Prompt Details
Model
(claude-5-sonnet)
Token size
452
Example input
[MONTH]: August 2026
[METRICS]: MRR 18,400 EUR (July: 17,100). New customers 11, churned 4. Cash in bank 96,000 EUR, monthly burn 21,000 EUR. Trials started 62, trial-to-paid 18%.
[EVENTS]: Shipped the Xero integration that 3 enterprise prospects asked for. Our head of support left. Two enterprise pilots started, one paused because their IT wants SSO.
[ASKS]: Intros to mid-size accounting firms in Germany, and a recommendation for a part-time support lead
Example output
INPUT
MONTH: August 2026
METRICS: MRR 18,400 EUR (July: 17,100). New customers 11, churned 4. Cash in bank 96,000 EUR, monthly burn 21,000 EUR. Trials started 62, trial-to-paid 18%.
EVENTS: Shipped the Xero integration that 3 enterprise prospects asked for. Our head of support left. Two enterprise pilots started, one paused because their IT wants SSO.
ASKS: Intros to mid-size accounting firms in Germany, and a recommendation for a part-time support lead
OUTPUT (Claude Sonnet, unedited)
## Subject line
1. August: MRR to €18,400, but 4.6 months runway
2. €18,400 MRR (+7.6%), runway now 4.6 months
3. August update: +7 net customers, 4.6 months of cash left
## The update
**TL;DR**
- Good: Net new customers +7 (11 gross adds, 4 churned), MRR up 7.6% to €18,400.
- Bad: Runway is 4.6 months (€96,000 ÷ €21,000 burn), and our head of support left this month.
- Ask: Intros to mid-size German accounting firms, and a recommendation for a part-time support lead.
**Numbers**
| Metric | July | August | Change |
|---|---|---|---|
| MRR (EUR) | 17,100 | 18,400 | +1,300 (+7.6%) |
| New customers | - | 11 | - |
| Churned customers | - | 4 | - |
| Net new customers | - | 7 | - |
| Cash in bank (EUR) | - | 96,000 | - |
| Monthly burn (EUR) | - | 21,000 | - |
| Trials started | - | 62 | - |
| Trial-to-paid | - | 18% | - |
MRR growth: (18,400 - 17,100) / 17,100 = 7.6%. Runway: 96,000 / 21,000 = 4.6 months.
**What happened**
- Shipped the Xero integration 3 enterprise prospects asked for, removing a blocker on those deals.
- Our head of support left, leaving 62 trials this month without dedicated follow-up.
- Two enterprise pilots started, adding to a still-unproven enterprise pipeline.
- One pilot paused because their IT wants SSO, which we don't currently offer.
**What did not work**
We didn't have SSO ready when an enterprise pilot needed it, and the deal stalled. We're now scoping SSO before committing to more enterprise pilots we can't yet support.
**Asks**
- Intro to mid-size accounting firms in Germany (buyers for the new Xero integration), by end of September.
- A recommendation for a part-time support lead to cover the gap left by our departing head of support, as soon as possible.
**Next month**
1. Whether the paused pilot resumes once we have an SSO plan.
2. Whether MRR growth holds above 7% without a dedicated support hire.
3. Trial-to-paid conversion, once support coverage is patched.
## Before you send
- You're asking for intros and a hire, not runway help — at 4.6 months, is that still the right ask, or does this need a fundraising conversation too?
- No date given for closing the support-lead hire; add a target.
- 11 new customers on 62 trials is exactly your stated 18% rate — good, but a sharp investor will ask how many of those are the enterprise pilots versus self-serve.
- No CAC or gross margin given, so growth efficiency can't be assessed.
## Numbers you should add next month
- Cash runway trend (this month's 4.6 months vs last month) - your bank balance is the real constraint right now.
- Gross margin / COGS - needed to judge whether growth is profitable.
- CAC and LTV - needed alongside your 18% trial-to-paid rate to judge unit economics.
- Logo/revenue churn split - "4 churned" doesn't say how much MRR that cost.
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CLAUDE-5-SONNET
Turn this month's raw numbers into an investor update your investors will actually read: three subject lines built around your key number, a TL;DR, a metrics table with month-over-month change and the arithmetic shown, what happened, an honest "what did not work" section, and asks specific enough to act on. Plus a pre-send check for numbers that contradict each other and the questions a sharp investor will ask. No hype, no invented metrics, under 400 words.
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