WinningStrategy.ai Logo
WinningStrategy.ai
Home
Consulting Teams →

Market Research

Growth Strategy

Go-to-Market Strategy

AI Strategy

Project Management

Investment Teams →

Equity Research

Investment Banking

PE/VC

Corporate Teams →

Finance

Marketing

Operations

Pricing
BlogsAI AgentsSlide TemplatesWorkflows
ContactBook a demo
Try for free
Home
PricingContact
Sign InCreate Account

Consulting Agents

Purpose-built agents for strategy consulting work — each one auditable to its source and ready in minutes.

One strategy function, 6 agent groups

1Market Intelligence Agents
2Customer and Pricing Agents
3Portfolio and Innovation Agents
4Go-to-Market Agents
5Growth Optimization Agents
6Economics and Finance Agents
1

5 agents

Market Intelligence Agents

Read the outside world before recommending anything. These agents build the fact base: market size, demand, rivals, and the opportunities the market actually leaves open.

1.1Market Sizing

  • Slides (PPT)
  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: You need a defensible number for how big the market really is

Output: Bottom-up TAM/SAM/SOM by segment with a 5-year, three-scenario forecast

Download

Market Sizing skill

Market Sizing

Use this skill when the user wants a bottom-up TAM/SAM/SOM build: market sizing cross-validated against external benchmarks, forecast over time, and scenario/sensitivity tested.

Workflow

  1. Define the product/service, target geography and customer universe.
  2. Identify 5+ industry-specific segmentation dimensions — geography, demographics, income, needs, use cases, product preferences, buying behavior, distribution channels (pick whichever fit the category).
  3. Develop mutually exclusive customer segments and personas.
  4. Estimate the addressable customer population by segment using demographic and industry data.
  5. Research category penetration, purchase frequency, annual consumption and average selling price per segment.
  6. Calculate bottom-up TAM per segment and in total: TAM = Σ (Potential Customers × Category Penetration × Annual Purchase Volume × Average Price)
  7. Cross-validate TAM against published industry estimates, competitor revenues and market consumption data.
  8. Derive SAM from TAM, per segment: SAM = Σ (Segment TAM × Geographic Coverage % × Product Fit % × Price Accessibility % × Channel Serviceability %)
  9. Research competitive intensity — competitor market shares, customer acquisition benchmarks, distribution capacity and adoption rates.
  10. Derive SOM from SAM, per segment: SOM = Σ (Segment SAM × Realistically Attainable Market Share %)
  11. Forecast TAM, SAM and SOM over 5 years using historical industry growth, demographic changes, penetration trends, consumption patterns, pricing and geographic/channel expansion.
  12. Model conservative, base and aggressive scenarios.
  13. Run a sensitivity analysis on the inputs that move the answer most, and reconcile against external benchmarks.
  14. Identify the highest-potential segments and market opportunities.

Scale the depth to the request — a quick "how big is this market" question doesn't need every step walked through in full.

Notes

  • Base inputs (population, penetration, price, competitor shares, etc.) on real research rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question. A chat answer with the key numbers and formula is fine when that's all that's asked for.

1.2Market Research

  • Slides (PPT)
  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: You are deciding whether and where to enter a market

Output: Full market study covering trends, segments, competitors and whitespace

Download

Market Research skill

Market Research

Use this skill when the user wants a market research analysis: market sizing, growth forecasts, trends, customer segmentation, competitive benchmarking, whitespace, or market entry/go-to-market recommendations.

Workflow

  1. Define market scope — the product/service category, geography, customer type (B2B/B2C), and time horizon the analysis covers.
  2. Size the market and forecast growth — TAM/SAM/SOM (or whichever bands fit), plus a multi-year growth forecast (CAGR).
  3. Analyze market trends and drivers — the structural forces (regulatory, technology, macro, behavioral) pushing growth or decline.
  4. Segment customers and develop personas — the meaningful ways the market splits, with a persona per key segment.
  5. Identify customer needs, buying criteria and willingness to pay — what each segment values when buying and what they'll pay for it.
  6. Analyze the industry value chain and distribution — who the players are from supplier to end customer, and which channels reach each segment.
  7. Benchmark competitors — the relevant players, their positioning, pricing, market share, and strengths/weaknesses.
  8. Identify gaps and whitespace — underserved segments or positioning nobody owns.
  9. Evaluate segment attractiveness and feasibility of entry — score candidate segments on size, growth, competitive intensity and entry barriers.
  10. Recommend market entry and growth strategies — how to enter and grow in the top-ranked segment(s), with key risks and assumptions.

Scale the depth to the request — a quick question only needs the relevant stages answered well; a full study covers all ten.

Notes

  • Base figures on real research (web search, uploaded files, provided data) rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a chart to compare segments). A chat answer is fine when that's all that's asked for.

1.3Competitor Benchmarking

  • Slides (PPT)
  • Spreadsheet (Excel)
  • Chat

Use when: You need a structured read on who you are up against

Output: Rival comparison on product, pricing, positioning and channels, with implications

Download

Competitor Benchmarking skill

Competitor Benchmarking

Use this skill when the user wants to benchmark competitors: who they are, how they compare on product, price, positioning, channels and customer sentiment, and what that means for the business.

Workflow

  1. Identify relevant competitors — direct, indirect/substitute, and emerging entrants worth watching.
  2. Compare products and capabilities — against a consistent set of criteria.
  3. Benchmark pricing — list price, packaging/tiers, discounting patterns, on a like-for-like basis.
  4. Analyze positioning and messaging — how each competitor describes itself and who it targets.
  5. Compare acquisition and distribution channels.
  6. Analyze customer reviews and feedback — recurring praise and complaint themes, not isolated quotes.
  7. Identify competitor strengths and weaknesses.
  8. Identify competitive gaps — needs, segments, price points or positioning nobody in the set owns well.
  9. Determine implications for the business — what to do differently as a result.

Scale the depth to the request — a quick competitor question doesn't need every step walked through in full.

Notes

  • Base comparisons on real research (competitor sites, pricing pages, reviews, etc.) rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question. A chat answer is fine when that's all that's asked for.

1.4Opportunity Sizing

  • Slides (PPT)
  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: Several new opportunities compete for the same resources

Output: Opportunities ranked by size, growth and strategic fit

1.5Demand Forecast

  • Spreadsheet (Excel)
  • Chat

Use when: Planning depends on how much demand is coming

Output: Demand projection from historical patterns, market drivers and scenarios

2

4 agents

Customer and Pricing Agents

Find who to serve and what to charge. These agents ground strategy in real buying behavior and willingness to pay instead of internal assumptions.

2.1Customer Segmentation

  • Slides (PPT)
  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: One-size messaging is failing across different buyers

Output: Profiled, sized segments ranked with a weighted scoring model

Download

Customer Segmentation skill

Customer Segmentation

Use this skill when the user wants to segment a customer base or market: define segments, profile and size them, and prioritize which ones to target.

Workflow

  1. Define the target customer universe — the full population being segmented and its scope.
  2. Identify relevant segmentation criteria — demographics, geography, industry, company size, needs, buying behavior, etc. — whichever dimensions actually explain buying behavior for this category.
  3. Segment customers using market research, industry benchmarks and available data — mutually exclusive segments.
  4. Profile each segment by characteristics, needs, pain points and buying criteria.
  5. Estimate segment size and spending potential.
  6. Assess segment attractiveness based on market growth, willingness to pay, competitive intensity and accessibility.
  7. Prioritize target segments using a quantitative scoring model — weight and score each segment on the attractiveness factors, and rank them.

Scale the depth to the request — a quick segmentation question doesn't need every step walked through in full.

Notes

  • Base segment sizes, spending potential and attractiveness factors on real research rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question. A chat answer is fine when that's all that's asked for.

2.2Pricing Strategy

  • Slides (PPT)
  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: Pricing power, discounting or packaging is unclear

Output: Price point or structure recommendation backed by WTP and competitor benchmarks

Download

Pricing Strategy skill

Pricing Strategy

Use this skill when the user wants a pricing strategy: how current pricing stacks up, what customers would actually pay, and which price point or structure to move to.

Workflow

  1. Analyze current pricing and product economics — list price, packaging, discounting and the cost/margin structure behind it.
  2. Benchmark competitor pricing — list price, packaging/tiers and discounting patterns on a like-for-like basis.
  3. Analyze customer willingness to pay — what the value delivered is actually worth to customers.
  4. Measure price sensitivity — how demand responds to price changes.
  5. Segment customers by pricing behavior — groups that respond differently to price and value.
  6. Model alternative price points and structures — tiers, bundles, usage-based or other structures worth testing.
  7. Estimate volume, revenue and margin impact per alternative.
  8. Compare scenarios — trade-offs between volume, revenue, margin and competitive position.
  9. Select recommended pricing approach — with the rationale and key risks.

Scale the depth to the request — a quick pricing question only needs the relevant stages answered well; a full pricing strategy covers all nine.

Notes

  • Base willingness-to-pay, sensitivity and competitor figures on real research (customer research, uploaded files, provided data) rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a scenario comparison model). A chat answer is fine when that's all that's asked for.

2.3Pricing Optimization

  • Chat

Use when: You want to know the margin impact of changing price

Output: Pricing scenarios modelled against willingness-to-pay and margin

2.4Promotion Optimization

  • Chat

Use when: Discounts lift sales but you cannot tell if they pay back

Output: Optimal promotion mix across offer mechanics, depths and timing, with uplift and ROI

Download

Promotion Optimization skill

Promotion Optimization

Use this skill when the user wants to optimize a promotion: which offer, discount depth, timing and mix drive the best incremental return.

Workflow

  1. Define promotion objectives — what the promotion needs to achieve and how success is measured.
  2. Identify target customer and product segments — who and what the promotion targets.
  3. Analyze customer price sensitivity and purchase triggers.
  4. Benchmark competitor promotions and industry practices — what rivals run and how deep/often.
  5. Evaluate promotional mechanics (discounts, bundles, cashback, loyalty offers, etc.) — which mechanics fit the objective and segments.
  6. Analyze historical promotion performance (if available) — what's worked before and why.
  7. Establish baseline sales and estimate incremental volume using benchmarks or historical data.
  8. Model demand uplift, cannibalization and purchase shifting — what's truly incremental versus pulled forward or substituted.
  9. Calculate revenue, contribution margin, break-even uplift and promotional ROI.
  10. Compare alternative offers, discount depths and timing.
  11. Optimize promotion mix and budget allocation across the candidate offers.
  12. Recommend optimal promotional strategy and execution plan.

Scale the depth to the request — a quick promotion question only needs the relevant stages answered well; a full optimization covers all twelve.

Notes

  • Base uplift, cannibalization and ROI figures on real data (historical performance, uploaded files, provided data) where available, and industry benchmarks otherwise — say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a break-even/ROI model or scenario comparison). A chat answer is fine when that's all that's asked for.
3

3 agents

Portfolio and Innovation Agents

Decide where to place bets and in what order. These agents separate the initiatives worth funding from the ones that only look exciting.

3.1Portfolio Strategy

  • Slides (PPT)
  • Spreadsheet (Excel)
  • Chat

Use when: Resources are spread thin across too many bets

Output: Portfolio map by growth and returns with invest, hold or divest calls

3.2Product Roadmap

  • Slides (PPT)
  • Report (PDF)
  • Chat

Use when: Features compete and priorities keep shifting

Output: Defensible roadmap sequenced against strategic priorities and resourcing

3.3Innovation Thesis

  • Slides (PPT)

Use when: Leadership needs a view on where to innovate next

Output: Evidence-backed innovation case grounded in market signals and white space

4

4 agents

Go-to-Market Agents

Build the path to market. These agents choose the customers, channels and content that win them, and turn that into a plan with targets and a roadmap.

4.1Marketing Strategy

  • Slides (PPT)
  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: Growth ideas are plentiful but the budget is not

Output: Prioritized ICPs, channels and initiatives with budget, roadmap and KPIs

Download

Marketing Strategy skill

Marketing Strategy

Use this skill when the user wants a marketing strategy: who to target, how to win them, through which channels, and with what budget and roadmap.

Workflow

  1. Define marketing objectives and growth targets — what the strategy needs to achieve and by when.
  2. Assess market trends, customer needs and competitive dynamics.
  3. Segment customers and develop buyer personas.
  4. Define and prioritize ICPs based on customer needs, product fit, willingness to pay and revenue potential.
  5. Analyze ICP buying journeys and decision-making criteria.
  6. Evaluate competitive positioning and differentiation.
  7. Identify acquisition, retention and expansion opportunities.
  8. Evaluate marketing channels based on ICP reach, acquisition costs and scalability.
  9. Benchmark channel economics and estimate CAC, conversion rates and ROI.
  10. Quantify revenue and profitability potential per channel and initiative.
  11. Prioritize marketing channels and growth initiatives.
  12. Optimize marketing mix and budget allocation.
  13. Define execution roadmap, targets and KPIs.

Scale the depth to the request — a quick marketing question only needs the relevant stages answered well; a full marketing strategy covers all thirteen.

Notes

  • Base ICP, channel and CAC/ROI figures on real research (market/customer data, uploaded files, provided data) rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a channel prioritization model or roadmap). A chat answer is fine when that's all that's asked for.

4.2Customer Acquisition

Use when: You need to know which channels will grow the customer base profitably

Output: Channels ranked by CAC, LTV/CAC and scalability, with a customer growth forecast

Download

Customer Acquisition skill

Customer Acquisition

Use this skill when the user wants a customer acquisition strategy: which segments to pursue, through which channels, at what cost, and with what expected return.

Workflow

  1. Define acquisition objectives — what the acquisition effort needs to achieve (growth targets, timeline, constraints).
  2. Identify and prioritize high-value customer segments — which segments are worth acquiring first.
  3. Analyze customer buying journeys and acquisition touchpoints — how target customers discover, evaluate and decide.
  4. Identify potential acquisition channels — the channels that could reach the prioritized segments.
  5. Benchmark competitor acquisition strategies — which channels and tactics competitors use and how they perform.
  6. Evaluate channel effectiveness using industry benchmarks (CPC, CPM, CTR, CVR) — per candidate channel.
  7. Estimate CAC, conversion potential and customer LTV by channel and segment.
  8. Identify scalable acquisition opportunities and barriers — what can scale, and what limits it (budget, supply, saturation, compliance).
  9. Model acquisition scenarios and forecast customer growth — conservative, base and aggressive cases.
  10. Prioritize channels based on CAC, LTV/CAC, scalability and feasibility.
  11. Establish acquisition targets and execution roadmap — phased targets, owners and milestones.

Scale the depth to the request — a quick acquisition question only needs the relevant stages answered well; a full strategy covers all eleven.

Notes

  • Base CAC, LTV and channel benchmarks on real research (industry benchmarks, uploaded files, provided analytics) rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a channel prioritization model or growth forecast). A chat answer is fine when that's all that's asked for.

4.3Campaign Strategy

  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: A launch needs a plan before money is committed

Output: Reach, conversion and ROI forecast by channel with budget and launch sequencing

Download

Campaign Strategy skill

Campaign Strategy

Use this skill when the user wants a marketing campaign strategy: who to target, what to say, which channels to use, how much to spend, and what results to expect.

Workflow

  1. Define campaign objectives and KPIs — what the campaign needs to achieve and how success is measured.
  2. Identify and prioritize target customer segments — who the campaign is for and which segments matter most.
  3. Analyze customer pain points and purchase triggers — what drives the target segments to buy.
  4. Benchmark competitor campaigns and promotional strategies — what competitors are running, and how it performs and positions them.
  5. Develop campaign proposition, messaging and offers — the core value proposition, messaging and offer structure.
  6. Select acquisition channels based on audience behavior — the channels where the target segments actually are.
  7. Develop campaign concepts and creative directions — the creative territory and concepts the campaign will run with.
  8. Estimate channel economics using industry benchmarks (CPM, CPC, CTR, CVR, CAC) — per selected channel.
  9. Forecast campaign reach, leads, conversions, revenue and ROI — using the channel economics and budget assumptions.
  10. Optimize budget allocation across channels — reallocate spend toward the channels with the best expected economics.
  11. Define creative assets and landing page requirements — what needs to be produced per channel and format.
  12. Sequence campaign activities and launch timeline — phasing, dependencies and launch date.
  13. Establish measurement, A/B testing and optimization plan — what to track, what to test, and how learnings feed back into the campaign.

Scale the depth to the request — a quick campaign question only needs the relevant stages answered well; a full campaign strategy covers all thirteen.

Notes

  • Base forecasts and benchmarks on real research (industry benchmarks, uploaded files, provided analytics) rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a budget allocation model or launch timeline). A chat answer is fine when that's all that's asked for.

4.4Content Strategy

  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: The team publishes a lot and cannot tell what matters

Output: Topics scored on relevance, demand, competition and value, in an editorial calendar

Download

Content Strategy skill

Content Strategy

Use this skill when the user wants a content strategy: what to create, for whom, why, and in what order — grounded in audience needs, search demand, competitive gaps and business value.

Workflow

  1. Define content objectives and KPIs — what the content program needs to achieve (awareness, demand gen, retention, etc.) and how success is measured.
  2. Define target audience and content consumption channels — who the content is for and where they actually consume content.
  3. Identify customer pain points and questions — the real problems and questions driving their search for content.
  4. Analyze existing content performance (if available) — what's working, what isn't, and why.
  5. Research search demand and audience interests — keyword volume, intent, and topics the audience is actively seeking out.
  6. Identify industry trends and emerging topics — what's rising in relevance before it peaks.
  7. Benchmark competitor content and engagement — what competitors publish, how it performs, and where they're strong or weak.
  8. Identify content gaps and opportunities — topics, formats or angles that are underserved.
  9. Define content pillars and differentiated messaging — the core themes to own and the point of view that sets the content apart.
  10. Evaluate topics by audience relevance, search demand, competition, business value and conversion potential.
  11. Prioritize topics using quantitative scores — rank the backlog so effort goes to the highest-value topics first.
  12. Assign funnel stages, content formats and distribution channels per prioritized topic.
  13. Sequence content into an editorial calendar — publish order, cadence and dependencies.
  14. Define performance measurement and optimization plan — what to track, how often, and how learnings feed back into the plan.

Scale the depth to the request — a quick content question only needs the relevant stages answered well; a full content strategy covers all fourteen.

Notes

  • Base topics and scores on real research (web/search data, uploaded files, provided analytics) rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a prioritization matrix or calendar). A chat answer is fine when that's all that's asked for.
5

4 agents

Growth Optimization Agents

Fix what is already running. These agents find where funnels, channels and campaigns leak, and where customers are leaving, then rank the fixes by impact.

5.1Marketing Funnel Optimization

  • Spreadsheet (Excel)
  • Report (PDF)
  • Chat

Use when: Traffic is healthy but conversions are not

Output: Drop-off diagnosis by stage with fixes ranked by revenue impact, confidence and effort

Download

Marketing Funnel Optimization skill

Marketing Funnel Optimization

Use this skill when the user wants to optimize a marketing/conversion funnel: where customers drop off, why, how much it's costing, and what to fix first.

Workflow

  1. Define conversion objectives — the conversion outcome(s) the funnel needs to drive and how success is measured.
  2. Map customer journey and funnel stages — the stages a customer moves through from first touch to conversion.
  3. Audit conversion touchpoints (website, landing pages, CTAs, forms, etc.) — what exists today at each stage.
  4. Assess available performance data (if any) — what's actually measured versus what needs to be modeled.
  5. Measure actual or model benchmark-based conversion rates by stage.
  6. Compare conversion rates against industry benchmarks — where the funnel over- or under-performs.
  7. Identify actual or potential drop-offs and conversion friction — the stages losing the most volume or value.
  8. Diagnose likely causes — UX, messaging, trust, pricing, technical friction, targeting mismatch, etc.
  9. Identify conversion optimization opportunities — the fixes or tests that address the diagnosed causes.
  10. Estimate conversion uplift and revenue impact per opportunity.
  11. Prioritize opportunities by impact, confidence and implementation effort.
  12. Define A/B testing and optimization roadmap — test sequence, success criteria and iteration cadence.

Scale the depth to the request — a quick funnel question only needs the relevant stages answered well; a full optimization covers all twelve.

Notes

  • Base conversion rates and benchmarks on real data (analytics, uploaded files, provided performance data) where available, and industry benchmarks otherwise — say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a funnel waterfall or testing roadmap). A chat answer is fine when that's all that's asked for.

5.2Channel Performance

Use when: You are unsure which marketing channels deserve more money

Output: CAC, ROI and scalability comparison with a recommended channel mix

Download

Channel Performance skill

Channel Performance

Use this skill when the user wants to evaluate marketing channel performance and allocate budget across channels based on expected returns.

Workflow

  1. Define marketing objectives and KPIs — what the channel mix needs to achieve and how success is measured.
  2. Identify target audiences and relevant marketing channels.
  3. Assess available channel performance data (if any) — what's actually measured versus what needs to be modeled.
  4. Analyze historical spend, reach, engagement and conversions (if available).
  5. Benchmark channel performance using industry data and competitor strategies.
  6. Evaluate channel suitability and audience reach — how well each channel fits the target audiences.
  7. Estimate channel-level traffic, leads, customers and conversion rates.
  8. Calculate or model CAC, revenue contribution and ROI per channel.
  9. Compare channel economics and effectiveness.
  10. Assess scalability, saturation and cross-channel effects — where more spend stops paying off, and how channels interact.
  11. Model alternative budget allocations and performance scenarios.
  12. Optimize channel mix based on expected returns, risk and business objectives.
  13. Recommend budget allocation and measurement plan.

Scale the depth to the request — a quick channel question only needs the relevant stages answered well; a full channel mix analysis covers all thirteen.

Notes

  • Base spend, conversion and ROI figures on real data (channel/analytics data, uploaded files, provided data) where available, and industry benchmarks otherwise — say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a channel economics comparison or budget allocation model). A chat answer is fine when that's all that's asked for.

5.3Campaign Performance Optimization

  • Spreadsheet (Excel)

Use when: A live campaign is missing its CAC or conversion targets

Output: Diagnosis against benchmarks and competitor creatives with prioritized fixes

Download

Campaign Performance Optimization skill

Campaign Performance Optimization

Use this skill when the user wants to diagnose and improve a running or completed campaign's performance: where it's underperforming, why, and what to fix to improve conversions, CAC and ROI.

Workflow

  1. Define campaign objectives and KPIs — what the campaign was meant to achieve and how success is measured.
  2. Identify target audiences and campaign channels — who the campaign targets and where it runs.
  3. Assess available campaign performance data (if any) — what's actually measured versus what needs to be modeled.
  4. Analyze actual performance or establish industry benchmark-based baselines.
  5. Benchmark competitor messaging, creatives and offers — how the campaign compares to what rivals run.
  6. Evaluate channel, audience and creative effectiveness — which combinations are pulling their weight.
  7. Assess engagement, conversion journeys and landing page experience.
  8. Identify performance gaps and potential bottlenecks — where the campaign is losing the most value.
  9. Diagnose likely causes — targeting, creative, messaging, offer, channel mix, technical friction, etc.
  10. Quantify improvement opportunities and forecast impact on conversions, CAC and ROI.
  11. Prioritize optimization actions — by impact, confidence and implementation effort.
  12. Develop performance improvement and testing roadmap.

Scale the depth to the request — a quick performance question only needs the relevant stages answered well; a full diagnostic covers all twelve.

Notes

  • Base performance figures on real data (campaign analytics, uploaded files, provided data) where available, and industry benchmarks otherwise — say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a performance diagnostic or testing roadmap). A chat answer is fine when that's all that's asked for.

5.4Customer Retention & Churn

  • Spreadsheet (Excel)

Use when: Customers are leaving and the reasons are unclear

Output: Churn drivers and LTV impact with retention interventions ranked by ROI

Download

Customer Retention & Churn skill

Customer Retention & Churn

Use this skill when the user wants a customer retention or churn analysis: why customers leave, what it's costing, and what to do to keep them.

Workflow

  1. Define retention objectives and customer lifecycle — what retention needs to achieve and the lifecycle stages customers move through.
  2. Identify customer segments and retention drivers — which segments matter most and what drives them to stay.
  3. Analyze customer needs, satisfaction and switching barriers.
  4. Benchmark industry retention and churn rates — how the business compares to category norms.
  5. Analyze competitor retention and loyalty strategies — what competitors do to keep customers.
  6. Map customer lifecycle and potential churn risk points — where in the lifecycle churn is most likely.
  7. Analyze historical churn patterns and behavioral drivers (if data available) — who churns, when and why.
  8. Identify key retention gaps and churn drivers.
  9. Estimate churn impact on revenue and customer lifetime value.
  10. Identify retention and reactivation opportunities — interventions that address the identified drivers.
  11. Model retention improvement scenarios and financial impact.
  12. Prioritize interventions by impact, feasibility and cost.
  13. Develop retention strategy and implementation roadmap.

Scale the depth to the request — a quick retention question only needs the relevant stages answered well; a full strategy covers all thirteen.

Notes

  • Base churn rates, drivers and financial impact on real data (CRM/analytics, uploaded files, provided data) where available, and industry benchmarks otherwise — say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. a churn cohort analysis or financial impact model). A chat answer is fine when that's all that's asked for.
6

3 agents

Economics and Finance Agents

Pressure-test where the value sits. These agents check unit economics, budgets and forecasts so the plan holds up in front of the board.

6.1CAC & LTV Calculation

  • Spreadsheet (Excel)

Use when: You need to know if growth pays back

Output: CAC and LTV by segment and channel with scenarios to hit payback and LTV/CAC targets

Download

CAC & LTV Calculation skill

CAC & LTV Calculation

Use this skill when the user wants to calculate or model CAC and LTV: unit economics by segment and channel, LTV/CAC ratios, payback periods, and where to improve them.

Workflow

  1. Define business model and unit economics objectives — what the analysis needs to answer and the thresholds that matter.
  2. Identify customer segments and acquisition channels.
  3. Assess available acquisition, revenue and retention data — what's actually measured versus what needs to be modeled.
  4. Benchmark industry CAC, retention, spending and margin assumptions.
  5. Calculate actual or estimate benchmark-based CAC by segment and channel.
  6. Estimate customer revenue, purchase frequency and gross/contribution margins.
  7. Analyze historical retention and churn (if available) or estimate customer lifetime using industry benchmarks.
  8. Calculate customer LTV by segment.
  9. Compare LTV/CAC ratios and CAC payback periods — by segment and channel.
  10. Identify unit economics gaps and profitability drivers.
  11. Model improvement scenarios across acquisition costs, pricing, conversion and retention.
  12. Prioritize opportunities to improve unit economics.
  13. Recommend target CAC, LTV/CAC and payback thresholds.

Scale the depth to the request — a quick "what's our CAC/LTV" question only needs the relevant stages answered well; a full unit economics analysis covers all thirteen.

Notes

  • Base CAC, revenue, margin and retention figures on real data (CRM/finance data, uploaded files, provided data) where available, and industry benchmarks otherwise — say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question (e.g. an LTV/CAC model by segment). A chat answer with the key numbers and formula is fine when that's all that's asked for.

6.2Marketing Budget Allocation

  • Spreadsheet (Excel)

Use when: The budget is set and the split across channels is not

Output: Scenario-based spending plan from CPL, CAC and ROI benchmarks, with reallocation triggers

Download

Marketing Budget Allocation skill

Marketing Budget Allocation

Use this skill when the user wants to size or allocate a marketing budget: how much to spend, across which channels, to hit a revenue or customer target — benchmarked and scenario-tested.

Workflow

  1. Analyze the business model and revenue streams — what's being sold, at what price/margin, through what sales motion.
  2. Identify target customer segments and market opportunity.
  3. Define marketing objectives and revenue targets — the specific number (customers, revenue, pipeline) the budget must produce, over what time horizon.
  4. Identify relevant marketing channels and initiatives.
  5. Research industry-specific marketing spend benchmarks and channel performance metrics.
  6. Benchmark CPL, CPC, conversion rates, CAC, LTV and ROI against comparable businesses, per channel.
  7. Estimate marketing budget requirements using benchmark-based acquisition models — work backwards from the revenue target through the funnel.
  8. Evaluate channel scalability and diminishing returns.
  9. Model alternative budget allocations — conservative, base and aggressive scenarios.
  10. Forecast leads, customers, revenue and ROI for each scenario using the benchmark-derived conversion funnel.
  11. Optimize the budget across channels and campaigns.
  12. Develop a monthly/quarterly spending plan.
  13. Establish KPIs and budget-reallocation triggers.

Scale the depth to the request — a quick budget estimate doesn't need every step walked through in full.

Notes

  • Base benchmarks (CPL, CPC, CAC, LTV, ROI) on real research rather than guessing, and say when something is an estimate.
  • Research with web_search / quick_search whenever you need facts or figures, including about a named company or website (never web_fetch). Use notebooks, decks, spreadsheets or the browser only if the user asks for that kind of deliverable, or it's clearly needed to answer the question. A chat answer with the key numbers is fine when that's all that's asked for.

6.3Financial Forecasting

  • Spreadsheet (Excel)

Use when: The board wants numbers behind the plan

Output: Revenue, margin and cash forecasts built on assumptions you can defend

23 consulting agents in total.

Winning Strategy - Consulting-grade presentations and analysis with auditable numbers
WinningStrategy.ai

Winning Strategy turns a single prompt into consulting-grade presentations and analysis — grounded in in-depth research where every number is auditable to its source.

Trusted by consultants, strategic sales heads, investment bankers, and executives.

Company

  • Pricing Plans
  • FAQ
  • Contact Us
  • Book a Demo

Follow Us

Privacy PolicyTerms of ServiceRefund PolicyShipping Policy

© 2026 WinningStrategy.ai. All rights reserved.

Winning Strategy Consulting Private Limited | Consulting-grade Presentations & Analysis with Auditable Numbers