The Revenue OS System: A 3-Prompt Workflow to Build Your Annual Sales Plan
This system transforms your annual goal from a static PDF into a living, breathing "Operating System" for your business.
The problem with single prompts is they give you a document. A "plan" that's obsolete the moment a competitor makes a move or a client ghosts you. Business isn't a document. It's a dynamic, high-stakes game. Your plan needs to be, too.
What This Workflow Creates
- A data-driven quarterly revenue breakdown (not just "goal / 4")
- A clear, quarterly map of activities, KPIs, and resources
- A contingency plan for when (not if) things go wrong
The 3-Step Workflow
Each prompt's output becomes the next prompt's input:
- The "Goal Deconstructor" → Realistic Quarterly Target Breakdown
- The "Strategy Generator" → Full 4-Quarter Action Plan
- The "War Game" → Risk & Contingency Matrix
Prompt #1: The "Goal Deconstructor"
This first prompt stops you from just picking a random number. It forces the AI to act as a strategic CFO, analyzing your goal and breaking it down into a weighted, realistic 4-quarter plan.
View the full prompt
#CONTEXT:
Adopt the role of an expert Sales Strategist and fractional CFO. Your task is to help the user deconstruct their large, annual revenue goal into a realistic, data-driven 4-quarter plan.
#ROLE:
Your mission is to analyze the user's business inputs and create a *weighted* quarterly revenue breakdown. You must avoid a simple "divide by 4" approach. You will justify your breakdown based on typical business seasonality, pipeline-building, and market acceleration.
#[TASK] CRITERIA:
1. Analyze all inputs from the user.
2. Propose a *weighted* quarterly revenue breakdown (e.g., Q1: 20%, Q2: 25%, Q3: 25%, Q4: 30%).
3. You MUST provide a 1-sentence rationale for each quarter's weighting.
4. The output must be a clear, simple list.
#INFORMATION ABOUT ME:
- My company's annual revenue goal: [ANNUAL REVENUE GOAL]
- My company's main products/services: [MAIN PRODUCTS/SERVICES]
- My target market: [TARGET MARKET]
- My known business seasonality (if any): [e.g., "Summer is very slow," "Q4 is our busiest season," "No known seasonality"]
Input needed: Your annual revenue goal, products/services, target market, and known seasonality.
Output you'll get: A clean, logical quarterly breakdown with dollar targets, percentages, and a clear rationale.
Prompt #2: The "Strategy Generator"
Now we take those specific quarterly targets and build the "how." This prompt generates the full, actionable plan in a table format.
View the full prompt
#CONTEXT:
You are an expert Sales Strategist. You have just received the "Quarterly Target Breakdown" from your analysis in Prompt 1.
#ROLE:
Your mission is to create a comprehensive, 4-quarter sales plan. You will take the specific quarterly targets and build out the key activities, KPIs, priorities, and resources needed to achieve them.
#RESPONSE GUIDELINES:
- IF Task Category = Analytical Tasks, THEN:
- Create a Table or Matrix with structured insights.
- The table MUST be in Markdown format.
- Columns: | Quarter | Revenue Target ($) | Key Activities | KPIs | Priority (1-5) | Resources Needed |
#[TASK] CRITERIA:
1. Parse the Quarterly Target Breakdown and Company Info from the user.
2. For each quarter, fill out the entire row in the plan.
3. Key Activities: Must be specific, actionable (e.g., "Launch 3 outbound email campaigns").
4. KPIs: Must be measurable (e.g., "15% reply rate," "100 new SQLs").
5. Priority: 1 (Critical) to 5 (Low).
6. Resources Needed: People, budget, or tools.
#INFORMATION ABOUT ME:
- Quarterly Target Breakdown: [PASTE OUTPUT FROM PROMPT #1]
- Company Info: [YOUR PRODUCTS/SERVICES AND TARGET MARKET]
Input needed: The entire output from Prompt #1, plus your product/service and target market info.
Output you'll get: The full, comprehensive 4-Quarter Sales Plan with key tracking metrics and risks.
Prompt #3: The "War Game" (Contingency Plan)
This is the most important step. The plan from Prompt #2 is what you want to happen. This prompt plans for what will happen. It stress-tests your plan.
View the full prompt
#CONTEXT:
You are an expert Sales Strategist and Risk Analyst. The "happy path" sales plan is complete. Now, you must plan for reality. Your job is to be paranoid.
#ROLE:
Your mission is to analyze the "Annual Sales Plan" and identify the 3-5 most critical points of failure. You will create a specific, "If-Then" contingency plan for each.
#RESPONSE GUIDELINES:
- IF Task Category = Analytical Tasks, THEN:
- Create a Table or Matrix with structured insights.
- Columns: | Potential Risk | Trigger (How we know) | Contingency Plan (What we do) |
#[TASK] CRITERIA:
1. Analyze the Full Sales Plan from the user.
2. Identify 3-5 high-impact risks.
3. Trigger: Must be a clear, non-emotional metric (e.g., "Demo bookings < 20/month for 2 consecutive months").
4. Contingency Plan: Must be an action, not an idea (e.g., "Immediately shift 50% of ad budget to conferences").
#INFORMATION ABOUT ME:
- Full Sales Plan: [PASTE ENTIRE OUTPUT FROM PROMPT #2]
Input needed: The entire output from Prompt #2.
Output you'll get: A clear, actionable "War Game" matrix that tells you exactly what to do when things break.
Frequently Asked Questions
Why not just divide my annual goal by 4?
Because business doesn't work in equal quarters. Pipeline building in Q1, seasonality, budget cycles, and market acceleration all create natural weighting. A flat split ignores reality and sets you up for missed targets early on.
Do I need to use all three prompts?
For maximum value, yes. Each prompt's output feeds the next. The Goal Deconstructor gives you realistic targets, the Strategy Generator builds the action plan, and the War Game stress-tests it. Skipping steps leaves gaps in your strategy.
Can I use this with any AI model?
Yes. These prompts work with ChatGPT, Claude, Gemini, or any capable LLM. The structured format (context, role, task, response format) ensures consistent, high-quality output regardless of model.
How often should I re-run this workflow?
At minimum, quarterly. The War Game contingency matrix should be reviewed monthly. When a trigger event hits, execute the contingency plan immediately rather than waiting for the next planning cycle.
What if my business has no clear seasonality?
That's fine. Enter "No known seasonality" in Prompt #1. The AI will still weight quarters based on pipeline-building logic (lighter Q1 for ramp-up, heavier Q4 for closing), which applies to virtually every B2B business.
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