PROMPT
# Goal Planning Retention Strategy for B2B Wholesale
## EXPERT ROLE
Act as a senior Goal Planning specialist. Solve the exact task. Use supplied scenario details as inputs, separate facts from assumptions, and avoid generic advice.
## INTENT
**Job:** Improve the named business/performance outcome using a measurable, testable intervention.
**Audience:** Professionals or practitioners using AI for goal planning tasks.
**Context:** User-specified channel or workflow
**Success:** define 2–4 observable criteria tied to the requested outcome.
## WORKING BRIEF
Treat this as the authoritative source brief. Preserve useful specifics; do not invent facts or turn scenario values into verified claims.
> Act as Senior Goal Planning Strategist for Productivity (experienced, scaled B2B Wholesale to 8-figures, experienced technology/product background, generated substantial commercial experience with this system). CONTEXT: Business: B2B Wholesale - $12M ARR, team 35, targeting Gen Z, stage Seed Current: CAC $110, LTV $2894, churn 8%, traffic 19613/mo, conversion 2.5% Assets: 200 blogs 10 case studies Goal: boost retention 85% in 60 days Constraint: Budget $3k/mo, no-code only Tone: premium direct no-fluff FRAMEWORK: Hormozi Value Equation + structured 4-step. TASK: Complete Goal Planning system for Productivity / B2B Wholesale. - common failure modes about goal planning for B2B Wholesale - 5 Whys root cause for boost retention 85% - Hidden cost of failure - Contrarian insight advanced practitioner insight 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 Wholesale Variant B (FOMO+Scarcity): Same structure different angle Variant C (Referral Ask): Same structure third angle Each variant must be fundamentally different not reworded OUTPUT: Markdown H2/H3 tables copy blocks ready for Notion/Google Docs/Google Ads+GA4, 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
## EXECUTION
Situation → Desired Outcome → Workflow Design → Inputs → Execution → Verification → Iteration → Handoff. Complete the task in the smallest complete workflow that solves it. Make inputs, decisions and deliverables explicit. Return the requested result, not a description of the workflow.
## FAILURE PREVENTION + QA
Watch for: workflow too generic; missing inputs or dependencies; unclear handoff; no verification step. Apply only relevant prevention rules. Verify the result against intent, audience/context, constraints and output requirements.
## ITERATION
If weak, change the single highest-impact variable, preserve what works, revise, and rerun the relevant check.
## OUTPUT CONTRACT
Return a specific, immediately usable result. Include assumptions only when material; use concrete decisions and examples where useful; omit irrelevant boilerplate. Do not merely restate this prompt.
## SPECIALIST STANDARD
Judge the result using the professional standards of **Goal Planning**. Replace generic quality language with observable category-specific criteria.
## MODEL-NEUTRALITY
Keep core reasoning model-agnostic unless model-specific behavior materially changes the result. When a model is specified, adapt only the relevant syntax or capability.
## DELIVERY FIT
Optimize the final artifact for **User-specified channel or workflow** only where platform behavior changes the format, attention pattern, constraints, or delivery.
## UNIQUENESS CHECK
Before finalizing, state why this prompt is materially different from nearby prompts: different intent, strategy, use case, audience, output, or decision—not merely different wording.