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Growth Manager Training

Your role: Deliver high-quality, AI-powered campaigns for clients while maximizing efficiency.

Core Capabilities

CapabilityWhat It DoesTime Saved
Intelligence Workflow11 automated data points from website analysis4-6 hours/client
Global Context (21 docs)Foundational strategy documents8-12 hours/client
Research Reports (6)Market research and competitive intel6-8 hours/client
Campaign Ideas AIGenerate 5-10 campaign concepts instantly2-3 hours/campaign
Campaign DashboardAI readiness scoring and gap analysis1-2 hours/campaign

Week 1 Workflow: New Client Onboarding

Day 0: Intelligence Foundation

Active time: 30 minutes

  1. Run Intelligence Workflow

    Navigate to Workflows tab, enter client’s primary website URL, and click Start Intelligence. Monitor progress via workflow status indicators.

    Expected output: Company Profile, 11 intelligence data points

  2. Review Company Profile

    Go to Settings → Company Profile, verify extracted information is accurate, edit any incorrect fields, and click Approve to unlock downstream workflows.

  3. Trigger Context Generation

    Navigate to Context & Grounding, click Generate to start 21-document creation. Generation runs in background (~20-30 minutes total).

  4. Trigger Research Reports

    Navigate to Research, click Generate All Reports. 6 reports generate in parallel.

Day 1: Strategy Development

Active time: 1 hour

  1. Review Generated Personas

    Go to Audiences → Personas tab. Review auto-generated buyer personas, edit names, descriptions, or pain points as needed. Ensure 3-5 personas cover the buying committee.

  2. Review ICPs

    Go to Audiences → ICPs tab. Check fit_score, opportunity_score, readiness_score. Adjust firmographic criteria if needed.

  3. Generate Campaign Ideas

    Navigate to Campaigns → Ideas tab, click Generate Ideas. 5-10 AI-generated concepts appear in 2-3 minutes. Review each idea’s core_concept and primary_hook.

  4. Push Idea to Campaign

    Select best idea from grid, click Push to Campaign, enter campaign name. Document generation begins automatically (10+ docs).

Day 2: Client Delivery

Active time: 45 minutes

  1. Check Campaign Dashboard

    Open the campaign, click Dashboard tab. Review Readiness Score (target: 75+) and check risk_assessment for blockers.

  2. Refine Campaign Documents

    Click any document to open Canvas editor. Make client-specific refinements. Use Copilot to suggest improvements: “Make this more conversational”

  3. Export for Client

    Use Export function for client-facing deliverables. Include Campaign Passport (summary PDF). Schedule client walkthrough.

Daily Execution Pattern

Morning (30 min)
├── Check in-progress campaign generation status
├── Review any failed workflows (retry as needed)
└── Prioritize client work based on deadlines


Midday (1-2 hours)
├── Active content refinement using Canvas
├── Copilot queries for messaging improvements
└── Client communications


End of Day (15 min)
├── Queue overnight generation tasks
├── Verify document health scores
└── Update client status notes

Copilot Commands for Growth Managers

Use natural language with the Copilot for rapid execution:

TaskExample Command
Status check”What’s the status of GlobalTech’s campaign?”
Content edit”Rewrite this headline to focus on ROI”
Research query”What are GlobalTech’s main competitors?”
Generate ideas”Give me 3 more campaign ideas for enterprise SaaS”
Document search”Find our messaging house document”

Key Metrics to Track

Campaign Health

MetricTargetDescription
Readiness Score75+Overall campaign quality (0-100)
Documents Complete31+X/21 context docs + Y/10 campaign docs
Launch Readiness”ready""ready” / “needs_work” / “not_ready”

Document Quality

MetricDescription
Health Scoregood / warning / poor
Usage CountHow often referenced in generation
Citation CountCopilot references

Time Efficiency

  • Generation Time: Track generation_started_at to completion
  • Active Time vs. AI Time: Measure your hands-on time vs. automated

Troubleshooting

IssueSolution
Intelligence workflow stuckCheck company profile is approved; retry workflow
Context docs show warningsReview low health_score docs; update source content
Campaign generation incompleteVerify all 21 context docs exist; check Celery worker status
Low readiness scoreReview risk_assessment; address weak proof_analysis

Best Practices

  1. Batch client onboarding — Run intelligence for multiple clients simultaneously
  2. Quality over speed — Spend time on Company Profile accuracy
  3. Use Canvas editing — AI-generated content is a starting point, not final
  4. Monitor health scores — Fix “warning” documents before they cascade issues
  5. Leverage Copilot — Natural language is faster than clicking through UI

What’s Next?