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Practice growth strategy agent (quarterly)
Quarterly business strategy review: revenue, capacity, conversion, churn, fee model, hire/no-hire, niche tightening. Practice owner's CFO + COO + brain combined.
Build a 1:1 prep template (with manager)
Drafts a prep template for your weekly 1:1 with a manager that drives action and growth.
Parent-teacher meeting prep notes
A 1-page brief for a parent-teacher meeting — strengths first, factual growth areas, a clear ask, and 3 questions that invite the parent's perspective.
Workflow: monthly customer expansion campaign
Runs a monthly expansion campaign for customers showing growth signals.
Build a customer-funded growth plan
Plans how to grow profitably without raising venture capital, using customer revenue and prepays.
Build a 'manager scorecard'
Drafts a scorecard for evaluating manager effectiveness — from engagement, retention, growth signals.
Write a 30-day Twitter/X growth plan
Plans a 30-day X/Twitter growth sprint with daily actions and weekly experiments.