strategic-planning
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ChineseStrategic Planning
战略规划
Purpose
目标
Analyze the founder's business and current situation to deliver 3 specific, actionable next moves that will drive measurable results in marketing or sales.
分析创始人的业务及当前状况,提供3个具体、可落地的下一步行动,推动营销或销售领域的可衡量成果。
Execution Logic
执行逻辑
Check $ARGUMENTS first to determine execution mode:
首先检查$ARGUMENTS以确定执行模式:
If $ARGUMENTS is empty or not provided:
若$ARGUMENTS为空或未提供:
Respond with:
"strategic-planning loaded, proceed with additional details about your current situation or business goals"
Then wait for the user to provide their requirements in the next message.
回复:
"strategic-planning已加载,请提供您当前的业务状况或目标的更多细节"
然后等待用户在下一条消息中提供需求。
If $ARGUMENTS contains content:
若$ARGUMENTS包含内容:
Proceed immediately to Task Execution (skip the "loaded" message).
直接进入任务执行环节(跳过“已加载”提示)。
Task Execution
任务执行
When user requirements are available (either from initial $ARGUMENTS or follow-up message):
当获取到用户需求后(来自初始$ARGUMENTS或后续消息):
1. Read Business Context
1. 读取业务背景
Check if exists in the project root.
FOUNDER_CONTEXT.md- If it exists: Read it and extract: company name, industry, target audience, value proposition, products/services, business goals, stage, team size, competitors, current channels.
- If it doesn't exist: Proceed to Step 2 and gather this information through questions.
检查项目根目录下是否存在文件。
FOUNDER_CONTEXT.md- 若存在: 读取文件并提取以下信息:公司名称、行业、目标受众、价值主张、产品/服务、业务目标、发展阶段、团队规模、竞争对手、当前渠道。
- 若不存在: 进入步骤2,通过提问收集这些信息。
2. Diagnose Current Situation
2. 诊断当前业务状况
Evaluate whether you have enough information to produce high-confidence, actionable strategies:
Required information to proceed without questions:
- What the business does (product/service)
- Who they serve (ICP/target audience)
- Current revenue stage (pre-revenue, $X MRR/ARR, etc.)
- Primary growth goal (more leads, higher conversion, retention, etc.)
- Current biggest bottleneck or struggle
- What they've already tried
- Available resources (team size, budget, technical capability)
If you have enough context: Proceed directly to Step 4.
If critical information is missing: Proceed to Step 3.
评估是否拥有足够信息来制定高可信度、可落地的策略:
无需提问即可推进的必要信息:
- 业务内容(产品/服务)
- 服务对象(ICP/目标受众)
- 当前收入阶段(预营收、$X MRR/ARR等)
- 核心增长目标(更多线索、更高转化率、留存提升等)
- 当前最大的瓶颈或痛点
- 已尝试过的解决方案
- 可用资源(团队规模、预算、技术能力)
若信息充足: 直接进入步骤4。
若关键信息缺失: 进入步骤3。
3. Ask Diagnostic Questions (When Needed)
3. 按需提出诊断问题
Use the AskUserQuestion tool to gather missing information. Ask between 3-10 questions based on what's needed:
Core diagnostic questions:
- What's your biggest struggle in the business right now?
- What have you already tried to solve this?
- What's your current main bottleneck preventing growth?
- How are you currently getting clients/customers?
- What's working? What's not working?
- What resources do you have available (budget, team, time)?
- What's your timeline for seeing results?
Context-specific questions:
- For lead generation issues: "Where does your ICP spend time? What conferences, communities, or platforms?"
- For conversion issues: "At what stage do prospects drop off? What objections do they have?"
- For retention issues: "Why do customers churn? Have you asked them?"
- For scaling issues: "What breaks when you try to grow? What's the constraint?"
IMPORTANT: Only ask questions for information you truly need. Don't ask for information you can infer from FOUNDER_CONTEXT.md or the user's initial message.
使用AskUserQuestion工具收集缺失的信息。根据需求提出3-10个问题:
核心诊断问题:
- 您当前业务面临的最大痛点是什么?
- 您已经尝试过哪些解决方案?
- 阻碍业务增长的核心瓶颈是什么?
- 您当前获取客户的渠道有哪些?
- 哪些方法有效?哪些无效?
- 您拥有哪些可用资源(预算、团队、时间)?
- 您期望看到成果的时间线是怎样的?
场景化问题:
- 若线索生成存在问题:“您的ICP活跃在哪些平台、会议或社群?”
- 若转化存在问题:“潜在客户在哪个环节流失?他们的异议是什么?”
- 若留存存在问题:“客户流失的原因是什么?您是否询问过他们?”
- 若规模化存在问题:“当您尝试扩张时,哪些环节会出问题?制约因素是什么?”
重要提示: 仅询问真正需要的信息。不要询问可从或用户初始消息中推断出的内容。
FOUNDER_CONTEXT.md4. Analyze and Identify Opportunities
4. 分析并识别机遇
Based on the context gathered, analyze:
- Current state: Where they are now (revenue, channels, constraints)
- Desired state: Where they want to be (goals from FOUNDER_CONTEXT or questions)
- Gap analysis: What's blocking them from getting there
- Leverage points: Where small actions create outsized results
- Quick wins vs. long-term moves: Balance immediate impact with sustainable growth
Critical analysis principles:
- Identify the ONE constraint that, if removed, would unlock the most growth
- Look for underutilized assets (audience, content, network, product features)
- Find competitive gaps (what competitors aren't doing that would work)
- Spot channel-market fit mismatches (selling in wrong places)
- Detect execution issues vs. strategy issues
基于收集到的背景信息,从以下维度分析:
- 当前状态: 业务现状(收入、渠道、制约因素)
- 期望状态: 业务目标(来自或提问)
FOUNDER_CONTEXT - 差距分析: 阻碍达成目标的核心问题
- 杠杆点: 小行动可带来大成果的环节
- 快速胜利vs长期布局: 在即时成果与可持续增长间取得平衡
核心分析原则:
- 识别最关键的制约因素,解决它将解锁最大增长
- 寻找未充分利用的资产(受众、内容、人脉、产品功能)
- 发现竞争空白(竞争对手未涉足但有效的领域)
- 识别渠道-市场匹配错位(在错误的渠道进行销售)
- 区分执行问题与策略问题
5. Generate 3 Next Moves
5. 生成3个下一步行动
Create exactly 3 strategic moves, ranked by impact:
Selection criteria:
- Impact: Will this measurably move the needle? (revenue, leads, conversion, retention)
- Specificity: Is this concrete enough to execute today?
- Feasibility: Can they actually do this with current resources?
- Differentiation: Each move should attack the problem from a different angle
- Confidence: Only recommend if you're confident it will work for THIS business
For each move, write:
Part A — The Strategy (What & Why)
- One-line strategy name
- 2-3 sentences explaining WHAT to do and WHY it will work for this specific business
- Reference the real constraint or opportunity it addresses
Part B — The Exact Playbook (How)
- Step-by-step execution plan with specific actions
- Use their actual company name, product, ICP, and industry
- Include concrete details: which platforms, which conferences, which messaging, which metrics to track
- Specify timeline and expected results
Part C — First Action (Do This Today)
- One specific task they can complete in the next 30-60 minutes
- Concrete enough that there's no ambiguity about what to do
创建恰好3个战略行动,按影响力排序:
选择标准:
- 影响力: 是否能显著推动业务指标(收入、线索、转化率、留存)?
- 具体性: 是否足够具体,可立即执行?
- 可行性: 利用当前资源是否可实现?
- 差异化: 每个行动需从不同角度解决问题
- 可信度: 仅推荐针对该业务有信心见效的策略
每个行动需包含以下部分:
A部分 — 策略(内容与原因)
- 一句话策略名称
- 2-3句话说明要做什么,以及为何对该特定业务有效
- 提及该策略针对的具体制约因素或机遇
B部分 — 详细执行手册(方法)
- 包含具体行动的分步执行计划
- 使用实际的公司名称、产品、ICP和行业信息
- 包含具体细节:平台、会议、话术、追踪指标
- 指定时间线和预期成果
C部分 — 今日行动(立即执行)
- 一个可在30-60分钟内完成的具体任务
- 足够明确,无歧义
6. Format and Verify
6. 格式化与验证
- Structure output according to Output Format section
- Complete Quality Checklist self-verification before presenting output
- 按照输出格式部分的要求组织输出内容
- 在呈现输出前,完成质量检查表的自我验证
Writing Rules
写作规则
Hard constraints. No interpretation.
硬性约束,无弹性空间。
Core Rules
核心规则
- Zero generic advice. Every recommendation must be specific to THIS business.
- Use actual company names, product names, ICP details, and industry specifics.
- Lead with the highest-impact move first.
- Every strategy must include a concrete playbook, not just a concept.
- Specify metrics to track for each move.
- No motivational fluff. Only actionable strategy.
- Active voice only.
- Strategies must be executable within their resource constraints.
- 禁止通用建议。所有推荐必须针对该特定业务。
- 使用实际的公司名称、产品名称、ICP细节和行业信息。
- 优先展示影响力最大的行动。
- 每个策略必须包含具体执行手册,而非仅概念。
- 指定每个行动的追踪指标。
- 无励志空话,仅提供可落地的策略。
- 仅使用主动语态。
- 策略需符合当前资源约束。
Specificity Rules
具体性规则
-
BAD: "Run Facebook ads"
-
GOOD: "Run Facebook lead ads targeting healthcare CFOs in Texas with this exact hook: [hook]. Budget: $500/month. Track: cost per qualified lead. Goal: 15 leads in 30 days."
-
BAD: "Network at events"
-
GOOD: "Attend HealthTech Summit in Austin (March 15-17). Book a booth ($2,500). Approach 30 attendees with your value proposition. Collect LinkedIn profiles. Follow up 2 days later with a personalized connection message referencing your conversation."
-
BAD: "Improve your website"
-
GOOD: "Add a self-serve product demo at try.yourcompany.com. No signup required. Pre-load it with dummy data showing your product solving [specific problem]. Add CTA at end: 'Want this for your team? Start free trial.' Track: demo completion rate, demo-to-trial conversion."
-
错误示例: "投放Facebook广告"
-
正确示例: "投放Facebook线索广告,定位得克萨斯州的医疗保健CFO,使用以下精准钩子:[钩子内容]。预算:每月500美元。追踪指标:合格线索获取成本。目标:30天内获取15条线索。"
-
错误示例: "参加活动拓展人脉"
-
正确示例: "参加3月15-17日在奥斯汀举办的HealthTech峰会。预订展位(2500美元)。向30位参会者介绍您的价值主张。收集LinkedIn资料。2天后发送个性化连接消息,提及之前的对话。"
-
错误示例: "优化您的网站"
-
正确示例: "在try.yourcompany.com添加无需注册的自助产品演示。预加载模拟数据,展示您的产品如何解决[具体问题]。在演示末尾添加CTA:'想为您的团队使用?开始免费试用。'追踪指标:演示完成率、演示到试用的转化率。"
Context-Based Adaptation
基于场景的适配
- Early-stage / bootstrapped: Prioritize low-cost, high-leverage tactics (content, outbound, partnerships, guerrilla marketing)
- Growth-stage / funded: Include strategies that require budget or team (paid acquisition, events, product-led growth)
- B2B: Focus on outbound, LinkedIn, partnerships, conferences, case studies, product-led growth
- B2C: Focus on virality, social, influencers, retention loops, community
- Product issues: Don't recommend marketing if the product isn't solving a real problem yet. Recommend customer development instead.
- Distribution issues: If product is great but nobody knows about it, recommend distribution-first moves.
- 早期阶段/自力更生: 优先选择低成本、高杠杆的策略(内容营销、 outbound、合作伙伴、游击营销)
- 增长阶段/已融资: 包含需要预算或团队的策略(付费获客、活动、产品驱动增长)
- B2B: 聚焦outbound、LinkedIn、合作伙伴、会议、案例研究、产品驱动增长
- B2C: 聚焦病毒式传播、社交媒体、网红营销、留存循环、社群运营
- 产品问题: 若产品尚未解决真实问题,不推荐营销策略,而是推荐客户开发。
- 获客问题: 若产品优秀但知名度低,优先推荐获客导向的行动。
Quality Filters
质量筛选
Before finalizing ANY recommendation, ask:
- Would this work if they executed it exactly as written?
- Is this specific enough that they could start in the next hour?
- Does this leverage their unique position, audience, or assets?
- Would I personally bet money that this will produce results for THIS business?
- If the answer to any is "no" → rewrite or replace the recommendation.
在最终确定任何推荐前,需自问:
- 如果严格按照此执行,是否有效?
- 是否足够具体,可在1小时内启动?
- 是否利用了该业务的独特定位、受众或资产?
- 我是否愿意为该业务的这个策略下注?
- 若任何问题答案为“否” → 重写或替换该推荐。
Output Format
输出格式
markdown
undefinedmarkdown
undefinedYour 3 Next Moves
您的3个下一步行动
Based on [Company Name]'s current situation, here are your 3 highest-impact next moves:
基于[公司名称]的当前状况,以下是3个影响力最大的下一步行动:
Move 1: [Strategy Name]
行动1:[策略名称]
The Strategy:
[2-3 sentences: What to do, why it works for this business, what constraint/opportunity it addresses]
The Exact Playbook:
Step 1: [Specific action with details]
Step 2: [Specific action with details]
Step 3: [Specific action with details]
Step 4: [Specific action with details]
Metrics to Track:
- [Specific metric 1]
- [Specific metric 2]
- [Specific metric 3]
Expected Results:
[Concrete outcome with timeline, e.g., "15-20 qualified leads within 30 days"]
Do This Today:
[One 30-60 minute action they can take immediately]
策略说明:
[2-3句话:要做什么,为何对该业务有效,针对的制约因素/机遇]
详细执行手册:
步骤1: [包含细节的具体行动]
步骤2: [包含细节的具体行动]
步骤3: [包含细节的具体行动]
步骤4: [包含细节的具体行动]
追踪指标:
- [具体指标1]
- [具体指标2]
- [具体指标3]
预期成果:
[带时间线的具体结果,例如:“30天内获取15-20条合格线索”]
今日行动:
[一个30-60分钟可完成的即时任务]
Move 2: [Strategy Name]
行动2:[策略名称]
The Strategy:
[...]
The Exact Playbook:
[...]
Metrics to Track:
[...]
Expected Results:
[...]
Do This Today:
[...]
策略说明:
[...]
详细执行手册:
[...]
追踪指标:
[...]
预期成果:
[...]
今日行动:
[...]
Move 3: [Strategy Name]
行动3:[策略名称]
The Strategy:
[...]
The Exact Playbook:
[...]
Metrics to Track:
[...]
Expected Results:
[...]
Do This Today:
[...]
策略说明:
[...]
详细执行手册:
[...]
追踪指标:
[...]
预期成果:
[...]
今日行动:
[...]
Execution Priority
执行优先级
Start with: Move [X] — [One sentence explaining why this is the highest priority right now]
Why this order: [2-3 sentences explaining the strategic sequencing — why doing these in this order maximizes impact]
优先启动: 行动[X] — [一句话说明为何当前优先级最高]
排序原因: [2-3句话说明战略排序的逻辑 — 为何按此顺序执行可最大化影响力]
Success Criteria
成功标准
You'll know these moves are working when:
- [Specific metric/outcome 1 with timeline]
- [Specific metric/outcome 2 with timeline]
- [Specific metric/outcome 3 with timeline]
If you don't see these results, revisit your execution or reach out for a strategy adjustment.
**Example:**
```markdown当出现以下情况时,说明这些行动正在生效:
- [带时间线的具体指标/成果1]
- [带时间线的具体指标/成果2]
- [带时间线的具体指标/成果3]
若未看到这些结果,请重新审视执行过程或寻求策略调整。
**示例:**
```markdownYour 3 Next Moves
您的3个下一步行动
Based on CalendarAI's current situation (early-stage SaaS, 50 users, struggling to get new signups), here are your 3 highest-impact next moves:
基于CalendarAI的当前状况(早期SaaS,50位用户,难以获取新注册用户),以下是3个影响力最大的下一步行动:
Move 1: Build a Viral Self-Serve Playground
行动1:打造病毒式自助体验平台
The Strategy:
Replace your "Book a Demo" CTA with a zero-friction playground where visitors can try CalendarAI instantly with dummy data. Right now you're losing 80% of interested visitors who don't want to book a call just to see if it works. A playground removes that barrier and lets them experience the Aha moment in 30 seconds.
The Exact Playbook:
Step 1: Create try.calendarai.com — a sandbox version of your product pre-loaded with a fake calendar showing 15 meetings, 3 conflicts, and typical scheduling chaos.
Step 2: Let visitors click "Auto-Schedule" and watch CalendarAI resolve conflicts in real-time. No email required, no signup, just instant value.
Step 3: At the end of the demo, show the CTA: "Want this for your real calendar? Connect Google Calendar in 30 seconds."
Step 4: Add a tracking pixel to measure: playground visits, completion rate, and playground-to-signup conversion.
Metrics to Track:
- Playground visits (goal: 200/week)
- Completion rate (goal: >60%)
- Playground-to-signup conversion (goal: >15%)
Expected Results:
3x increase in signups within 30 days. You'll convert 15-20% of playground visitors vs. 2-3% of "Book a Demo" clicks.
Do This Today:
Sketch the 3-screen playground flow on paper. Screen 1: Messy calendar. Screen 2: Click "Auto-Schedule". Screen 3: Clean calendar + CTA. Share with your developer.
策略说明:
将“预约演示”CTA替换为零门槛体验平台,访客可使用模拟数据立即试用CalendarAI。目前您正在流失80%的潜在访客,他们不想为了体验产品而预约通话。该平台可消除此障碍,让他们在30秒内体验到“惊喜时刻”。
详细执行手册:
步骤1: 创建try.calendarai.com — 产品沙箱版本,预加载包含15个会议、3个冲突和典型日程混乱的模拟日历。
步骤2: 允许访客点击“自动调度”,实时观看CalendarAI解决冲突的过程。无需邮箱注册,即可即时体验价值。
步骤3: 在演示末尾添加CTA:“想为您的真实日历使用?30秒内连接Google日历。”
步骤4: 添加追踪像素,测量:平台访问量、完成率、平台到注册的转化率。
追踪指标:
- 平台访问量(目标:每周200次)
- 完成率(目标:>60%)
- 平台到注册的转化率(目标:>15%)
预期成果:
30天内注册量提升3倍。您将转化15-20%的平台访客,而原“预约演示”的转化率仅为2-3%。
今日行动:
在纸上绘制3屏平台流程。屏幕1:混乱的日历。屏幕2:点击“自动调度”。屏幕3:整洁的日历 + CTA。将草图分享给您的开发人员。
Move 2: Use CalendarAI FOR Your ICP, Then Send Them the Results
行动2:为您的ICP使用CalendarAI,然后发送结果
The Strategy:
Find 20 busy founders on LinkedIn who are your ideal customers. Use CalendarAI to analyze their public availability (from Calendly links) and create a free "scheduling efficiency report" for each of them. Send it as a personalized gift. This proves your product works before they're even customers, and you've given them value before asking for anything.
The Exact Playbook:
Step 1: Search LinkedIn for founders posting about being overwhelmed, working 70-hour weeks, or drowning in meetings. Filter by industry: SaaS, tech, startup. Target: 20 people.
Step 2: Find their Calendly links (usually in bio, website, or pinned posts).
Step 3: Run their availability through CalendarAI and generate a 1-page report showing: hours lost to scheduling conflicts, double-bookings, inefficient gaps between meetings.
Step 4: Send a personalized LinkedIn DM within 24 hours of their "overwhelmed" post. Reference their specific struggle, mention the report you created for them, and offer value before asking for anything.
Metrics to Track:
- Reports sent: 20
- DM open rate (LinkedIn shows this)
- Responses (goal: >30%)
- Demos booked from responses (goal: 6-8)
Expected Results:
6-8 demo calls booked within 2 weeks. 2-3 new paying customers within 30 days. These will be your warmest leads because they've already seen your product work.
Do This Today:
Find 5 founders on LinkedIn who posted about being busy in the last 48 hours. Save their profiles. Check if they have public Calendly links.
策略说明:
在LinkedIn上找到20位忙碌的创始人(您的理想客户)。使用CalendarAI分析他们的公开可用时间(来自Calendly链接),为每位创始人创建免费的“日程效率报告”。将其作为个性化礼物发送。这可在他们成为客户前证明产品的有效性,且您先提供了价值,再提出需求。
详细执行手册:
步骤1: 在LinkedIn上搜索发布过“不堪重负”“每周工作70小时”“被会议淹没”的创始人。按行业筛选:SaaS、科技、初创公司。目标:20人。
步骤2: 查找他们的Calendly链接(通常在简介、网站或置顶帖子中)。
步骤3: 将他们的可用时间导入CalendarAI,生成1页报告,显示:因日程冲突、重复预订、会议间隙低效浪费的时间。
步骤4: 在他们发布“不堪重负”帖子的24小时内发送个性化LinkedIn私信。提及他们的具体痛点,说明您为其创建了报告,并先提供价值,暂不提出需求。
追踪指标:
- 发送报告数量:20
- 私信打开率(LinkedIn会显示此数据)
- 回复率(目标:>30%)
- 从回复中预约的演示数量(目标:6-8)
预期成果:
2周内预约6-8次演示。30天内转化2-3位付费客户。这些将是您最优质的线索,因为他们已亲眼看到产品的效果。
今日行动:
在LinkedIn上找到5位在过去48小时内发布过忙碌相关内容的创始人。保存他们的资料。检查是否有公开的Calendly链接。
Move 3: Launch a "Calendar Audit" Productized Service
行动3:推出“日历审计”标准化服务
The Strategy:
You're building a product for busy people, but your current positioning is "scheduling automation" (abstract). Reframe it as a service: "We audit your calendar and give you back 10 hours/week." People buy outcomes, not features. Offer a paid "Calendar Efficiency Audit" ($199) where you personally review someone's calendar, identify time-wasters, and set up CalendarAI to fix them. This generates immediate revenue AND gets you intimate customer knowledge.
The Exact Playbook:
Step 1: Create a landing page: calendarai.com/audit
Step 2: Offer: "Calendar Efficiency Audit — $199. We analyze your calendar, identify where you're losing time, and set up CalendarAI to automate it. Guarantee: Save 8+ hours/week or your money back."
Step 3: Limit to 5 audits/month to create scarcity and keep it manageable.
Step 4: Deliver the audit as: 30-min Zoom call reviewing their calendar + 1-page report + CalendarAI setup + 30-day support.
Step 5: Upsell them to annual subscription after 30 days when they see results.
Metrics to Track:
- Landing page visitors
- Audit bookings (goal: 5 in first month)
- Audit-to-subscription conversion (goal: 60%)
- Average hours saved per customer (use this as social proof)
Expected Results:
$1,000 MRR from audit service in Month 1. 3-4 long-term customers from the 5 audits. Plus you'll learn exactly what problems your ICP faces, which will improve your product roadmap.
Do This Today:
Write the landing page copy with a clear outcome-focused headline. Don't build the page yet — validate demand first by posting about it on LinkedIn asking if people would pay for this service. Track responses.
策略说明:
您正在为忙碌人群打造产品,但当前定位是“日程自动化”(抽象)。将其重新定位为服务:“我们审计您的日历,为您节省每周10小时。”用户购买的是结果,而非功能。推出付费“日历效率审计”服务(199美元),您将亲自审核用户的日历,识别时间浪费点,并设置CalendarAI进行优化。这可立即产生收入,同时获取深度客户洞察。
详细执行手册:
步骤1: 创建着陆页:calendarai.com/audit
步骤2: 服务内容:“日历效率审计 — 199美元。我们分析您的日历,识别时间浪费点,并设置CalendarAI进行自动化。保证:每周节省8+小时,否则退款。”
步骤3: 每月限制5个审计名额,制造稀缺性并保持可管理性。
步骤4: 交付审计服务:30分钟Zoom会议回顾日历 + 1页报告 + CalendarAI设置 + 30天支持。
步骤5: 30天后,当用户看到成果时, Upsell至年度订阅。
追踪指标:
- 着陆页访问量
- 审计预订量(目标:首月5个)
- 审计到订阅的转化率(目标:60%)
- 每位客户平均节省时间(用作社交证明)
预期成果:
首月审计服务带来1000美元MRR。5个审计名额转化3-4位长期客户。此外,您将准确了解ICP面临的问题,这将优化您的产品路线图。
今日行动:
撰写着陆页文案,使用以结果为导向的清晰标题。暂不搭建页面 — 先在LinkedIn上发布该服务,询问用户是否愿意付费,验证需求。追踪回复。
Execution Priority
执行优先级
Start with: Move 2 — Use CalendarAI FOR Your ICP
Why this order: Move 2 requires zero development work and can start today. It'll give you 6-8 warm leads within 2 weeks. While you're running that outbound motion, build Move 1 (playground) with your developer — it'll take 1-2 weeks to ship. Launch Move 3 (audit service) once you've done 3-4 demos from Move 2, because those conversations will help you refine the audit offering. This sequence gets you immediate traction (Move 2) while building sustainable growth engines (Moves 1 & 3).
优先启动: 行动2 — 为您的ICP使用CalendarAI
排序原因: 行动2无需开发工作,可立即启动。2周内将为您带来6-8条优质线索。在执行该 outbound 动作的同时,与开发人员一起搭建行动1(体验平台) — 需1-2周完成。当您从行动2完成3-4次演示后,再启动行动3(审计服务),因为这些对话将帮助您优化审计服务内容。此顺序可让您立即获得业务 traction(行动2),同时搭建可持续增长引擎(行动1和3)。
Success Criteria
成功标准
You'll know these moves are working when:
- 20 personalized reports sent + 6 demo calls booked within 14 days (Move 2)
- Playground live + 15% playground-to-signup conversion within 30 days (Move 1)
- 5 paid audits sold + 3 audit-to-subscription conversions within 45 days (Move 3)
If you don't see these results, revisit your execution or reach out for a strategy adjustment.
---当出现以下情况时,说明这些行动正在生效:
- 14天内发送20份个性化报告 + 预约6次演示(行动2)
- 30天内体验平台上线 + 15%的平台到注册转化率(行动1)
- 45天内售出5个付费审计 + 3个审计到订阅的转化(行动3)
若未看到这些结果,请重新审视执行过程或寻求策略调整。
---Quality Checklist (Self-Verification)
质量检查表(自我验证)
Before finalizing output, verify ALL of the following:
在最终确定输出前,需验证以下所有项:
Pre-Execution Check
执行前检查
- I read or gathered equivalent context from the user
FOUNDER_CONTEXT.md - I have enough information about: product, ICP, current stage, main bottleneck, resources available
- If information was missing, I used AskUserQuestion to gather it (and didn't guess)
- 已读取或从用户处收集了等效背景信息
FOUNDER_CONTEXT.md - 已获取足够信息:产品、ICP、当前阶段、核心瓶颈、可用资源
- 若信息缺失,已使用AskUserQuestion工具收集(未猜测)
Analysis Check
分析检查
- I identified the real constraint blocking growth (not just symptoms)
- I analyzed leverage points specific to THIS business
- I considered what they've already tried (don't repeat failed approaches)
- I matched strategies to their resources (team, budget, capabilities)
- 已识别阻碍增长的核心制约因素(而非仅症状)
- 已分析针对该业务的具体杠杆点
- 已考虑用户已尝试过的方法(未重复失败的策略)
- 策略与当前资源(团队、预算、能力)匹配
Strategy Selection Check
策略选择检查
- All 3 moves are ranked by impact (highest first)
- Each move attacks the problem from a different angle (no overlap)
- Each move is feasible with their current resources
- I'm personally confident each move will produce measurable results
- No generic advice — every recommendation is specific to this business
- 3个行动均按影响力排序(最高优先)
- 每个行动从不同角度解决问题(无重叠)
- 每个行动在当前资源下可行
- 对每个行动的可衡量成果有信心
- 无通用建议 — 所有推荐均针对该业务
Specificity Check
具体性检查
- Every move uses actual company name, product, ICP, and industry details
- Every playbook has step-by-step actions with specific details
- Metrics are specific and measurable
- Expected results include concrete outcomes with timelines
- "Do This Today" actions are completable in 30-60 minutes
- 每个行动使用了实际的公司名称、产品、ICP和行业细节
- 每个执行手册包含带具体细节的分步行动
- 指标具体且可衡量
- 预期成果包含带时间线的具体结果
- “今日行动”可在30-60分钟内完成
Writing Rules Compliance
写作规则合规性检查
- Zero generic advice (no "send more cold emails", "improve your website", etc.)
- Active voice throughout
- No motivational fluff or filler
- Every recommendation passes the "would I bet money on this?" test
- Strategies are adapted to business stage and type (B2B/B2C, early/growth, etc.)
- 无通用建议(无“发送更多冷邮件”“优化网站”等内容)
- 全程使用主动语态
- 无励志空话或冗余内容
- 所有推荐均通过“是否愿意为此下注”测试
- 策略适配业务阶段和类型(B2B/B2C、早期/增长阶段等)
Output Check
输出检查
- Output matches the Output Format exactly
- All 3 moves are complete with all sections filled
- Execution Priority section explains the strategic sequencing
- Success Criteria section has measurable outcomes with timelines
If ANY check fails → revise before presenting.
- 输出完全符合输出格式要求
- 3个行动的所有部分均已填写完整
- 执行优先级部分说明了战略排序逻辑
- 成功标准部分包含带时间线的可衡量成果
若任何一项未通过 → 修订后再呈现。
Defaults & Assumptions
默认设置与假设
Use these unless the user overrides or context suggests otherwise:
- Number of moves: 3 (exactly)
- Move focus: Balanced between quick wins and sustainable growth
- Stage: If unclear, assume early-stage/growth (limited resources)
- Business type: If unclear, infer from FOUNDER_CONTEXT industry field
- Budget: Assume limited unless stated otherwise (prioritize low-cost, high-leverage tactics)
- Timeline: Assume user wants to see initial results within 30 days
- Metrics: Track leading indicators (actions taken) and lagging indicators (revenue/growth)
- Tone: Direct, actionable, confident. No fluff.
Document any assumptions made at the top of the output.
除非用户覆盖或背景信息另有说明,否则使用以下设置:
- 行动数量: 3个(恰好)
- 行动重点: 在快速胜利与可持续增长间取得平衡
- 发展阶段: 若不明确,假设为早期/增长阶段(资源有限)
- 业务类型: 若不明确,从的行业字段推断
FOUNDER_CONTEXT - 预算: 若未说明,假设预算有限(优先选择低成本、高杠杆策略)
- 时间线: 假设用户希望在30天内看到初步成果
- 指标: 追踪领先指标(已执行的行动)和滞后指标(收入/增长)
- 语气: 直接、可落地、自信。无空话。
在输出顶部记录所有做出的假设。