Universal Tool · Strategic

90-Day Growth Plan Generator

Input your industry, current revenue, and the single most important goal for the quarter. Tool returns a structured 13-week growth plan — week-by-week tasks, owner assignments, KPI targets, Ascero AI tool integrations, and success criteria. The plan an outside consultant would charge $8K for.

KPI targets at day 90

Monthly revenue
$2,070K (+15%)
from $1,800K
New leads / week
+40% vs baseline
Google reviews (trailing 30d)
12+ / month
from 3 / month
Quote-to-close rate
+6 percentage points
Repeat purchase rate
+18%
Lift commercial-book retention to 92%
Hit by week 10
WEEK 1
Systemize what works
  • Baseline measurement: current revenue, leads, retention, NPS if available
    Owner · 3h
  • Install Ascero AI Review Engine — 60 min setup
    Agency · 1h
  • Deploy Missed-Call Texter with industry-specific script
    Agency · 1h
  • Audit Google Business Profile + fix 5 most important fields
    Owner · 2h
WEEK 2
Systemize what works
  • Launch review request campaign to last 90 days of happy customers
    Owner/Agency · 4h
  • Set up Front Desk Pack (AI phone receptionist) if applicable
    Agency · 6h
  • Build first three automated responses for common inbound questions
    Agency · 3h
WEEK 3
Systemize what works
  • First-month review velocity check — aim for 6+ new reviews
    Owner · 1h
  • Refine text-back templates based on first-week responses
    Agency · 2h
  • Local SEO audit: top 3 keyword rankings + gap plan
    Agency · 4h
WEEK 4
Convert the top of funnel
  • Launch paid campaign on one high-intent keyword set
    Agency · 6h
  • Deploy Follow-Up Machine for quote requests
    Agency · 3h
  • Set conversion tracking end-to-end
    Agency · 3h
WEEK 5
Convert the top of funnel
  • Review first paid-campaign data, adjust creative
    Agency · 3h
  • Launch first post-purchase email/text sequence
    Agency · 3h
  • Build case study from any success in weeks 1-4
    Owner/Agency · 2h
WEEK 6
Convert the top of funnel
  • Midpoint review: KPI scorecard vs targets
    Owner+Agency · 2h
  • Double down on what worked, cut what did not
    Agency · 4h
  • First customer interview to find next growth lever
    Owner · 2h
WEEK 7
Increase per-customer revenue
  • Launch cross-sell / upsell campaign to existing customers
    Agency · 5h
  • Deploy customer-win-back sequence
    Agency · 3h
  • Identify top 3 services by margin; pitch them first going forward
    Owner · 3h
WEEK 8
Increase per-customer revenue
  • Raise prices on 1-2 high-demand services (8-12% test)
    Owner · 1h
  • Measure churn — any signal drops tied to price move
    Agency · 2h
  • Launch referral program with concrete incentive
    Agency · 4h
WEEK 9
Increase per-customer revenue
  • Industry-specific play: post-job referral request
    Agency · 4h
  • Second case study from weeks 5-8
    Owner/Agency · 2h
WEEK 10
Compound what worked · document the playbook
  • Document SOP for every system now operating
    Agency · 6h
  • Train in-house staff to operate the review engine
    Owner+Agency · 3h
WEEK 11
Compound what worked · document the playbook
  • Second paid-campaign expansion — new audience or channel
    Agency · 4h
  • Quarterly review vs baseline + compounded-growth targets
    Owner+Agency · 2h
WEEK 12
Compound what worked · document the playbook
  • Quarter-end reporting + next-90-day plan
    Agency · 4h
  • Identify first 10 target prospects for referral program
    Owner · 2h
  • Celebrate a win
    Owner · 1h
WEEK 13
Compound what worked · document the playbook
  • Handoff call: what the owner operates going forward vs agency
    Owner+Agency · 1h

Success criteria

90 days from kickoff, insurance agency revenue up at least 15%, review velocity at 3x baseline, one documented SOP per automation, owner's team runs day-to-day without agency.