Saras iQ 24 Questions

24 Questions To Ask Before You Commit Your Q4 Budget

The prompts 8- and 9-figure operators run to pressure-test a Q4 plan — cohort payback, discount depth, marginal CAC, true contribution margin.

24 copy-paste prompts across 5 planning categories
The exact query set to run on January 5th to grade your own plan
Free. Instant. No call required.

Send Me The 24 Prompts

$1,999/month · Live in 10 days · No data engineers needed

THE PROBLEM

Most Q4 plans are built on a number nobody can defend

01

Five systems. Five revenue numbers. No referee.

Shopify counts an order when it's placed. Every ad platform counts the conversion it can claim — and they all claim it. Add them up and you can reach 200% of your actual Shopify revenue.

"Dashboard says we did $84K last week. Shopify says $71K."

02

So the spreadsheet becomes the reporting system.

Built by one person, audited by nobody, a week stale by the time anyone opens it. And that person takes a week off in December.

03

And the AI answers anyway.

It won't say it can't reach your data. It returns a complete analysis with revenue pulled from nowhere. Ask twice in two fresh chats and most brands get two different numbers.

Image

Sean Frank

CEO

Customer spotlight

Every single day I'm going in there, looking at my contribution margin. I'm looking at my sales breakdown, my sales by channel type.

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Wellbeam
gymreapers
Decathlon
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saxx
mgemi
naked nutrition
murad
BPN
faherty
earth-breeze
weezie
true-classic
athletic-greens
momentous
What's Inside

What's in the guide

24 prompts, 5 categories.

CATEGORY
PROMPTS
WHAT IT SETTLES
Look Back
4
Decompose last Q4 into first-order, rebill and returning-customer revenue — and quantify the variance when the three don't sum to total
Customer Base Review
6
The discount band where 12-month revenue per customer falls below what you paid to acquire them. Plus: how many of last Q4's "new customers" had already cancelled on you once
Offer Mechanics
6
Entry products that rank high on volume and low on 12-month value, weeks of inventory cover by SKU, and the forgone revenue hiding behind every stockout
Performance Targets
4
The spend level where marginal CAC passes average CAC — and projected CAC at 1.5× and 2× current weekly spend
Forecasting
4
Base, stretch and conservative targets with the assumption set written down, plus the exact query set to run on January 5th to grade this plan pass/fail

Send Me The 24 Prompts

$1,999/month · Live in 10 days · No data engineers needed

Those are the prompts where a spreadsheet, a dashboard, or a raw AI on your data will hand back an answer that is confident and wrong — a mis-joined table, a double-counted discount, a reactivation counted as a new customer.

WHO IT'S FOR

Built for the brands in between

This is for you if:

  • You're doing $10M+ on Shopify
  • You've bought a reporting tool and still do manual checks on it
  • Someone on your team maintains the spreadsheet that the real decisions come from
  • You want contribution margin by channel without a two-week detour
  • You sell on subscription and your churn and LTV live nowhere near your COGS and ad spend

This isn't for you if:

  • You're under $5M — the reconciliation problem hasn't cost you money yet
  • You already have a data team, a warehouse and a governed semantic layer
  • You're happy taking the platform's word for it

Right-sized for your stage.
No enterprise complexity.

You've outgrown native dashboards but don't need a six-figure BI stack. iQ Essentials gives you an AI analyst trained on your live data, built for where you are.

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