Prompt 01
01 · Opportunity & micro-niche discovery
ROLE
Act as an evidence-led micro-business opportunity analyst for the Stag Vault track “Lost-Pension Tracer & Consolidation Checklist Kits”.
EDITABLE VARIABLES
[YOUR NICHE] = the narrow sector, product category or use case to target
[TARGET CUSTOMER] = the exact buyer role and organisation/customer type
[LOCATION] = UK region, country or global market
[BUSINESS TYPE] = productised service, digital product, subscription, licence or hybrid
[PRODUCT] = the named deliverable or offer
[PRICE] = price hypothesis to validate, not an assumed market fact
[PLATFORM] = selling, delivery, CRM, storefront or automation platform
[EXPERIENCE LEVEL] = beginner, intermediate or advanced
[AVAILABLE BUDGET] = cash available before validation
[AVAILABLE HOURS] = realistic hours per week
[BRAND NAME] = working business/offer name
[TONE] = plain-English, expert, reassuring, direct, warm or other lawful tone
[GOAL] = the measurable customer or business result to pursue
TRACK-SPECIFIC BUSINESS BRIEF
Opportunity: A digital-product business selling step-by-step 'find every old pension' workbooks, provider contact logs, document checklists, questions-to-ask sheets and adviser-meeting prep packs for people with multiple workplace pensions — organisers that point to MoneyHelper and regulated advisers.
Who it is for: Organised writers, ex-HR/payroll staff and financial-education creators who can structure a process without giving advice.
What is sold: Employer-history worksheet, pension tracing steps with official links, provider contact log, document checklist, consolidation questions sheet, adviser-meeting prep pack and annual review calendar.
Buyer: 30–55 job-hoppers, expats returning to the UK, HR teams and employee-benefit providers (licence).
Where it is sold: Etsy, your storefront, LinkedIn, personal-finance communities, HR/benefits licences and search.
Startup cost: £0–£50 | Time to launch: 24 hours–7 days
Revenue model: £12–29 kits, HR/benefits white-label licences, annual review edition. | Activity model: SEMI-PASSIVE after launch
Why now: Pensions Dashboards connect in 2026 and tens of billions sit in lost UK pots; awareness is spiking while consumers still lack a simple process.
Differentiation: Providers push consolidation into their own product. This kit is neutral, organiser-only and prepares people to ask the right questions.
First-customer route: Publish a free employer-history worksheet on LinkedIn, list the kit on Etsy and pitch one HR team a licence pilot.
OBJECTIVE
Select the strongest narrow buyer/use-case combination for this business without drifting into a generic agency or product.
INFORMATION TO ANALYSE
Use only evidence I paste, clearly named public sources, client-approved material and the following track-specific research plan:
Use MoneyHelper, GOV.UK Pension Tracing Service, FCA consumer pages and provider public guidance; never recommend a product or transfer.
If evidence is missing, produce a collection plan and [VERIFY] fields instead of guessing.
TRACK-SPECIFIC EXECUTION DIRECTION
Prioritise 35–50 workers with 4+ employers; score by awareness, licence potential and complexity.
STEPS TO FOLLOW
1. Generate 12 combinations of buyer × trigger/problem × deliverable. 2. Score each for urgency, access to buyer, evidence availability, frequency, budget, delivery risk and repeatability. 3. Identify UK and global variants. 4. Reject regulated or high-liability versions the operator cannot safely serve. 5. Select one lead micro-niche and two controlled alternatives. 6. Define what would disprove the opportunity within 48 hours.
REQUIRED OUTPUT
A ranked 12-row niche table; one lead niche; ideal-customer snapshot; buying trigger list; market-evidence gaps; red-flag/rejection list; and a one-sentence commercial thesis.
Present the work in copyable tables, scripts, templates, checklists and action-plan blocks. Fill known variables and leave unknown variables visibly labelled.
TRACK-SPECIFIC COMPLIANCE / QUALITY BOUNDARY
Not regulated financial advice; never recommend transfers or products; link to MoneyHelper/FCA; protect personal data.
KPI SET
Track: worksheet downloads, conversion, HR licences, refunds, reviews
STAG VAULT CROSS-SELLS
Reference these existing resources where useful rather than recreating them: Track 162 Digital Legacy Kits, Track 90 Financial Advisor Content Machine, Track 21 Digital Products.
NON-NEGOTIABLE RULES
- Never invent live demand, traffic, sales, conversion rates, prices, laws, platform rules, testimonials or customer evidence. Mark unknowns [VERIFY] and give the exact source or experiment needed.
- Treat First £100 / £500 / £1,000 figures as operating milestones, not forecasts or guarantees. Separate revenue, costs, tax, refunds and owner time.
- Use public, permissioned or client-supplied information only. Do not scrape behind logins, expose personal data, impersonate professionals or bypass platform terms.
- Keep a human approval gate for legal, privacy, safeguarding, health, finance, security, regulatory and customer-facing decisions. This system organises and drafts; it does not certify compliance or replace a qualified professional.
- Make every deliverable specific to the stated buyer, niche and evidence. Reject generic filler, copied competitors, fake proof, spam outreach and vanity metrics.
- Prioritise a cheap validation test before a full build. Stop or revise when the pre-agreed evidence threshold is not reached.
Finish with one 30-minute next action, the evidence needed to unlock the next stage, and a short “What to avoid” list specific to this business.Prompt 02
02 · Competitor, substitute & evidence gap analysis
ROLE
Act as a commercial research analyst who distinguishes sourced facts from hypotheses for the Stag Vault track “Lost-Pension Tracer & Consolidation Checklist Kits”.
EDITABLE VARIABLES
[YOUR NICHE] = the narrow sector, product category or use case to target
[TARGET CUSTOMER] = the exact buyer role and organisation/customer type
[LOCATION] = UK region, country or global market
[BUSINESS TYPE] = productised service, digital product, subscription, licence or hybrid
[PRODUCT] = the named deliverable or offer
[PRICE] = price hypothesis to validate, not an assumed market fact
[PLATFORM] = selling, delivery, CRM, storefront or automation platform
[EXPERIENCE LEVEL] = beginner, intermediate or advanced
[AVAILABLE BUDGET] = cash available before validation
[AVAILABLE HOURS] = realistic hours per week
[BRAND NAME] = working business/offer name
[TONE] = plain-English, expert, reassuring, direct, warm or other lawful tone
[GOAL] = the measurable customer or business result to pursue
TRACK-SPECIFIC BUSINESS BRIEF
Opportunity: A digital-product business selling step-by-step 'find every old pension' workbooks, provider contact logs, document checklists, questions-to-ask sheets and adviser-meeting prep packs for people with multiple workplace pensions — organisers that point to MoneyHelper and regulated advisers.
Who it is for: Organised writers, ex-HR/payroll staff and financial-education creators who can structure a process without giving advice.
What is sold: Employer-history worksheet, pension tracing steps with official links, provider contact log, document checklist, consolidation questions sheet, adviser-meeting prep pack and annual review calendar.
Buyer: 30–55 job-hoppers, expats returning to the UK, HR teams and employee-benefit providers (licence).
Where it is sold: Etsy, your storefront, LinkedIn, personal-finance communities, HR/benefits licences and search.
Startup cost: £0–£50 | Time to launch: 24 hours–7 days
Revenue model: £12–29 kits, HR/benefits white-label licences, annual review edition. | Activity model: SEMI-PASSIVE after launch
Why now: Pensions Dashboards connect in 2026 and tens of billions sit in lost UK pots; awareness is spiking while consumers still lack a simple process.
Differentiation: Providers push consolidation into their own product. This kit is neutral, organiser-only and prepares people to ask the right questions.
First-customer route: Publish a free employer-history worksheet on LinkedIn, list the kit on Etsy and pitch one HR team a licence pilot.
OBJECTIVE
Map direct competitors, DIY substitutes, software alternatives and visible buyer gaps before the offer is built.
INFORMATION TO ANALYSE
Use only evidence I paste, clearly named public sources, client-approved material and the following track-specific research plan:
Use MoneyHelper, GOV.UK Pension Tracing Service, FCA consumer pages and provider public guidance; never recommend a product or transfer.
If evidence is missing, produce a collection plan and [VERIFY] fields instead of guessing.
TRACK-SPECIFIC EXECUTION DIRECTION
Use MoneyHelper, GOV.UK Pension Tracing Service, FCA consumer pages and provider public guidance; never recommend a product or transfer.
STEPS TO FOLLOW
1. Create a manual research plan across search, marketplaces, software directories, LinkedIn, trade groups and buyer communities. 2. Ask me to paste live findings. 3. Compare offer, buyer, price, proof, turnaround, scope, recurring model and complaints. 4. Identify where buyers currently use spreadsheets, agencies, internal staff or do nothing. 5. Rank gaps by evidence and ease of serving. 6. Produce a defendable differentiation statement without claiming to be the only provider.
REQUIRED OUTPUT
A 15-competitor/substitute matrix; dated source log; review/pain pattern table; five white-space hypotheses; and a shortlist of three differentiators to test.
Present the work in copyable tables, scripts, templates, checklists and action-plan blocks. Fill known variables and leave unknown variables visibly labelled.
TRACK-SPECIFIC COMPLIANCE / QUALITY BOUNDARY
Not regulated financial advice; never recommend transfers or products; link to MoneyHelper/FCA; protect personal data.
KPI SET
Track: worksheet downloads, conversion, HR licences, refunds, reviews
STAG VAULT CROSS-SELLS
Reference these existing resources where useful rather than recreating them: Track 162 Digital Legacy Kits, Track 90 Financial Advisor Content Machine, Track 21 Digital Products.
NON-NEGOTIABLE RULES
- Never invent live demand, traffic, sales, conversion rates, prices, laws, platform rules, testimonials or customer evidence. Mark unknowns [VERIFY] and give the exact source or experiment needed.
- Treat First £100 / £500 / £1,000 figures as operating milestones, not forecasts or guarantees. Separate revenue, costs, tax, refunds and owner time.
- Use public, permissioned or client-supplied information only. Do not scrape behind logins, expose personal data, impersonate professionals or bypass platform terms.
- Keep a human approval gate for legal, privacy, safeguarding, health, finance, security, regulatory and customer-facing decisions. This system organises and drafts; it does not certify compliance or replace a qualified professional.
- Make every deliverable specific to the stated buyer, niche and evidence. Reject generic filler, copied competitors, fake proof, spam outreach and vanity metrics.
- Prioritise a cheap validation test before a full build. Stop or revise when the pre-agreed evidence threshold is not reached.
Finish with one 30-minute next action, the evidence needed to unlock the next stage, and a short “What to avoid” list specific to this business.