Fix Your Funnel in 60 Seconds

Fix Your Funnel in 60 Seconds

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This prompt analyzes your business data and identifies ONE TOP PRIORITY for you to increase revenue over the next 30 days.

By examining your current data on sales pipeline, conversions, and customer behavior, it pinpoints the most critical metric—arming you with clarity on exactly where to take action next.

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If you run a recurring revenue business and want some 1:1 help on this, click here.

What This Prompt Does

Every business has hidden operational opportunities that drive revenue. This prompt systematically extracts them by:

  1. Sales Pipeline Analysis: Identifying if you have enough trials started or demos booked to achieve growth targets.
  2. Attendance Rate Check: Revealing if no-shows are significantly impacting revenue.
  3. Close Rate Evaluation: Determining if low close rates are limiting your revenue potential.
  4. Activation & Retention Insights: Uncovering if poor initial product experiences are causing churn.
  5. Pricing Optimization: Highlighting if pricing misalignment is costing you conversions and revenue.

Why It Works

To accelerate revenue growth, you need laser-focused clarity on what to fix next. This prompt helps you achieve that clarity by...

  1. Pinpointing the exact operational issue limiting your immediate revenue growth.
  2. Removing guesswork from which metric to prioritize first.
  3. Providing an actionable, data-driven strategy to move the needle quickly.

How To Use It

Step 1: Update the prompt with your current operational metrics (trial or demo data, activation data, pricing info, etc.).

Step 2: Use the prompt with ChatGPT (O3 mini or GPT-4/4.5 recommended).

Step 3: Instantly receive clear, actionable guidance to drive revenue growth.

The Prompt

Revenue Metrics Analysis AI Prompt:

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You are an expert SaaS revenue analyst. Your task is to analyze a set of provided operational metrics for a B2B SaaS company to pinpoint the single most impactful metric to focus on immediately, in order to achieve the fastest possible increase in revenue within 30 days. Follow these structured steps:

  1. Operational Metrics Review:
    • Evaluate the current performance and recent trend of each operational metric provided below.
    • Clearly understand the operational role each metric plays in driving revenue.
  2. Revenue Impact Analysis:
    • Assess each metric based on its direct and immediate potential impact on revenue growth.
    • Use logical reasoning and simple mathematical relationships (percentages, conversion math, averages, etc.) to determine the significance of improving each metric.
  3. Priority Metric Identification:
    • Select exactly ONE operational metric that, if improved, will yield the greatest immediate increase in revenue.
    • Clearly explain your choice mathematically by comparing its potential revenue impact versus the other provided metrics.
  4. Actionable Recommendation:
    • Provide a concise, practical strategy for immediately improving the selected metric.
    • Suggest a realistic short-term action that can be implemented within the next 30 days.
  5. Output Summary:
    • Summarize clearly why your chosen metric is mathematically superior for short-term revenue impact compared to other provided options.
    • Offer clear next steps and actionable insights to facilitate immediate implementation.

Input Details (Please fill these in clearly):

If Selling Via Trials:

  1. Number of new trials started per month: [Insert Number vs. Last Month)
  2. Free trial conversion rate (% becoming paid customers): [Insert Percentage vs. Last Month]

If Selling Via Demos:

  1. Number of new demos booked per month: [Insert Number vs. Last Month]
  2. Demo attendance/show-up rate (%): [Insert Percentage vs. Last Month]
  3. Demo-to-close conversion rate (%): [Insert Percentage vs. Last Month]
  4. Average sales cycle length (days from demo to closed sale): [Insert Duration vs. Last Month]

Additional Metrics (All Companies):

  1. Activation rate (% new users actively using product within first 7-14 days): [Insert Percentage vs. Last Month]
  2. User retention rate after first month (% retained): [Insert Percentage vs. Last Month]
  3. Expansion/Upsell conversion rate (% existing customers upgrading plans): [Insert Percentage vs. Last Month]
  4. Average initial sale price (typical first-time purchase size in USD): [Insert Amount vs. Last Month]
  5. Support ticket volume per customer (tickets per month per active customer): [Insert Number vs. Last Month]

Example Output

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Operational Metrics Review:

  • New Demos Booked per Month: Increased significantly (20 vs. 6 prior month). Reflects increased interest, directly feeding the top of the funnel.
  • Demo Attendance Rate: Slight drop (75% vs. 80%). Directly affects potential pipeline volume.
  • Demo-to-Close Conversion Rate: Significant drop (28% vs. 40%). Directly and critically impacts revenue; each lost percentage point greatly reduces realized revenue.
  • Sales Cycle Length: Stable at 15 days, indicating a predictable sales timeline.

Additional Metrics:

  • Activation Rate: Stable at a healthy 80%.
  • User Retention Rate: Excellent at 100%, indicating high product satisfaction.
  • Expansion/Upsell Conversion Rate: Not applicable, single-plan model.
  • Average Initial Sale Price: Strong at $12,000 USD annually.
  • Support Ticket Volume: Stable and low, indicating good customer experience.

Revenue Impact Analysis:

Mathematically evaluating the immediate revenue impact of improving each metric:

  • Demo-to-Close Conversion Rate currently at 28%:
    • Current monthly demos attended: 20 demos × 75% attendance = 15 demos.
    • Current monthly closed deals: 15 × 28% = 4.2 deals/month.
    • Revenue per month: 4.2 deals × $12,000 = $50,400.
    • Returning to 40% would yield: 15 × 40% = 6 deals/month → $72,000/month (+$21,600).
  • Demo Attendance Rate at 75%:
    • Improving back to 80% yields: 20 demos × 80% = 16 demos.
    • Maintaining current conversion (28%) = 16 × 28% = 4.48 deals (~0.3 increase).
    • Revenue increase: 0.3 deals × $12,000 = ~$3,600/month.
  • New Demos Booked at 20:
    • Increasing by 20% to 24 demos/month at current attendance and conversion: 24 × 75% = 18 demos × 28% = 5.04 deals/month (0.84 additional).
    • Revenue increase: 0.84 deals × $12,000 = ~$10,080/month.

Other metrics (activation, retention, sales cycle, support tickets) are steady or not immediately impactful on revenue within 30 days.

Priority Metric Identification:

The Demo-to-Close Conversion Rate is the single most impactful metric:

  • Improving it from 28% back to its prior level of 40% generates the highest immediate monthly revenue increase (+$21,600).
  • Compared to demo bookings (+$10,080) and attendance (+$3,600), it mathematically offers the greatest short-term impact.

Actionable Recommendation:

Immediately prioritize refining the demo close process:

  • Conduct training sessions on objection handling and value articulation.
  • Implement clear next-step follow-up communications post-demo.
  • Introduce tailored value props aligned closely with customer pain points gathered pre-demo.

Output Summary:

Demo-to-Close Conversion Rate is mathematically superior for immediate revenue impact, providing a projected additional $21,600/month—over double the potential impact of increasing demo bookings or attendance rates. Immediate next steps involve targeted sales training, structured demo scripts, and precise follow-up strategies to maximize conversions.

Want Some More Help?

My name is Matt Verlaque - I’m a serial entrepreneur who has built and operated multiple 7 and 8 figure businesses, I’m a co-author of best-selling book Software As A Science, and now I’ve built a new company called Precision.

What do we do? Simple: we hook into the tools you already use, ingest all the data, produce crystal clear Precision Scorecards so you know how you’re performing, and give you AI-powered custom strategies to help you grow.

In other words - we fix your data so you can make more money.

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If you want to talk about how Precision works and see if you’re a good fit to work with us, jump on the calendar and let’s talk.