Growth Plan Creator Overview

The Growth Plan Creator is an AI-powered tool that helps you build personalized business growth plans through a guided 6-step wizard. By combining your inputs with AI processing, it generates comprehensive strategy documents in seconds.

What You'll Accomplish

This guide shows you how to create customized growth plans for prospects or clients. You'll learn to navigate each step of the wizard, leverage AI insights from discovery calls, and access your plan history.

Why Use the Growth Plan Creator

Streamlines Strategy Development

Instead of manually creating business proposals from discovery calls, the Growth Plan Creator automates the process. You provide key information about a prospect's business, and the AI generates a tailored strategy.

Ensures Consistency and Personalization

The tool solves the problem of inconsistent proposals by using a structured workflow. Every plan includes the same comprehensive sections—business overview, challenges, goals, and solutions—while remaining highly personalized to each prospect's specific needs.

Integrates with Your Sales Process

The Growth Plan Creator works seamlessly with other Acquisity tools. You can auto-fill prospect information directly from the Sales Call Analyzer, turning discovery call transcripts into actionable growth plans without manual data entry.

Prerequisites

Before you begin, ensure you have:

• An active Acquisity account with organization access

• Optional: A discovery call transcript for AI insights

How to Access the Growth Plan Creator

Navigate to your Acquisity dashboard and locate the sidebar menu. Click "Growth Plan Creator" (marked with an upward trend icon) to open the tool.

Creating Your Growth Plan: Step-by-Step

Step 1: Enter Basic Information

Start by providing foundational details about your prospect:

• Your name: Enter your full name as the plan creator

• Your email: Provide a valid email address

• Prospect company: Enter the prospect's business name

• Industry: Select or enter the prospect's industry

If you accessed the tool from the Sales Call Analyzer, these fields will auto-populate from your session data. Review them for accuracy before proceeding.

Step 2: Add Discovery Insights

This step captures the context from your prospect conversations:

• Paste or upload transcript: Add the full text of your discovery call or meeting notes

• AI analysis: The system automatically extracts key insights, challenges, and opportunities from the transcript

• Demo option: You can skip this step if you prefer to manually enter information in later steps

Step 3: Define Business Context

Provide specific details about the prospect's current situation:

• Revenue: Enter current or estimated annual revenue

• Challenges: List the main business problems or pain points

• Key metrics: Specify important KPIs or performance indicators

• Team size: Note the number of employees or team structure

This information helps the AI understand the scale and complexity of the prospect's business.

Step 4: Set Goals and Timelines

Define what success looks like for this prospect:

• Desired outcomes: Describe the end goals or results they want to achieve

• Timeline: Specify the timeframe for reaching these goals

• Competitors: Identify key competitors or market benchmarks

Clear goals ensure the AI generates relevant, actionable recommendations aligned with the prospect's aspirations.

Step 5: Outline Your Solution

Explain what you bring to the table:

• Your expertise: Describe your team's skills, experience, and qualifications

• Pricing approach: Indicate your pricing model or investment range

• Unique value proposition: Highlight what differentiates your solution from alternatives

This step personalizes the growth plan to showcase your specific offering.

Step 6: Review and Submit

Before generating the plan, review a summary of all your inputs:

• Scan each section for accuracy and completeness

• Click "Edit" next to any section to make changes

• When satisfied, click "Submit" to trigger AI processing

Next, the AI generates your complete growth plan. You'll see a processing indicator while the system works.

Accessing Your Plan History

After submission, you'll see a history table showing all your past growth plans. Each entry displays:

• Date created: When you submitted the plan

• Status: Processing, completed, or error state

• Preview: Brief overview of the prospect and plan type

Click any entry to view the full growth plan, download it as a PDF, or share it with your prospect.

Downloading and Sharing Plans

Once processing completes, you can access the full plan details:

1. Click on a completed plan in your history table

2. Review the comprehensive strategy document generated by the AI

3. Click "Download" to save a markdown file for offline use

Resetting the Form

If you want to start a completely new plan while working in the wizard:

1. Click the "Reset Form" button in the wizard interface

2. Confirm your choice in the modal dialog that appears

3. All fields will clear, and auto-saved progress will be removed

Troubleshooting Common Issues

Processing Takes Too Long or Stalls

If your plan seems stuck in processing status, try these steps:

• Refresh the page and check your history table for the completed plan

• Verify your internet connection is stable

• If the issue persists, submit the plan again (version 2 has resolved most processing issues)

Auto-Save Not Working

If you see "Could not save progress" errors:

• Check that browser local storage is enabled in your settings

• Clear your browser cache and cookies, then try again

• Ensure you're not in private/incognito browsing mode

Validation Errors on Submit

Red error messages indicate required fields or invalid data:

• Check that all required fields are filled out

• Verify email addresses are in valid format

• Ensure numeric fields contain only numbers

Best Practices

Maximize AI Insights

The more detailed your inputs, the better your growth plan. Spend extra time on Step 2 (Discovery Insights) and Step 3 (Business Context) to give the AI rich information to work with.

Iterate on Plans

Your history table lets you review past plans and identify patterns. Use previous plans as templates for similar prospects, or refine your approach based on what worked well.

Combine with Sales Call Analyzer

Run discovery calls through the Sales Call Analyzer first, then use the auto-fill integration to create growth plans seamlessly. This workflow saves time and ensures consistency between call notes and strategy documents.

Next Steps

Now that you understand the Growth Plan Creator, try creating your first plan with a recent prospect. Experiment with the different input options to see how they influence the AI's output, and build a library of plans you can reference for future deals.