GROWTH PLAN CREATOR · FREQUENTLY ASKED QUESTIONS
The Growth Plan Creator retains info from a previous client?
What to do when the growth Plan Creator retains info from a previous client.
That's auto-save doing its job — your draft is held so you can close the tab and come back without losing work. The downside is that starting on a new client shows the old one's answers.
Clear the form for a new client
- Open the Growth Plan Creator wizard.
- Click Reset Form at the bottom (alongside Back, Skip, and Next).
- Confirm when prompted.
All fields empty out and the auto-saved draft is wiped.
Reset is permanent
Reset Form can't be undone. If there's anything in the form you want to keep, copy it somewhere safe before resetting. If the previous client's plan had already been generated and saved, it's still in your history — resetting only clears the in-progress form.
Tip for frequent multi-client work
If you create growth plans for many clients, it's worth getting into a rhythm:
- Generate the plan for client A → save or export
- Reset Form before starting client B
That way each client's answers don't bleed into the next.