6-Step Framework
Step 1: Define
Your answers will help us identify your strongest income streams, where your business is stuck, and how to strategically map out your next growth phase.
This gives us a benchmark. Even a rough estimate helps measure progress and shape future targets.
2: What percentage of your current revenue comes from each main product or service?
When you break down where your revenue is coming from, it becomes easier to see what’s pulling the most weight, and what might need attention.
3: What are your next revenue goals, monthly or annually?
A specific target makes it possible to reverse-engineer a plan. Vague goals lead to scattered and mis-aligned effort.
4: What strategies have you used so far to grow revenue?
This helps us understand what’s already been tried so we can refine or expand it, instead of starting from scratch.
5: Which current income streams feel under-optimized or flat?
Identifying plateaus allows us to dig into why they’re underperforming and what changes could reignite growth.
6: Have you launched any new offers in the past 12 months? What were the results?
Knowing how recent launches performed gives us insight into what your audience is responding to and what might need to be adjusted.
7: Do you have a clear system or calendar for launching, promoting, or monetizing your offers?
A structured calendar prevents random efforts and helps you build momentum across the year with more consistency and focus.
8: What recurring or scalable income streams do you have, if any?
Scalable revenue sources create stability. If they’re missing or underused, that’s often the best place to build leverage.
9: Where do you feel the biggest revenue opportunity lies right now?
This gives us a starting point. Whether it’s a new audience, a better funnel, or reactivating past buyers, we’ll use this to guide the plan.
10: What do you need most to hit your next revenue milestone?
This final question helps pinpoint your biggest constraint. Once we know that, we can build around it and remove any bottlenecks.
Step 2: Assess
We start by mapping where your money actually comes from, not just total revenue, but the breakdown by offer, audience, and delivery model.
- Rank all products/services by revenue and profit.
- Identify your highest converting offers and sales channels.
- Eliminate low-impact or confusing offers that dilute focus.
- Map your current funnel and sales process from lead to revenue.
“We are a [business type] that serves [target audience]. Based on these 10 answers, help us assess our current revenue sources and identify where most of our income is coming from.”
Step 3: Optimize
Before you add anything new, extract more value from your best income streams. This builds momentum, improves efficiency, and funds your expansion.
- Raise prices or repackage top offers for higher perceived value.
- Add upsells, cross-sells, or tiered options.
- Improve conversion points in your current funnel.
- Automate or streamline delivery to increase margin.
“We are a [business type] that serves [target audience]. Help us optimize our best-performing revenue streams and increase profit without adding more offers or workload.”
Step 4: Expand
Now we build outward by layering in high-potential offers, channels, or markets that align with your current infrastructure and ideal customer.
- Launch a new offer that serves your existing audience deeper.
- Add a recurring or subscription model for monthly revenue.
- Target a new customer segment using existing assets.
- Test a strategic partnership or affiliate revenue channel.
“We are a [business type] that serves [target audience]. Help us identify the best new growth lever or offer to add to our business based on existing strengths.”
Step 5: Forecast
We now forecast your growth by mapping revenue goals against actual product performance, pricing models, and conversion rates.
- Set monthly revenue milestones for the next 12 months.
- Assign revenue targets to each product or offer.
- Align sales volume, pricing, and conversion goals.
- Adjust for seasonality, capacity, and campaign timing.
“We are a [business type] that serves [target audience]. Help us forecast a realistic 12-month revenue plan based on our offers, pricing, and growth strategy.”
Step 6: Execute
The final step is execution. This is where ideas become systems, campaigns, and revenue-driving actions mapped to your calendar.
- Break goals into quarterly campaigns and weekly deliverables.
- Assign team owners, timelines, and resources.
- Set up tracking systems for revenue, leads, and conversions.
- Review progress monthly and adapt as needed.
“We are a [business type] that serves [target audience]. Help us create an execution plan with timelines, team actions, and campaign steps to hit our revenue targets.”
Build your own strategy by prompting the Brand Optimizer AI GPT with these 10 Questions.
BrandOptimizer.AI Prompts
Strategy Prompt
Execution Prompt
Audit & Optimization Prompt
Template + Tool Prompt
Role-Based Prompt
Integration Prompt
Gain The Brand Growth AIOS Advantage
Trusted by the Greatest Brands
