVITY ANALYSIS:
"If we improve [Metric] by [X%], LTV:CAC changes by [Y%]:"
1. Reduce Churn by 10%: [Impact on LTV:CAC]
2. Increase ARPU by 15%: [Impact on LTV:CAC]
3. Lower CAC by 20%: [Impact on LTV:CAC]

IMPROVEMENT ROADMAP TO ACHIEVE 25% LTV:CAP IMPROVEMENT:

Quarter 1-2: [Focus area 1 with specific actions]
- Expected Improvement: [%]
- Owner: [Team/individual]

Quarter 3-4: [Focus area 2 with specific actions]
- Expected Improvement: [%]
- Owner: [Team/individual]

Quarter 5-6: [Focus area 3 with specific actions]
- Expected Improvement: [%]
- Owner: [Team/individual]

MONITORING DASHBOARD: [Weekly/Monthly metrics to track]"

4. Revenue Leakage Audit

Persona: Revenue Optimization Consultant
Core Innovation: Systematic leakage identification and quantification

text
"Act as a Revenue Optimization Consultant. Conduct a revenue leakage audit for [Your Company] across three domains:

DOMAIN 1: BILLING & PRICING LEAKAGE
- Leak Point 1: [e.g., 'Grandfathered pricing below cost']
  - Estimated Annual Loss: [$ amount]
  - Root Cause: [Why it exists]
  - Fix Complexity: [High/Med/Low]
  - Fix Recommendation: [Specific action]

- Leak Point 2: [e.g., 'Unused feature entitlements']
  - Estimated Loss | Root Cause | Complexity | Fix

DOMAIN 2: COLLECTIONS & RECOVERY
- Leak Point 1: [e.g., 'Failed credit card charges']
  - Recovery Rate: [Current %]
  - Best-in-Class: [Industry benchmark]
  - Gap: [% improvement needed]
  - Automation Potential: [High/Med/Low]

DOMAIN 3: CONTRACT & COMPLIANCE
- Leak Point 1: [e.g., 'Unauthorized usage']
  - Detection Rate: [Current %]
  - Monitoring Gaps: [What's not tracked]
  - Enforcement Cost: [$ to fix]
  - ROI of Fix: [Payback period]

COST-BENEFIT ANALYSIS OF FIXES:
Priority 1 Fix: [Highest ROI]
- Implementation Cost: [$]
- Annual Benefit: [$]
- Payback Period: [Months]
- Team Required: [Who does it]

Priority 2 Fix: [Next highest ROI]
- Cost | Benefit | Payback | Team

90-DAY REVENUE RECOVERY PLAN:
Weeks 1-4: [Quick wins implementation]
Weeks 5-8: [Process changes]
Weeks 9-12: [System implementation]
Expected Recovery: [$ per quarter]"

5. Business Model Canvas with Strategic Insights

Persona: BCG Business Architect
Core Innovation: Action-oriented canvas with vulnerability analysis

text
"Act as a BCG Business Architect. Build a Business Model Canvas for [Your Company] with strategic insights.

THE 9 BUILDING BLOCKS:

1. CUSTOMER SEGMENTS:
   - Primary: [Who we serve]
   - Secondary: [Other segments]
   - Insight: [Underserved opportunity]

2. VALUE PROPOSITIONS:
   - Core: [Primary value]
   - Differentiated: [Unique aspects]
   - Insight: [Value gaps vs. competition]

3. CHANNELS:
   - Acquisition: [How we reach customers]
   - Delivery: [How we deliver value]
   - Insight: [Channel efficiency gaps]

4. CUSTOMER RELATIONSHIPS:
   - Type: [Transactional/Relationship/etc.]
   - Cost: [$ to maintain]
   - Insight: [Relationship depth opportunities]

5. REVENUE STREAMS:
   - Types: [One-time/Recurring/etc.]
   - Pricing: [Models used]
   - Insight: [Monetization innovation potential]

6. KEY RESOURCES:
   - Physical/Intellectual/Human/Financial
   - Insight: [Resource constraints/bottlenecks]

7. KEY ACTIVITIES:
   - Production/Problem-solving/Platform
   - Insight: [Activity efficiency opportunities]

8. KEY PARTNERSHIPS:
   - Suppliers/Alliances/Joint ventures
   - Insight: [Partnership gaps/risks]

9. COST STRUCTURE:
   - Fixed/Variable costs
   - Insight: [Cost optimization areas]

STRATEGIC VULNERABILITIES (Top 3):
1. [Vulnerability 1 with mitigation plan]
2. [Vulnerability 2 with mitigation plan]
3. [Vulnerability 3 with mitigation plan]

UNTAPPED OPPORTUNITIES (Top 3):
1. [Opportunity 1 with action plan]
2. [Opportunity 2 with action plan]
3. [Opportunity 3 with action plan]

REVISED CANVAS: [Version 2.0 addressing insights]"

6. Customer Lifetime Value Optimization

Persona: Customer Economics Analyst
Core Innovation: Segment-specific LTV improvement roadmap

text
"Act as a Customer Economics Analyst. Analyze and optimize Customer Lifetime Value for [Your Company] across key segments.

SEGMENT-SPECIFIC LTV MODELS:

SEGMENT A: [Enterprise Customers]
- Current LTV: [$]
- Key Drivers: [ARPU: $, Retention: %, Margin: %]
- Improvement Potential: [High/Med/Low]
- Primary Constraint: [What limits LTV]

SEGMENT B: [SMB Customers]
- Current LTV | Drivers | Potential | Constraint

SEGMENT C: [Consumer Customers]
- Current LTV | Drivers | Potential | Constraint

5 SPECIFIC LTV IMPROVEMENT LEVERS:

LEVER 1: REDUCE CHURN BY 20%
- Target Segment: [Which segment]
- Current Churn Rate: [%]
- Target Rate: [%]
- Specific Actions: [3 retention initiatives]
- Expected LTV Impact: [+%]
- Implementation Timeline: [Months]

LEVER 2: INCREASE ARPU BY 15%
- Target Segment | Current ARPU | Target ARPU
- Specific Actions: [3 monetization initiatives]
- Expected Impact | Timeline

LEVER 3: IMPROVE MARGINS BY 5%
- Target Segment | Current Margin | Target
- Specific Actions: [3 cost optimization initiatives]
- Expected Impact | Timeline

LEVER 4: ACCELERATE UPSELL TIMING
- Current Time to Upsell: [Months]
- Target Time: [Months]
- Specific Actions: [3 acceleration initiatives]
- Expected Impact | Timeline

LEVER 5: EXPAND CROSS-SELL RATE
- Current Cross-sell Rate: [%]
- Target Rate: [%]
- Specific Actions: [3 expansion initiatives]
- Expected Impact | Timeline

PRIORITIZED ROADMAP:
Quarter 1: [Focus on Levers 1 & 2 for Segment A]
Quarter 2: [Expand to Segment B]
Quarter 3: [Implement Lever 3 across all]
Quarter 4: [Focus on Levers 4 & 5]

EXPECTED OVERALL LTV IMPROVEMENT: [+% over 12 months]"

7. Business Model Efficiency Benchmarking

Persona: McKinsey Benchmark Expert
Core Innovation: Comprehensive competitive benchmarking dashboard

text
"Act as a McKinsey Benchmark Expert. Benchmark [Your Company]'s business model efficiency against 3 top public competitors: [Competitor A, B, C].

EFFICIENCY SCORECARD (Our Score vs. Competitor Average):

METRIC 1: CUSTOMER ACQUISITION EFFICIENCY
- Our CAC: [$]
- Competitor Average: [$]
- Gap: [+/- %]
- Insight: [Why the gap exists]
- Action: [How to close gap]

METRIC 2: R&D INVESTMENT EFFICIENCY
- Our R&D as % of Revenue: [%]
- Competitor Average: [%]
- Gap | Insight | Action

METRIC 3: GROSS MARGIN EFFICIENCY
- Our Gross Margin: [%]
- Competitor Average: [%]
- Gap | Insight | Action

METRIC 4: CUSTOMER RETENTION EFFICIENCY
- Our Retention Rate: [%]
- Competitor Average: [%]
- Gap | Insight | Action

METRIC 5: REVENUE PER EMPLOYEE
- Our Revenue/Employee: [$]
- Competitor Average: [$]
- Gap | Insight | Action

OVERALL EFFICIENCY SCORE:
- Our Composite Score: [1-100]
- Competitor Average Score: [1-100]
- Gap Analysis: [Strengths/Weaknesses]

TOP 3 PERFORMANCE GAPS TO CLOSE:

GAP 1: [Largest efficiency gap]
- Current Performance: [Metric value]
- Target Performance: [Benchmark value]
- 90-Day Action Plan: [Specific initiatives]
- Owner: [Team responsible]
- Success Metric: [How we'll measure improvement]

GAP 2: [Second largest gap]
- Current | Target | Action Plan | Owner | Metric

GAP 3: [Third largest gap]
- Current | Target | Action Plan | Owner | Metric

QUARTERLY BENCHMARKING PROCESS: [How to institutionalize]"

8. Freemium Model Performance Analysis

Persona: SaaS Monetization Advisor
Core Innovation: Comprehensive freemium funnel optimization

text
"Act as a SaaS Monetization Advisor. Evaluate the performance of [Your Company]'s freemium model for [Product Name].

FREEMIUM FUNNEL METRICS:

STAGE 1: ACQUISITION
- Monthly Signups: [Number]
- Cost per Signup: [$]
- Quality Score: [1-10 based on engagement]

STAGE 2: ACTIVATION
- Day 1 Activation Rate: [%]
- Day 7 Retention: [%]
- Key Activation Metric: [What indicates value realization]

STAGE 3: ENGAGEMENT
- Weekly Active Users: [% of signups]
- Feature Adoption: [% using key features]
- Power User Profile: [Characteristics of top 10%]

STAGE 4: CONVERSION
- Free to Paid Conversion Rate: [%]
- Average Time to Convert: [Days]
- Primary Conversion Triggers: [What drives conversion]

STAGE 5: EXPANSION
- Average Revenue Per Paying User: [$]
- Expansion Revenue: [% of total]
- Upsell/Cross-sell Rates: [%]

STRATEGIC ASSESSMENT:

OPTION A: OPTIMIZE CURRENT FUNNEL
- Focus Areas: [3 specific improvements]
- Expected Impact: [+% conversion]
- Implementation Cost: [$]
- Timeline: [Months]

OPTION B: INTRODUCE PROSUMER TIER
- Tier Definition: [Features/limits]
- Target Price: [$/month]
- Expected Uptake: [% of free users]
- Cannibalization Risk: [% of current paid]

OPTION C: KILL FREEMIUM
- Migration Strategy: [How to transition users]
- Expected Impact on Acquisition: [-%]
- Cost Savings: [$ per month]
- Competitive Implications: [Market reaction]

RECOMMENDATION MATRIX:
[Plot options on Impact vs. Effort grid]
FINAL RECOMMENDATION: [Which option with rationale]

90-DAY ACTION PLAN:
Month 1: [Testing & validation]
Month 2: [Implementation]
Month 3: [Measurement & iteration]"

9. Revenue Diversification Strategy

Persona: Business Model Innovation Consultant
Core Innovation: Systematic diversification pathway evaluation

text
"Act as a Business Model Innovation Consultant. Develop revenue diversification pathways for [Your Company] to reduce dependence on [Core Revenue Stream], which faces [Specific Pressure: e.g., margin compression, regulatory risk].

CURRENT REVENUE CONCENTRATION:
- % from Core Stream: [Number]
- Vulnerability Score: [1-10 based on pressure]
- Diversification Urgency: [High/Med/Low]

3 DIVERSIFICATION PATHWAYS:

PATHWAY 1: [New Stream Name - e.g., 'Marketplace Commission']
- Strategic Synergy Score: [1-10 with core]
- Execution Effort Score: [1-10 difficulty]
- Time to Revenue: [Months]
- Year 1 Potential: [$ revenue]
- Investment Required: [$]
- Key Capabilities Needed: [What we must build/acquire]

PATHWAY 2: [Another Stream - e.g., 'Professional Services']
- Synergy Score | Effort Score | Time | Potential | Investment | Capabilities

PATHWAY 3: [Another Stream - e.g., 'Data Monetization']
- Synergy Score | Effort Score | Time | Potential | Investment | Capabilities

DIVERSIFICATION STRATEGY MATRIX:
[Plot pathways on Synergy vs. Effort grid]

RECOMMENDED PATHWAY: [Which to pursue first]

12-MONTH TESTING PLAN FOR TOP CANDIDATE:

Quarter 1: EXPLORATION PHASE
- Market Validation: [Customer interviews]
- MVP Definition: [Minimum viable product]
- Success Criteria: [Go/no-go metrics]

Quarter 2: BUILD PHASE
- MVP Development: [Features]
- Team Assembly: [Who builds it]
- Budget Allocation: [$]

Quarter 3: LAUNCH PHASE
- Pilot Customers: [Number/type]
- Pricing Test: [Models to try]
- Measurement Framework: [KPIs]

Quarter 4: SCALE DECISION
- Performance Review: [Against success criteria]
- Scale/Iterate/Pivot Decision: [Next steps]
- Resource Allocation: [Full budget if scaling]

RISK MANAGEMENT: [Top 3 diversification risks with mitigation]"

10. 3-Year Revenue Blueprint

Persona: Growth Strategy Lead
Core Innovation: Scenario-based revenue planning with initiative linkage

text
"Act as a Growth Strategy Lead. Build a detailed 3-year revenue blueprint for [Your Company].

SCENARIO PLANNING:

BASE SCENARIO (Most Likely):
- Year 1 Revenue: [$ projection]
- Year 2 Revenue: [$]
- Year 3 Revenue: [$]
- CAGR: [%]
- Key Assumptions: [3 critical assumptions]
- Probability: [% likelihood]

UPSIDE SCENARIO (Optimistic):
- Year 1 | Year 2 | Year 3 | CAGR
- Key Assumptions: [What goes right]
- Probability: [%]

DOWNSIDE SCENARIO (Pessimistic):
- Year 1 | Year 2 | Year 3 | CAGR
- Key Assumptions: [What goes wrong]
- Probability: [%]

REVENUE DRIVER ANALYSIS:

DRIVER 1: MARKET EXPANSION
- Current Contribution: [% of revenue]
- Target Contribution: [% by Year 3]
- Key Initiatives: [3 specific projects]
- Investment Required: [$ per year]
- Expected ROI: [%]

DRIVER 2: PRODUCT INNOVATION
- Current Contribution | Target Contribution
- Key Initiatives: [3 R&D projects]
- Investment Required | Expected ROI

DRIVER 3: PRICING OPTIMIZATION
- Current Contribution | Target Contribution
- Key Initiatives: [3 pricing changes]
- Investment Required | Expected ROI

INITIATIVE LINKAGE MATRIX:
[Map each initiative to revenue impact by year]

RESOURCE ALLOCATION PLAN:

Year 1 Investment:
- Sales & Marketing: [$]
- R&D: [$]
- Operations: [$]
- Total: [$]
- Expected Revenue: [$]
- ROI Target: [%]

Year 2 Investment: [Breakdown]
Year 3 Investment: [Breakdown]

QUARTERLY MILESTONES:
Q1 2024: [Key deliverable with revenue impact]
Q2 2024: [Deliverable]
Q3 2024: [Deliverable]
Q4 2024: [Deliverable]
[Continue through Q4 2026]

PERFORMANCE MANAGEMENT:
- Monthly Review Metrics: [5 key metrics]
- Quarterly Strategic Review: [Process]
- Annual Blueprint Refresh: [How to update]"

PART 2: ADVANCED REVENUE ARCHITECTURE (10 New Prompts)

11. Pricing Architecture Optimization

Persona: Pricing Strategy Architect
Core Innovation: Value-based pricing alignment framework

text
"Act as a Pricing Strategy Architect. Optimize the pricing architecture for [Your Product/Service] to align with delivered value.

CURRENT PRICING AUDIT:
- Pricing Model: [Subscription/Usage/Tiered/etc.]
- Price Points: [Current prices]
- Value Metrics: [What customers pay for]
- Competitive Positioning: [Premium/Parity/Discount]

VALUE-BASED PRICING ANALYSIS:

CUSTOMER SEGMENT VALUE ASSESSMENT:
Segment A: [Enterprise]
- Value Received: [$ quantified benefits]
- Willingness to Pay: [$]
- Current Price: [$]
- Gap: [Undercaptured/Overpriced]

Segment B: [SMB]
- Value Received | WTP | Current Price | Gap

Segment C: [Startup]
- Value Received | WTP | Current Price | Gap

OPTIMIZED PRICING ARCHITECTURE:

TIER 1: ESSENTIALS
- Target: [Segment]
- Features: [Included]
- Price: [$/month]
- Value Proposition: [Core benefit]
- Expected Take Rate: [%]

TIER 2: PROFESSIONAL
- Target | Features | Price | Value Prop | Take Rate

TIER 3: ENTERPRISE
- Target | Features | Price | Value Prop | Take Rate

PRICE COMMUNICATION STRATEGY:
- Anchoring: [How we establish value]
- Justification: [ROI calculation]
- Comparison: [Vs. alternatives/competitors]

IMPLEMENTATION ROADMAP:
Phase 1 (30 days): Customer research & validation
Phase 2 (60 days): Price testing with 5% of customers
Phase 3 (90 days): Communication & training
Phase 4 (120 days): Full rollout

EXPECTED IMPACT:
- Revenue Increase: [+%]
- Margin Improvement: [+%]
- Customer Perception: [Improved value alignment]"

12. Revenue Recognition Compliance Framework

Persona: Revenue Accounting Strategist
Core Innovation: ASC 606/IFRS 15 compliance optimization

text
"Act as a Revenue Accounting Strategist. Develop a revenue recognition compliance framework for [Your Company]'s complex revenue streams.

REVENUE STREAM ANALYSIS UNDER ASC 606/IFRS 15:

STREAM 1: [Subscription Revenue]
- Performance Obligations: [What's promised]
- Transaction Price: [$]
- Allocation Method: [How allocated]
- Recognition Timing: [When recognized]
- Compliance Risk: [High/Med/Low]

STREAM 2: [Professional Services]
- Performance Obligations | Price | Allocation | Timing | Risk

STREAM 3: [Hardware + Software Bundles]
- Performance Obligations | Price | Allocation | Timing | Risk

COMPLIANCE GAP ANALYSIS:

GAP 1: [Specific compliance issue]
- Current Practice: [How we handle]
- Requirement: [What standard requires]
- Gap Size: [Materiality assessment]
- Fix Required: [Changes needed]
- Implementation Timeline: [Months]

GAP 2: [Another issue]
- Current Practice | Requirement | Gap | Fix | Timeline

SYSTEMS & PROCESS OPTIMIZATION:

AREA 1: CONTRACT MANAGEMENT
- Current State: [Process description]
- Ideal State: [Compliant process]
- Changes Required: [Specific modifications]
- Tools Needed: [Software/Systems]

AREA 2: REVENUE SCHEDULING
- Current State | Ideal State | Changes | Tools

AREA 3: REPORTING & DISCLOSURE
- Current State | Ideal State | Changes | Tools

IMPLEMENTATION ROADMAP:
Month 1-2: Gap assessment & planning
Month 3-4: Process redesign
Month 5-6: System implementation
Month 7-8: Training & testing
Month 9-10: Go-live
Month 11-12: Audit & optimization

RISK MANAGEMENT:
- Financial Risk: [Restatement probability]
- Operational Risk: [Process disruption]
- Reputation Risk: [Market perception]
- Mitigation Strategies: [For each risk]"

13. Channel Partner Revenue Optimization

Persona: Channel Strategy Director
Core Innovation: Partner ecosystem revenue maximization

text
"Act as a Channel Strategy Director. Optimize the channel partner revenue ecosystem for [Your Company].

CHANNEL PARTNER ANALYSIS:

PARTNER TYPE 1: [Resellers]
- Current Revenue: [$]
- Margin Structure: [% to partner]
- Growth Rate: [YoY %]
- Performance Tier: [Platinum/Gold/Silver]
- Improvement Opportunity: [High/Med/Low]

PARTNER TYPE 2: [System Integrators]
- Revenue | Margin | Growth | Tier | Opportunity

PARTNER TYPE 3: [Marketplace Partners]
- Revenue | Margin | Growth | Tier | Opportunity

PARTNER PERFORMANCE DASHBOARD:

TOP PERFORMERS (Top 20%):
- Common Characteristics: [What they do well]
- Best Practices: [Replicable patterns]
- Revenue Concentration: [% from top partners]
- Risk: [Dependence on few partners]

UNDERPERFORMERS (Bottom 50%):
- Issues: [Why they underperform]
- Intervention Options: [Train/Enable/Terminate]
- Cost to Support: [$ per partner]
- ROI: [Current return]

OPTIMIZATION STRATEGY:

STRATEGY 1: PERFORMANCE TIERING
- Tier Criteria: [Revenue/Competencies/Certifications]
- Tier Benefits: [Margin/MDF/Support differences]
- Expected Impact: [+% revenue growth]
- Implementation Timeline: [Months]

STRATEGY 2: PARTNER ENABLEMENT
- Enablement Gaps: [Where partners need help]
- Program Design: [Training/Certification/Content]
- Investment Required: [$]
- Expected ROI: [%]

STRATEGY 3: INCENTIVE RESTRUCTURING
- Current Incentives: [Commission structure]
- Proposed Changes: [New structure]
- Alignment with Goals: [How it drives right behavior]
- Transition Plan: [How to implement]

90-DAY ACTION PLAN:
Weeks 1-4: Partner assessment & segmentation
Weeks 5-8: Program redesign
Weeks 9-12: Communication & rollout

EXPECTED OUTCOMES:
- Partner Revenue Growth: [+%]
- Partner Satisfaction: [Improvement target]
- Operational Efficiency: [Cost reduction %]"

14. International Revenue Expansion Framework

Persona: Global Revenue Strategist
Core Innovation: Systematic geographic expansion methodology

text
"Act as a Global Revenue Strategist. Develop an international revenue expansion framework for [Your Company].

MARKET PRIORITIZATION MATRIX:

MARKET 1: [Country/Region]
- TAM: [$ total addressable market]
- Competitive Intensity: [High/Med/Low]
- Regulatory Complexity: [High/Med/Low]
- Cultural Fit: [High/Med/Low]
- Strategic Priority: [1st/2nd/3rd]

MARKET 2: [Another Country]
- TAM | Competition | Regulation | Culture | Priority

MARKET 3: [Another Country]
- TAM | Competition | Regulation | Culture | Priority

EXPANSION PLAYBOOK:

PHASE 1: MARKET ENTRY (0-6 months)
- Entry Strategy: [Direct/Partner/Joint Venture]
- Localization Required: [Product/Legal/Marketing]
- Investment Required: [$]
- Success Metrics: [Initial KPIs]
- Exit Criteria: [When to pull out]

PHASE 2: SCALING (6-18 months)
- Growth Targets: [Revenue/Customers]
- Team Build: [Local hiring plan]
- Partnership Development: [Key alliances]
- Investment Required: [$]
- Success Metrics: [Growth KPIs]

PHASE 3: MATURATION (18-36 months)
- Market Leadership Goals: [Share position]
- Profitability Target: [% margin]
- Ecosystem Development: [Complementary services]
- Investment Required: [$]
- Success Metrics: [Profitability KPIs]

LOCALIZATION REQUIREMENTS:

PRODUCT LOCALIZATION:
- Required Changes: [Features/UI/Language]
- Development Cost: [$]
- Timeline: [Months]

PRICING LOCALIZATION:
- Local Price Points: [Converted amounts]
- Payment Methods: [Local preferences]
- Currency Risk: [Hedging strategy]

LEGAL & COMPLIANCE:
- Entity Structure: [Subsidiary/Branch/etc.]
- Tax Implications: [Local requirements]
- Data Privacy: [GDPR/local equivalents]

RESOURCE ALLOCATION:
Year 1: [$ for Market 1]
Year 2: [$ for Market 2 + expansion]
Year 3: [$ for Market 3 + optimization]

RISK MANAGEMENT:
- Political Risk: [Country stability]
- Currency Risk: [Exchange volatility]
- Execution Risk: [Local team building]
- Mitigation: [Strategies for each]"

15. Usage-Based Pricing Optimization

Persona: Consumption Economist
Core Innovation: Usage metric optimization and pricing

text
"Act as a Consumption Economist. Optimize the usage-based pricing model for [Your Product/Service].

CURRENT USAGE METRICS ANALYSIS:

METRIC 1: [Current primary metric, e.g., 'API Calls']
- Revenue Generated: [$]
- Customer Understanding: [Do they understand?]
- Predictability: [For us and customers]
- Alignment with Value: [High/Med/Low]
- Optimization Potential: [High/Med/Low]

METRIC 2: [Secondary metric]
- Revenue | Understanding | Predictability | Alignment | Potential

METRIC 3: [Another metric]
- Revenue | Understanding | Predictability | Alignment | Potential

VALUE-BASED METRIC REDESIGN:

PROPOSED METRIC 1: [Value-aligned metric]
- Value Connection: [How it correlates with value]
- Customer Predictability: [Can they forecast?]
- Implementation Complexity: [High/Med/Low]
- Expected Impact: [+% revenue]
- Transition Plan: [How to migrate]

PROPOSED METRIC 2: [Another value metric]
- Value Connection | Predictability | Complexity | Impact | Transition

PRICING TIER OPTIMIZATION:

TIER 1: STARTER
- Included Usage: [Base amount]
- Overage Rate: [$/unit over base]
- Target Segment: [Who it's for]
- Expected Uptake: [% of customers]

TIER 2: GROWTH
- Included Usage | Overage Rate | Target | Uptake

TIER 3: ENTERPRISE
- Included Usage | Overage Rate | Target | Uptake

PRICE COMMUNICATION STRATEGY:
- Value Demonstration: [ROI calculator]
- Usage Forecasting: [Tools for customers]
- Budget Management: [Alert systems]
- Success Stories: [Case studies]

IMPLEMENTATION ROADMAP:
Phase 1 (30 days): Metric validation with customers
Phase 2 (60 days): System changes
Phase 3 (90 days): Pilot with 10% of customers
Phase 4 (120 days): Full rollout
Phase 5 (180 days): Optimization based on data

EXPECTED BUSINESS IMPACT:
- Revenue Increase: [+%]
- Customer Satisfaction: [Improvement target]
- Predictability: [Improved forecasting accuracy]
- Competitive Advantage: [Differentiation created]"

16. Strategic Pricing Experiments Framework

Persona: Pricing Experimentation Lead
Core Innovation: Systematic pricing testing methodology

text
"Act as a Pricing Experimentation Lead. Design and implement a strategic pricing experimentation framework for [Your Company].

EXPERIMENT PORTFOLIO:

EXPERIMENT 1: PRICE POINT TEST
- Hypothesis: "Increasing price by X% will decrease conversion by less than Y%"
- Test Design: [A/B test structure]
- Segments: [Which customers]
- Duration: [Weeks]
- Success Metrics: [Primary & secondary]
- Statistical Significance: [Required sample size]

EXPERIMENT 2: PACKAGING TEST
- Hypothesis: "Bundling features A+B will increase ARPU by Z%"
- Test Design | Segments | Duration | Metrics | Significance

EXPERIMENT 3: PAYMENT TERMS TEST
- Hypothesis: "Annual billing will improve retention by R%"
- Test Design | Segments | Duration | Metrics | Significance

EXPERIMENTATION INFRASTRUCTURE:

TECHNOLOGY REQUIREMENTS:
- Testing Platform: [Tool needed]
- Analytics Integration: [Data requirements]
- Segmentation Capability: [Customer grouping]
- Implementation Effort: [High/Med/Low]

PROCESS REQUIREMENTS:
- Experiment Approval: [Governance process]
- Team Roles: [Who does what]
- Timeline: [From idea to results]
- Communication: [How results are shared]

RISK MANAGEMENT:
- Revenue Risk: [Potential downside]
- Customer Risk: [Negative reactions]
- Brand Risk: [Perception impact]
- Mitigation: [Safeguards for each]

LEARNING SYSTEM:

EXPERIMENT REPOSITORY:
- Capture: [What to document]
- Share: [How to disseminate learnings]
- Apply: [How to incorporate into strategy]
- Success Rate: [Target % of successful tests]

QUARTERLY EXPERIMENTATION PLAN:

Quarter 1 Focus: [Area, e.g., 'New customer pricing']
- Experiments: [3 specific tests]
- Expected Learning: [What we'll discover]
- Business Impact: [Potential revenue effect]

Quarter 2 Focus: [Another area]
- Experiments | Expected Learning | Impact

Quarter 3 Focus: [Another area]
- Experiments | Expected Learning | Impact

Quarter 4 Focus: [Another area]
- Experiments | Expected Learning | Impact

PERFORMANCE TRACKING:
- Experiments Run: [# per quarter]
- Success Rate: [%]
- Revenue Impact: [Cumulative $]
- Learning Velocity: [Time from idea to insight]"

17. Customer Success Revenue Integration

Persona: Customer Success Monetization Strategist
Core Innovation: Integrating success with revenue growth

text
"Act as a Customer Success Monetization Strategist. Integrate customer success with revenue growth for [Your Company].

CURRENT STATE ASSESSMENT:

SUCCESS METRICS VS. REVENUE METRICS:
- Current Success Metrics: [NPS/CSAT/Usage]
- Revenue Metrics: [Expansion/Retention]
- Alignment Score: [1-10 how well they correlate]
- Improvement Opportunity: [High/Med/Low]

SUCCESS TEAM INCENTIVES:
- Current Structure: [How they're compensated]
- Revenue Alignment: [% tied to revenue]
- Behavioral Impact: [What it drives]
- Optimization Potential: [High/Med/Low]

REVENUE INTEGRATION FRAMEWORK:

COMPONENT 1: EXPANSION PLAYBOOK
- Trigger Identification: [When to expand]
- Play Templates: [Standard approaches]
- Success Metrics: [Expansion KPIs]
- Team Training: [Required skills]

COMPONENT 2: RETENTION OPTIMIZATION
- Churn Prediction: [Early warning signals]
- Intervention Framework: [How to respond]
- Success Metrics: [Retention KPIs]
- Escalation Paths: [When to involve others]

COMPONENT 3: ADVOCACY MONETIZATION
- Reference Program: [Structure]
- Referral Program: [Incentives]
- Success Metrics: [Pipeline generated]
- ROI Tracking: [Revenue from advocates]

INCENTIVE RESTRUCTURING:

PROPOSED MODEL:
- Base Salary: [% of compensation]
- Retention Component: [% tied to retention]
- Expansion Component: [% tied to expansion]
- Advocacy Component: [% tied to referrals]
- Total at Target: [$ amount]

EXPECTED BEHAVIORAL CHANGES:
- Focus Shift: [From service to growth]
- Skill Development: [New capabilities needed]
- Team Structure: [Potential reorganization]
- Hiring Profile: [New criteria]

IMPLEMENTATION ROADMAP:
Month 1-2: Design & validation
Month 3-4: System & process changes
Month 5-6: Training & pilot
Month 7-9: Full rollout
Month 10-12: Optimization

EXPECTED BUSINESS IMPACT:
- Expansion Revenue Increase: [+%]
- Retention Improvement: [+%]
- Customer Satisfaction: [Maintain/improve]
- Team Productivity: [Efficiency gains]

MEASUREMENT FRAMEWORK:
- Monthly Metrics: [5 key indicators]
- Quarterly Business Reviews: [Process]
- Annual Impact Assessment: [ROI calculation]"

18. Data Monetization Strategy Framework

Persona: Data Monetization Strategist
Core Innovation: Systematic data asset monetization

text
"Act as a Data Monetization Strategist. Develop a data monetization strategy for [Your Company]'s data assets.

DATA ASSET INVENTORY:

ASSET 1: [Customer Usage Data]
- Volume: [Size/records]
- Uniqueness: [How rare/valuable]
- Quality: [Accuracy/completeness]
- Compliance: [Privacy considerations]
- Monetization Potential: [High/Med/Low]

ASSET 2: [Market Intelligence Data]
- Volume | Uniqueness | Quality | Compliance | Potential

ASSET 3: [Operational Data]
- Volume | Uniqueness | Quality | Compliance | Potential

MONETIZATION PATHWAYS:

PATHWAY 1: DIRECT DATA PRODUCTS
- Product Concept: [What we could sell]
- Target Customers: [Who would buy]
- Pricing Model: [Subscription/One-time/etc.]
- Development Cost: [$]
- Year 1 Revenue Potential: [$]

PATHWAY 2: DATA-ENHANCED SERVICES
- Service Concept: [Enhanced offering]
- Value Proposition: [Customer benefit]
- Price Premium: [% increase possible]
- Implementation Effort: [High/Med/Low]
- Year 1 Revenue Potential: [$]

PATHWAY 3: DATA PARTNERSHIPS
- Partner Types: [Who would partner]
- Value Exchange: [What each gets]
- Revenue Model: [Revenue share/royalty]
- Relationship Effort: [High/Med/Low]
- Year 1 Revenue Potential: [$]

ETHICAL & COMPLIANCE FRAMEWORK:

PRIVACY CONSIDERATIONS:
- Data Anonymization: [Required level]
- Consent Management: [How obtained]
- Regulatory Compliance: [GDPR/CCPA/etc.]
- Risk Assessment: [Potential issues]

SECURITY REQUIREMENTS:
- Access Controls: [Who can access]
- Encryption Standards: [Required level]
- Audit Trail: [Tracking requirements]
- Breach Response: [Plan if compromised]

IMPLEMENTATION ROADMAP:

PHASE 1: FOUNDATION (0-3 months)
- Data Governance: [Policies/procedures]
- Compliance Framework: [Legal review]
- Pilot Selection: [Which pathway to test]
- Success Criteria: [Go/no-go metrics]

PHASE 2: PILOT (3-6 months)
- MVP Development: [Minimum viable product]
- Legal Agreements: [Terms/conditions]
- Pricing Test: [What to charge]
- Customer Feedback: [Validation process]

PHASE 3: SCALE (6-12 months)
- Product Roadmap: [Feature development]
- Sales Enablement: [Training/materials]
- Partnership Development: [Alliance building]
- Performance Tracking: [KPIs/metrics]

EXPECTED OUTCOMES:
- Year 1 Revenue: [$ target]
- Year 2 Revenue: [$ target]
- Year 3 Revenue: [$ target]
- Strategic Value: [Beyond direct revenue]"

19. Strategic Discount Management Framework

Persona: Pricing Governance Director
Core Innovation: Systematic discount control and optimization

text
"Act as a Pricing Governance Director. Develop a strategic discount management framework for [Your Company].

CURRENT DISCOUNTING ANALYSIS:

DISCOUNT PATTERNS:
- Average Discount: [% off list]
- Discount Range: [Min - Max %]
- Frequency: [% of deals discounted]
- Approval Levels: [Who can approve what]
- Revenue Impact: [Annual $ lost]

PROBLEM PATTERNS:
- Discount Creep: [Trend over time]
- Inconsistent Application: [Deal to deal variance]
- Strategic Misalignment: [Discounts not driving goals]
- Process Gaps: [Where leaks occur]

OPTIMIZED DISCOUNT FRAMEWORK:

TIERED APPROVAL MATRIX:
Discount Level: 0-10%
- Approver: [Role]
- Required Justification: [Reason needed]
- Volume Limit: [Max deal size]
- Success Tracking: [How measured]

Discount Level: 11-20%
- Approver | Justification | Limit | Tracking

Discount Level: 21-30%
- Approver | Justification | Limit | Tracking

Discount Level: 31%+
- Approver | Justification | Limit | Tracking

STRATEGIC DISCOUNT GUIDELINES:

DISCOUNT TYPE 1: VOLUME DISCOUNTS
- Qualification: [Minimum purchase]
- Structure: [Tiered/volume-based]
- Strategic Purpose: [Drive larger deals]
- Measurement: [Success criteria]
- Sunset Clause: [When to review]

DISCOUNT TYPE 2: COMPETITIVE MATCH
- Qualification: [Proof required]
- Structure: [Match + differentiation]
- Strategic Purpose: [Win specific deals]
- Measurement | Sunset

DISCOUNT TYPE 3: STRATEGIC ACCOUNT
- Qualification: [Account criteria]
- Structure: [Relationship pricing]
- Strategic Purpose: [Land key accounts]
- Measurement | Sunset

TECHNOLOGY ENABLEMENT:

SYSTEM REQUIREMENTS:
- Quote Management: [CPQ system needs]
- Approval Workflow: [Automation requirements]
- Analytics Dashboard: [Reporting needs]
- Integration Points: [With CRM/ERP]

IMPLEMENTATION PHASES:

PHASE 1: POLICY DESIGN (30 days)
- Current State Analysis: [Data collection]
- Policy Development: [New rules]
- Stakeholder Alignment: [Getting buy-in]
- Communication Plan: [How to roll out]

PHASE 2: PROCESS IMPLEMENTATION (60 days)
- System Configuration: [Tech changes]
- Training: [Team enablement]
- Pilot: [Test with one team]
- Refinement: [Based on feedback]

PHASE 3: FULL ROLLOUT (30 days)
- Company-wide Implementation: [All teams]
- Monitoring: [Compliance tracking]
- Optimization: [Continuous improvement]

EXPECTED OUTCOMES:
- Discount Reduction: [-% average discount]
- Revenue Preservation: [+$ annually]
- Deal Consistency: [Improved standardization]
- Sales Productivity: [Time savings]"

20. Revenue Operations Optimization

Persona: RevOps Transformation Lead
Core Innovation: End-to-end revenue process optimization

text
"Act as a RevOps Transformation Lead. Optimize the revenue operations for [Your Company] across marketing, sales, and customer success.

CURRENT STATE ASSESSMENT:

FUNNEL EFFICIENCY METRICS:
- Marketing to SQL Conversion: [%]
- SQL to Opportunity: [%]
- Opportunity to Close: [%]
- Close to Onboard: [%]
- Onboard to Expansion: [%]
- Overall Funnel Efficiency: [Composite score]

SYSTEMS LANDSCAPE:
- Marketing Tech Stack: [Tools used]
- Sales Tech Stack: [Tools]
- Success Tech Stack: [Tools]
- Integration Health: [1-10 score]
- Data Quality: [1-10 score]

PROCESS GAPS:
- Handoff Issues: [Where leads drop]
- Data Silos: [Information gaps]
- Inefficiencies: [Time/resource waste]
- Customer Experience: [Friction points]

OPTIMIZATION FRAMEWORK:

COMPONENT 1: UNIFIED DATA STRATEGY
- Single Source of Truth: [Which system]
- Data Governance: [Rules/standards]
- Integration Architecture: [How systems connect]
- Quality Monitoring: [Ongoing checks]
- Implementation Timeline: [Months]

COMPONENT 2: PROCESS ALIGNMENT
- Lead Management: [End-to-end process]
- Opportunity Management: [Sales process]
- Account Management: [Success process]
- Handoff Protocols: [Team transitions]
- Implementation Timeline: [Months]

COMPONENT 3: TECHNOLOGY OPTIMIZATION
- Stack Rationalization: [Tools to keep/retire]
- Automation Opportunities: [Where to automate]
- Analytics Enhancement: [Better reporting]
- User Experience: [Ease of use]
- Implementation Timeline: [Months]

IMPLEMENTATION ROADMAP:

PHASE 1: FOUNDATION (0-3 months)
- Current State Assessment: [Complete analysis]
- Quick Wins: [Immediate improvements]
- Team Structure: [RevOps team design]
- Success Metrics: [Initial KPIs]

PHASE 2: TRANSFORMATION (3-9 months)
- System Implementation: [Tech changes]
- Process Redesign: [New workflows]
- Training & Adoption: [Team enablement]
- Success Metrics: [Adoption KPIs]

PHASE 3: OPTIMIZATION (9-12 months)
- Performance Analysis: [Impact assessment]
- Continuous Improvement: [Ongoing tweaks]
- Scaling: [Expanding capabilities]
- Success Metrics: [Business impact KPIs]

EXPECTED BUSINESS IMPACT:
- Revenue Growth Acceleration: [+%]
- Sales Cycle Reduction: [-% time]
- Customer Acquisition Cost: [-%]
- Customer Lifetime Value: [+%]
- Team Productivity: [+% efficiency]

MEASUREMENT FRAMEWORK:
- Operational Metrics: [10 daily/weekly metrics]
- Business Metrics: [5 monthly/quarterly metrics]
- ROI Calculation: [Return on RevOps investment]
- Continuous Feedback: [Mechanism for improvement]"

Implementation Master Guide

30-60-90 Day Implementation Plan:

FIRST 30 DAYS: DIAGNOSTIC PHASE

  1. Run Prompt #4 (Revenue Leakage Audit) – Immediate cash impact

  2. Execute Prompt #7 (Benchmarking) – Understand competitive position

  3. Use Prompt #3 (Unit Economics) – Baseline financial health

DAYS 31-60: DESIGN PHASE

  1. Apply Prompt #1 (Subscription Transition) if relevant

  2. Use Prompt #2 (Revenue Stream Innovation) for growth ideas

  3. Implement Prompt #5 (Business Model Canvas) for strategic clarity

DAYS 61-90: EXECUTION PHASE

  1. Deploy Prompt #10 (3-Year Blueprint) for planning

  2. Execute Prompt #6 (LTV Optimization) for customer value

  3. Implement Prompt #9 (Diversification) for risk reduction

Critical Success Factors:

  1. Executive Sponsorship: These initiatives require C-suite support

  2. Cross-Functional Teams: Revenue touches every department

  3. Data Foundation: Clean, integrated data is non-negotiable

  4. Change Management: People and process changes need careful handling

  5. Measurement Rigor: What gets measured gets improved

Common Pitfalls & Solutions:

PITFALL 1: Analysis Paralysis

  • SYMPTOM: Endless analysis, no action

  • SOLUTION: Every prompt includes “Next 90-day action plan”

PITFALL 2: Siloed Implementation

  • SYMPTOM: One department optimizes at others’ expense

  • SOLUTION: Use Prompt #20 (RevOps) for cross-functional alignment

PITFALL 3: Customer Alienation

  • SYMPTOM: Revenue optimization that damages relationships

  • SOLUTION: Balance with Prompt #17 (Customer Success Integration)

PITFALL 4: Implementation Overload

  • SYMPTOM: Trying to do everything at once

  • SOLUTION: Prioritize using Prompt #2’s Impact vs. Effort matrix

Key Performance Indicators to Track:

Financial KPIs:

  1. LTV:CAC Ratio (Target: >3:1)

  2. Revenue Growth Rate (vs. plan)

  3. Gross Margin Trend

  4. Revenue Diversification Index

  5. Recurring Revenue Percentage

Operational KPIs:

  1. Quote-to-Cash Cycle Time

  2. Revenue Leakage Percentage

  3. Pricing Compliance Rate

  4. System Utilization Rates

  5. Process Efficiency Scores

Customer KPIs:

  1. Net Revenue Retention

  2. Expansion Revenue Rate

  3. Customer Satisfaction Scores

  4. Referral Rates

  5. Willingness-to-Pay Metrics

Advanced Applications for Different Business Types

SAAS COMPANIES: Focus on Prompts #3, #8, #10, #15, #17
E-COMMERCE: Prioritize #4, #6, #11, #16, #19
SERVICES BUSINESSES: Use #1, #2, #9, #13, #18
ENTERPRISE SOFTWARE: Implement #5, #7, #12, #14, #20
STARTUPS: Begin with #3, #5, #6, #10, #11

 

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