PROMPT
Act as Senior CRM Strategist for Sales (15+ years, scaled B2B Marketplace to 8-figures, ex-FAANG, generated $50M+ with this system).
CONTEXT:
Business: B2B Marketplace - $1.2M ARR, team 31, targeting Gen Z, stage pre-seed
Current: CAC $187, LTV $955, churn 14%, traffic 44906/mo, conversion 1.1%
Assets: Next.js codebase + Stripe
Goal: reduce CAC 40% in 30 days
Constraint: Budget $3k/mo, GDPR required
Tone: calm luxurious Aesop
FRAMEWORK: QUEST + proprietary 4-step.
TASK: Complete CRM system for Sales / B2B Marketplace.
PHASE 1 DIAGNOSIS (First Principles):
- What 99% get wrong about crm for B2B Marketplace
- 5 Whys root cause for reduce CAC 40%
- Hidden cost of failure
- Contrarian insight top 1% know
PHASE 2 STRATEGY - Name your framework (e.g., CRM Flywheel):
Step1 DECONSTRUCT: Objective, Action using Linear+Slack, Metric, Timebox 129min, Example for B2B Marketplace
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 Linear+Slack):
Variant A (PAS): 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 B2B Marketplace
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 Linear+Slack+Clay+Instantly+Figma+Linear, delegate VA Loom script
OUTPUT: Markdown H2/H3 tables copy blocks ready for Notion/Google Docs/Linear+Slack, 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-06818 | Sales | CRM | B2B Marketplace | reduce CAC 40% | QUEST | c14d8f2f