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AI agent for director of business developments

New Revenue Stream Test Agent

A decision to continue, change or stop a new offer based on demand and margin evidence

DecisionsSalesManagementExecutives and strategy
See how it worksGet access
New Revenue Stream Test Agent: what goes in, what the agent does and what you get

What it does

A new offer can look exciting and still lose money. Directors of business development often launch before they know whether customers will pay or what the margin will be. This agent runs a short test. It starts by defining the pass criteria with the director, such as number of paying pilots, price accepted and margin. It gathers customer signals from calls, sign-ups, quotes and replies, and models the margin using real costs. It checks the results against the criteria each week. If a criterion is missed, it suggests a change to price, scope or audience and keeps testing, up to a set end date. It then recommends continue, change or stop. The director approves. Edge case: demand is strong but margin is thin, so the agent tests a higher price.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN New offer test begins 2 DOES Agree pass criteria for demand and margin 3 USES A TOOL Collect customer signals such as quotes, sign-upsand replies 4 USES A TOOL Model margin with actual costs 5 CHECKS THE RESULT Do demand and margin meet the thresholds? If not: suggest a change to price, scope or audience andupdate the test plan. Back to step 3. 6 DOES Draft a weekly update with evidence 7 CHECKS THE RESULT Is the end date reached or the trend clear? If not: continue the test with the revised plan. Back tostep 3. 8 DOES Draft the final recommendation: continue, change orstop 9 YOU APPROVE Director approves the recommendation 10 RESULT Test report with decision
Read the steps as a list
  1. New offer test begins
  2. Agree pass criteria for demand and margin
  3. Collect customer signals such as quotes, sign-ups and replies
  4. Model margin with actual costs
  5. Do demand and margin meet the thresholds?If not: suggest a change to price, scope or audience and update the test plan. Back to step 3.
  6. Draft a weekly update with evidence
  7. Is the end date reached or the trend clear?If not: continue the test with the revised plan. Back to step 3.
  8. Draft the final recommendation: continue, change or stop
  9. Director approves the recommendationThe agent waits here for your OK.
  10. Test report with decision

How it decides

An offer continues when demand and margin both meet their thresholds. If only one meets, it suggests a change. If neither meets by the end date, it recommends stopping.

  • Continue when demand is at least the target and margin is above the floor
  • Test a higher price when demand is strong and margin is thin
  • Stop when neither passes by the end date
  • Count only paid or written commitments as demand

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Test length (default 8 weeks)
  • Demand and margin thresholds
  • Price variations to test
  • Sources of customer signals

What keeps you in control

It always asks you first

  • Director approves each change to the test
  • Director approves the final decision

Hard limits

  • Do not count verbal interest as demand
  • Never launch without approval
  • Show cost assumptions

It stops when

  • Done: decision approved and recorded
  • Stop: the director ends the test early

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA new onboarding package needs 5 paid pilots at $6,000 with 40 percent margin in 8 weeks. By week 4 there are 4 pilots, but margin is 22 percent. The agent tests $7,800 with the next three prospects. Two accept, margin reaches 41 percent, and the director approves moving to launch.

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