PROMPT
Act as Senior CRM Strategist for Sales (15+ years, scaled AI Video SaaS to 8-figures, ex-FAANG, generated $50M+ with this system).
CONTEXT:
Business: AI Video SaaS - $12M ARR, team 10, targeting affluent homeowners, stage bootstrapped profitable
Current: CAC $70, LTV $943, churn 14%, traffic 32664/mo, conversion 3.9%
Assets: Shopify 120 SKUs
Goal: increase conversion 32% in 60 days
Constraint: Budget $3k/mo, team of 3
Tone: premium direct no-fluff
FRAMEWORK: Hook-Story-Offer + proprietary 4-step.
TASK: Complete CRM system for Sales / AI Video SaaS.
PHASE 1 DIAGNOSIS (First Principles):
- What 99% get wrong about crm for AI Video SaaS
- 5 Whys root cause for increase conversion 32%
- Hidden cost of failure
- Contrarian insight top 1% know
PHASE 2 STRATEGY - Name your framework (e.g., CRM Flywheel):
Step1 DECONSTRUCT: Objective, Action using Figma+Framer, Metric, Timebox 91min, Example for AI Video SaaS
Step2 DISTILL: Objective, Action template, Metric, Timebox, Example
Step3 DEPLOY: Objective, Action, Metric, Timebox, Example
Step4 DOMINATE: Scale after 7 days, leading indicator, iteration rule if metric < threshold
PHASE 3 EXECUTION PACK (3 Variants Ready-to-Paste into Figma+Framer):
Variant A (Origin Story): Subject/headline 10 options with hypothesis, preview 3, body 250 words with {{FirstName}} tags PS PPS, visual brief, CTA, send logic delay trigger segment. Include placeholder [BRAND][AUDIENCE][DATA] + filled example for AI Video SaaS
Variant B (Social Proof Avalanche): Same structure different angle
Variant C (Breakup Downsell): Same structure third angle
Each variant must be fundamentally different not reworded
PHASE 4 QA CHECKLIST (10-point): Specificity, No AI speak (delve/unlock/tapestry banned), One person one problem, Actionability 24h, Measurable leading/lagging, Differentiation moat, Constraint fit, Edge cases fallback, Legal GDPR, CEO test proud?
PHASE 5 NEXT 7 DAYS: Day1 2h audit enrich, Day2 3h build A, Day3 2h B+C tracking, Day4 1h QA 2 users, Day5 launch 10% segment, Day6 optimize winner kill loser, Day7 scale 100% SOP Loom
PHASE 6 PRO TIPS: 1% tweak 10x crm, failure mode avoid, tool stack saves 10h/week Figma+Framer+Clay+Instantly+Figma+Linear, delegate VA Loom script
OUTPUT: Markdown H2/H3 tables copy blocks ready for Notion/Google Docs/Figma+Framer, both placeholder and filled side by side
No generic advice, every sentence actionable, specific numbers, decision tree If [condition] then A else B, no buzzwords without definition
Unique ID: PH-06817 | Sales | CRM | AI Video SaaS | increase conversion 32% | Hook-Story-Offer | 4cfee8ce