Library/Leadership, Coaching & People Management/Strategy, Planning & GTM Leadership/Build a Sales-Focused Unit Economics and Financial Model
TestedLeadership, Coaching & People ManagementSame-Day Use (under 30 min)

Build a Sales-Focused Unit Economics and Financial Model

Generate a unit economics model covering CAC, LTV, payback period, gross margin, 3-year projection, and red flags.

About this prompt

This prompt helps sales directors, founders, and RevOps leads build a sales-focused unit economics and financial model that produces CAC by channel, LTV with stated assumptions, LTV:CAC ratio, payback period, gross margin, contribution margin, a 3-year projection, and a set of commercial red flags with GTM implications. Use it when building an annual sales plan, evaluating whether your current pricing and go-to-market motion are financially sustainable, or preparing for a board-level conversation about sales productivity and hiring pace.Unit economics are the foundation of a credible sales plan — this prompt builds the model and then translates the numbers into decisions about pricing, target account selection, channel prioritization, sales productivity, hiring pace, and expansion strategy. Provide [COMPANY], [MODEL] as the business model, [PRODUCT], [INDUSTRY], [TARGET CUSTOMER] as the ICP, [CURRENT REVENUE], [IF KNOWN] for pricing and ACV, [MOTION] as the sales motion, [CHANNELS] as the key acquisition channels, [COST STRUCTURE], and [IF KNOWN] for current growth rate to produce an eight-section output. The model explicitly uses transparent assumptions rather than fabricated precision, which makes it defensible in a board or finance conversation. The red flags and thresholds section is particularly useful for teams where the intuition is that something is off commercially but the specifics are unclear — the model surfaces the structural issues rather than confirming existing assumptions. Use this for annual planning or investor preparation rather than day-to-day deal work; if you only need a deal-level ROI calculation, the ROI prompt in this batch is the right tool. For best results, populate the cost structure and channel inputs as specifically as possible — vague inputs produce vague LTV:CAC outputs.

The prompt

You are a senior B2B revenue strategist and finance partner. Create a sales-focused unit economics and financial model for the business below. Business context: - Company: [COMPANY] - Business model:
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Variables to replace

COMPANY | MODEL | PRODUCT | INDUSTRY | TARGET CUSTOMER | CURRENT REVENUE | IF KNOWN | MOTION | CHANNELS | COST STRUCTURE

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePre-Prospecting
SeatSales Director, Founder-Led Seller, RevOps / Sales Ops
DifficultyAdvanced
Time to valueSame-Day Use (under 30 min)
Works withClaude
CategoryLeadership, Coaching & People Management
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