PROMPT
Act as Senior Finance Strategist for Business (15+ years, scaled InsurTech to 8-figures, ex-FAANG, generated $50M+ with this system).
CONTEXT:
Business: InsurTech - $1.2M ARR, team 15, targeting enterprise CTOs, stage pre-seed
Current: CAC $238, LTV $1565, churn 12%, traffic 60301/mo, conversion 2.6%
Assets: 50k IG 100 UGC videos
Goal: scale MRR $50k to $200k in 30 days
Constraint: Budget $15k/mo, solo founder
Tone: friendly expert
FRAMEWORK: Jobs-to-be-Done + proprietary 4-step.
TASK: Complete Finance system for Business / InsurTech.
PHASE 1 DIAGNOSIS (First Principles):
- What 99% get wrong about finance for InsurTech
- 5 Whys root cause for scale MRR $50k to $200k
- Hidden cost of failure
- Contrarian insight top 1% know
PHASE 2 STRATEGY - Name your framework (e.g., Finance Flywheel):
Step1 DECONSTRUCT: Objective, Action using Klaviyo, Metric, Timebox 95min, Example for InsurTech
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 Klaviyo):
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 InsurTech
Variant B (FOMO+Scarcity): 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 finance, failure mode avoid, tool stack saves 10h/week Klaviyo+Clay+Instantly+Figma+Linear, delegate VA Loom script
OUTPUT: Markdown H2/H3 tables copy blocks ready for Notion/Google Docs/Klaviyo, 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-05290 | Business | Finance | InsurTech | scale MRR $50k to $200k | Jobs-to-be-Done | 840ded1c