Hire an AI sale profit limit and daily budget planner

Everything it can hand back

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

• A table of margin and cost-per-sale limit at each discount, with a go or skip call and a readiness score out of 100
• A main offer with ordered backups, a trigger to switch and a stock limit for each
• A pacing sheet with daily spend, base and stretch plans, and scale, hold and cut rules
• A weekly ad pulse with a health score out of 100 and the next levers to pull

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 are planning Black Friday, Cyber Monday or another big sale and want it to make profit, not just revenue.

• Step 1: Cost limit. Margin after each discount, break-even return, the sale cost-per-sale limit, a go or skip call and a readiness score.
• Step 2: Offer ladder. Your goal, the main offer, backups in order, a switch trigger and stock limit for each, and a subscriber plan.
• Step 3: Pacing sheet. The lag between spend and sales, daily spend, base and stretch plans, and scale, hold and cut rules.
• Step 4: Weekly pulse. This week against last week, what moved, the next levers to pull and a health score out of 100.
• Hand-back summary. Each step's file, any step not run and why, 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 John Caples would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Set the cost limit. Recomputes margin after the discount, sets break-even return and a separate sale cost-per-sale limit, and checks if sale customers repeat less.
• Plan the offer ladder. Pauses for your sign-off. Then writes the main offer, ordered backups, switch triggers and stock limits, with a plan for subscribers.
• Build the pacing sheet. Measures the lag between spend and sales in last year's data and sets daily spend with scale, hold and cut rules and a budget ceiling.
• Check the weekly pulse. Pauses while the sale runs. Then reads blended return, new-customer cost, email capture and discount share, and scores health.

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 plan-a-big-sales-budget-and-daily-pacing 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/plan-a-big-sales-budget-and-daily-pacing/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

• Price, product cost, shipping and fees per order, with packaging, payment fees and returns
• Your discount options, such as 10%, 20% or 40%, or a gift with purchase
• Your sale goal, which is profit or clearing stock, and your sale dates
• Products graded A, B or C by margin and stock depth
• Last year's daily spend, revenue and orders, and your budget ceiling

Tools and access

• Any good chat AI: The maths is simple. Paste your costs as a table and check one row by hand.
• Shopify: Its order exports give you cohorts by month and the repeat orders that follow.
• Google Sheets: Keep the table in a sheet so you can change the discount and watch the ROAS move.
• Any good chat AI: It builds the ladder and the preload list from the numbers you paste.
• Shopify: Discounts, bundles and gift rules can be set up ahead and switched on when a trigger hits.
• Klaviyo: Email flows and segments can send the subscriber-only offer.
• Google Sheets: A shared sheet lets the buyer and owner read the same rules at the same time.
• Meta Ads Manager: Free to use. Its export gives daily spend and 1-day and 7-day click results for the lag gap.
• Triple Whale: Paid subscription, optional. Shows blended results and several attribution windows next to your store orders.
• Shopify: Reports give sales, discounts and large orders by day or week. You need a paid Shopify plan.
• Klaviyo: Shows emails and texts sent, sign-ups captured and revenue from flows. It is a paid service.
• Triple Whale: A store dashboard that shows blended ROAS and new-customer numbers in one place. It is a paid tool.

Functions and deliverables

• Sale profit limit and daily budget planner: Share margins, discounts and past sale data. Get a limit on cost per customer, an offer schedule and a daily budget plan.
  • A table of margin and cost-per-sale limit at each discount, with a go or skip call and a readiness score out of 100
  • A main offer with ordered backups, a trigger to switch and a stock limit for each
  • A pacing sheet with daily spend, base and stretch plans, and scale, hold and cut rules
  • A weekly ad pulse with a health score out of 100 and the next levers to pull
• Sale profit and ad cost planner: Give it discount depth and margin. Get break-even ROAS, a CAC limit and a score out of 100.
  • Margin, break-even ROAS and a CAC limit at each discount depth
  • A decision for each option, which is discount, add a gift or bundle, or skip
  • An adjustment to customer value if sale customers repeat less
  • A sale readiness score out of 100 with the sum shown
• Sale offer ladder planner: Plan a Black Friday or big sale offer ladder: a main offer, ordered backups, switch triggers and a subscriber plan, from your stock and margin.
  • A ranked offer ladder, with a main offer and then backups
  • A trigger for each switch, based on pacing numbers you supply. Without your daily revenue targets, every trigger is marked "owner to set" and stays incomplete until you add them.
  • The pages and ads to build in advance, and the stock each offer may burn
  • A subscriber-only offer and a headline that stacks site and subscribe discounts, worked out from the real checkout total
• Sale season ad spend planner: Build a sale season pacing sheet from last year's ad data. Get scale, hold and cut rules, base and stretch plans, and a Sept to Dec calendar.
  • A sheet with a 3-day rolling marginal contribution margin
  • A lag multiplier for the days before the sale
  • Scale, hold and cut rules
  • Base and stretch spend plans
  • A calendar from September to late December
• Weekly store ad performance reviewer: Check your store's weekly ad and email numbers in one pass. Get a health score out of 100 and which lever to pull first, emails before discounts.
  • A pulse table with last week, this week, the change and a flag for each number
  • A health score out of 100 with the sum shown
  • Levers to pull, in order, each with the number that supports it
  • A bull case, bear case and daily pace
• 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
• John Caples: Write headlines and plan a fair ad test through John Caples’s recorded approach. Lead with the reader’s gain and count replies by version.
  • Your problem worked on the way John Caples would: their questions, their method, their push-back
  • The answer or the work, in John Caples'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 are planning Black Friday, Cyber Monday or another big sale and want it to make profit, not just revenue.
• Last year's sale brought record sales and an empty bank account.
• You have a discount in mind but do not know the most you can pay to win a customer during it.

Limits to check before starting

• You run an evergreen offer, not a big sale: use the Weekly store ad performance reviewer on its own.
• You do not know your landed cost per order: work it out first with your accountant or a simple sheet, then come back.
• Cash is tight before the sale: sort that first with a simple cash forecast, then run this plan.

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".
• Give the real landed cost per order, not a guess. The whole plan depends on it.
• When it pauses, agree the discount depth and the sale cost-per-sale limit with whoever signs off the budget.
• After the first days of the sale, export spend, sales, emails and discounts and run the weekly check.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/plan-a-big-sales-budget-and-daily-pacing 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.