Growth Plan Creator | My Agency Tester

Growth Plan Creator walks you through a 6-step form to build a detailed, professional growth plan for a prospect. You fill in what you know about their business, challenges, and your solution. The AI turns it into a polished document you can share.

How to Use It

Step 1: Your Information and Prospect Basics

Click Growth Plan Creator in the left menu. The form opens at the top of the page.

The form starts with two sections. Your email and name are filled in automatically from your account.

Your Information

Field	Required	What It Means
Your Email	Yes	Your email address. Auto-filled from your account. Only shows if not detected.
Your Full Name	Yes	Your name for the proposal. Auto-filled from your account. Only shows if not detected.
Your Company	No	The name of your business.

Prospect Basics

Field	Required	What It Means
Prospect Company Name	Yes	The name of the business you are pitching to. Used throughout the plan.
Industry	Yes	Pick their industry from the dropdown (SaaS, E-commerce, Healthcare, etc.). Pick "Other" and type it in if theirs is not listed.
Contact Name	Yes	The person you are pitching to. If you provide a transcript, this name should match the prospect on the call.
Contact Title	Yes	Their job title (CEO, Marketing Director, Founder, etc.). This changes how the plan is written.

Click Next when you are done.

Step 2: Discovery Call Transcript

This step is optional but powerful. If you have a recording or transcript of a discovery call, the AI can pull out key details and fill in Steps 3-5 for you.

You have two choices:

Yes, I have a transcript - Pick this, then either upload an audio file or paste transcript text. The AI will analyze it and pre-fill the next steps.
No transcript - Pick this to skip ahead and fill everything in by hand.

If you paste a transcript, it needs to be at least 1,000 characters long. Longer is better. Add speaker labels like "Rep:" and "Prospect:" for the best results.

Click Next when you are done (or after the analysis finishes).

Step 3: Business Context

Tell the AI about the prospect's business situation.

Field	Required	What It Means
Annual Recurring Revenue (ARR)	Yes	Pick their approximate revenue range. This helps the AI suggest the right scale of solution.
Team size (including founders)	No (Recommended)	How many people work there. Small teams need different solutions than large ones.
What's their primary pain point?	Yes	Their biggest business problem right now. Be specific with numbers. Example: "Getting 1000 visitors but only 2 convert."
What solutions have they already tried?	No (Valuable)	What they have done before that did not work. Include costs if you know them.
Current monthly investment in solving this	No (Recommended)	How much they spend today on this problem. Helps the AI frame your pricing.
How long has this been a challenge?	No (Valuable)	Pick a duration from the dropdown. Longer problems create more urgency.
Key metrics they track	No (Valuable)	Any numbers they shared: visitors, conversion rate, revenue, churn, etc.

Click Next when you are done.

Step 4: Goals and Challenges

Tell the AI what the prospect wants and what is in their way.

Field	Required	What It Means
What specific outcome does your prospect want to achieve?	Yes	Their main goal with numbers if possible. Example: "Add $50k monthly revenue within 6 months."
What's preventing them from achieving this outcome?	Yes	Every obstacle standing in their way. The more you list, the better the plan.
What's their competitive situation?	Yes	Who are their competitors? What threats do they face?
What industry trends are impacting their business?	No (Optional)	Market changes, new technology, regulations, etc.
Why do they need to solve this now?	Yes	Pick one or more urgency reasons from the checklist (revenue declining, competitors growing, etc.).
What's their budget situation?	Yes	Pick from the dropdown. If they are currently spending, you can add details.
Any specific metrics or numbers they shared?	No (Optional)	Performance data like traffic, conversion rates, customer count.
What does success look like for them?	Yes	Paint a picture of their ideal future. Be specific and measurable.

Click Next when you are done.

Step 5: Services and Solutions

Describe how you can help this prospect.

Field	Required	What It Means
What skills and expertise do you bring?	Yes	Your relevant experience, certifications, and past results.
What's your experience implementing AI or tech solutions?	Yes	Pick your level from the options (beginner to expert).
How will you solve their problem?	Yes	Your step-by-step approach. Be specific about tools, methods, and processes.
What specific things will you deliver?	Yes	Check off deliverables from the list (lead generation, automation, content, etc.). Pick "Other" to type in your own.
How do you work with clients?	No (Recommended)	Pick your delivery style: done-for-you, coaching, hybrid, etc.
When will they see meaningful results?	Yes	Pick a timeframe from the dropdown.
What makes your approach different?	No (Recommended)	Your unique advantages over competitors.
Can you offer any guarantee?	Yes	A specific promise. Example: "30 qualified leads in 90 days or we work for free."
What's an early win you can deliver?	No (Recommended)	Something valuable in the first 1-2 weeks.
Case Studies	No (Highly Valuable)	Click Add Case Study to add past client results. Each one has: Client Type, Challenge, Solution, and Result.

Click Next when you are done.

Step 6: Review and Submit

Look over all your answers from Steps 1-5. Each section has an Edit button to go back and fix things.
Type in any Additional Notes if you want. This is a good place for special instructions or sensitive topics to avoid.
Check the box that says "I confirm that all information provided is accurate and ready for submission."
Click Submit Growth Plan.
Wait for the AI to process (5-10 minutes). You will get an email when it is ready.

Important

You cannot click Submit until you check the confirmation box.

Reading Your Results

The AI creates a growth plan document with these sections:

Section	What It Contains
State of Markets	Industry trends and market forces affecting the prospect's business.
Market Gap	The specific opportunity the prospect is missing and why it matters now.
Four Pillars	Four strategic pillars tailored to their challenges. Each pillar includes the strategy, how it works, and what pain point it solves.
Projected Outcomes	What results the prospect can expect if they follow the plan.
Advantages	Why your approach is the best fit compared to alternatives.
Investment Options	2-3 pricing packages with setup fees, monthly fees, and what is included.
Next Steps	A numbered action plan with timeframes, actions, and benefits for each step.

Viewing Past Plans

Click Growth Plan Creator in the left menu.
Scroll to the History table below the form.
Click any row to open that growth plan.
To start a new growth plan, use the form above the History table.

Something Not Working?

Common questions about Growth Plan Creator

Have a specific question? Check the Growth Plan Creator FAQ for quick answers.

My transcript was not accepted

The plan is taking too long to generate

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