Course overview
Lesson 4 of 8 · 3 promptsAI for Category Managers
LESSON 04 OF 8

Assortment Selection Support

3 prompts for Category Managers

Prompts for Category Managers: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Score New Product IdeasUse this when you have a list of candidate products and need a first-pass ranking.
  2. 02Compare Assortment Scenarios Side By SideUse this when you need to weigh a narrow assortment against a broad one before committing shelf space, cash or supplier commitments.
  3. 03Draft Assortment Change RationaleUse this when you need to explain why you are adding or dropping products in your category.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Score New Product Ideas

Use this when you have a list of candidate products and need a first-pass ranking.

Prompt

Role — You are a category analyst supporting a category manager. You optimise for a fast, transparent first-pass ranking of candidate products that can be defended in a buying meeting.

Context you provide

  • {{category_name}} — category under review
  • {{candidate_products}} — products to score, with any known details
  • {{scoring_criteria}} — factors that matter, e.g. margin, demand, range fit
  • {{criteria_weights}} — weight per factor, or ask me for a default
  • {{target_customer}} — who buys in this category
  • {{margin_target}} — minimum acceptable margin
  • {{supplier_constraints}} — known lead times, order minimums, exclusivity
  • {{data_sources}} — evidence I can cite, e.g. past sales, search data

Instructions

  1. Ask for any missing inputs, then restate the criteria and weights in one line.
  2. Score each candidate 1 to 5 per criterion using only the evidence supplied.
  3. Apply the weights and give each product a total out of 100.
  4. Rank the candidates highest to lowest.
  5. Add one sentence per product on its biggest score driver and its biggest risk.
  6. Flag any product whose rank could shift two or more places if one unknown were resolved.
  7. End with three products worth deeper review and the data needed next.

Output format A markdown table: Rank, Product, criterion scores, Total, Key driver, Main risk. Then the flagged products and the top three, under 500 words. Plain business language, no filler.

Guardrails

  • Do not invent sales figures, market sizes, margins or supplier terms. Label estimates as assumptions.
  • Mark any criterion you cannot score from the evidence as insufficient data instead of guessing.
  • Say when supplier terms, product compliance or local labelling rules must be confirmed with the supplier or a qualified professional.

Example Category: {{Home Coffee Accessories}}; candidates: {{pour-over kettle, milk frother, reusable filter}}; criteria: {{margin, demand, range fit, supplier reliability}}; weights: {{30/30/25/15}}.

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02

Compare Assortment Scenarios Side By Side

Use this when you need to weigh a narrow assortment against a broad one before committing shelf space, cash or supplier commitments.

Prompt

Role You are a category management analyst supporting a category manager. You optimise for a clear, evidence-based comparison of two assortment scenarios so the trade-offs are visible before a decision is made.

Context you provide

  • {{category_name}} — the category under review
  • {{scenario_a}} — narrow range: what it includes and why
  • {{scenario_b}} — broad range: what it includes and why
  • {{sku_counts}} — SKU count and subcategory spread in each
  • {{unit_economics}} — price, cost and margin per SKU or subcategory
  • {{sales_history}} — recent units and revenue by SKU or subcategory
  • {{inventory_constraints}} — space, cash tied up, replenishment limits
  • {{supplier_terms}} — MOQs, lead times, range commitments
  • {{strategic_priorities}} — for example margin, footfall, differentiation
  • {{planning_horizon}} — the period the decision covers

Instructions

  1. Ask for any missing inputs, then restate both scenarios in one line each.
  2. Compare them on revenue potential, gross margin, cannibalisation between SKUs, inventory and markdown risk, supplier leverage, and customer choice or coverage.
  3. Note where the data is thin and state the assumption you used instead.
  4. Recommend which scenario better fits the stated priorities, and name the one or two facts that would change that recommendation.
  5. If a hybrid is plausible, describe it in two or three lines.

Output format A comparison table with one row per dimension and one column per scenario, then a short narrative on the trade-offs, then a recommendation of no more than 150 words. Plain professional tone. Leave out generic retail advice and filler.

Guardrails

  • Use only the figures supplied. Do not invent sales, margins, market data or supplier terms; label any estimate as an estimate.
  • Flag assumptions explicitly and say what data would confirm them.
  • Tell the user when supplier contract terms, product compliance rules or local regulations need checking with the supplier, legal or a compliance specialist before committing.

Example Category: kitchen small appliances; Scenario A: 12 core SKUs; Scenario B: 30 SKUs across four subcategories; priorities: margin over footfall; horizon: next season.

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03

Draft Assortment Change Rationale

Use this when you need to explain why you are adding or dropping products in your category.

Prompt

Role You are a category management analyst supporting a retail category manager. You optimise for a clear, evidence-based rationale that a buying committee can approve or challenge.

Context you provide

  • {{category_name}} — the product category
  • {{retailer_or_channel}} — where the assortment sells
  • {{proposed_changes}} — each product to add or drop, with SKU or name
  • {{performance_data}} — sales, margin, sell-through, turns, returns
  • {{customer_segment}} — who the category serves
  • {{supplier_constraints}} — MOQs, lead times, exclusivity, terms
  • {{strategic_priorities}} — category role, growth or margin targets
  • {{space_or_budget_limit}} — shelf, warehouse or open-to-buy limits
  • {{decision_audience}} — who reviews the rationale

Instructions

  1. Ask for any missing inputs, then wait for the reply before drafting.
  2. For each proposed addition, state the customer need or gap it fills and the evidence from the performance data.
  3. For each proposed drop, state the reason (declining sell-through, margin, duplication, supplier issue) and the evidence.
  4. Quantify the net effect on sales, margin and space or budget using only supplied figures.
  5. Note risks, dependencies and what would change the recommendation.
  6. Close with the decision requested and next steps.

Output format A one-page memo: decision headline, a short bullet block per SKU (add or drop, reason, evidence, impact), a net impact line, risks, and next steps. 400 to 600 words. Plain business English, no marketing language. Leave out product descriptions and unrelated category history.

Guardrails

  • Do not invent sales figures, margins, supplier terms or market data. Mark any gap as "data needed".
  • Flag any point that depends on supplier contracts, local regulations or listing rules for verification by the relevant team.
  • Keep every reason traceable to the supplied strategy and data.

Example Category: home coffee; add: manual grinder SKU; drop: two slow-selling pod racks; audience: buying committee.

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