What it fixes
More leads do not help when calls go unanswered, estimates sit open or jobs are lost for a reason nobody wrote down. The fastest gain is often at the stage that is stuck, not at the top. We score each stage from first contact to repeat work, with evidence from your calls, forms, reviews and CRM, and we name the one constraint. Then we plan one main move, up to two helpers, the cost, the owner and the date we read the result. You get ranges, never promises.
What the research says
- 68%
Marketing leaders spend 68% of their time managing the present and only 32% preparing for the future.
The CMO Survey (Duke Fuqua, Deloitte, AMA), The CMO Survey Highlights and Insights Report (2026) - 45.4%
When profits miss plan, executives cut marketing 45.4% of the time, more often than other expense categories.
The CMO Survey (Duke Fuqua, Deloitte, AMA), The CMO Survey Highlights and Insights Report (2026) - Under 50%
Fewer than half of companies say marketing and finance work together on growth, so budgets rarely rest on a shared plan.
The CMO Survey (Duke Fuqua, Deloitte, AMA), The CMO Survey Highlights and Insights Report (2026)
What's inside
- 01
Score each stage from first contact to repeat work
- 02
Read calls, forms, reviews and lost jobs for evidence
- 03
Name the one constraint holding growth back
- 04
Choose one main move and up to two helpers
- 05
Set the baseline, target range and read date
- 06
Lay out the 13-week calendar with approvals
Deep-dives inside the playbook
- Growth Capacity Score: evidence guide
- Idea bank by lifecycle stage
See it in action
We run a roofing company in Columbus and want more leads next quarter. Marketing spend is $6,000 a month.
Where growth leaks: a score table by stage, with the evidence for each. The constraint named is weekend lead coverage, not lead volume. What the data says: three findings, each with its source. The next move is a weekend response system, supported by a quote follow-up sequence. Decision rule: baseline, target range, read date, and a stop, keep or change rule. A 13-week calendar lists the approvals needed.
At $10M and up
How it runs in a larger operation
A $10M and above company needs one plan across locations, with a single constraint named each quarter. We score each stage from lead to sold job using CRM data. The executive team gets a 13-week plan, a decision rule and one weekly number per location.
- One constraint named per quarter, with evidence
- Plan scored on CRM data, not opinion
- A stop, keep or change rule for each move
