Identify every product, customer segment, and business unit destroying margin — then build a ranked kill-list with exit playbooks, dollar impact, and a portfolio optimized for profit.
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Anthropic API Key
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Company Profile
Full legal or trading name of the business (e.g., Prism Digital Marketing)
Industry and how the company earns revenue (e.g., B2B SaaS serving mid-market logistics companies, subscription pricing)
Total trailing twelve-month revenue (e.g., $52,000,000)
Current EBITDA dollars and margin (e.g., $2.2M EBITDA, 4.2% margin)
List the 3–10 products, services, or SKUs to audit (e.g., SEO retainers, PPC management, content production, brand strategy, social media packages)
Customer & Segment Data
Describe the key customer segments by size, industry, or channel (e.g., SMB e-commerce <$10M revenue; mid-market SaaS $10M–$100M; enterprise retail >$100M)
Number of active customers per segment (e.g., SMB: 180 clients; mid-market: 65 clients; enterprise: 12 clients)
ARR or ACV per customer for each segment (e.g., SMB $28K/yr; mid-market $185K/yr; enterprise $480K/yr)
All-in cost to acquire one new customer per segment (e.g., SMB CAC $2,400; mid-market CAC $12,000; enterprise CAC $45,000)
Cost Structure & Unit Economics
Variable cost to deliver the product or service per customer or unit (e.g., SMB: $19K direct labor + tools per client; mid-market: $82K per client)
How shared overhead is allocated (e.g., pro-rated by headcount: each SMB client absorbs $15K/yr of SG&A; mid-market $45K/yr)
Annual fixed costs that do not vary with volume (e.g., $8.2M including $4.1M payroll, $1.4M rent, $0.9M software, $1.8M G&A)
What drives unit cost up or down (e.g., labor hours per deliverable, cloud compute per seat, raw materials per unit, third-party ad spend)
Profitability Intelligence
Segments or products you already suspect are unprofitable (e.g., e-commerce content clients at $45K revenue but $28K COGS plus $18K SG&A = –22% net margin)
LTV by segment if known, or the data needed to calculate it (e.g., SMB LTV $38K at 42% churn; mid-market LTV $740K at 18% churn)
Months to recover CAC from gross margin per segment (e.g., SMB 18 months; mid-market 11 months; enterprise 6 months)
Contractual, operational, or reputational barriers to exiting customers or segments (e.g., 12-month auto-renewing contracts; 3 enterprise customers are reference accounts; 6 FTEs dedicated to e-commerce content team)
Strategic Context & Objectives
What leadership wants to achieve in the next 12–24 months (e.g., improve EBITDA margin from 4% to 12%; double mid-market revenue; prepare for Series B due diligence)
Minimum acceptable contribution margin per unit/customer and overall EBITDA target (e.g., no segment below 30% contribution margin; total EBITDA target $6M by Year 2)
Where headcount, capital, or bandwidth freed from exited segments will be redeployed (e.g., 8 FTEs from e-commerce content redirected to mid-market PPC team expansion)
Generating Report
This may take several minutes depending on report complexity. Do not close this tab.
Mapping revenue and cost by segment
Calculating contribution margins and LTV/CAC ratios