Hire an AI brand and sales budget planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A scorecard of your numbers, split into short-term and long-term, with what each one tells you and how long it takes to show
• Your current split between brand building and sales, compared with a starting point
• A share-of-voice check and the smallest shift to test, with what the right split depends on for your business

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You spend on marketing every month and can't say how much of it builds the brand and how much drives sales.

• Step 1: Balanced scorecard. Your numbers sorted into short-term and long-term, with what each tells you, how long it takes, and how often to review.
• Misleading alone. The numbers that give a false picture if you read them on their own, with the reason why.
• Step 2: Brand versus sales split. Each channel marked as brand building or sales, and your current split against a starting point of about 60 to 40.
• Share of voice check. How your share of ad spend compares with your share of the market, and whether to grow, hold or shrink.
• Smallest shift to test. The one small move to try first, and what the right split depends on for your business.
• Hand-back summary. Each step's file and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Les Binet and Eric Ries would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Build the scorecard. Lists your numbers, sorts them into short-term and long-term and flags those that mislead alone. Sets a review rhythm that suits each.
• Split the budget. Uses the scorecard to sort each channel as brand or sales. Compares your split and your share of voice with the market and proposes the smallest shift to test.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id brand-sales-budget-split only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/brand-sales-budget-split/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your marketing spend by channel and the results you track
• Your brand file, with your voice and positioning (optional)
• Your main competitors and roughly what they spend (optional)

Helpful context (optional)

• A brand survey that shows how well people know you
• Your market share, if you can find it
• Spend by channel for the last three years

Tools and access

• Any good chat AI: Reads a pasted spend sheet and works through both steps.
• A spreadsheet: Holds your spend and results by month, which the scorecard needs.
• A spreadsheet: Holds the scorecard and the values by period.
• Any good chat AI: Sorts and pairs the measures from your pasted list.
• A spreadsheet: Holds spend by channel and makes the split a one-line sum.
• Any good chat AI: Does the sorting and reasoning from your pasted figures.

Functions and deliverables

• Brand and sales budget planner: Review short-term sales and long-term brand measures. Get a proposed budget split with the evidence and assumptions behind it.
  • A scorecard of your numbers, split into short-term and long-term, with what each one tells you and how long it takes to show
  • Your current split between brand building and sales, compared with a starting point
  • A share-of-voice check and the smallest shift to test, with what the right split depends on for your business
• Marketing scorecard builder: Build a marketing scorecard that puts slow brand measures next to clicks and sales, each with the question it answers and its time lag.
  • A scorecard with long-term results at the top and short-term response at the base
  • The question each measure answers and its time lag
  • Warnings on measures that mislead alone
  • A review rhythm, and a list of data you do not have
• Brand and sales budget splitter: Share ad spend and results by channel. Compare longer-term brand building with near-term sales spending, then get a small change to test.
  • Each channel sorted as brand building or sales activation
  • Your current split beside a starting guide
  • A share-of-voice against share-of-market check
  • The smallest shift to test, with the expected effect and how long it takes
• Marketing budget allocation planner: Share channel spend, new-customer sales and test results. Rank small budget changes by evidence, then set stop points and a fallback.
  • A ranking of where the next $10,000 goes, and what a $10,000 move between channels would do
  • A stop point for each channel
  • A test plan to measure the return on the next dollar
  • A rule for how much to put into brand content and how to judge it, if you want that shift
  • A fallback rule and a loss limit
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Les Binet: Review your marketing budget or measurement plan using Les Binet's research. Split brand building from short-term sales and check if ads caused the sales.
  • Your problem worked on the way Les Binet would: their questions, their method, their push-back
  • The answer or the work, in Les Binet's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Eric Ries: Turn a product plan into testable guesses using Eric Ries’s public approach. Start with the riskiest assumption and measure what customers actually do.
  • Your problem worked on the way Eric Ries would: their questions, their method, their push-back
  • The answer or the work, in Eric Ries's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You spend on marketing every month and can't say how much of it builds the brand and how much drives sales.
• Sales are steady but you are pushing more discounts to hold them, and you suspect the brand is slipping.
• You are planning next year's marketing budget and want to defend the split to your boss or partners.

Limits to check before starting

• You plan one launch campaign. Use a simple channel-by-channel results review, since this needs a year or more of spend history.
• You have no results data yet. Start by tracking spend and sales by month, then come back.
• You want to know why sales dropped after your ads changed. Use the Ad sales drop analyst.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Paste your spend by channel and the numbers you track. Add your brand file and competitors if you have them.
• It works step by step and saves each result. Read the scorecard before you read the split.
• Put the shift it suggests into one channel first, and don't judge it on a short window.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/brand-sales-budget-split for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.