Marketing Against the Grain

The Solopreneur's
AI Tech Stack

Featuring insights from Lovable's Elena Verna, learn how to operate as a one-person, million-dollar business

Unleash the full potential of your business with Breeze — the collection of HubSpot's AI tools

The Cold, Hard Truth

You Don't Need a Team. You Need AI.

The Old Way: Hire 10 people. Burn $1M/year. Move slow.
The New Way: You + AI. Spend $500/month. Ship daily.

Elena Verna built a $130M business with 45 people.
You can build a $1M business with just you.

The Money Math

Traditional Team vs. AI-Powered Solopreneur

Traditional 5-Person Startup

Developer: $150K/year

Designer: $100K/year

Marketer: $90K/year

Sales: $80K/year

VA/Ops: $50K/year

Total: $470K/year (before benefits, tools, office)

AI-Powered Solopreneur

ChatGPT Team: $30/month

Claude Pro: $20/month

Lovable Pro: $25/month

Cursor: $20/month

MidJourney: $30/month

Perplexity: $20/month

Automation tools: $200/month

Total: $345/month ($4,260/year)

The Core Stack

7 Tools That Make You a One-Person Team

Brain Image

1. Your AI Brain: Claude Projects

  • What: Your strategic thought partner
  • Cost: $20/month
  • Setup: Create 3 projects: Strategy, Content, Operations
  • First Task: Upload your business plan. Ask Claude to find the gaps.

Your AI Brain Prompts

Use Case: When you need to pressure-test a business idea, pivot, or strategic decision before committing resources to it.

I'm considering [describe your business idea/strategy/pivot]. 

 
Please analyze this from three perspectives:
1. Market viability - Is there genuine demand and competitive space?
2. Resource requirements - What would I realistically need to execute this?
3. Risk factors - What are the top 3 things that could derail this?
 
Then provide:
- A probability of success rating (low/medium/high) with reasoning
- One alternative approach I haven't considered
- The single most important question I should answer before proceeding
 
Context about my business: [current business model, resources, target audience]

Use Case: When you're stuck on content ideas or need fresh perspectives on topics you've already covered.

Topic: [your content topic]

Target audience: [describe your ideal reader/viewer]
Content format: [blog post/video/podcast/social media]
 
Generate 5 unique angles for this topic that:
- Haven't been overdone in the [your industry] space
- Would genuinely help my audience solve a problem
- Could work as standalone pieces or a content series
 
For each angle, provide:
1. A working title
2. The key insight or transformation it delivers
3. One counterintuitive point that would make people stop scrolling

Use Case: When facing a complex decision with multiple variables and you need a structured approach to think it through.

I need to decide between: [Option A] vs [Option B] vs [Option C if applicable]

 
Decision context: [what this decision impacts]
Timeline: [when decision needs to be made]
Key constraints: [budget/time/resources]
 
Create a decision framework that includes:
1. The 5 most important criteria I should evaluate (weighted by importance)
2. A simple scoring method for each option
3. Questions I should ask myself about each option
4. Potential blind spots I might be missing
5. A recommended decision based on the information provided
 
What matters most to me: [your top 2-3 values/priorities in this decision]

Use Case: When you're stuck on a problem and need to see it from new angles to find breakthrough solutions.

My problem: [describe your specific challenge]

What I've already tried: [list 2-3 attempted solutions]
Why this matters: [impact if solved vs. consequences if not solved]
 
Please:
1. Reframe this problem 3 completely different ways
2. For each reframe, suggest one unconventional solution
3. Identify what assumption I might be making that's keeping me stuck
4. Give me one question that could flip my entire perspective on this
 
Industry context: [your industry/niche]


Use Case: When you need to articulate your value proposition more clearly or differentiate yourself from competitors.
 
My offer: [describe your product/service]
Target customer: [specific audience segment]
Current positioning: [how you currently describe it]
Main competitor approach: [how competitors position similar offers]
 
Help me create:
1. A one-sentence value proposition that instantly communicates the transformation
2. Three unique benefits only I can credibly claim
3. The #1 objection customers have and how to flip it into a selling point
4. A "category of one" positioning angle that makes comparison impossible
 
Customer's real problem we're solving: [deeper need beyond surface problem]
Chatbot Phone Image

2. Your Developer: Lovable

  • What: Build full apps without code
  • Cost: $25/month
  • Setup: Start with internal tools (dashboards, calculators)
  • First Task: Build your customer onboarding app in 1 hour

Your Developer Prompts

Use Case: When you need to create a professional client portal or dashboard that displays customer data, metrics, or account information.

I need a customer dashboard for my [type of business] that helps clients track [what they need to monitor].
 
Dashboard requirements:
- User login/authentication system
- Main metrics to display: [list 3-5 key data points]
- Data source: [where data comes from - Google Sheets/API/manual input]
- Update frequency: [real-time/daily/weekly]
 
Visual elements needed:
1. [Chart type] showing [metric over time]
2. Status indicators for [what conditions]
3. Quick action buttons for [common client tasks]
 
Brand requirements:
- Primary color: [hex code or description]
- Logo placement: [where/how]
- Overall style: [modern/minimal/corporate/playful]
 
Special features: [any unique requirements like export to PDF, email notifications, etc.]

Use Case: When you need an interactive calculator that helps prospects understand the value of your product or service before purchasing.

Build an ROI/value calculator for [your product/service] that shows potential customers their expected return.
 
Input fields the user should fill:
1. [Input field 1 - e.g., current monthly spend]
2. [Input field 2 - e.g., number of employees]
3. [Input field 3 - e.g., average transaction value]
[Add more as needed]
 
Calculation logic:
- Formula: [explain how to calculate the ROI/savings]
- Assumptions: [any fixed values or industry benchmarks used]
- Time period: [monthly/annual calculations]
 
Output display:
- Primary result: [main number to highlight - savings/ROI percentage]
- Supporting metrics: [2-3 additional calculated values]
- Visual comparison: [before/after or with/without your solution]
 
Call-to-action: [what happens when they see results - book demo/sign up/download]
 
Make it mobile-responsive and include tooltips explaining each input field.

Use Case: When you need a multi-step form that qualifies leads and routes them appropriately based on their responses.

Create a smart lead capture form for [your service/product] that qualifies prospects.
 
Form stages:
Stage 1 - Basic info:
- [Field 1: Name]
- [Field 2: Email]
- [Field 3: Company/Role]
 
Stage 2 - Qualification questions:
- [Question 1 with multiple choice options]
- [Question 2 with multiple choice options]
- [Budget range selector]
 
Stage 3 - Specific needs:
- [Checkbox list of services/features they need]
- [Text field for specific requirements]
- [Preferred timeline dropdown]
 
Routing logic:
- If [condition], mark as "Hot Lead" and [action]
- If [condition], mark as "Qualified" and [action]
- If [condition], mark as "Nurture" and [action]
 
After submission:
- Success message: [what users see]
- Email notification to: [your email]
- Data storage: [where to save - Google Sheets/Airtable]
- Auto-response email with: [what to include]

Use Case: When you need to systematize your client onboarding with a step-by-step app that guides new customers through setup.

Build a client onboarding app for [your business type] that takes new customers from signup to success.
 
Onboarding steps:
1. Welcome screen:
   - [Welcome message]
   - [What they'll accomplish]
   - Expected time: [X minutes]
 
2. Account setup:
   - [Required information fields]
   - [Preferences/settings to configure]
   - [Integration connections needed]
 
3. Initial configuration:
   - [First thing they need to set up]
   - [Templates/options to choose from]
   - [Customization settings]
 
4. Tutorial/training:
   - [Key feature walkthrough]
   - [Video embed or interactive guide]
   - [Practice task]
 
5. Success checkpoint:
   - [Confirmation of setup]
   - [Next steps checklist]
   - [Resources links]
 
Progress tracking:
- Visual progress bar showing [X] steps
- Ability to save and return later
- Skip options for [which sections]
 
Admin features:
- Track completion rates
- See where users drop off
- Time spent per section

Use Case: When you need a central hub that brings together all your business tools, links, and resources in one organized interface.

Create an internal operations dashboard for my solo business that centralizes everything I need daily.
 
Dashboard sections:
 
Quick Links panel:
- [Category 1]: [List of links/tools]
- [Category 2]: [List of links/tools]
- [Category 3]: [List of links/tools]
 
Daily metrics widget:
- [Metric 1] pulled from [source]
- [Metric 2] pulled from [source]
- [Today's revenue/sales/signups]
 
Task management:
- Today's priorities: [manual input or integrated]
- This week's goals: [checklist format]
- Quick add task button
 
Business calculators:
- [Calculator 1 - e.g., profit margin]
- [Calculator 2 - e.g., project pricing]
- [Calculator 3 - e.g., time tracking converter]
 
Resources section:
- Brand assets: [logos/colors/fonts]
- Template library: [common documents]
- SOPs: [standard procedures]
 
Make it password-protected and mobile-friendly. Include a dark mode toggle and customizable widget arrangement.

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3. Your Coder: Cursor

  • What: When you need real code
  • Cost: $20/month
  • Setup: Connect to GitHub, add your tech stack docs
  • First Task: Customize your Lovable app exports

Your Coder Prompts

Use Case: When you've exported code from Lovable and need to customize functionality, add features, or integrate with external services.

I have an app exported from Lovable that I need to enhance. Here's what I'm working with:
 
Current app: [describe the app's purpose]
Tech stack: [React/Vue/Next.js - whatever Lovable exported]
File structure: [paste your main file structure]
 
Customizations needed:
1. [Feature addition - e.g., add user roles/permissions]
2. [Integration - e.g., connect to Stripe/SendGrid/Slack]
3. [UI change - e.g., modify component behavior]
 
Specific requirements:
- API endpoint: [if connecting to external service]
- Data flow: [how data should move through the app]
- Error handling: [what should happen when things fail]
 
Current pain point: [what's not working or needs improvement]
 
Please provide:
1. Step-by-step implementation plan
2. Code snippets for each modification
3. Any new dependencies I need to install
4. Testing checklist to verify everything works
 
Keep the code style consistent with [Lovable's exports/my existing codebase].

Use Case: When you need to connect your no-code tools (Lovable, Zapier, Make) with custom APIs or services that don't have native integrations.

I need to create an API bridge between [Tool A] and [Tool B/Custom API].
 
Current setup:
- Source: [where data originates - Lovable app/Google Sheets/etc.]
- Destination: [where data needs to go]
- Data format from source: [JSON/CSV/webhook payload - paste example]
 
API requirements:
- Endpoint: [API URL]
- Authentication: [API key/OAuth/Bearer token]
- Method: [GET/POST/PUT]
- Rate limits: [if any]
 
Data transformation needed:
Input format:
```[paste example input]```
 
Required output format:
```[paste example output]```
 
Trigger: [when this should run - webhook/cron/manual]
Error handling: [log/retry/notify]
 
Please write:
1. The complete integration code
2. Environment variable setup
3. Deployment instructions for [Vercel/Netlify/Railway]
4. A simple test suite to verify it's working

Use Case: When you need to move from a simple Lovable data structure to a more robust database setup, or sync data between systems.

I need to migrate/sync data from [current system] to [new database system].
 
Current data structure:
[paste your current schema/table structure]
 
Target database: [PostgreSQL/MySQL/MongoDB/Supabase]
Target schema needed:
[describe desired structure or paste schema]
 
Migration requirements:
- Data volume: [approximate number of records]
- Transformation rules: [any data cleaning/formatting needed]
- Relationships: [how tables should connect]
- Validation: [required fields, data types]
 
Sync requirements (if applicable):
- Direction: [one-way/two-way sync]
- Frequency: [real-time/hourly/daily]
- Conflict resolution: [which source wins]
 
Generate:
1. Migration script with progress tracking
2. Rollback procedure if something goes wrong
3. Data validation checks
4. Code to maintain sync (if needed)
 
Include error handling and logging throughout.

Use Case: When you need to add sophisticated tracking to your app beyond what standard analytics tools offer, or create custom dashboards.

Build a custom analytics system for my [type of app] to track [specific user behaviors/metrics].
 
Events to track:
1. [Event name]: [when it triggers, what data to capture]
2. [Event name]: [when it triggers, what data to capture]
3. [Event name]: [when it triggers, what data to capture]
 
Data points for each event:
- User identifier: [how to identify unique users]
- Metadata: [additional context to capture]
- Timestamp: [timezone handling]
 
Storage solution: [your database/service]
- Schema for events table
- Indexes for query performance
- Data retention policy: [how long to keep data]
 
Analytics queries needed:
1. [Metric 1 - e.g., daily active users]
2. [Metric 2 - e.g., conversion funnel]
3. [Metric 3 - e.g., feature adoption rate]
 
Dashboard requirements:
- Real-time updates: [yes/no]
- Visualization library: [Chart.js/D3/Recharts]
- Export functionality: [CSV/PDF/API]
 
Provide:
1. Event tracking code to add to my app
2. Database setup and optimization
3. Query functions for each metric
4. Basic dashboard component code

Use Case: When you need to automate repetitive coding tasks, deployments, or maintenance operations that can't be handled by no-code tools.

Create an automation script for [specific repetitive task] that runs [when/how often].
 
Task details:
- What it does: [detailed description of the automation]
- Input source: [where it gets data/files]
- Processing steps: [what happens to the data]
- Output destination: [where results go]
 
Current manual process:
1. [Step 1 you currently do manually]
2. [Step 2 you currently do manually]
3. [Step 3 you currently do manually]
 
Environment:
- Where it runs: [local/server/GitHub Actions/cron]
- Language preference: [Python/Node.js/Bash]
- Dependencies available: [list any constraints]
 
Requirements:
- Triggers: [time-based/webhook/file change/manual]
- Notifications: [email/Slack/Discord when complete/on error]
- Logging: [what to log and where]
- Error recovery: [what to do if it fails]
 
Edge cases to handle:
- [Potential issue 1]
- [Potential issue 2]
 
Please provide:
1. The complete automation script
2. Setup/installation instructions
3. Configuration file template
4. Testing commands to verify it works
5. Monitoring setup to track execution
Paintbrush Image

4. Your Designer: MidJourney + Canva AI

  • What: Brand assets, social content, product mockups
  • Cost: $30/month + $15/month
  • Setup: Create brand style prompt library
  • First Task: Generate 30 days of social content in 1 hour

Your Designer Prompts

Use Case: When you need to create a consistent visual identity across all Midjourney generations by establishing your brand's unique style parameters.

Create a Midjourney style reference prompt for my brand:
 
Brand name: [your brand]
Industry: [your industry/niche]
Brand personality: [3 adjectives - e.g., bold, minimal, playful]
Target audience: [demographic and psychographic]
 
Visual preferences:
- Color palette: [primary and secondary colors]
- Mood: [energetic/calm/professional/edgy]
- Style inspiration: [reference brands or artists you like]
- Avoid: [styles you definitely don't want]
 
Generate 5 base prompts I can use as templates, each with:
1. A consistent style suffix I should always include
2. Camera/lens specifications for consistency
3. Lighting setup that matches my brand mood
4. Aspect ratios for different platforms
 
Format as:
"[SUBJECT PLACEHOLDER] + [your style parameters] --ar [ratio] --s [stylize value]"
 
Include variations for:
- Product shots
- Lifestyle imagery
- Abstract backgrounds
- Team/personal branding photos
- Social media graphics

Use Case: When you need to batch-create a month's worth of visual content with varied formats but consistent branding.

Generate 30 unique Midjourney prompts for my [platform] content calendar:
 
Content pillars (distribute evenly):
1. [Pillar 1 - e.g., educational/tips]
2. [Pillar 2 - e.g., behind-the-scenes]
3. [Pillar 3 - e.g., product features]
4. [Pillar 4 - e.g., inspiration/quotes]
 
Brand style suffix: [paste your consistent style from prompt #1]
 
For each prompt, specify:
- Day/Week placement
- Content pillar it belongs to
- Visual concept (what the image shows)
- Text overlay suggestion for Canva
- Optimal format (square/vertical/carousel)
 
Special dates to incorporate:
- [Any holidays/events in the month]
- [Product launches or promos]
- [Industry-specific dates]
 
Variety requirements:
- Mix of photos, illustrations, and abstract designs
- Different color emphasis each week
- Blend product-focused and lifestyle content
 
Output format:
"Day [X] - [Pillar]: [Complete Midjourney prompt] | Canva: [Text overlay idea]"

 

Use Case: When you need professional product presentations across multiple contexts and use cases for your website, ads, or presentations.

Create a product mockup prompt series for [your product/service]:
 
Product details:
- Type: [physical/digital/service]
- Key features to highlight: [list 3-5]
- Target market: [who buys this]
- Price point: [premium/mid/budget]
 
Mockup scenarios needed:
1. Hero shot: [main website/landing page image]
2. Lifestyle context: [product in use]
3. Features showcase: [highlighting specific benefits]
4. Comparison shot: [showing variations/options]
5. Social proof scene: [testimonial/review context]
 
For each scenario, provide:
- Complete Midjourney prompt with environment details
- Lighting and angle specifications
- Props or context elements to include
- Aspect ratio and resolution needs
- Post-processing notes for Canva
 
Package variations:
- E-commerce listing (white background)
- Social media ad (eye-catching)
- Email header (horizontal)
- Print materials (high resolution)
 
Include negative prompts to avoid: [what you don't want]

Use Case: When you have one core visual concept that needs to be adapted across multiple platforms and formats efficiently.

I need to repurpose one visual concept across all platforms:
 
Core concept: [describe your main visual idea]
Original format: [where it's first being used]
 
Platform adaptations needed:
1. Instagram: [Feed post, Story, Reel cover]
2. LinkedIn: [Post, Article header, Banner]
3. Website: [Hero, Blog header, Sidebar graphic]
4. Email: [Header, Inline image, Footer]
5. YouTube: [Thumbnail, End screen, Channel art]
 
For each platform version, create:
- Midjourney prompt adjusted for optimal aspect ratio
- Style modifications for platform culture
- Text placement zones for Canva
- Color intensity adjustments
- Background variations (busy/clean)
 
Consistency elements to maintain:
- [Core visual element that stays the same]
- [Brand colors that must appear]
- [Mood/feeling to preserve]
 
Variable elements to change:
- [What can be modified for variety]
- [Background options]
- [Compositional variations]
 
Output as a production checklist with exact dimensions and prompts.

Use Case: When you need to show transformation, progress, or before/after scenarios for case studies, testimonials, or story-telling content.

Design a visual story sequence showing [transformation/journey/process]:
 
Story arc:
- Starting point: [describe initial state]
- Transformation: [what changes]
- End result: [final outcome]
- Emotional journey: [feelings to convey]
 
Visual metaphors to use:
- [Metaphor 1 for the challenge]
- [Metaphor 2 for the solution]
- [Metaphor 3 for the success]
 
Create 5 Midjourney prompts for:
1. Problem state (dark/challenging)
2. Awakening/realization moment
3. Progress/journey phase
4. Breakthrough moment
5. Success/celebration state
 
Style consistency:
- Maintain [your brand style] throughout
- Progressive color shift from [start color] to [end color]
- Lighting evolution from [dark/dim] to [bright/clear]
 
Canva assembly instructions:
- How to arrange as carousel
- Text overlay for each stage
- Transition effects between frames
- CTA placement on final frame
 
Additional formats:
- Single before/after comparison
- Animated GIF sequence approach
- Timeline infographic layout
Book Stack Image

5. Your Researcher: Perplexity Pro

  • What: Market research, competitor analysis
  • Cost: $20/month
  • Setup: Save key searches, enable web access
  • First Task: Complete competitor analysis in 20 minutes

Your Researcher Prompts

Use Case: When you need comprehensive intelligence on a specific competitor including their strategy, positioning, and recent moves.

Conduct a detailed competitor analysis for [competitor name] versus my business [your business name/description].
 
Research areas to investigate:
 
1. Business model and revenue:
- How do they make money?
- Pricing structure and tiers
- Estimated revenue or funding
 
2. Target audience:
- Who are they targeting?
- How do they describe their ideal customer?
- What pain points do they emphasize?
 
3. Product/service analysis:
- Core features and benefits
- What they do better than others
- Gaps or weaknesses in their offering
 
4. Marketing and positioning:
- Key messages on their homepage
- Content strategy and topics
- Social media presence and engagement
 
5. Recent developments (last 6 months):
- New features or products
- Partnerships or integrations
- Notable customer wins
- Press coverage or announcements
 
Compare to my business: [brief description of your offering]
 
Provide:
- 3 things they're doing that I should consider
- 3 vulnerabilities I could exploit
- Their likely next strategic move
- How I should position against them
 
Focus on actionable insights, not just information gathering.

Use Case: When you need to identify gaps in your market, emerging trends, or untapped customer segments before competitors notice them.

Analyze market opportunities in the [your industry] space, specifically for [your product/service type].
 
Investigation framework:
 
1. Emerging customer complaints:
- What are people complaining about with current solutions?
- Search Reddit, Twitter, and review sites for frustrations
- What phrases do they use to describe their problems?
 
2. Underserved segments:
- Who is being ignored by major players?
- What niche communities exist around this problem?
- Geographic or demographic gaps?
 
3. Technology shifts:
- New tools or platforms affecting this space
- API or integration opportunities
- AI/automation potential not yet realized
 
4. Regulatory or cultural changes:
- New laws or compliance requirements
- Shifting customer expectations
- Generational differences in approach
 
5. Competitor blind spots:
- What are top 3 competitors NOT doing?
- Features they've deprecated or ignored
- Customer segments they've abandoned
 
Search parameters:
- Time frame: Last [3/6/12] months
- Geography: [your target market]
- Exclude: [outdated or irrelevant sources]
 
Output priority:
1. Top 3 opportunities by ease of implementation
2. Top 3 opportunities by potential impact
3. One "wild card" opportunity others would miss

Use Case: When you need to understand exactly how your target customers talk about their problems to improve your messaging and positioning.

Extract customer language patterns and pain points for [your product category] buyers.
 
Research sources to analyze:
- Recent Reddit discussions in [relevant subreddits]
- Twitter conversations about [topic/problem]
- Amazon/G2/Trustpilot reviews for [competitor products]
- YouTube comments on [topic] videos
- LinkedIn posts from [target job titles]
 
Extract and categorize:
 
1. Exact phrases they use to describe:
- The problem they face
- Current solution frustrations
- What they wish existed
- Budget or cost concerns
 
2. Emotional triggers:
- What makes them angry/frustrated?
- What would make them feel successful?
- Status or perception concerns?
- Time or efficiency pain points?
 
3. Objections and doubts:
- Why they don't switch solutions
- What they fear about new tools
- Trust or credibility concerns
- Implementation worries
 
4. Decision criteria:
- What features they compare
- Deal breakers they mention
- "Must haves" vs "nice to haves"
- Who else influences their decision
 
Format findings as:
- Direct quotes I can use in copy
- Words/phrases to avoid (that annoy them)
- Emotional hooks that resonate
- Proof points they find credible

Use Case: When you need to quickly get up to speed on industry developments, key players, and market dynamics for strategy or sales conversations.

Compile current industry intelligence for [industry/niche] focused on [specific aspect].
 
Key areas to research:
 
1. Market dynamics (last 90 days):
- Major news or disruptions
- M&A activity or funding rounds
- New entrant threats
- Market size and growth updates
 
2. Innovation tracking:
- New features/products launched by top 5 players
- Emerging technologies being adopted
- Patent filings or R&D investments
- Partnership announcements
 
3. Customer behavior shifts:
- Buying pattern changes
- New expectations or demands
- Adoption rates of new solutions
- Churn or switching triggers
 
4. Thought leader positions:
- What influencers are saying
- Contrarian viewpoints emerging
- Predicted trends for next 12 months
- Debates or controversies
 
5. Regulatory/compliance updates:
- New requirements coming
- Privacy or security concerns
- Industry standard changes
- Geographic differences
 
Focus: [specific angle - e.g., B2B sales, SMB market, enterprise]
Exclude: [outdated info, specific competitors to ignore]
 
Synthesize into:
- 5 key insights that affect my strategy
- 3 conversation starters for prospects
- 2 risks I need to monitor
- 1 opportunity to move on immediately

Use Case: When you need to research and validate your pricing strategy by understanding what the market will bear and how competitors structure their offers.

Research pricing strategies and market tolerance for [your product/service category].
 
Competitive pricing analysis:
1. Direct competitors:
- [Competitor 1]: Full pricing structure
- [Competitor 2]: Full pricing structure  
- [Competitor 3]: Full pricing structure
 
2. Indirect/alternative solutions:
- What else do customers use?
- How much do they pay for alternatives?
- Total cost including hidden fees
 
3. Pricing models in use:
- Subscription vs one-time
- Usage-based vs flat rate
- Freemium conversion points
- Enterprise vs self-serve
 
Market research:
1. Customer budget reality:
- What are they currently spending?
- Budget approval thresholds
- ROI expectations or payback period
- Pricing objections in reviews/forums
 
2. Value perception:
- What features command premium pricing?
- What's considered table stakes (free)?
- Price anchoring in the market
- Discount expectations
 
3. Pricing psychology:
- Price points that work (e.g., $99 vs $100)
- Bundling strategies that succeed
- Annual vs monthly preferences
- Trial or guarantee expectations
 
My context:
- Current/planned price: [your price]
- Value proposition: [your unique value]
- Target customer: [your ICP]
 
Provide:
- Optimal price point recommendation
- Pricing structure suggestion
- Justification strategy for premium pricing
- Red flags or risks in my approach
Workflow Image

6. Your Automator: Make.com

  • What: Connect everything, automate repetitive tasks
  • Cost: $35/month
  • Setup: Start with email → CRM → Slack flows
  • First Task: Automate customer onboarding sequence

Use Case: When you need to create a seamless, multi-step onboarding sequence that automatically guides new customers from signup to success.

Design a complete customer onboarding automation flow for my [business type] that handles everything from initial signup to first success milestone.
 
Current manual process:
1. [Step 1 you currently do manually]
2. [Step 2 you currently do manually]
3. [Step 3 you currently do manually]
[Continue listing all steps]
 
Tools to connect:
- Payment processor: [Stripe/PayPal/Square]
- CRM/Database: [Airtable/Google Sheets/Notion]
- Email platform: [Gmail/SendGrid/Mailchimp]
- Communication: [Slack/Discord/WhatsApp]
- Calendar: [Calendly/Google Calendar]
- Documents: [Google Drive/Dropbox]
 
Automation triggers and actions needed:
 
Day 0 (Immediately after purchase):
- Trigger: [Payment confirmed/Form submitted]
- Actions: [Add to CRM, send welcome email, create folder]
- Internal alert: [Notify team via Slack]
 
Day 1:
- Send: [Getting started guide]
- Create: [Customer portal access]
- Schedule: [Onboarding call]
 
Day 3:
- Check: [Have they completed first action?]
- If yes: [Send next steps]
- If no: [Send gentle reminder]
 
Day 7:
- Survey: [Collect initial feedback]
- Deliver: [Additional resources]
- Upsell: [Present relevant add-ons]
 
Conditional logic needed:
- If customer type = [X], then [specific path]
- If purchase amount > [amount], then [VIP treatment]
- If no engagement by day [X], then [re-engagement sequence]
 
Error handling:
- What if email bounces
- What if payment fails
- What if calendar is full
 
Please provide:
1. Module-by-module setup in Make.com
2. Exact trigger and action configurations
3. Filter and router conditions
4. Variables to pass between modules
5. Testing checklist before going live

Use Case: When you need to automatically capture, qualify, and nurture leads through your sales pipeline without manual follow-up.

Build an automated lead nurturing system that moves prospects from initial interest to sales-ready.
 
Lead sources to monitor:
- [Website form/Landing page]
- [Social media/LinkedIn]
- [Email inquiries]
- [Webinar registrations]
- [Free trial signups]
 
Lead scoring criteria:
High intent signals:
- [Downloaded pricing/case study]
- [Attended webinar]
- [Multiple page visits]
- Score: [+10 points each]
 
Medium intent:
- [Opened 3+ emails]
- [Clicked links]
- [Downloaded guide]
- Score: [+5 points each]
 
Low intent:
- [Single interaction]
- [Just subscribed]
- Score: [+1 point each]
 
Automation pathways:
 
Cold leads (0-15 points):
- Email sequence: [Educational content series]
- Frequency: [Weekly]
- Goal: [Build awareness]
 
Warm leads (16-30 points):
- Email sequence: [Case studies and social proof]
- Trigger: [Sales notification]
- Goal: [Book discovery call]
 
Hot leads (31+ points):
- Action: [Immediate sales alert]
- Send: [Personalized video/offer]
- Create: [Deal in CRM]
- Goal: [Close within 7 days]
 
Data management:
- Where to store lead data: [CRM/Database]
- Fields to track: [Name, email, score, source, actions]
- Duplicate handling: [Merge/update existing]
 
Integration requirements:
- Email platform webhooks
- CRM API connections
- Calendar scheduling links
- Slack/team notifications
 
Build this with:
1. Data collection modules
2. Lead scoring calculator
3. Router logic for different paths
4. Email/message templates
5. Reporting dashboard updates

Use Case: When you publish content once and need it automatically distributed, reformatted, and scheduled across all your marketing channels.

Create an automation that takes one piece of content and distributes it everywhere, reformatted for each platform.
 
Content source:
- Original format: [Blog post/Video/Podcast]
- Where it's published: [Website/YouTube/Platform]
- RSS/Webhook available: [Yes/No]
 
Distribution channels and formats:
 
Email newsletter:
- Extract: [First 200 words + read more link]
- Schedule: [Next newsletter send]
- Segment: [Which subscribers]
 
Social media posts:
- LinkedIn: [Professional angle, 1300 characters]
- Twitter/X: [Thread with key points]
- Facebook: [Visual + link]
- Instagram: [Create image quote]
 
Content reformatting:
- Pull: [Title, excerpt, featured image, link]
- Generate: [Social descriptions, hashtags]
- Create: [Platform-specific versions]
 
Scheduling logic:
- Immediate: [Twitter announcement]
- +2 hours: [LinkedIn post]
- +1 day: [Facebook share]
- +3 days: [Email newsletter]
- +1 week: [Reminder posts]
 
Team collaboration:
- Notify: [Team via Slack when published]
- Approval: [If needed, pause for review]
- Analytics: [Track initial performance]
 
Repurposing actions:
- Extract: [Key quotes for quote cards]
- Create: [Audiogram if video]
- Generate: [Thread from main points]
- Schedule: [Follow-up content ideas]
 
Storage and tracking:
- Log: [All posts in spreadsheet]
- Save: [Links and performance metrics]
- Archive: [Content for future reuse]
 
Map out:
1. Trigger detection setup
2. Content parsing modules
3. Platform-specific formatters
4. Scheduling and queuing logic
5. Performance tracking webhooks

Use Case: When you need to automatically route, respond to, and track customer inquiries from multiple channels without anything falling through cracks.

Build an intelligent customer service automation that handles inquiries from all channels.
 
Inquiry sources to monitor:
- Email: [Support email address]
- Forms: [Contact/support form]
- Social: [Twitter mentions, FB messages]
- Chat: [Website chat/WhatsApp]
- Reviews: [Google/Trustpilot alerts]
 
Classification rules:
 
Priority levels:
- Urgent: [Keywords: refund, broken, urgent, legal]
- High: [Existing customer issues]
- Medium: [General support questions]
- Low: [Feature requests, feedback]
 
Category routing:
- Technical: [Keywords: bug, error, not working]
- Billing: [Keywords: payment, charge, invoice]
- Sales: [Keywords: pricing, demo, trial]
- General: [Everything else]
 
Automated responses:
 
Immediate acknowledgment:
- Email template: [We received your request #ID]
- Expected response time: [Based on priority]
- Resources: [Help docs links]
 
Smart replies for common issues:
- Password reset: [Send reset link]
- Order status: [Pull from database]
- Refund request: [Create ticket, notify finance]
- FAQ questions: [Send relevant article]
 
Escalation triggers:
- No response in [X hours]
- Customer replies again
- Negative sentiment detected
- VIP customer flag
 
Team assignment:
- Technical → [Tech team Slack]
- Billing → [Finance team email]
- Urgent → [SMS to manager]
- General → [Support queue]
 
Tracking and reporting:
- Create ticket: [In helpdesk system]
- Update CRM: [Log interaction]
- Track metrics: [Response time, resolution]
- Weekly report: [Team performance]
 
Design:
1. Multi-channel monitoring setup
2. Classification and routing logic
3. Response template system
4. Escalation workflows
5. Reporting dashboard updates

Use Case: When you need to automatically collect, calculate, and report on all your business metrics in one unified dashboard.

Create an automated system that pulls all revenue and business metrics into a daily/weekly dashboard.
 
Data sources to connect:
- Payment processor: [Stripe/PayPal - revenue data]
- CRM: [Customer count, pipeline value]
- Email platform: [Subscriber count, open rates]
- Analytics: [Traffic, conversions]
- Ad platforms: [Spend, ROAS]
- Support: [Ticket volume, response time]
 
Metrics to calculate:
 
Daily metrics:
- Revenue: [New sales - refunds]
- Customers: [New signups - churned]
- Traffic: [Visitors, conversion rate]
- Costs: [Ad spend + tools]
- Profit: [Revenue - all costs]
 
Weekly rollups:
- MRR/ARR: [Recurring revenue]
- CAC: [Marketing spend / new customers]
- LTV: [Average customer value]
- Churn rate: [Lost / total customers]
- Growth rate: [Week over week change]
 
Automation schedule:
- Every morning 9am: [Pull yesterday's data]
- Every Monday: [Weekly summary]
- First of month: [Monthly report]
- Threshold alerts: [If metric drops below X]
 
Data transformations:
- Currency: [Convert all to USD]
- Time zones: [Standardize to your zone]
- Calculations: [Formulas for derived metrics]
- Comparisons: [vs last period, vs goal]
 
Output destinations:
- Google Sheets: [Master dashboard]
- Slack: [Daily summary message]
- Email: [Weekly report to stakeholders]
- Database: [Historical tracking]
 
Alert conditions:
- Revenue drops [20%] day-over-day
- Churn exceeds [5%] monthly
- Ad spend exceeds [budget]
- Conversion rate below [2%]
 
Build with:
1. Data source API connections
2. Calculation and aggregation modules
3. Conditional formatting rules
4. Multi-destination routing
5. Error handling for API failures
Telephone Image

7. Your Sales Team: Clay.com

  • What: Automated outbound, lead enrichment
  • Cost: $150/month
  • Setup: Import your ICP, build first campaign
  • First Task: Generate and qualify 100 leads

Use Case: When you need to build a targeted list of prospects that match your ideal customer profile with enriched contact information.

Build a Clay table that finds and enriches 100 qualified leads matching my ICP:
 
Ideal Customer Profile:
- Company size: [Employee count range]
- Industry: [Specific industries/verticals]
- Geography: [Countries/regions/cities]
- Technology: [Tools they must use - e.g., Shopify, Salesforce]
- Revenue: [Range or minimum]
- Growth signals: [Hiring, funding, new leadership]
 
Decision maker criteria:
- Titles: [VP Sales, Head of Marketing, etc.]
- Seniority: [C-level, VP, Director]
- Department: [Sales, Marketing, Operations]
- Been in role: [Minimum/maximum months]
 
Qualification filters:
Must have:
- [Valid company email domain]
- [LinkedIn profile with recent activity]
- [Company website with specific pages]
 
Must NOT have:
- [Competitors' customers]
- [Companies using competitor tool]
- [Previous outreach in last 90 days]
 
Data enrichment needed:
1. Company data:
   - Website, employee count, revenue
   - Recent news or triggers
   - Tech stack
   - Social media presence
 
2. Contact data:
   - Email (verified)
   - LinkedIn URL
   - Phone (if available)
   - Recent posts/activity
 
3. Personalization data:
   - Recent company announcements
   - Personal interests/posts
   - Mutual connections
   - Common communities
 
Sources to search:
- LinkedIn Sales Navigator
- Apollo.io
- Clearbit
- Google search
- Company websites
 
Output requirements:
- Score each lead (1-10)
- Prioritize by likelihood to respond
- Include personalization angle for each
- Flag any risk factors

Use Case: When you need to create a sophisticated outreach campaign with personalized messages across email and LinkedIn.

Design a Clay workflow for multi-channel outreach that personalizes at scale:
 
Campaign structure:
- Total touches: [5-7 over 14 days]
- Channels: [Email, LinkedIn, both]
- Goal: [Book meetings/demo requests]
 
Lead input data available:
- [Columns in your Clay table]
- [Enrichment data you have]
- [Custom research fields]
 
Message sequence:
 
Touch 1 - Day 0 (Email):
- Subject line formula: [Personalization variable] + [Value prop]
- Opening: [Reference trigger/research]
- Value prop: [One sentence benefit]
- CTA: [Soft ask - thoughts/interest]
 
Touch 2 - Day 2 (LinkedIn connection):
- Note template: [Mention commonality]
- Keep under [300] characters
 
Touch 3 - Day 4 (LinkedIn message if connected):
- Reference: [Their recent post/activity]
- Share: [Relevant resource]
- No pitch yet
 
Touch 4 - Day 7 (Email follow-up):
- Subject: "Re: [Original subject]"
- Angle: [Different value prop]
- Include: [Social proof/case study]
- CTA: [Specific time to talk]
 
Touch 5 - Day 10 (Email/LinkedIn):
- Pattern interrupt: [Unexpected angle]
- Address objection: [Common concern]
- Final value: [ROI/specific outcome]
 
Personalization variables:
- Company triggers: [Use recent news]
- Industry pain points: [Specific to vertical]
- Competitor mentions: [If they use X]
- Role-specific angles: [Based on title]
 
A/B testing:
- Subject lines: [2 variants]
- Opening lines: [2 variants]
- CTAs: [2 variants]
- Track: [Open, click, reply rates]
 
Write templates with:
1. Dynamic variable placeholders
2. If/then logic for different ICPs
3. Spintax variations
4. Merge tags for personalization
5. Tracking parameters

Use Case: When you want to reach out to prospects at the perfect moment based on buying signals or trigger events.

Create a Clay monitoring system that identifies and acts on real-time buying triggers:
 
Trigger events to monitor:
 
Company triggers:
- [Funding announcement]
- [New executive hire in relevant role]
- [Office expansion/new location]
- [Product launch]
- [Partnership announcement]
- [Award or recognition]
 
Technology triggers:
- [Added new tool to stack]
- [Removed competitor tool]
- [Job posting mentioning your category]
- [Website changes indicating need]
 
Engagement triggers:
- [Visited your website 3+ times]
- [Downloaded your content]
- [Attended webinar]
- [Competitor contract ending]
 
Social triggers:
- [Posted about relevant problem]
- [Asked for recommendations]
- [Shared content about your space]
- [Changed job to target company]
 
Data sources to connect:
- Sales Navigator alerts
- Google Alerts
- Builtwith/tech detection
- Website visitor tracking
- Intent data providers
- Social media monitoring
 
Enrichment upon trigger:
1. Pull fresh contact info
2. Find 3 additional stakeholders
3. Research specific pain point
4. Calculate potential ROI
5. Find warm intro path
 
Automated actions:
 
Priority 1 (Hot triggers):
- Alert: [Slack/SMS to rep]
- Enrich: [All contact data]
- Draft: [Personalized email]
- Timeline: [Reach out within 2 hours]
 
Priority 2 (Warm triggers):
- Add to: [Outreach sequence]
- Research: [Additional context]
- Timeline: [Reach out within 24 hours]
 
Priority 3 (Future opportunities):
- Add to: [Nurture campaign]
- Monitor: [Additional signals]
- Timeline: [Check in monthly]
 
Build:
1. Trigger detection logic
2. Lead scoring based on trigger type
3. Enrichment waterfall
4. Message templates per trigger
5. Assignment and routing rules

Use Case: When you need comprehensive intelligence on target accounts before important outreach or meetings.

Build a Clay research workflow that creates detailed account intelligence reports:
 
Target account inputs:
- Company name: [Company]
- Website: [Domain]
- Key stakeholders: [Names/titles if known]
 
Research components:
 
Company intelligence:
1. Business model analysis:
   - How they make money
   - Customer segments
   - Pricing strategy
   - Market position
 
2. Growth indicators:
   - Recent funding/revenue
   - Employee growth rate
   - Office expansions
   - New market entry
 
3. Technology profile:
   - Current tech stack
   - Recent additions/removals
   - Integration partners
   - Build vs buy philosophy
 
4. Challenges and initiatives:
   - From job postings
   - From executive quotes
   - From earnings calls
   - From customer reviews
 
Stakeholder mapping:
- Decision makers: [Identify all]
- Influencers: [Technical evaluators]
- Champions: [Potential advocates]
- Blockers: [Potential objectors]
 
For each person find:
- Career history
- Recent content/posts
- Speaking engagements
- Interests/causes
- Mutual connections
 
Competitive intelligence:
- Current vendor: [If discoverable]
- Evaluation criteria: [From job posts]
- Pain points: [From reviews]
- Budget range: [From similar purchases]
 
Personalization angles:
- Recent wins to congratulate
- Challenges to address
- Industry trends affecting them
- Peer companies as reference
 
Output format:
1. Executive summary (3 bullets)
2. Why buy now (trigger events)
3. Why buy from us (value alignment)
4. Key stakeholder profiles
5. Recommended approach
6. Potential objections
7. Talk tracks by persona
 
Sources to pull from:
- Company website deep crawl
- LinkedIn company and people
- Crunchbase/Pitchbook
- News and press releases
- Review sites (G2, Capterra)
- Social media posts
- Patent filings
- Job postings

Use Case: When you need to systematically re-engage past customers or expand within existing accounts.

Create a Clay campaign to win back churned customers and expand current accounts:
 
Data inputs:
- Churned customers: [List/CRM export]
- Current customers: [With usage data]
- Contract dates: [Renewal timeline]
 
Churned customer analysis:
 
Segmentation:
- Churn reason: [Price/feature/support/other]
- Time since churn: [0-3mo, 3-6mo, 6-12mo, 12+mo]
- Customer value: [LTV when active]
- Engagement level: [Power user vs casual]
 
Research needed:
- Current solution: [What they switched to]
- Pain points: [With new solution]
- Company changes: [New leadership/growth]
- Budget changes: [New funding/initiatives]
 
Win-back angles:
- What's new: [Features added since they left]
- What's fixed: [Problems that caused churn]
- Special offer: [Discount/credits/perks]
- Success stories: [Similar companies winning]
 
Current customer expansion:
 
Identify expansion signals:
- Usage at [80%+] of limits
- Multiple team requests
- Feature request patterns
- Company growth indicators
- New use cases mentioned
 
Research for each account:
- Other departments to target
- Complementary products needed
- Integration opportunities
- Upsell/cross-sell timing
 
Expansion messaging:
- Usage insights: [Show their success]
- Untapped value: [Features not using]
- ROI achieved: [Metrics to date]
- Growth path: [Next level benefits]
 
Campaign execution:
 
Churned customers:
- Segment 1: [High-value, recent] → Personal outreach
- Segment 2: [Mid-value] → Automated sequence
- Segment 3: [Low-value, old] → Newsletter nurture
 
Current customers:
- 30 days before renewal: [Success recap]
- High usage: [Upgrade prompt]
- Low usage: [Activation campaign]
- Department expansion: [Referral request]
 
Templates needed:
1. Win-back email sequences (3 variants)
2. Expansion conversation starters
3. LinkedIn reengagement messages
4. Customer success handoff notes
5. Special offer frameworks
 
Track and measure:
- Reactivation rate by segment
- Expansion revenue generated
- Time to conversion
- Most effective messages

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