── SKILL
demand-gen-plan✓ APPROVED

Build a demand plan whose math you can check.

The ICP, offers by funnel stage, the channel mix, the content, and the pipeline math backward from target.

Inside: The ICP, offers by stage, the channel mix, and backward funnel math.

01 / HOW TO USE

Install it in one line, or paste it in.

1
In Claude Code (one command)
Copy the install line, paste it into your terminal, and restart Claude Code. The skill installs itself to ~/.claude/skills/ and runs automatically when it is relevant.
2
In Claude, ChatGPT, or a Project (no terminal)
Open the file, then upload it to your chat or paste its contents in. A skill is just a markdown file of instructions, so any capable AI can follow it.
New to skills? A skill is a plain-text file that teaches your AI a workflow. Point any capable assistant at it and it follows the steps, on your data.
02 / MAKE IT YOURS

Connect your context. Set it to your motion.

CONNECT YOUR CONTEXT · AND WHY IT HELPS
a CRM

it reads real lead-to-opportunity and opportunity-to-won rates, so the backward math uses your history, not a guess.

a web-analytics tool

shows which channels and content already drive signups, so the mix leans on what works.

an ad platform and an email tool

ties spend and sends to sourced pipeline, so cost per opportunity is real.

SET IT TO YOUR MOTION

This was built for a B2B team owning a sourced-pipeline number across multiple channels. Set these to your stack:

The rates and dollar figures below are illustrative placeholders, not benchmarks. Replace them with your own.

Set thisWhat it isDefault / Example
TARGETthe number the plan must hitsourced pipeline or revenueper quarter
ICPwho you spend onyour segments by fit and intent
STAGESyour funnel stepsvisitorleadMQLSQLopportunitywon
CONV_RATEShow each stage convertsyour ratesor assumptions flagged as such
CHANNELSwhere you reach thempaidorganicemaileventspartners
DEAL_SIZEaverage won dealyour ACV
SALES_CYCLEtime from lead to closeyour cycleto phase the plan
03 / THE FULL SKILL

Everything the skill does, in full.

── WHAT THIS DOES

Takes a pipeline or revenue target and builds the plan to reach it: who you are trying to reach, what you offer them at each stage of the funnel, which channels carry it, what content earns the click, and the backward math that tells you whether the budget and the conversion rates can actually produce the number. It builds the plan and stress-tests the math. It does not run the campaigns for you.

── THE METHOD
  1. 1
    ICP (spend where it converts)

    Name who the plan targets and, just as important, who it does not. A demand plan aimed at everyone converts like it. Define the segments by fit and intent, and concentrate budget on the ones most likely to become pipeline. Everything downstream inherits this choice.

  2. 2
    Offers by stage (match the temperature)

    Each funnel stage needs an offer matched to how ready the buyer is. Top of funnel earns attention with education and proof, no ask for a meeting yet. Middle offers a reason to engage (a tool, a teardown, a comparison). Bottom makes the direct ask (demo, trial, call). One offer for the whole funnel leaks buyers at both ends.

  3. 3
    Channel mix (reach times fit)

    Choose channels by where the ICP actually pays attention and what each channel is good at. Paid buys reach fast but costs per lead climb, organic compounds but is slow, email works the list you have, events and partners borrow trust. Weight the mix to the goal and the timeline, and note why each channel earns its slice.

  4. 4
    Content (the fuel)

    Map content to stages and channels: what earns the top-of-funnel click, what converts the middle, what closes the bottom. Content is not a separate plan, it is the fuel the channels burn. Name the pieces and the stage each one serves so nothing gets made that no channel will use.

  5. 5
    Backward math (does it add up)

    This is the honesty check. Start from the TARGET, divide by DEAL_SIZE for deals needed, then walk backward through CONV_RATES to the opportunities, leads, and visitors required. Compare that to what the channel mix and budget can realistically produce. If the math does not close, the skill says so and shows the gap, so you fix the plan before the quarter, not during it.

── QUALITY GATES
  • Every stage has an offer matched to buyer readiness. No single offer for the whole funnel.
  • The backward math is shown end to end, from target to visitors, so the plan is falsifiable.
  • Any conversion rate not read from your CRM is labeled an assumption.
  • The plan states plainly whether the math closes on the given budget, and names the gap if it does not.
  • All dollar and rate figures are labeled illustrative unless grounded in connected data.
── OUTPUT (EXAMPLE)
EXAMPLE OUTPUT
DEMAND-GEN PLAN · $2M sourced pipeline this quarter (illustrative)
ICP: two priority segments · Deal size: $25K · Cycle: ~60 days

Backward math:
  $2M / $25K            = 80 deals needed
  at 25% opp-to-won     = 320 opportunities
  at 15% SQL-to-opp     = ~2,130 SQLs
  at 40% MQL-to-SQL     = ~5,300 MQLs
  -> the mix below must produce ~5,300 MQLs. Current run rate: ~3,900. Gap: 26%.

Channel mix (weighted to the gap):
  Paid search   35%   bottom-funnel intent
  Paid social   20%   top-funnel, teardown offer
  Organic/SEO   20%   compounding, mid-funnel
  Email/nurture 15%   works the existing list
  Events        10%   borrowed trust, high-fit

Offers: top = teardown guide · mid = comparison tool · bottom = live working session.

Verdict: plan is 26% short on current rates. Close it by connecting the CRM to
confirm the real rates, then either raise paid or improve mid-funnel conversion.

Next move: connect the CRM so these rates stop being assumptions.
── EXAMPLE CHAT
EXAMPLE CHAT
You
Build a demand gen plan, we need $2M sourced pipeline this quarter.
CLAUDE
Built the plan and ran the backward math first. $2M / $25K = 80 deals needed -> ~320 opps -> ~2,130 SQLs -> ~5,300 MQLs. Current run rate: ~3,900 MQLs. Gap: 26%. The catch: the channel mix on paper looks fine, but the math underneath it is 26% short at current conversion rates. The plan as written does not hit the number.
You
What closes the gap, more budget or better conversion?
CLAUDE
Two options: raise paid spend to buy the extra volume, or confirm whether the assumed 15% SQL-to-opp rate is actually running higher, since that one assumption is doing a lot of work in this math. If SQL-to-opp is really 18%, not 15%: gap drops from 26% to 9%. One sharpener: connect the CRM so these rates stop being assumptions and the plan gets rebuilt on your real history.
04 / GO FURTHER

Where an operator takes this next.

The read is step one. Here is where an operator takes it once the manual version proves out.

A plan that does not close the math is a hope. Ground it before you commit the budget.

01
Ground every rate in real data

Connect Salesforce so lead-to-opportunity and opportunity-to-won rates pull from your actual pipeline history instead of an estimate.

02
Watch the gap close or widen in real time

Schedule a Claude task monthly to rerun the backward math against current pipeline and alert the team if the gap grows.

03
Tie content to what's actually converting

Connect Amplitude or your web analytics so the content plan leans on the channels and pieces already driving signups, not a guess.

05 / PART OF A BIGGER PLAY

One skill is the on-ramp.

── GET NEW SKILLS IN YOUR INBOX

One operator-built skill a week. Free.