The Growth Plan is our monthly retainer program for service businesses at $250K–$750K+ who are ready to scale systematically. Part Fractional CMO, part implementation partner — we build, optimize, and drive your growth strategy every single month.
Requires Growth Accelerator completion — entry requirement exists for good reason
The Growth Plan is designed for a specific stage. You’ve built something real, you’re generating serious revenue, and now your growth is being held back by the gap between where you are and the infrastructure you actually need.
Your offer is validated. You have momentum. What you need now is strategic direction and ongoing implementation — not more hustle.
You’re busier than ever but growth is inconsistent. You’re making marketing decisions without the data to back them up, and you know it.
You want someone in your corner who understands growth strategy, not just someone who runs ads or posts on social. You need a partner who thinks about the whole picture.
You understand that real growth takes time. You’re not looking for a quick fix — you want a systematic, compounding approach that builds month over month.
The Growth Plan has one entry requirement: completing the Growth Accelerator. This isn’t a formality — it’s the reason the Growth Plan actually works.
Without one system working and being measured, every recommendation is a guess. The Growth Accelerator gives us real data to build strategy from.
The Growth Plan moves fast. The Accelerator confirms your business can adopt and execute on new systems before we commit to an ongoing engagement.
A 6-month partnership is a significant commitment on both sides. The Accelerator is how we validate the fit before we make that commitment.
Already completed the Growth Accelerator? Book your Growth Plan strategy call and we’ll review your results together and determine the right tier. Haven’t started yet? Learn about the Growth Accelerator first.
Every tier delivers the same quality of strategic thinking and hands-on implementation. The difference is depth, frequency, and how much of your growth we’re actively driving each month.
The Growth Plan isn’t a retainer where you pay for advice and implement it yourself. We plan it and we build it — every month, based on what the data tells us to do next.
A 3–5 page document with your month’s priorities, key projects, success metrics, and resource plan. Delivered within 48 hours of your strategy session.
KPI tracking, channel performance, conversion funnel metrics, lead attribution, and ROI calculations. Real-time access plus a monthly PDF summary.
New automation workflows, integrations, reporting dashboards, lead scoring refinements — whatever the data says to build next, we build it.
Email nurture sequences, SMS campaigns, landing pages, ad campaign setup, retargeting audiences, and webinar funnels — built and launched each month.
Specific improvements identified from data, A/B test ideas, process refinements, and quick wins — all prioritized by potential impact and delivered mid-month.
Every 90 days: a 2-hour deep-dive covering revenue growth trajectory, marketing ROI by channel, next quarter planning, and budget allocation recommendations.
Updated SOPs for new systems, team training materials, video walkthroughs, troubleshooting guides, and best practice playbooks as we build.
Platform training, integration support, emergency fixes, and async support — ongoing throughout the engagement, not just in scheduled meetings.
Every month follows the same pattern — strategic planning at the start, tactical review in the middle, and quarterly deep-dives every 90 days. You always know what’s happening and what’s coming next.
Understanding the difference makes it clear why the sequence matters — and why one leads to the other.
| Growth Accelerator | The Growth Plan | |
|---|---|---|
| Duration | 6 weeks (one-time) | Ongoing monthly |
| Entry Requirement | Assessments or none | Must complete Growth Accelerator |
| Focus | Build ONE system | Optimize ALL systems + strategy |
| Meetings | Weekly during program | 2–4 per month ongoing |
| CMO Strategy | Limited | Extensive — every month |
| Implementation | Hands-on build | Ongoing optimization + new builds |
| Support | 30 days post-program | Continuous |
| Ideal For | Building the foundation | Scaling systematically |
| Outcome | 1 system working correctly | Comprehensive growth engine |
Book a strategy call and we’ll review your Growth Accelerator results, discuss your 12-month goals, and determine which tier is the right fit for where you are now.
For businesses that have completed the Growth Accelerator and are ready for the next level.
Book a strategy call and we’ll review where you are, what the data shows, and map out exactly what the Growth Plan would look like for your business over the next 12 months.
For businesses that have completed the Growth Accelerator and are ready for ongoing strategic partnership.
The Growth Accelerator is a done-with-you program for service businesses at $100K–$250K. We identify your biggest bottleneck, build the system that fixes it, and make sure your team knows how to run it — all in 42 days.
Limited intake — we work with a small number of clients at a time
The Growth Accelerator is designed for a specific stage of business. If this sounds like you, you’re in the right place.
You’ve validated your offer and have paying clients. Now you need systems to grow without everything depending on you personally.
Your follow-up is inconsistent, your tracking is scattered, and you’re not confident every inquiry is being handled properly.
Traffic is coming in but not turning into leads — and you’re not sure exactly where visitors are dropping off.
You don’t want a strategy deck. You want a working system — built, tested, and running — within 6 weeks.
The Growth Accelerator isn’t the right fit for everyone. We’d rather be upfront about that than take on a client we can’t serve well.
Not sure if you’re the right fit? Take the Lead Management Assessment or Website Funnel Scorecard first — they’ll give you a clear picture of where your biggest gaps are.
Every week has a clear purpose. You always know exactly where we are and what’s coming next.
We get a clear picture of everything — your current systems, conversion data, where leads come from and where they get lost. From that we identify the single highest-leverage system to build in your 6 weeks.
We build the core infrastructure of your chosen system — whether that’s your CRM and pipeline, or your landing page and lead capture. This is the heavy lifting week where the foundation gets laid properly.
The system gets connected and automated. Follow-up sequences, instant response triggers, internal notifications, booking integration — everything that makes the system run without you manually managing every part.
Two dedicated training sessions — a full system overview and an advanced session covering troubleshooting and customization. We run the first real leads through in test mode and make adjustments before going fully live.
With real data flowing through the system, we review what’s working and what needs adjustment. We test key elements, refine timing and sequences, and make sure the system is performing at its best before handoff.
We close out with a full results comparison against your Week 1 baseline, a detailed 30-day optimization plan, and a future growth roadmap showing which systems to build next. Everything is handed over cleanly — you own it all.
You don’t just get a system built. You get everything that makes it sustainable after we hand it over.
A full written assessment of your current systems, conversion points, gaps, and the rationale for your chosen focus area.
One major system — either lead management or website/funnel optimization — completely configured, tested, and running.
4–6 recorded training videos covering daily operations, advanced features, troubleshooting, and common tasks.
Written SOPs and quick-reference checklists your team can follow without needing to re-learn from scratch.
A before/after metrics comparison plus a week-by-week optimization plan for the 30 days following completion.
A prioritized list of next systems to build, their estimated impact, and a recommended timeline for continued growth.
Book a strategy call and we’ll identify your biggest bottleneck, confirm the Growth Accelerator is the right fit, and align on your start date.
Limited intake — we work with a small number of clients at a time to maintain quality.
Book a spot and we’ll look at your current situation together, identify which system will have the biggest impact, and confirm the Growth Accelerator is the right next step for your business.
No pressure. If it’s not the right fit, we’ll tell you that clearly.