Best for
- Teams reallocating paid budget across channels
- Marketing leaders preparing quarterly planning
- Organizations with uneven attribution confidence
Turn channel spend, efficiency, capacity, pipeline quality, constraints, and uncertainty into budget scenarios with explicit assumptions and downside risks before moving money.
A scenario plan showing current baseline, reallocation options, assumptions, capacity constraints, risks, expected ranges, and approval conditions.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
1 tool used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Channel efficiency metrics are not directly interchangeable because channels have different capacity, lag, audience quality, attribution, and strategic roles. Scenario planning makes those assumptions visible before a simple spreadsheet ratio turns into a bad budget decision.
Expected results
Scenario visibility
Multiple budget paths show trade-offs
Leadership sees alternatives instead of one deterministic recommendation.
Assumption control
Capacity and attribution limits are explicit
Budget moves are not driven by blended efficiency alone.
Reversibility
Every recommendation includes monitoring and reversal conditions
The plan can adapt when marginal performance differs from assumptions.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
45 min
45 min
Give Claude the spend, outcome metrics, pipeline quality indicators, lag, target audience, and attribution confidence for each channel. Ask it to create a baseline that separates observed numbers from assumptions. Review every metric and mark channels where the data is not comparable. Record the evidence, rationale, and any unresolved issue in the working notes so another operator can review the decision later.
A reviewed baseline with attribution and comparability notes.
Do not compare channels on a metric that means something different in each one.
ROLE
You are a B2B marketing planning analyst.
OBJECTIVE
Create a comparable budget baseline without hiding attribution limitations.
INPUTS
{{channel_spend_and_outcomes}}
{{attribution_notes}}
{{pipeline_quality}}
{{finance_constraints}}
OUTPUT
Return channel baseline, strategic role, observed efficiency, lag, capacity evidence, attribution confidence, and non-comparable metrics.
GUARDRAILS
Do not normalize incomparable metrics by inventing conversion assumptions.
Do not invent facts, metrics, quotes, identities, or source access.
UNCERTAINTY
Label missing evidence, weak samples, and conflicts instead of guessing.
HUMAN REVIEW
A named human must approve public claims, outreach, spend changes, customer-facing copy, or system-of-record updates.30 min
30 min
For each channel, record whether more spend can realistically be absorbed, likely marginal-efficiency decay, minimum commitments, sales capacity, audience saturation, creative needs, and operational constraints. Ask Claude to identify which assumptions have evidence and which are planning judgments. Have channel owners review them. Record the evidence, rationale, and any unresolved issue in the working notes so another operator can review the decision later.
A channel constraint and capacity register.
The best current CPA channel may be the worst place for the next dollar.
Pro workflow preview
Previewing 2 of 6 steps
Get the remaining 4 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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