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Agent skill

61 Budget Planning Global

by minhnv0807 in minhnv0807/ai-business-skills

A skill your agent uses when a marketing BUDGET has to be planned or managed in USD — allocation by bucket, channel, and month, test versus scale split, scale-up and stop-loss thresholds, reserve, a…

MITAuto-check passedBusiness, Finance & HR

Install 61 Budget Planning Global

skills CLI
$ npx skills add minhnv0807/ai-business-skills --skill 61-budget-planning-global -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install minhnv0807/ai-business-skills 61-budget-planning-global --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/minhnv0807/ai-business-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/en/61-budget-planning-global .claude/skills/61-budget-planning-global && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
61-budget-planning-global
GitHub stars
609
Token cost
~2.9k tokens
SKILL.md length
1,236 words
Files
1
Skills in repo
142
Repo updated
First seen
Licence
MIT

At a glance

A skill your agent uses when a marketing BUDGET has to be planned or managed in USD — allocation by bucket, channel, and month, test versus scale split, scale-up and stop-loss thresholds, reserve, a…

  • Works in 7 steps: Choose the budget-setting method → Allocate by bucket → Allocate by channel → …
  • A marketing BUDGET has to be planned
  • SKILL.md covers Information gathering, Principles, Workflow and Output structure, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

61 Budget Planning Global is an agent skill from minhnv0807/ai-business-skills. Use when a marketing BUDGET has to be planned or managed in USD — allocation by bucket, channel, and month, test versus scale split, scale-up and stop-loss thresholds, reserve, a plan-versus-actual tracker, and a review cadence. Trigger on 'budget planning', 'marketing budget', 'split the budget across channels', 'stop loss threshold', 'quarterly budget', 'we keep overspending and nobody notices'. Also use when a number has been approved and nobody has divided it up. Not for — the revenue-backward math that…

Its SKILL.md is about 2.9k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Budgeting and forecasting, OKRs and executive reporting and Paid advertising. The repository describes itself as: 138 bilingual AI marketing skills (69 VN + 69 Global) for Claude Code, OpenCode, Codex, VS Code. Four role SOP packs — content, design, performance, leader ops — plus strategy… The licence is MIT.

When your agent uses it

  • A marketing BUDGET has to be planned
  • Managed in USD — allocation by bucket
  • Test versus scale split
  • Scale-up and stop-loss thresholds

Example prompts

  • “budget planning”
  • “marketing budget”
  • “split the budget across channels”
  • “/61-budget-planning-global”

Workflow steps

7 steps, taken from the step headings in SKILL.md.

  1. Choose the budget-setting method
  2. Allocate by bucket
  3. Allocate by channel
  4. Split by funnel and by test vs scale
  5. Allocate by campaign and month
  6. Scale-up and stop-loss rules
  7. Tracker and review cadence

What it can do on your machine

Read from SKILL.md and the folder at commit 0360adc. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

61 Budget Planning Global loads about 2.9k tokens when it runs. Until then it costs about 177 tokens; SKILL.md has 1,236 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~177
When it runs · the whole SKILL.md, loaded when a task matches
~2.9k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from minhnv0807/ai-business-skills at commit 0360adc, republished under its MIT licence (© minhnv0807). 1,236 words, ~2,866 tokens.

Download SKILL.mdSave it as .claude/skills/61-budget-planning-global/SKILL.md (or your agent's skills folder).
name
61-budget-planning-global
description
Use when a marketing BUDGET has to be planned or managed in USD — allocation by bucket, channel, and month, test versus scale split, scale-up and stop-loss thresholds, reserve, a plan-versus-actual tracker, and a review cadence. Trigger on 'budget planning', 'marketing budget', 'split the budget across channels', 'stop loss threshold', 'quarterly budget', 'we keep overspending and nobody notices'. Also use when a number has been approved and nobody has divided it up. Not for — the revenue-backward math that produces the number, see `10-reverse-kpi-global`; paid media allocation only, see `54-media-plan-global`; paying an external vendor, see `67-agency-vendor-brief-global`.
metadata.version
1.0.1
metadata.category
strategy
license
MIT
triggers
budget planning, marketing budget, budget allocation, how much should we spend on ads, campaign budget, stop loss threshold, quarterly budget, media budget…
output
File .md — budget plan: overview, allocation by bucket / channel / campaign / month, test vs scale split, adjustment rules and stop-loss thresholds, tracker…
related
product-marketing-context-global, 10-reverse-kpi-global, 00-marketing-plan-global, 54-media-plan-global, 55-scaling-ads-global, 21-ads-audit-global…

Budget Planning (Global)

A budget is not a fixed number — it is a decision tool: where you place bets and when you pull back. The leader must know total spend, ROI per channel, what to increase, and what to cut. Run 10-reverse-kpi-global first to derive the minimum budget from the revenue target before allocating anything.

Information gathering

Read .agents/product-marketing-context-global.md, the marketing plan, and the previous period's report if available. If missing, ask up to 4 questions:

  1. Total budget and planning period? How much, for a month, a quarter, or a year (USD)?
  2. Revenue target for the period? Needed to compute marketing as a percent of revenue and the minimum viable budget.
  3. Active channels and last period's ROI? Meta / TikTok / Google / email + SMS / affiliates / agency — which has the best ROAS or CPA?
  4. Any large campaign needing a reserve? Launch, Black Friday / Cyber Monday, or another seasonal peak.

Principles

  1. Budget follows performance. Do not stay rigid to the opening plan. Channels that work get more; channels that do not get cut.
  2. Always hold 10-15% in reserve. Never allocate everything on day one. The reserve covers unexpected opportunities and incidents.
  3. Every dollar has a measurable KPI. "Branding you cannot measure" is not an acceptable line item.
  4. Do not spread evenly. Concentrate on the best-performing channel. New channels get a minimum test allocation (10-15%) first.
  5. Plan backwards from revenue, not from channels. The budget is the output of a revenue equation, not an arbitrary number.
  6. Do not divide the annual budget evenly across quarters. Median Meta CPM in Q4 runs roughly 26% above Q1 (references/benchmarks-global.md), so identical monthly spend buys materially less reach in Q4. Either front-load acquisition into cheap Q1 months or explicitly reserve a larger Q4 allocation for the same volume.

Workflow

1. Choose the budget-setting method
MethodHow it worksStrengthWeakness
Percent of revenueBudget = X% of expected revenueSimpleIgnores growth stage
Backwards from targets (recommended)Set revenue > derive CAC/CPL > derive spendLogical, evidence-basedNeeds historical CAC/CPL
Competitive benchmarkMatch category spend normsAvoids under-investmentIgnores your own conditions

Seven-step backwards calculation (full detail in 10-reverse-kpi-global):

1. Target revenue
2. / AOV                        = orders needed
3. / close rate (30-50%)        = hot leads needed
4. / nurture CVR (50-60%)       = warm leads needed
5. / lead capture CVR (20-40%)  = total reach needed
6. total leads x CPL            = minimum ad budget
7. + content + tools + agency   = total marketing budget

Build 3 scenarios: Conservative (CVR below category median, CPL above), Base case (at median), Optimistic (post-optimization). Plan against Base; prepare cashflow against Conservative.

2. Allocate by bucket
BucketSuggested sharePurpose
Paid ads (performance)50-65%Meta, TikTok, Google, retargeting
Content production10-15%Video, design, copywriting
Creators / UGC / affiliates5-10%Social proof, third-party reach
Agency / freelancersPer scopeIf used
Tools / software2-5%Ad tools, design, email/CRM, analytics
Campaign reserve10-15%Opportunities and incidents — NOT pre-allocated
3. Allocate by channel

Starting split (adjust to your category and your own data):

ChannelShare of ad budgetObjectiveExpected CPA / ROAS
Meta Ads (Facebook + Instagram)45-60%Lead / purchase
TikTok Ads15-20%Awareness / lead
Google Search + Shopping15-25%High-intent capture
Email + SMS (Klaviyo, Mailchimp, Attentive)5-10%Retention, nurture, retargeting
New channel (test)10-15%Validate

For B2B, shift toward LinkedIn and Search — LinkedIn CPM runs $30-100+, so plan a higher CPL and a longer payback window. Allocation logic: channels with strong ROAS or CPA get a larger share; new channels get the minimum test allocation first; never divide evenly.

4. Split by funnel and by test vs scale

Standard performance split inside each channel:

PurposeShareNote
Testing (new creative + audiences)30%Always keep testing — creative fatigue arrives fast
Scale (confirmed winners)50%Only scale campaigns with winning data
Retargeting15%Warm audience — cheapest CPA in the funnel
Lookalike / similar audiences5%Expansion from converter seeds

By funnel: TOFU (reach/awareness), MOFU (lead/nurture), BOFU (conversion/retargeting). The ratio depends on stage: a launch skews TOFU, a mature program skews BOFU and retention.

5. Allocate by campaign and month
CampaignMonthBudget (USD)ObjectiveKPI
Always-on (retargeting + nurture)Full period
Campaign A (launch or seasonal)
Testing budgetFull periodNew channels or angles
Reserve—10-15%

Seasonality overlay before locking monthly numbers:

PeriodMedia cost vs Q1Planning implication
January~-21% below Q1 averageCheapest acquisition window — stock budget here if cashflow allows
Q2-Q3RisingNormal operating cadence, build audiences for Q4
October~+10%Start of the expensive window
November~+27% (peak)Reserve extra budget or accept lower volume
Q4 average~+26% above Q1Do not plan Q4 at Q1 unit costs

In US election years, political spend displaces commercial inventory and adds roughly 20-40% to CPM in the last 30 days before the vote — build that into Q4 plans for US-targeted campaigns.

Show full SKILL.md (495 more words)Show less
6. Scale-up and stop-loss rules

Increase budget when (BOTH conditions hold):

  • ROAS above 1.5x target for 7+ consecutive days, OR CPA at or below 70% of target with sufficient volume
  • Audience not yet saturated (frequency below 2.5)
  • Increment: +20-30% per step, never a sudden doubling

Cut or pause when (stop-loss):

ConditionAction
ROAS below break-even for 14 daysCut the channel or campaign, move budget to what works
CPA above 2x target after 7 days of testingPause, replace creative or audience before restarting
Frequency above 4Audience saturation — stop scaling, refresh creative
Spend above 110% of the monthly planCap daily budgets, review the allocation

Weekly CPA review rule (expressed relative to your own target, since absolute CPA varies 3-5x between regions and industries):

CPA vs targetFrequencyVerdict
<= 70% of target< 2.0WIN — scale +20-30%
70-100% of target< 2.5Acceptable — monitor
100-130% of target2.0-2.5Optimize — replace creative
> 130% of target> 2.5PAUSE and replace

Set the target itself using references/benchmarks-global.md for your region and industry, not a global average. Never increase budget while CPA is deteriorating — fix creative or tracking first.

7. Tracker and review cadence
MonthPlanned budgetActual spendVarianceROAS / ROINote
Month 1
Month 2
Month 3
Quarter total
CadenceWorkOutput
WeeklyReview CPA and ROAS per channel, apply the step-6 decision rulesImmediate adjustment when a threshold trips
MonthlyReview the full allocation, reconcile plan vs actualRebalance for next month
QuarterlyReview overall allocation strategy and LTV:CACStrategy adjustment

Unit economics health — LTV:CAC:

RatioMeaningAction
< 1:1Losing money on every customerStop scaling, fix product or price
1:1 to 3:1Break-even to viableOptimize conversion, raise AOV
> 3:1HealthyBegin scaling
> 5:1StrongIncrease ad budget aggressively

Output structure

File name: budget-plan-[brand-name]-[YYYYMMDD].md — contains: I. Budget overview (total, revenue target, marketing as % of revenue, period) · II. Bucket allocation · III. Channel allocation · IV. Test vs scale split · V. Campaign and monthly allocation with seasonality overlay · VI. Decision rules and stop-loss thresholds · VII. Plan-vs-actual tracker · VIII. Review cadence.

  • 10-reverse-kpi-global: derive the minimum budget from the revenue target — run before allocating.
  • 00-marketing-plan-global: the budget plan is the detailed version of the plan's budget section.
  • 54-media-plan-global: turn the ad budget into a concrete campaign and ad-set level media plan.
  • 21-ads-audit-global: audit a channel that repeatedly trips the stop-loss thresholds.
  • 07-marketing-report-global: budget reconciliation inside the monthly report.

Quality checklist

  • Budget derived backwards from the revenue target, with 3 scenarios
  • All 3 allocation layers present: bucket > channel > campaign/month
  • Test vs scale split explicit (testing 30 / scale 50 / retargeting 15 / lookalike 5)
  • 10-15% reserve held back, not pre-allocated
  • Scale-up and stop-loss thresholds use concrete numbers (ROAS, CPA vs target, frequency, days)
  • New channels receive only a 10-15% test allocation
  • Every budget line has a measurable KPI attached
  • Monthly plan accounts for Q4 media inflation rather than dividing the year evenly
  • Plan-vs-actual tracker exists by month
  • Weekly, monthly, and quarterly review cadence with defined outputs
  • LTV:CAC checked before any scale decision

© minhnv0807, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/en/61-budget-planning-global of minhnv0807/ai-business-skills.

Open the folder on GitHubat commit 0360adc

Compare with similar skills

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Categories

Questions about 61 Budget Planning Global

What does 61 Budget Planning Global do?

A skill your agent uses when a marketing BUDGET has to be planned or managed in USD — allocation by bucket, channel, and month, test versus scale split, scale-up and stop-loss thresholds, reserve, a…. 61 Budget Planning Global is an agent skill from minhnv0807/ai-business-skills. Use when a marketing BUDGET has to be planned or managed in USD — allocation by bucket, channel, and month, test versus scale split, scale-up and stop-loss thresholds, reserve, a plan-versus-actual tracker, and a review cadence.

When should I use 61 Budget Planning Global?

61 Budget Planning Global fits situations like: A marketing BUDGET has to be planned; managed in USD — allocation by bucket; test versus scale split; scale-up and stop-loss thresholds.

How do I install 61 Budget Planning Global in Claude Code?

Run `npx skills add minhnv0807/ai-business-skills --skill 61-budget-planning-global -a claude-code`. Or copy the skill folder (skills/en/61-budget-planning-global in minhnv0807/ai-business-skills) into .claude/skills/61-budget-planning-global in your project. Claude Code loads it when a task matches its description.

How do I install 61 Budget Planning Global in Codex?

Run `npx skills add minhnv0807/ai-business-skills --skill 61-budget-planning-global -a codex`. Or copy the skill folder (skills/en/61-budget-planning-global in minhnv0807/ai-business-skills) into .agents/skills/61-budget-planning-global in your project. Codex loads it when a task matches its description.

Can I use 61 Budget Planning Global in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add minhnv0807/ai-business-skills --skill 61-budget-planning-global -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/61-budget-planning-global, .gemini/skills/61-budget-planning-global, .github/skills/61-budget-planning-global and .opencode/skills/61-budget-planning-global in your project.

What does 61 Budget Planning Global need to run?

SKILL.md names no scripts, command-line tools or credentials: 61 Budget Planning Global is instructions for the agent only.

Does 61 Budget Planning Global access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is 61 Budget Planning Global safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does 61 Budget Planning Global use?

61 Budget Planning Global is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does 61 Budget Planning Global use?

About 2.9k tokens (SKILL.md is roughly 11k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to 61 Budget Planning Global?

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Who maintains 61 Budget Planning Global?

minhnv0807 (a GitHub user) maintains it in minhnv0807/ai-business-skills, which has 609 GitHub stars. The repository holds 142 skills in this directory. The repository was last updated on September 12, 2026.

Source: minhnv0807/ai-business-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.