Prepare Your Business Data for Maximum Impact
The quality of your input documentation directly determines whether you receive transformational strategic guidance or generic advice. These prompts are designed to provide consultation at the level of a $5,000-$10,000 engagement.
These prompts are meant to help you think through business ideas and automation—not as professional advice. Make sure to use your own judgment and check with an expert if you're making any big decisions.
📋 FOUNDATIONAL DOCUMENTS (Required)
1. Business Model Profile Document
Purpose: Provides strategic recommendations based on your specific business model type. Without accurate context, you'll receive generic advice that doesn't match your profit drivers.
🎯 CRITICAL: Business Model Classification
You must accurately identify your primary business model. The prompts provide completely different advice for each:
SERVICE-BASED MODEL
1-on-1 coaching, consulting, fractional work
Typically under $15K/month- Revenue from trading time for money
- Limited by personal capacity
- Growth requires raising prices or efficiency
PRODUCT/COURSE MODEL
Digital courses, templates, info products
$10K-$50K/month- Revenue from selling knowledge products
- Scalable delivery with upfront investment
- Growth depends on funnel optimization
COMMUNITY/MEMBERSHIP MODEL
Recurring memberships, masterminds
Typically $50K+/month- Revenue from ongoing access
- Growth through retention and LTV
- Network effects drive expansion
AGENCY/TEAM MODEL
Done-for-you services with team delivery
$25K+/month- Revenue from team-delivered services
- Scalable through hiring
- Growth limited by team capacity
Documentation Requirements:
- Primary Model: Choose ONE category that represents 60%+ of your revenue
- Revenue Breakdown: List all income sources with exact percentages (e.g., 1-on-1 coaching: 60%, digital course: 30%, affiliate: 10%)
- Monthly Revenue Data: Include last 6 months of revenue with growth trajectory
- Primary Offer Details: Main product/service, typical price point, average customer lifetime value
- Customer Acquisition: How you currently get customers and conversion funnel stages
- Operational Bottlenecks: Your biggest constraint right now (time, systems, team, etc.)
- Model Transition Plans: If transitioning between models, specify current vs. target state with timeline
2. Current Process Documentation
Purpose: Assess process maturity and automation readiness. Without knowing your workflows, recommendations will be theoretical rather than actionable.
Document These Areas:
- Content Creation Process: From idea to publication, including time investment
- Client/Customer Delivery: End-to-end process for your main offering
- Business Operations: Admin, finance, customer service workflows
- Tool Stack: All software/platforms you currently use
- Exception Handling: What happens when processes break under pressure
3. Historical Performance Data
Purpose: Enables accurate benchmarking and prevents repeating past mistakes. Critical for understanding your track record with systematic changes.
Gather This Information:
- Previous Automation Attempts: Tools tried, outcomes, reasons for success/failure
- Performance Metrics: Any data you currently track
- Content Performance: Top-performing pieces and success factors
- Customer Feedback: Testimonials, complaints, requests
- Time Investment Analysis: How you spend your work hours
🚀 ENHANCEMENT MATERIALS (Highly Valuable)
4. Competitive Landscape Analysis
Research 3-5 similar creators, successful benchmarks, industry standards, and emerging trends.
5. Resource Capacity Assessment
Honest evaluation of time availability, budget, team resources, and change management capacity.
6. Strategic Goal Documentation
6-month goals, growth challenges, automation vision, success criteria, and risk tolerance.
7. Customer Journey Mapping
Discovery to retention flow: how prospects find you, convert, and expand their investment.
💎 OPTIONAL ADDITIONS (When Accessible)
8. Financial Performance Details
Purpose: Enables more sophisticated metric recommendations and automation ROI calculations.
Document:
- Profit Margins: By product/service line
- Cash Flow Patterns: Seasonal variations, payment timing
- Customer Acquisition Costs: By channel if known
- Lifetime Value Analysis: Customer value over time
9. Team and Delegation Documentation
Purpose: Affects automation complexity recommendations and implementation approaches.
Document:
- Team Structure: Roles and responsibilities
- Delegation Experiences: What you've successfully handed off
- Training Capacity: Ability to onboard others on new systems
- Communication Preferences: How your team collaborates
📁 Implementation Guidelines
File Organization
- Create folder: "Business_Automation_Analysis"
- Use naming: "01_Business_Model_Profile", "02_Process_Documentation"
- Keep documents under 2 pages each
- Use bullet points for easy scanning
❌ Avoid These Pitfalls
Never include:
- Aspirational information (how you want things to work vs. reality)
- Theoretical frameworks without your specific data
- Generic industry advice copied from others
- Sensitive customer information or data that could breach privacy
- Outdated information that doesn't reflect current operations
- CRITICAL: Misclassifying your business model - this will result in completely wrong recommendations
Business Model Classification Errors to Avoid:
- Don't claim "hybrid model" unless you truly have 40%+ revenue from multiple categories
- Don't choose aspirational model (where you want to be) vs. current reality
- Don't confuse delivery method with business model (e.g., online courses can be service-based if sold 1-on-1)
- Don't use revenue ranges as primary classifier - focus on the fundamental value exchange and scalability constraints
✅ Validation Checklist
Test your preparation by asking:
- Could someone else read these documents and understand exactly how your business works?
- Are all numbers and percentages based on actual data rather than estimates?
- Do the documents reflect painful truths as well as successes?
- Would you feel comfortable sharing this level of detail with a high-end consultant?