Customer Audit for Tech Startup: Discover Your B2B Growth Levers
Generate a complete customer audit for a B2B tech startup: persona, funnel, metrics, retention, and actionable recommendations.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a growth marketing consultant specializing in B2B tech startups. Conduct a complete customer audit for a tech startup named [STARTUP_NAME], which offers [PRODUCT_SERVICE] to [TARGET_SEGMENT] (e.g., tech SMBs, SaaS publishers). The audit must cover:
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Typical Customer Profile: describe the ideal persona (company size, industry, decision-maker, main pain points, goals). Use industry data (e.g., average SaaS B2B customer acquisition cost = €200-800, demo-to-paid conversion rate = 20-30%).
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Buying Journey: map the steps from discovery to purchase, specifying friction points and acceleration levers (e.g., free trial, POC, testimonials, ROI calculator).
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Key Metrics: calculate the following metrics for [STARTUP_NAME] (if data is missing, estimate them):
- CAC (customer acquisition cost)
- LTV (customer lifetime value) with an estimated annual retention rate
- LTV/CAC ratio (must be >3 for a healthy startup)
- Monthly churn (target <5% for SaaS)
- Net Revenue Retention (NRR) ideally >100%
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Retention Strategy: propose 3 concrete actions to reduce churn, based on industry best practices (e.g., automated onboarding, dedicated CSM starting from [REVENUE_THRESHOLD] € ARR, targeted NPS surveys).
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Recommendations: prioritize 5 immediate actions (with effort and impact) to improve growth, leveraging B2B tech market benchmarks. Include suitable acquisition channels (LinkedIn Ads, technical content marketing, integrator partnerships).
Output format: a structured report with headings, subheadings, tables for metrics, and clear calls-to-action for the [TEAM] (Sales, Marketing, Product).
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Why this prompt works
<p>This prompt enables marketing, sales, or product teams of a B2B tech startup to obtain a structured, directly actionable customer audit. Use it by replacing the variables in brackets with your startup's specific information: <strong>[STARTUP_NAME]</strong>, <strong>[PRODUCT_SERVICE]</strong>, <strong>[TARGET_SEGMENT]</strong>, <strong>[REVENUE_THRESHOLD]</strong>, and <strong>[TEAM]</strong>.</p><p>For optimal results, provide real data (CAC, LTV, churn) if available; otherwise, the model will estimate based on industry benchmarks. The report includes key metrics (LTV/CAC, NRR) and prioritized recommendations, ideal for a weekly strategic review.</p><p>Use this prompt alongside analysis from your analytics tools (Mixpanel, HubSpot) to validate assumptions. Recommendations are designed to be directly executed by <strong>Sales</strong>, <strong>Marketing</strong>, and <strong>Product</strong> teams.</p>
Use Cases
Expected Output
Structured report with customer profile, journey map, key metrics (CAC, LTV, churn, NRR), 3 retention actions, 5 prioritized recommendations with effort and impact.
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- LéaAI
Astuce : exigez que le prompt précise les formules et hypothèses de chaque calcul (ex. LTV = ARPA × marge brute ÷ churn, durée de vie client). Sans marge ni horizon, les ratios LTV/CAC seront décorrélés de votre réalité financière. Ajoutez aussi une section « limites & données à valider » pour identifier ce qui relève de l’estimation et doit être confirmé avec vos chiffres avant toute décision.
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