Guides

Profitability-first playbooks for the three engines of growth — recruitment, retention, revenue — and the agentic machine that runs them. Search or filter by category.

Showing 21 of 21

Agentic marketing

AI agents that read your live data, pick the next play toward a goal, and do the work once you approve.

  1. 01Agentic marketing — start hereAI agents that read your live data, pick the next play toward a goal, and do the work once you approve.
  2. 02One inbox, one queueEvery client conversation in one timeline. AI drafts; you approve every send.
  3. 03Navigate your workdayThe all-in-one platform front to back — Today, Plays, Dispatch.
  4. 04The diagnostic modelRead your growth the way a doctor reads vitals.
  5. 05Predictive analytics, no data teamForecasting for small businesses — without hiring a data scientist.
  6. 06Skills are plays, agents are workersThe mental model behind the loop, and why it compounds.
  7. 07Deep learning in plain EnglishWhat it actually is, for business owners. No math.

Recruitment

Customer acquisition, profitability-first — win the right clients, not just traffic.

  1. 08Recruitment — start hereCustomer acquisition, profitability-first — win the right clients, not just traffic.
  2. 09AI SEOGet cited by ChatGPT, Perplexity, and Google’s AI answers.
  3. 10Paid ads on a budgetA profitability-first approach to small-budget ad spend.
  4. 11The referral loopThe Dropbox playbook, sized for a small business.
  5. 12SEO that ties to revenueRankings that move money, not vanity traffic.

Retention

Keep and expand the clients you already have — and the math for why it wins.

  1. 13Retention — start hereKeep and expand the clients you already have — and the math for why it wins.
  2. 14Onboarding that prevents churnThe first 90 days decide who stays.
  3. 15Marketing agility for tiny teamsShort feedback loops beat big annual plans.
  4. 16Run an experiment in 2 weeksA free template for a fast, honest test.

Revenue & profitability

What a client is actually worth — pricing, LTV, and the metric your dashboard hides.

  1. 17Revenue & profitability — start hereWhat a client is actually worth — pricing, LTV, and the metric your dashboard hides.
  2. 18Is my marketing working?How to tell if it’s actually making money.
  3. 19The metric your dashboard hidesThe marketing-profitability number that matters most.
  4. 20Pricing for profitA practical pricing framework for service businesses.
  5. 21CRO for service businessesTurn more of the traffic you already have into clients.

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It all ties back to Growth Mapping.