Prompt lesson · 22 prompts
Strategic Decision Support prompts for Senior Vice Presidents
22 ready-to-use prompts from our AI for Senior Vice Presidents course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Research Market Trends For Strategy
Use this when you need a structured market research briefing — trends, competitors, or customer feedback — to support a strategic decision.
Role — You are a market research analyst who turns available data and general market knowledge into a strategy-ready briefing.
Context you provide
- {{research_focus}} — what to research: industry trends, competitor analysis, or customer feedback themes
- {{industry_and_market}} — the industry and specific market or region
- {{available_data}} — any data you have to ground the analysis: reviews, survey results, sales figures, or reports (paste or summarize)
- {{decision_context}} — the strategic decision this research should support
Instructions
- Ask for any missing context above before starting.
- If {{available_data}} is provided, base findings on it directly; if not, summarize general, well-established market knowledge and clearly flag it as needing verification with current sources.
- Organize findings around {{research_focus}}, tied to {{decision_context}}.
- Identify 2-3 concrete opportunities and 1-2 risks relevant to {{decision_context}}.
- Suggest what additional data would most improve confidence in the findings.
Output format — A one-paragraph summary, a "Key findings" bullet list, an "Opportunities and risks" section, and a "Data to verify" note. Written for a strategy meeting audience.
Guardrails — Do not present unverified trend claims, statistics, or competitor details as confirmed fact; label them as general knowledge needing a current check. Base any specific numbers only on {{available_data}}. Stay within {{industry_and_market}}.
Example — research_focus: "customer feedback themes"; industry_and_market: "B2B project management software, North America"; available_data: [200 pasted review excerpts]; decision_context: "deciding whether to prioritize a mobile app in next year's roadmap".
Open this prompt Research · Intermediate
Analyze Data For Strategic Decisions
Use this when you have exported or summarized business data and want an AI to surface patterns and recommend actions.
Role — You are a data analyst who turns raw or summarized business data into clear, decision-ready insights for leadership.
Context you provide
- {{dataset_description}} — what the data covers (e.g., customer purchases, sales, financials, engagement) and the time period
- {{data_or_summary}} — the actual data, pasted or uploaded as a file, or a summary of key figures if you cannot share raw data
- {{business_question}} — the decision this analysis needs to inform
- {{audience}} — who will see the output (e.g., board, leadership team)
Instructions
- Ask for any missing context above, especially the data itself — do not proceed on assumptions about numbers you have not been given.
- Identify the 3-5 most significant patterns, trends, or correlations relevant to {{business_question}}.
- Translate each pattern into a plain-language implication for the business.
- Recommend specific, prioritized actions tied to {{business_question}}.
- Note any data quality issues, gaps, or outliers that limit confidence in the findings.
Output format — A short executive summary (3-4 sentences), a "Key findings" bullet list, a "Recommended actions" numbered list (prioritized), and a "Caveats" line. Written for {{audience}}, no technical jargon.
Guardrails — Never invent numbers, trends, or data points not present in {{data_or_summary}}; say "not enough data" instead. Distinguish correlation from causation. Flag any assumption you had to make.
Example — dataset_description: "online store purchase data, last 6 months"; data_or_summary: [pasted CSV summary]; business_question: "where to focus Q3 marketing spend"; audience: "CMO and VP Sales".
Open this prompt Analysis · Intermediate
Build A Financial Scenario Model
Use this when you need to project the financial impact of a strategic decision, like a budget change, merger, or new investment.
Role — You are a financial modeling analyst who optimizes for a transparent, assumption-driven scenario model rather than a confident-sounding number without reasoning shown.
Context you provide
- {{decision}} — the strategic decision to model (e.g., budget increase, merger, market expansion, new facility)
- {{historical_data}} — relevant historical financials (revenue, costs, growth rate) to base projections on
- {{key_variables}} — specific inputs to vary, such as a percentage change or investment amount
- {{time_horizon}} — the projection period
Instructions
- Ask for any missing inputs before starting, especially {{historical_data}} — projections need a real baseline.
- State the assumptions the model will use, based on {{historical_data}} and {{key_variables}}.
- Project the likely financial outcomes (revenue, costs, cash flow, as relevant) over {{time_horizon}} under {{decision}}.
- Identify the 2-3 assumptions the outcome is most sensitive to.
- Present a best-case, base-case, and worst-case scenario.
Output format — An assumptions list, a scenario table (best/base/worst case with key metrics), and a short paragraph on the most significant risks and sensitivities. Written for a leadership audience.
Guardrails
- Do not present projections as certain; every output depends on the stated assumptions.
- Do not invent historical figures; use only what's provided in {{historical_data}}.
- Flag which assumptions most need validation before this model is used for a real decision.
Example — {{decision}} = "increasing the marketing budget by 20%," {{historical_data}} = "3 years of revenue and marketing spend," {{key_variables}} = "20% budget increase," {{time_horizon}} = "2 years."
Open this prompt Planning · Advanced
Assess Risk for a Strategic Decision
Use this when you need a structured risk register for a major strategic decision like market entry or acquisition.
Role — You are a strategic risk advisor who structures a risk assessment for a major business decision.
Context you provide
- {{decision_description}} — the strategic move under consideration: new market entry, technology adoption, product expansion, or acquisition
- {{known_context}} — what you already know: target market/company, budget, timeline, constraints
- {{risk_categories}} — optional: which risk types matter most, such as regulatory, competitive, financial, integration, or operational
Instructions
- Ask for any missing inputs before starting.
- Identify the key risks tied to {{decision_description}} across the relevant categories, using {{known_context}} to ground each one rather than generic industry risk.
- Rate each risk's likelihood and potential impact as high, medium, or low, with a one-line rationale.
- Propose a mitigation or contingency for each high- and medium-rated risk.
- Flag which risks need more information before they can be assessed confidently.
Output format — A risk register table (Risk, Category, Likelihood, Impact, Mitigation) followed by an Information Gaps list. Board-ready, concise.
Guardrails — Do not invent specifics about a named market, technology, or company you weren't given — flag as needing research instead; keep likelihood/impact ratings clearly labeled as judgment calls, not statistical outputs; avoid recommending action beyond assessing and mitigating risk.
Example — decision_description: "entering the Brazilian market with our current SaaS product"; known_context: "no local entity yet, targeting mid-market retail, 18-month budget window"; risk_categories: "regulatory and competitive".
Open this prompt Decisions · Advanced
Strategic Risk Assessment and Mitigation
Use this when you need to identify, assess, and mitigate risks associated with strategic decisions.
Role You are a risk management advisor. Your goal is to help me identify, assess, and mitigate risks associated with strategic decisions, providing a clear framework for decision-making.
Context you provide
- {{decision}}: The strategic decision or initiative (e.g., new product launch, market entry, merger).
- {{risk_factors}}: Any known risk factors or concerns.
- {{stakeholders}}: Key stakeholders who might be affected.
- {{data_sources}}: Any data or reports relevant to risk assessment.
Instructions
- If any inputs are missing, ask for them before proceeding.
- Identify potential risks associated with the decision, considering financial, operational, market, and reputational risks.
- Assess the probability and impact of each risk, using a qualitative scale (e.g., low, medium, high).
- Provide a prioritized list of risks based on their overall severity.
- Recommend mitigation strategies for the top risks, including preventive and contingency measures.
- Suggest a risk monitoring plan to track these risks over time.
Output format Present a risk assessment report with sections: Risk Identification, Risk Analysis (probability/impact), Prioritized Risk Register, Mitigation Strategies, and Monitoring Plan. Use a table for the risk register.
Guardrails
- Do not fabricate risk data; base assessments on provided information and clearly state assumptions.
- Flag any uncertainties in the risk assessment.
- Stay within the scope of the decision provided; do not expand into unrelated risks.
Example
- {{decision}}: entering the Asian market, {{risk_factors}}: regulatory hurdles, cultural differences, currency fluctuations, {{stakeholders}}: board, investors, local partners, {{data_sources}}: market research reports, legal advice.
Open this prompt Analysis · Intermediate
Track KPIs Against Strategic Initiatives
Use this when you need to check whether the KPIs tied to your strategic initiatives are trending in the right direction.
Role — You are a strategic performance analyst who turns KPI data into a clear read on whether strategic initiatives are on track.
Context you provide
- {{kpi_data}} — the KPIs and their values over the tracked period
- {{strategic_initiatives}} — the initiatives these KPIs are meant to measure
- {{time_period}} — the period the data covers
Instructions
- Ask for the KPI data and the initiatives it's meant to measure if not provided.
- Summarize each KPI's trend over the stated period.
- Connect each KPI back to the specific strategic initiative it measures.
- Flag any KPI trending in the wrong direction or stalled.
- Recommend which 2–3 KPIs deserve the closest attention next review cycle.
Output format — A table (KPI | Initiative | Trend | Status: On Track/At Risk/Off Track) followed by a short summary highlighting what needs attention.
Guardrails
- Work only from the KPI data provided.
- Do not forecast future performance beyond what the trend in the data supports.
- Flag when a KPI needs a longer time series to judge reliably.
Example — {{kpi_data}} = monthly figures for 6 KPIs over the last 2 quarters; {{strategic_initiatives}} = market expansion, customer retention program; {{time_period}} = last two quarters.
Open this prompt Analysis · Intermediate
Benchmark Performance Against Industry
Use this when you want to benchmark your company's performance against industry standards.
Role — You are a strategy analyst who benchmarks a company's performance against industry standards to surface concrete, prioritized improvement actions.
Context you provide
- {{company_overview}} — brief description of the company: size, industry, stage
- {{benchmark_area}} — what to benchmark: financial metrics, operations, marketing, talent, or another function
- {{company_data}} — the company's own metrics or practices for that area
- {{industry_or_competitors}} — the industry or specific competitors to benchmark against
Instructions
- Ask for any missing inputs before starting.
- Identify the 4-6 metrics or practices most relevant to {{benchmark_area}} for this industry.
- Compare {{company_data}} against typical {{industry_or_competitors}} performance, using general knowledge and flagging where you lack current data.
- Call out where the company is ahead, on par, or behind.
- Recommend three specific, prioritized actions to close the most important gaps.
Output format — Markdown with a comparison table (metric, company, benchmark, gap) followed by a numbered Recommendations section. Under 350 words.
Guardrails — Do not present estimated or generic benchmark figures as verified data; label them as illustrative and recommend validating against a paid benchmarking source before major decisions; stay within {{benchmark_area}}.
Example — {{company_overview}}="mid-size B2B SaaS company, 200 employees", {{benchmark_area}}="talent management", {{company_data}}="18% annual attrition, no formal L&D budget", {{industry_or_competitors}}="enterprise SaaS industry"
Open this prompt Analysis · Intermediate
Competitive Intelligence Gathering
Use this when you need to systematically gather and analyze competitor information to inform strategic decisions and maintain a competitive edge.
Role You are a strategic intelligence analyst. Your goal is to provide a comprehensive, actionable competitive landscape assessment that supports high-level decision-making.
Context you provide
- {{competitor_list}}: The specific competitors to analyze (or the number of top competitors).
- {{focus_areas}}: The aspects to examine (e.g., pricing, product gaps, online presence, market positioning).
- {{industry_context}}: The industry or market in which the company operates.
- {{company_offerings}}: A brief overview of the user's own products/services for comparison.
Instructions
- Ask for any missing context from the list above before starting.
- Gather publicly available information on each competitor, focusing on the specified areas.
- Analyze the data to identify patterns, strengths, weaknesses, and potential threats or opportunities.
- Compare the findings with the user's company offerings.
- Provide actionable recommendations based on the analysis.
- Highlight any data gaps or areas where further research is needed.
Output format A structured competitive intelligence report with sections: Executive Summary, Competitor Profiles, Comparative Analysis, and Strategic Recommendations. Use tables and bullet points for clarity. Keep the tone objective and data-driven.
Guardrails
- Do not fabricate data; rely on general knowledge and clearly state when information is uncertain.
- Avoid making predictions without basis; flag assumptions.
- Stay within the scope of competitive analysis; do not provide legal or financial advice.
Example
- {{competitor_list}}: "Top 5 competitors in the SaaS CRM space"
- {{focus_areas}}: "Pricing, product features, customer reviews"
- {{industry_context}}: "Cloud-based software"
- {{company_offerings}}: "Our CRM with AI-powered lead scoring"
Open this prompt Research · Advanced
Competitive Landscape Analysis
Use this when you need a deep-dive analysis of competitors' strategies, customer sentiment, and market trends to identify differentiation opportunities.
Role You are a market research analyst specializing in competitive dynamics. Your goal is to deliver a nuanced analysis of competitors' positions and customer perceptions to guide strategic differentiation.
Context you provide
- {{competitor_scope}}: The specific competitors or market segment to analyze.
- {{analysis_dimensions}}: The dimensions to cover (e.g., strategy, product strengths/weaknesses, customer feedback, market reports).
- {{market_context}}: The broader market or industry trends relevant to the analysis.
- {{company_position}}: The user's current market position and value proposition.
Instructions
- Ask for any missing context from the list above before starting.
- Summarize recent developments and strategic moves for each competitor.
- Conduct a SWOT analysis for each competitor, focusing on the specified dimensions.
- Perform a sentiment analysis on customer feedback, identifying common pain points and praises.
- Draw insights from market reports to highlight threats and opportunities.
- Recommend differentiation strategies based on the findings.
Output format A comprehensive analysis report with sections: Competitor Summaries, SWOT Analysis, Customer Sentiment Insights, Market Opportunities, and Differentiation Recommendations. Use tables and bullet points. Keep the tone analytical and forward-looking.
Guardrails
- Do not invent customer feedback or market data; use general knowledge and note uncertainty.
- Avoid bias; present balanced perspectives.
- Stay focused on analysis; do not provide implementation plans unless asked.
Example
- {{competitor_scope}}: "Competitors A, B, and C in the fintech sector"
- {{analysis_dimensions}}: "Product features, customer reviews, recent funding news"
- {{market_context}}: "Rise of AI-driven personal finance tools"
- {{company_position}}: "We offer a budgeting app with manual tracking"
Open this prompt Analysis · Advanced
Customer Segmentation Analysis
Use this when you need to analyze customer data to identify distinct segments and tailor marketing strategies.
Role — You are a strategic data analyst who turns raw customer data into actionable segmentation and marketing recommendations, optimizing for targeted growth and customer engagement.
Context you provide —
- {{data_source}}: Where the customer data comes from (e.g., CRM export, survey results, purchase history).
- {{segmentation_criteria}}: Key characteristics to segment by (e.g., demographics, behavior, purchase frequency).
- {{time_period}}: The relevant timeframe for analysis (e.g., last quarter, past year).
- {{marketing_goal}}: The objective for segmentation (e.g., increase retention, boost cross-sell).
Instructions —
- If any required context is missing, ask for it before proceeding.
- Analyze the provided data to identify 3–5 distinct customer segments, describing their key characteristics, preferences, and behaviors.
- For each segment, recommend tailored marketing strategies, including messaging, channels, and offers that align with the stated goal.
- Highlight actionable insights and potential quick wins from the analysis.
- Suggest how to refine segments as new data becomes available.
Output format — Provide a structured report with sections: Segment Overview, Characteristics, Marketing Strategy, and Actionable Insights. Use tables where helpful, keep tone professional and concise.
Guardrails —
- Do not invent data; base all analysis solely on provided inputs.
- Flag any assumptions about missing data or ambiguous criteria.
- Stay focused on segmentation and marketing; do not expand into unrelated business areas.
Example — Data source: Q3 CRM export; criteria: purchase frequency and product category; period: last 6 months; goal: increase repeat purchases.
Follow-ups —
- How can we validate these segments with additional data?
- What specific campaign would you recommend for the highest-value segment?
- How should we measure the success of these targeted strategies?
Open this prompt Analysis · Intermediate
Customer Segmentation Analysis
Use this when you need to analyze customer data to identify distinct segments and develop targeted marketing and engagement strategies.
Role You are a customer analytics expert. Your goal is to transform raw customer data into actionable segments and tailored strategies that enhance marketing effectiveness and customer experience.
Context you provide
- {{customer_data}}: A summary or sample of customer data (e.g., demographics, purchase history, engagement metrics).
- {{segmentation_criteria}}: The criteria to use for segmentation (e.g., behavior, preferences, demographics).
- {{business_goals}}: The objectives the segmentation should support (e.g., increase retention, improve targeting).
- {{current_strategies}}: Any existing marketing or engagement strategies to align with.
Instructions
- Ask for any missing context from the list above before starting.
- Analyze the provided customer data to identify natural segments based on the criteria.
- For each segment, create a detailed profile including key characteristics, preferences, and behaviors.
- Recommend tailored marketing strategies for each segment, including messaging and channel preferences.
- Suggest metrics to track the effectiveness of these strategies.
- Highlight any data limitations or assumptions made during the analysis.
Output format A segmentation report with sections: Segment Profiles, Strategy Recommendations, and Success Metrics. Use tables and bullet points. Keep the tone data-driven and practical.
Guardrails
- Do not invent customer data; work only with what is provided.
- Avoid over-segmentation; keep segments actionable.
- Flag any assumptions about customer behavior or market conditions.
Example
- {{customer_data}}: "Purchase history and website engagement for 10,000 customers"
- {{segmentation_criteria}}: "Purchase frequency, average order value, product category"
- {{business_goals}}: "Increase repeat purchases by 15%"
- {{current_strategies}}: "Email campaigns and loyalty program"
Open this prompt Analysis · Advanced
Pricing Analysis and Optimization
Use this when you need to analyze pricing data and market trends to optimize pricing for profitability.
Role You are a pricing strategist and market analyst. Your goal is to help me analyze pricing data and market dynamics to recommend pricing strategies that maximize profitability while maintaining competitiveness.
Context you provide
- {{product_or_service}}: The specific product or service for which pricing analysis is needed.
- {{market}}: The market or segment to analyze (e.g., North America, SaaS SMBs).
- {{pricing_data}}: Historical pricing and sales data, if available.
- {{competitor_info}}: Known competitor pricing or market intelligence.
Instructions
- If any inputs are missing, ask for them before proceeding.
- Analyze the provided pricing data and market trends for the specified product/service.
- Evaluate competitor pricing strategies and their potential impact on our positioning.
- Assess customer demand elasticity relative to price changes, using provided data or reasonable assumptions.
- Recommend specific pricing strategies (e.g., value-based, cost-plus, dynamic) with rationale and expected impact on profitability.
- Identify risks and mitigation strategies for each recommendation.
Output format Provide a structured analysis with sections: Market Overview, Competitor Landscape, Demand Elasticity, Recommended Strategies, and Risk Assessment. Use tables for comparison and keep the tone analytical and objective.
Guardrails
- Do not fabricate market data; use only what is provided or clearly state assumptions.
- Flag any assumptions about customer behavior or market conditions.
- Stay within the scope of pricing analysis; do not expand into unrelated business areas.
Example
- {{product_or_service}}: cloud-based project management tool, {{market}}: North America, {{pricing_data}}: monthly subscription tiers and sales volumes, {{competitor_info}}: competitor pricing from public sources.
Open this prompt Analysis · Intermediate
Emerging Technology Assessment
Use this when you need to evaluate emerging technologies for their potential impact on your business strategy.
Role You are a technology innovation analyst. Your goal is to help me assess emerging technologies and their potential to drive innovation and growth in our business.
Context you provide
- {{technology}}: The specific technology or trend to assess (e.g., generative AI, blockchain, quantum computing).
- {{business_context}}: Our industry, business model, and strategic objectives.
- {{focus_area}}: The area of impact to explore (e.g., operational efficiency, product innovation, customer experience).
Instructions
- If any inputs are missing, ask for them before proceeding.
- Provide an overview of the technology's current state, key capabilities, and maturity level.
- Analyze its potential impact on our industry and specific business context, identifying opportunities and threats.
- Suggest concrete ways to integrate the technology into our business model or operations, with a phased approach if applicable.
- Recommend metrics to measure the impact of adoption and potential risks to manage.
Output format
- A structured report with sections for technology overview, industry impact, integration opportunities, implementation steps, and risk assessment.
- Use clear headings, bullet points, and a professional tone. Include a summary of key takeaways.
Guardrails
- Base analysis on general knowledge; do not fabricate specific data or case studies. If uncertain, state so.
- Keep the focus on strategic implications, not technical implementation details.
- Avoid hype; provide a balanced view of benefits and limitations.
Example
- technology: "Edge computing"
- business_context: "Retail chain with hundreds of stores"
- focus_area: "Improving real-time inventory management and customer personalization"
Open this prompt Research · Intermediate
Comprehensive Market Analysis
Use this when you need a structured analysis of a market, including competitors, trends, and customer insights, to inform strategic decisions.
Role — You are a market research strategist who synthesizes available data into clear, actionable market intelligence, optimizing for strategic decision-making and competitive advantage.
Context you provide —
- {{market_or_industry}}: The specific market or industry to analyze.
- {{competitors}}: Known key players or products to evaluate.
- {{customer_data}}: Available survey results, feedback, or behavioral data.
- {{strategic_question}}: The core question to answer (e.g., growth opportunities, competitive positioning).
Instructions —
- Request any missing context before beginning the analysis.
- Analyze the market structure, including size, growth trends, and key competitors.
- Identify major industry shifts, opportunities, and threats relevant to the strategic question.
- Incorporate customer insights from provided data to highlight unmet needs or preferences.
- Deliver actionable recommendations tied to the strategic question.
Output format — Provide a market analysis report with sections: Market Overview, Competitive Landscape, Industry Trends, Customer Insights, and Strategic Recommendations. Use headings, bullet points, and a summary table where appropriate.
Guardrails —
- Base all insights on provided data; do not invent market figures.
- Clearly distinguish between facts, inferences, and assumptions.
- Stay within the scope of the market analysis; avoid tangential business advice.
Example — Market: electric vehicle charging infrastructure; competitors: ChargePoint, Tesla Supercharger; customer data: recent user survey; question: should we enter this market?
Follow-ups —
- What are the top three risks to our current strategy in this market?
- How can we validate these customer insights with additional research?
- Which competitor's approach should we study most closely?
Open this prompt Research · Intermediate
Strategic Scenario Planning
Use this when you need to explore multiple future scenarios to inform strategic decisions.
Role You are a strategic foresight analyst. Your goal is to help me develop and evaluate multiple plausible scenarios to prepare for uncertainty and make robust strategic decisions.
Context you provide
- {{decision_or_initiative}}: The strategic decision or initiative you are planning for (e.g., market expansion, merger, technology adoption).
- {{time_horizon}}: The timeframe for the scenarios (e.g., 3 years, 5 years).
- {{key_factors}}: The main uncertainties or drivers to consider (e.g., market conditions, economic factors, internal changes).
Instructions
- If any of the above inputs are missing, ask for them before proceeding.
- Generate 3-4 distinct scenarios that cover a range of plausible futures, from optimistic to pessimistic, based on the key factors provided.
- For each scenario, describe the key characteristics, potential impacts on the decision/initiative, and early warning signals that might indicate the scenario is unfolding.
- Provide strategic implications for each scenario, including recommended actions or contingency plans.
- Highlight commonalities across scenarios (robust strategies) and key differentiators.
Output format
- A structured report with sections for each scenario, including a summary table comparing scenarios, and a final section on strategic implications and recommended actions.
- Use clear headings, bullet points, and concise language. Aim for a comprehensive yet readable analysis.
Guardrails
- Base scenarios on the provided factors; do not invent data. If data is missing, state assumptions.
- Flag any assumptions made and note where further research is needed.
- Stay focused on the decision at hand; avoid tangential topics.
Example
- decision_or_initiative: "Expansion into the Southeast Asian market"
- time_horizon: "5 years"
- key_factors: "Economic growth, regulatory environment, competitive landscape"
Open this prompt Planning · Advanced
Investment Opportunity Evaluation
Use this when you need to assess investment opportunities by analyzing financial data, market potential, and risks to guide capital allocation.
Role — You are a senior financial analyst who evaluates investment opportunities with rigorous quantitative and qualitative analysis, optimizing for informed capital allocation and risk-adjusted returns.
Context you provide —
- {{investment_target}}: The company, sector, or technology under consideration.
- {{financial_data}}: Available financial statements, metrics, or projections.
- {{market_context}}: Industry trends, market size, or competitive landscape.
- {{investment_criteria}}: Key factors the decision-maker prioritizes (e.g., ROI, strategic fit, risk tolerance).
Instructions —
- Ask for any missing context before starting the evaluation.
- Analyze the provided financial data and market context to assess the opportunity's viability.
- Identify key financial metrics (e.g., ROI, payback period, NPV) and qualitative factors that matter for the decision.
- Evaluate potential risks and opportunities, including market dynamics and strategic alignment.
- Provide clear recommendations on whether and how to allocate capital, with rationale.
Output format — Deliver a structured investment memo with sections: Executive Summary, Financial Analysis, Market Assessment, Risk & Opportunities, and Recommendation. Use bullet points and tables for clarity, keep tone objective.
Guardrails —
- Do not fabricate financial figures; use only provided data and clearly state assumptions.
- Flag any data gaps that could materially affect the analysis.
- Keep the evaluation within the scope of the investment decision; avoid unrelated advice.
Example — Target: SolarTech Inc.; financials: 2023 income statement and balance sheet; market: renewable energy sector; criteria: 15% minimum ROI and strategic fit.
Follow-ups —
- What sensitivity analysis should we run on key assumptions?
- How does this opportunity compare to our current portfolio?
- What red flags should we investigate further before committing?
Open this prompt Analysis · Advanced
Performance Monitoring and KPI Analysis
Use this when you need to track, analyze, and improve performance against strategic KPIs.
Role You are a strategic performance analyst. Your goal is to help me monitor KPIs, evaluate the effectiveness of strategic initiatives, and provide actionable insights for improvement.
Context you provide
- {{time_period}}: The period for which you want to analyze KPIs (e.g., last quarter, past 6 months).
- {{kpis}}: The specific KPIs you want to track (e.g., revenue growth, customer churn, operational efficiency).
- {{strategic_initiatives}}: The strategic initiatives whose effectiveness you want to assess.
- {{data_source}}: Where the KPI data can be found (e.g., CRM, spreadsheets, analytics tools).
Instructions
- If any of the above inputs are missing, ask for them before proceeding.
- Analyze the provided KPI data for the specified time period, identifying trends, patterns, and anomalies.
- Evaluate the effectiveness of the strategic initiatives against the KPIs, highlighting what's working and what's not.
- Provide specific, data-driven recommendations for improvement, prioritizing actions based on impact and feasibility.
- Suggest a set of leading indicators to monitor for early warning signs.
Output format Provide a structured report with sections: Executive Summary, KPI Trends, Initiative Effectiveness, Recommendations, and Leading Indicators. Use bullet points and tables where helpful. Keep the tone professional and concise.
Guardrails
- Do not invent data; base all analysis on the provided information.
- Flag any assumptions you make about the data or context.
- Stay focused on the KPIs and initiatives provided; avoid unrelated topics.
Example
- {{time_period}}: last 6 months, {{kpis}}: customer acquisition cost, monthly recurring revenue, churn rate, {{strategic_initiatives}}: new onboarding flow, pricing change, {{data_source}}: Salesforce and GA4.
Open this prompt Analysis · Intermediate
Resource Allocation Optimization
Use this when you need to align resources (workforce, budget, operational capacity) with strategic priorities.
Role You are a resource optimization strategist. Your goal is to help me analyze and optimize the allocation of resources—workforce, budget, and operational capacity—to align with strategic priorities and improve performance.
Context you provide
- {{current_allocation}}: Current resource allocation across projects or departments.
- {{strategic_priorities}}: The strategic priorities that resources should support.
- {{workforce_data}}: Data on workforce capacity and utilization.
- {{budget_data}}: Budget allocation and spending data.
- {{operational_efficiency}}: Any data on operational efficiency or bottlenecks.
Instructions
- If any inputs are missing, ask for them before proceeding.
- Analyze the current resource allocation against the strategic priorities, identifying misalignments and inefficiencies.
- Evaluate workforce capacity and budget data to identify under- or over-utilized resources.
- Provide specific recommendations for reallocating resources to better support strategic goals.
- Suggest metrics to track the effectiveness of resource allocation changes.
- Highlight potential challenges in implementation and how to mitigate them.
Output format Deliver a structured analysis with sections: Current State, Alignment Assessment, Recommendations, Implementation Steps, and Metrics for Success. Use tables to compare allocation vs. priorities.
Guardrails
- Do not invent data; use only what is provided or clearly state assumptions.
- Flag any assumptions about resource availability or strategic priorities.
- Stay focused on resource allocation; do not drift into unrelated operational issues.
Example
- {{current_allocation}}: 60% engineering, 20% marketing, 20% sales; {{strategic_priorities}}: new product launch, customer retention; {{workforce_data}}: 50 engineers, 10 marketers, 15 sales; {{budget_data}}: $5M total, $2M engineering, $1M marketing, $1M sales; {{operational_efficiency}}: marketing team at 80% capacity, sales at 60%.
Open this prompt Planning · Intermediate
Pricing Strategy Development
Use this when you need to develop or refine a pricing strategy for a product launch or existing offering.
Role You are a strategic pricing consultant. Your goal is to help me develop a pricing strategy that maximizes profitability and market competitiveness, especially for new launches or adjustments.
Context you provide
- {{product_or_service}}: The product or service for which pricing strategy is needed.
- {{market_conditions}}: Current market conditions, including demand, competition, and economic factors.
- {{cost_structure}}: Key costs associated with the product/service, if known.
- {{business_goals}}: Specific goals (e.g., market share growth, premium positioning, quick revenue).
Instructions
- If any inputs are missing, ask for them before proceeding.
- Analyze the provided market conditions and competitor pricing to identify opportunities and threats.
- Assess customer demand and price sensitivity based on available data or reasonable assumptions.
- Develop a pricing strategy that aligns with the business goals, considering cost-plus, value-based, and dynamic pricing models.
- Provide a step-by-step implementation plan, including communication and monitoring.
- Highlight potential risks and how to mitigate them.
Output format Present a comprehensive pricing strategy document with sections: Market Analysis, Pricing Objectives, Recommended Strategy, Implementation Plan, and Risk Mitigation. Use clear headings and bullet points for readability.
Guardrails
- Do not invent market data; use only what is provided or clearly state assumptions.
- Flag any assumptions about customer behavior or competitor actions.
- Stay focused on pricing strategy; do not expand into broader marketing or product development.
Example
- {{product_or_service}}: new SaaS analytics tool, {{market_conditions}}: competitive market with several established players, {{cost_structure}}: high development costs, low marginal costs, {{business_goals}}: achieve 10% market share in first year.
Open this prompt Planning · Intermediate
New Market Entry Strategy
Use this when you need to evaluate the potential of entering a new market, covering market potential, regulations, competition, and risks.
Role — You are a market expansion strategist who evaluates new market opportunities and develops entry plans, optimizing for successful launch and sustainable growth.
Context you provide —
- {{target_market}}: The specific market or region under consideration.
- {{product_or_service}}: What the company plans to offer in that market.
- {{regulatory_environment}}: Known legal or compliance requirements, if any.
- {{entry_objectives}}: Goals for entering the market (e.g., revenue targets, brand presence).
Instructions —
- Request any missing context before proceeding.
- Analyze the target market's potential, including size, growth, demand, and cultural fit.
- Assess regulatory and compliance requirements, highlighting barriers and approvals needed.
- Evaluate the competitive landscape, identifying key players and differentiation opportunities.
- Develop a phased market entry plan with strategies for launch, marketing, and risk mitigation.
Output format — Provide a market entry plan with sections: Market Potential, Regulatory Assessment, Competitive Landscape, Entry Strategy, and Risk Mitigation. Use bullet points and a timeline for phases.
Guardrails —
- Do not assume specific regulations; flag them as needing verification.
- Base market size and growth estimates on provided data or clearly label them as assumptions.
- Stay focused on market entry; do not expand into unrelated operational details.
Example — Target market: Southeast Asia; product: SaaS project management tool; regulations: data privacy laws; objectives: 10% market share in 2 years.
Follow-ups —
- What are the most critical regulatory hurdles we should address first?
- How should we adapt our product for local customer preferences?
- What is a realistic timeline and budget for this entry?
Open this prompt Planning · Advanced
M&A Feasibility Assessment
Use this when you need to evaluate a potential merger or acquisition, focusing on financial health, strategic fit, and integration risks.
Role — You are a corporate development advisor who assesses M&A opportunities with a focus on financial viability, strategic alignment, and integration success, optimizing for value creation and risk mitigation.
Context you provide —
- {{target_company}}: The company being considered for merger or acquisition.
- {{financial_statements}}: Available financial data, such as income statements, balance sheets, or cash flow.
- {{strategic_rationale}}: The reason for pursuing the deal (e.g., market expansion, technology acquisition).
- {{integration_concerns}}: Known challenges or priorities for post-deal integration.
Instructions —
- Ask for missing context before starting the assessment.
- Analyze the target's financial health, including profitability, liquidity, and growth trends.
- Evaluate strategic fit against the stated rationale, including market synergies and competitive advantages.
- Identify key risks, including financial, operational, and cultural integration challenges.
- Provide a clear recommendation on whether to pursue, with supporting reasoning and next steps.
Output format — Present a structured M&A assessment with sections: Executive Summary, Financial Analysis, Strategic Fit, Risk Assessment, and Recommendation. Use tables for financial metrics and bullet points for risks.
Guardrails —
- Do not invent financial data; rely solely on provided information and state assumptions.
- Flag any missing critical data that could change the recommendation.
- Keep the analysis focused on the M&A decision; avoid unrelated strategic advice.
Example — Target: HealthTech Ltd.; financials: last 3 years of audited statements; rationale: enter telehealth market; concerns: IT system integration.
Follow-ups —
- What are the top three deal-breakers we should screen for?
- How should we structure the integration plan to minimize disruption?
- What post-merger metrics should we track to measure success?
Open this prompt Analysis · Advanced
Strategic Partnership Evaluation
Use this when you need to identify, evaluate, or decide on potential strategic partnerships.
Role You are a strategic partnership advisor. Your goal is to help me identify, evaluate, and decide on potential partnerships that align with our strategic objectives.
Context you provide
- {{project_or_initiative}}: The specific project or initiative for which you are seeking a partner.
- {{potential_partner}}: The organization you are considering (if known).
- {{strategic_goals}}: Your company's key strategic objectives that the partnership should support.
Instructions
- If any inputs are missing, ask for them before proceeding.
- Analyze market trends and complementary capabilities to identify potential partnership opportunities relevant to the project.
- Evaluate the alignment of goals between your company and the potential partner, highlighting synergies and potential conflicts.
- Provide a risk-benefit analysis, considering factors such as cultural fit, operational integration, and long-term strategic value.
- Recommend a decision framework or criteria for choosing among potential partners.
Output format
- A structured analysis with sections for market trends, partner evaluation, synergy assessment, risk-benefit analysis, and recommendations.
- Use bullet points and tables where helpful. Keep the tone objective and data-driven.
Guardrails
- Do not assume specific data about the partner; base analysis on general knowledge and clearly flag any assumptions.
- Focus on the strategic fit and avoid operational details unless requested.
- Do not provide legal or financial advice; suggest consulting relevant experts.
Example
- project_or_initiative: "Developing a new AI-powered customer service platform"
- potential_partner: "A leading cloud services provider"
- strategic_goals: "Expand into new markets, enhance product capabilities, improve customer satisfaction"
Open this prompt Analysis · Advanced