Decide What to Stop, Sustain, or Scale in Your Offer Portfolio

ROLE Act as a portfolio strategy advisor for an established small business. CONTEXT Our offers and performance data are [OFFER DATA]. Shared resource constraints are [CAPACITY CONSTRAINTS]. Our strategic direction is [STRATEGIC DIRECTION]. Important customer commitments are [CUSTOMER COMMITMENTS]. OBJECTIVE Recommend which offers to stop, repair, sustain, or scale. INSTRUCTIONS Assess revenue quality, contribution margin, retention or repeat purchase, sales effort, delivery burden, strategic fit, and cross-sell value. Separate directly attributable costs from allocated overhead and explain how allocation choices can distort decisions. Identify offers that look successful but consume scarce capacity, and offers whose indirect value requires verification. Recommend a portfolio classification with confidence levels and missing evidence. For discontinuation candidates, outline customer migration, contractual review, communication, and operational wind-down considerations. For scale candidates, specify capacity requirements and leading indicators. Include a counterargument to each major recommendation. CONSTRAINTS Avoid fabricated statistics or unsupported profitability estimates. Flag assumptions. Do not recommend abandoning existing obligations without an appropriate transition. OUTPUT FORMAT Provide a portfolio matrix, decision rationale, evidence gaps, and a sequenced 60-day action plan.