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Introduction to the SMART framework

Updated over 3 months ago

The SMART framework is often used in goal setting and can also be adapted to writing effective AI prompts, especially when working with AI agents like Sherpa within ProfitPeak, where users describe workflows in natural language.

Using SMART as a framework ensures your prompts:

  • Produce focused, usable outputs

  • Reduce ambiguity and back-and-forth

  • Work better with agentic or autonomous systems

  • Are easier to scale and templatise across teams

Here are some examples of SMART prompts within ProfitPeak using Sherpa:

“Show me products with below-average ROAS this week that still have high inventory and margin >40%, and suggest discounting or budget reduction strategies.”

  • S: Products with low ROAS

  • M: ROAS below average, margin >40%

  • A: Suggest discount or budget action

  • R: Aligns to profitability

  • T: This week

“Show me the top 10 products at risk of stockout in the next 14 days based on current sell-through and stock on hand.”

  • S: Products at risk of stockout

  • M: Top 10 by risk level

  • A: Enables proactive procurement

  • R: Supports inventory availability and margin

  • T: Next 14 days

“Identify campaigns with ROAS below break-even for the past 7 days, and recommend whether to pause, shift budget, or test new creatives.”

  • S: Underperforming campaigns

  • M: ROAS below break-even

  • A: Actionable ad adjustments

  • R: Keeps spend efficient

  • T: Past 7 days

“Which products have high inventory, low conversion, and enough margin to support a 20–30% discount without profit loss?”

  • S: Discountable SKUs

  • M: 20–30% margin-compatible discount

  • A: Suggests targeted markdowns

  • R: Increases sell-through profitably

  • T: Real-time based on current inventory

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