# Growth Manager Training

> Deliver high-quality, AI-powered campaigns while maximizing efficiency

Source: https://docs.graph8.com/training/growth-managers/

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

> **Tip: Time Savings**
> **20+ hours per week per client** when fully leveraging the platform

## Core Capabilities

| Capability | What It Does | Time Saved |
|------------|--------------|------------|
| Intelligence Workflow | 11 automated data points from website analysis | 4-6 hours/client |
| Global Context (21 docs) | Foundational strategy documents | 8-12 hours/client |
| Research Reports (6) | Market research and competitive intel | 6-8 hours/client |
| Campaign Ideas AI | Generate 5-10 campaign concepts instantly | 2-3 hours/campaign |
| Campaign Dashboard | AI readiness scoring and gap analysis | 1-2 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:

| Task | Example 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

| Metric | Target | Description |
|--------|--------|-------------|
| **Readiness Score** | 75+ | Overall campaign quality (0-100) |
| **Documents Complete** | 31+ | X/21 context docs + Y/10 campaign docs |
| **Launch Readiness** | "ready" | "ready" / "needs_work" / "not_ready" |

### Document Quality

| Metric | Description |
|--------|-------------|
| **Health Score** | good / warning / poor |
| **Usage Count** | How often referenced in generation |
| **Citation Count** | Copilot references |

### Time Efficiency

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

---

## Troubleshooting

| Issue | Solution |
|-------|----------|
| Intelligence workflow stuck | Check company profile is approved; retry workflow |
| Context docs show warnings | Review low health_score docs; update source content |
| Campaign generation incomplete | Verify all 21 context docs exist; check Celery worker status |
| Low readiness score | Review risk_assessment; address weak proof_analysis |

---

## Best Practices

> **Tip: Quality Over Speed**
> Spend time on Company Profile accuracy — garbage in = garbage out. AI-generated content is a starting point, not final.

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?

**Global Context**

    [Company profile and intelligence](https://docs.graph8.com/studio/global/)

**Creating Campaigns**

    [Campaign creation guide](https://docs.graph8.com/studio/campaigns/)

**Content**

    [SEO and content management](https://docs.graph8.com/studio/content/)