What is the Growth Plan?
The Growth Plan is a 12-month revenue roadmap. It is built specifically for the business based on the goals, current marketing performance, and budget discussed during onboarding. The plan outlines exactly what the team will do each month, what results are projected, and how much it will cost — giving a clear picture of the strategy and expected outcomes from day one.
What Can You Find in the Growth Plan?
The Growth Plan is accessible from the left navigation under Growth Plan. Inside, you will find:
The monthly revenue goal and how the plan is designed to achieve it.
Projected figures including Yearly Revenue, Yearly Budget, Immediate ROI, Lifetime Value, and Lifetime ROI.
A month-by-month breakdown showing which services launch each month, the focus for that month, and projected revenue.
The budget breakdown per service for each month, including any one-time setup fees in Month 1.
How to Use the Growth Plan
The Growth Plan is a read-only reference document. It is used to understand what is being built each month, what the projected financial impact is, and how each service fits into the overall strategy. Execution is driven by completing the To-Dos — not by taking any action directly within the Growth Plan itself.
For a detailed breakdown of the marketing strategy behind the plan, refer to the dedicated Marketing Plan article.
Frequently Asked Questions
Can I change my Growth Plan?
The Growth Plan reflects the strategy the team designed based on the specific goals, market, and budget. The plan cannot be self-edited inside the Customer Hub.
Why is Month 1 revenue projected at zero?
Month 1 is the infrastructure and setup phase. All core systems are installed and configured during this period. Revenue generation begins in Month 2 once the foundational services are live and paid traffic starts driving inbound leads.
How accurate are the revenue projections?
Projections are calculated using the information provided during onboarding — including average ticket value, closing rate, and current lead volume — combined with performance benchmarks. They represent estimated potential based on the plan executing as designed.