Marketing KPI Selection Framework
Analytics & ReportingintermediateClaude 3.5 Sonnet or GPT-4o. Claude excels at creating structured frameworks and understanding business context nuance, while GPT-4o provides faster processing for large datasets. Both handle multi-step reasoning required for KPI selection well.
When to Use This Prompt
Use this prompt when establishing a new marketing measurement system, restructuring your analytics approach, or ensuring your KPIs actually drive business outcomes. It's especially valuable when you're scaling marketing operations and need alignment between marketing metrics and revenue impact.
The Prompt
I need help selecting the right KPIs for my marketing strategy. Please create a comprehensive KPI framework tailored to my situation.
## Business Context
- Industry: [YOUR INDUSTRY]
- Business Model: [B2B/B2C/Hybrid]
- Primary Revenue Driver: [e.g., subscription, one-time purchase, licensing]
- Company Stage: [Startup/Growth/Mature]
- Annual Marketing Budget: [BUDGET RANGE]
## Marketing Objectives
Rank these by priority (1-5, with 1 being highest):
- Brand Awareness: [RANK]
- Lead Generation: [RANK]
- Customer Acquisition: [RANK]
- Customer Retention: [RANK]
- Revenue Growth: [RANK]
## Current Channels
List the primary marketing channels you use: [e.g., paid search, social media, email, content marketing, events]
## Constraints
- Reporting Frequency: [Daily/Weekly/Monthly]
- Available Tools: [e.g., Google Analytics, HubSpot, Salesforce]
- Team Size: [NUMBER OF PEOPLE]
- Data Integration Capability: [Basic/Intermediate/Advanced]
## Your Task
Based on this context, please:
1. **Recommend 8-12 core KPIs** that directly align with our top 3 objectives. For each KPI, provide:
- Clear definition and calculation method
- Industry benchmark range
- Recommended measurement frequency
- Why this KPI matters for our specific situation
2. **Create a KPI Dashboard Structure** showing:
- Which KPIs to track daily vs. weekly vs. monthly
- Recommended visualization types
- Threshold alerts (red/yellow/green ranges)
- How KPIs connect to revenue impact
3. **Identify Leading vs. Lagging Indicators**:
- Which KPIs predict future performance
- Which confirm past results
- How to use both for strategic decisions
4. **Provide Implementation Roadmap**:
- Quick wins (KPIs implementable in 2 weeks)
- Medium-term additions (1-3 months)
- Advanced metrics (3+ months)
- Required tool integrations or data sources
5. **Flag Potential Pitfalls**:
- Common mistakes when tracking these KPIs
- How to avoid vanity metrics
- Attribution challenges specific to our channels
Format the response as an actionable framework my team can implement immediately.
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Tips for Best Results
- 1.Customize the business context section completely—vague inputs produce generic KPI lists. Include specific revenue models, customer acquisition costs, and strategic priorities for relevant recommendations.
- 2.Request KPIs in tiers (revenue-critical, leading indicators, operational metrics) rather than a flat list. This helps your team focus on what matters most and prevents metric overload.
- 3.Ask the AI to explain the connection between each KPI and revenue impact. This ensures you're not tracking vanity metrics and can justify KPI selection to leadership.
- 4.Request a 90-day implementation roadmap with quick wins first. This prevents analysis paralysis and lets your team start measuring immediately while building toward sophisticated analytics.
Example Output
## Recommended Core KPIs for B2B SaaS (Growth Stage)
### Tier 1: Revenue-Aligned KPIs
**Customer Acquisition Cost (CAC)**
- Definition: Total marketing spend divided by new customers acquired
- Calculation: Marketing Spend / New Customers
- Industry Benchmark: $500-$2,000 (varies by ACV)
- Frequency: Monthly
- Why It Matters: Directly impacts profitability; helps evaluate channel efficiency
**Customer Lifetime Value (CLV)**
- Definition: Total revenue expected from a customer over their relationship
- Calculation: (Monthly Recurring Revenue × Gross Margin) / Monthly Churn Rate
- Industry Benchmark: CAC should be 3-5x CLV for sustainability
- Frequency: Quarterly
- Why It Matters: Determines how much you can spend to acquire customers
### Tier 2: Leading Indicators
**Marketing Qualified Leads (MQL)**
- Definition: Leads meeting predefined engagement and fit criteria
- Benchmark: 40-60% conversion to SQL
- Frequency: Weekly
- Why It Matters: Predicts future pipeline; early warning system
**Sales Qualified Leads (SQL)**
- Definition: Leads sales team has accepted and is actively pursuing
- Benchmark: 20-30% conversion to opportunity
- Frequency: Weekly
- Why It Matters: Indicates sales readiness; measures marketing-sales alignment
### Tier 3: Channel Performance
**Cost Per Lead (CPL)**
- Definition: Total channel spend / leads generated
- Benchmark: $25-$150 depending on channel
- Frequency: Weekly
- Why It Matters: Evaluates channel efficiency; informs budget allocation
**Conversion Rate by Stage**
- Definition: Percentage moving from one funnel stage to next
- Benchmark: 5-10% awareness to consideration, 20-30% consideration to decision
- Frequency: Monthly
- Why It Matters: Identifies bottlenecks in buyer journey
## KPI Dashboard Structure
**Daily View**: Website traffic, demo requests, email engagement
**Weekly View**: MQL/SQL volume, cost per lead, conversion rates
**Monthly View**: CAC, pipeline value, revenue influenced, ROI by channel
## Implementation Roadmap
**Week 1-2**: Implement CAC, MQL, SQL, CPL
**Month 2-3**: Add CLV, conversion rates, attribution modeling
**Month 4+**: Advanced cohort analysis, predictive churn modeling
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Courses, workshops, frameworks, daily intelligence, and 6 proprietary tools — built for marketing leaders adopting AI.
Trusted by 10,000+ Directors and CMOs.