Cash Flow | 3 Month Promotion Template, Plus Magic Prompt to Create it & Repeat each Quarter

Cash Flow | 3 Month Promotion Template, Plus Magic Prompt to Create it & Repeat each Quarter
Cash Flow | 3 Month Promotion Template, Plus Magic Prompt to Create it

⚠️ Why Businesses Fail — and How a Cash Flow Promotion Fixes It

There are three core reasons why most businesses fail, no matter the industry or size: Let's reverse engineer why businesses fail, so yours can succeed.

1. Lack of Cash Flow — “Energy In”

Without steady inflow, even the best ideas die. Cash flow is the lifeblood of a business, the energy that keeps the system alive. No energy in = no movement forward.

2. Poor Financial Management — “Leaky Plumbing”

Money may come in, but if the container is broken it leaks straight out. Weak systems, poor habits, or lack of discipline mean income is wasted instead of fueling growth. This is why many entrepreneurs work hard yet stay stuck — the plumbing of their financial system isn’t fixed.

3. Inability to Sustain Growth — “Fragile Foundations”

Some businesses collapse because they grow too fast, too soon. Without strong foundations — systems, team, and personal discipline — the machine breaks under pressure. This is why many millionaires make it, then lose it, and are forced to start again.


👉 A cash flow promotion cycle directly addresses all three: it gets energy in, forces you to track and measure financial flow, and lets you test growth in 90-day sprints. Done consistently, it builds resilience — a foundation that doesn’t just generate money, but knows how to hold it, multiply it, and grow it sustainably.

Introduction | Cash flow is Queen

A cash flow promotion is not just about making sales — it’s about creating energy, momentum, and proof of life in your business and brand. Whether you are a personal brand, consultant, freelancer, affiliate, or a growing business, every quarter gives you the chance to run a focused 90-day campaign that breathes vitality into your work.

Think of it as an experiment in flow: take one product, service, or offer and put it into motion. See how the market responds. If it works, repeat it, refine it, and eventually hand it to your team to scale. If it doesn’t, adjust, pivot, and try again. Each cycle moves you closer to the golden thread of your niche — the place where your gifts meet market demand.

This step-by-step promotion process is your engine of discovery. It keeps you testing, measuring, and learning in real time, instead of waiting for clarity to arrive. By committing to the rhythm of quarterly experiments, you accelerate cash flow, uncover your fit, and create leverage for long-term growth.

Why the promotion matters → who it’s for → what you’re offering → how it creates results (financial + brand + learning).

Here’s the full outline:


1. WHY (Business Importance)

  • Is the promotion leveraged (multiplying existing assets)?
  • Is it creating a new product (creation)?
  • Is it adding new systems (mechanic)?
  • Is it building brand attraction?
  • Defines current Spectrum Level and the target Spectrum Level the promotion should move you toward.

🌑 Foundation Prism | Mastery of personal wealth flow

Infrared – Victim

  • Energy: Separation, blame, downward spiral.
  • Always in debt, feels like life is happening to them.
  • Core energy: helplessness, fear, disempowerment.

Red – Survivor

  • Energy: Just scraping by, scarcity mindset.
  • Earns enough to survive but never thrives.
  • Core energy: fear of the unknown, stress, lack of vision.

Orange – Worker

  • Energy: Action-driven but transactional.
  • Trades time for money, stable but unfulfilled.
  • Core energy: effort, grind, restlessness, longing for more.

💛 Enterprise Prism | Mastery of market wealth flow

Yellow – Player

  • Energy: Empowered creator, excited but still limited.
  • Doing what they love, but business depends on them.
  • Core energy: creativity, independence, playful experimentation.

Green – Performer

  • Energy: Team synergy, leadership, exponential flow.
  • Builds profitable enterprises with clear vision + team alignment.
  • Core energy: collaboration, confidence, trust in others.

Blue – Conductor

  • Energy: Abundance, orchestration, mastery of cash & capital.
  • Multiple businesses/investments, hands-off operator.
  • Core energy: clarity, mastery, freedom, systems-based thinking.

🔮 Alchemy Prism | Mastery of societal wealth flow

Indigo – Trustee

  • Energy: Trust becomes currency, influence multiplies.
  • Operates in billionaire realms, monetizing trust and networks.
  • Core energy: responsibility, integrity, stewardship.

Violet – Composer

  • Energy: Architect of the rules of the game.
  • Sets taxes, currencies, and structures society plays by.
  • Core energy: vision, authority, systemic creation.

Ultra-Violet – Legend

  • Energy: Transcendent, symbolic, timeless.
  • Leaves legacy beyond self, shaping generations.
  • Core energy: immortality, resonance, mythic inspiration.

🔑 Energy Flow Summary

  • Infrared → Orange: survival, scarcity, heavy energy.
    • Look to leverage, partner in aligned,
    • Who is the ONE business you could work with, grow with?
  • Yellow → Blue: creativity, expansion, flow, leverage.
    • Personal finances are solid, basic needs are met, with savings and surplus
    • Build you personal brand, who are you for the world? First offering?
    • This may build into a team (Green - first business), or multiple businesses
    • Note, that the yellow level can take 12 months or longer to master. Businesses are 5 year + roadmaps.
  • Indigo → Ultra-Violet: transcendence, systemic creation, legacy.

2. MARKET & CUSTOMER

  • Market Summary (Niche): Context of global entrepreneurs and market growth.
  • Customer Avatars:
    • Foundation Fred – just starting out.
    • Enterprise Ella – growing a small business.
    • Emerald Ian – scaling established businesses.
  • Choose one avatar to focus on for this promotion.

3. PROBLEM → PROMISE → PRODUCT → PROOF

This is the value proposition chain:

  • Problem: Pain point you solve for your chosen avatar.
  • Promise: What result or transformation you deliver.
  • Product: Name, description, delivery method, price.
  • Proof: Testimonials, usage data, evidence of results.

4. CUSTOMER PATHWAY

  • Step-by-step journey: Free → Entry → Low → Mid → High.
  • Map how each avatar progresses.
  • Example sources: Referrals, affiliates, social media, email, webinars, seminars, etc..

5. COMPELLING OFFER

Key elements:

  1. Why buy from you (identity, story)?
  2. Budget redirection (what spend are you capturing)?
  3. Why your solution is superior?
  4. Urgency to buy now (scarcity, bonuses, deadlines).
  5. Pain of missing out.

6. OBJECTIVES

Three categories to measure success:

  • Financial Objectives: Revenue (per product), net profit, commissions.
  • Development Objectives: Internal systems, processes, or assets created.
  • Learning Objectives: What you will test, measure, and learn.

7. TEAM & ROLES

  • Project leader + support roles.
  • Clear accountability structure.

8. MILESTONES (Quarterly Plan)

  • Month 1, Month 2, Month 3.
  • Specific deliverables per stage (launch prep → execution → scaling/closing).

In summary:
This document is a promotion cash-flow playbook that guides you through:

  1. Clarifying why the promotion matters,
  2. Defining who it’s for,
  3. Crafting what you’re promising and selling,
  4. Laying out how customers move through your value ladder,
  5. Designing the offer,
  6. Setting objectives,
  7. Assigning the team, and
  8. Tracking milestones.

Would you like me to turn this into a fillable template (Google Doc/Notion style) so you or your team can directly plug in your answers step by step? That way, it becomes a working tool rather than just a slide deck.

Conclusion | Consistency is King

The beauty of a cash flow promotion is in its simplicity: choose one offer, one avatar, one pathway, and run the playbook. At the end of 90 days you’ll have data, feedback, and cash flow to show you where to go next.

If the promotion delivers results — repeat it, scale it, and pass it to your team. If it falls short — adjust, refine, and rerun. Each iteration brings you closer to resonance with your market, your message, and your model.

Over time, this practice reveals your golden thread: the niche that sustains both your energy and your income. It transforms promotions from “one-off hustles” into a repeatable rhythm of growth, giving you a business (and life) that compounds quarter after quarter.

Run it. Learn it. Refine it. Repeat it. That’s how you build momentum, market fit, and mastery.


Magic Prompt that will walk anyone through a 90-day cash-flow promotion for any offer, step by step. It follows the structure from your Cash Flow Promotion Template (WHY → Market/Avatar → Problem/Promise/Product/Proof → Pathway → Offer → Objectives → Team → Milestones) and includes Spectrum level checkpoints to set energetic + operational focus.


3-Month Cash-Flow Promotion — Magic Prompt

How to use: Paste this into your AI and fill in anything in {curly braces}. The AI should interview you sequentially (don’t skip ahead), then produce the deliverables listed at the end.

You are my top 0.1% growth strategist and product marketer. Guide me through a 90-day CASH-FLOW PROMOTION for {product/service/offer} using a strict, step-by-step interview. DO NOT proceed until I answer each step. After the interview, build all deliverables.

CONTEXT
- Business: {business name
}
- Offer: {name, price, delivery, guarantee}
- Start date: {YYYY-MM-DD}
- Budget (paid + tools): {amount + currency}
- Team & capacity: {names/roles/hours available}
- Current metrics: {list size, traffic/mo, baseline conv%, AOV, refund%, margin%}
- Current Spectrum level (self-assessed): {Infrared/Red/Orange/Yellow/Green/Blue/Indigo/Violet/UV}
- Target Spectrum shift in 90 days: {e.g., Yellow → Green}

PHASE 1 — WHY & STRATEGY (Decide what kind of promotion this is)
Q1. Which one is primary? Choose ONE and explain why:
A) Leveraged (magnify existing assets)
B) Creation (new product)
C) Mechanic (new system/process)
D) Brand attraction (audience growth)
Q2. Define the single measurable outcome: {e.g., $XX cash collected or YY units sold by date
}
Q3. Constraints & risks to respect (time, legal, ops): {list}

PHASE 2 — MARKET & AVATAR (Choose ONE)
Q4. Avatar: {who}, {jobs to be done}, {fears/desires}, {buying triggers}, {budget
}
Q5. Channel priority: {rank 3} from: referrals, affiliates, email, IG, FB, LI, YT, SEO, events, webinars, partners, WhatsApp/SMS.

PHASE 3 — VALUE PROP (Problem → Promise → Product → Proof)
Q6. Problem (1–2 tight paragraphs).
Q7. Promise (clear, specific outcome with time frame).
Q8. Product (name, delivery, components, price, payment plans, guarantee).
Q9. Proof (testimonials, case studies, usage stats, social proof).

PHASE 4 — OFFER DESIGN (Make it irresistible)
Q10. Offer Stack:
- Core deliverables
- 3–5 bonuses (solve objections)
- Fast-action incentive
- Scarcity/urgency (cap, deadline, price rise)
- Risk reversal (guarantee specifics)
Q11. Price ladder & pathways (Free → Entry → Low → Mid → High). Define each step, price, and next-step CTA.

PHASE 5 — FUNNEL & PATHWAY MAP
Q12. Choose ONE primary funnel:
- Lead Magnet → Nurture → Sales Page
- Webinar/Workshop → Order
- Application/Call → Close
- Challenge/Cohort → Checkout
Map: Traffic sources → Opt-in asset → Nurture sequence count → Sales event(s) → Checkout → Upsell/Downsell → Onboarding.

PHASE 6 — FINANCIAL MODEL & KPIs
Q13. Set numeric targets:
- Revenue target: {$$
}
- Margin target: {%%}
- CAC ceiling: {$$}
- Conversion assumptions: opt-in %, show-up %, sales %, AOV, LTV
- Required top-of-funnel math: leads needed, daily targets, breakeven point
Have the AI build a simple table and back-solve required traffic/leads to hit target.

PHASE 7 — ASSETS TO PRODUCE
Q14. Create drafts for:
- 1 landing page outline (hero → proof → offer → FAQ → CTA)
- 6-email launch sequence (problem, story, social proof, offer stack, urgency, last call)
- 5 short social posts + 2 long captions (authority + story + CTA)
- 1 webinar/workshop outline (promise, content, case, offer, Q&A)
- 3 outreach scripts (warm referral, affiliate partner, past buyers)
- Retargeting copy (3x variants)
- Onboarding checklist + welcome email

PHASE 8 — DISTRIBUTION PLAN (Earned/Owned/Paid)
Q15. Owned: cadence (email, community, WhatsApp/SMS).
Q16. Earned: partners/affiliates list (10 names), commission %, tracking.
Q17. Paid (optional): test plan (budgets, audiences, creatives, KPIs to kill/scale).

PHASE 9 — 90-DAY EXECUTION PLAN (Weeks 1–12)
Month 1 — PLAN & BUILD
W1: Avatar validation interviews (5), offer lock, financial model.
W2: Funnel wireframe, copy v1, asset production.
W3: Tech setup, tracking, QA, partner outreach.
W4: Soft prelaunch: lead magnet live, list-build sprint, warm-up content.
Month 2 — LAUNCH & OPTIMIZE
W5: Launch event #1 (webinar/workshop), sales open.
W6: Objection-busting content, retargeting, partner push.
W7: Mid-launch webinar #2 or case study live, upsell tests.
W8: Scarcity window + “last call”. Daily KPI review + offer tweaks.
Month 3 — SCALE, CLOSE & CASH COLLECTION
W9: Scale winners (creatives/partners), payment plan recovery SOP.
W10: Close cart or pivot to evergreen. Downsell/cross-sell.
W11: Fulfillment excellence, surprise & delight, testimonial capture.
W12: Cash collection push, MRR/upsell offers, post-mortem + learnings.

PHASE 10 — TEAM, CADENCE & DASHBOARD
Q18. Assign RACI for copy, design, tech, traffic, partnerships, ops, fulfillment.
Q19. Rituals: Daily 15-min standup; M/W/F KPI tracker; Weekly growth review; End-of-month post-mortem.
Q20. Dashboard fields: traffic, CPL, opt-in %, show-up %, sales %, AOV, revenue, refunds, CAC, ROAS, margin, cash collected vs AR.

PHASE 11 — RISK REGISTER & CONTINGENCIES
Q21. Top 5 risks (supply, compliance, show-up rates, tech, partner delays) + trigger + mitigation.
Q22. Fallback offers (lite plan, extended payment, scholarship slots).

PHASE 12 — LEARNING OBJECTIVES
Q23. 3 development objectives (systems/assets to create).
Q24. 3 learning objectives (assumptions to test + success criteria).
Q25. Define “done” for the quarter beyond revenue (brand, systems, team).

AFTER INTERVIEW — DELIVERABLES TO PRODUCE FOR ME
1) One-page Strategy Summary (WHY, target, avatar, offer, funnel, KPIs).
2) Financial Model table (inputs/assumptions → daily/weekly targets).
3) Full Asset Pack drafts (LP outline, 6 emails, social posts, webinar outline, scripts, retargeting, onboarding).
4) 12-Week Execution Gantt (weeks, owners, dependencies).
5) KPI Dashboard (simple sheet/table I can use).
6) Risk Register table.
7) Partner/Affiliate tracker (names, status, terms).
8) Post-mortem template.
Make it clean, skimmable, and immediately usable.