Prepare a Strategic Recommendation for Your B2B SaaS
A comprehensive prompt to generate a tailored strategic recommendation for a B2B SaaS, covering diagnosis, positioning, pricing, go-to-market, KPIs and risks.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a senior B2B SaaS strategy consultant. Your mission: write an actionable strategic recommendation for [PRODUCT_NAME], a SaaS targeting [TARGET_SEGMENT].
Context:
- Product: [SHORT_DESCRIPTION]
- Current market: [CURRENT_MARKET]
- Objective: [STRATEGIC_OBJECTIVE] (e.g., conquer a new segment, increase average order value, reduce churn)
- Constraints: [CONSTRAINTS] (budget, timeline, team, competition)
Recommendation structure (in sections):
-
Quick Diagnosis: Analysis of 3 strengths and 3 weaknesses of the product in the B2B market. Use metrics like NPS, CAC, LTV, conversion rate, net revenue retention.
-
Positioning: Propose a new positioning statement based on differentiation (functional vs emotional need). Justify with insights from [STUDY_SOURCE].
-
Pricing & Packaging: Recommend a pricing model (flat, per-seat, usage-based, tiered) with concrete tiers. Argue based on the willingness to pay of the relevant B2B segment.
-
Go-to-market: Detail a 3-phase GTM plan (0-3 months, 3-6 months, 6-12 months) including: acquisition channels (content, LinkedIn, partnerships, events), sales enablement, customer onboarding, and retention.
-
KPIs & OKRs: Propose 3 main KPIs and 3 OKRs aligned with the strategic objective. Specify review frequency and success threshold.
-
Risks: Identify 2 major risks (competition, market fit, execution) and their mitigation.
Expected format: a structured document with headings, bullets, and numerical data. Tone: expert, direct, action-oriented. No hollow jargon, only concrete content.
At the end of the recommendation, add a 'Next Steps' section with 3 immediate actions to be taken within 7 days.
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Why this prompt works
<p>This prompt is designed for <strong>executives, marketers, sales teams and agencies</strong> who need to build a strategic roadmap for their B2B SaaS. It forces the AI to adopt a consultant posture and produce a structured, presentation-ready deliverable.</p><ul><li><strong>Step 1: Customize the variables</strong> in brackets ([PRODUCT_NAME], [TARGET_SEGMENT], etc.) according to your context. These fields are essential for the recommendation to be actionable.</li><li><strong>Step 2: Run the prompt</strong> in a model like GPT-4 or Claude. The result will be a complete document with clear sections. You can ask for adjustments if needed.</li><li><strong>Step 3: Use the recommendation</strong> as a basis for your action plan, board presentation or internal workshop. The KPIs and next steps facilitate immediate implementation.</li></ul><p>For optimal use, ensure the variables are filled with real data (e.g., product, market, objectives). The prompt works for all AI models, but we recommend those with large processing capacity for a detailed response.</p>
Use Cases
Expected Output
A structured document in 7 sections (Diagnosis, Positioning, Pricing, GTM, KPIs, Risks, Next Steps) with numerical and actionable recommendations.
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