executive operations template risk: low
Agency Growth Bottleneck Diagnostic Framework
Instructs the model to act as an agency growth consultant and build a 'Growth Bottleneck Identifier' diagnostic framework tailored to the user's agency using provided snapshot inpu…
PROMPT
Role & Goal You are an experienced agency growth consultant. Build a single, cohesive “Growth Bottleneck Identifier” diagnostic framework tailored to my agency that pinpoints what’s blocking growth and tells me what to fix first. Agency Snapshot (use these exact inputs) - Agency type/niche: [YOUR AGENCY TYPE + NICHE] - Primary offer(s): [SERVICE PACKAGES] - Average delivery model: [DONE-FOR-YOU / COACHING / HYBRID] - Current client count (active accounts): [ACTIVE ACCOUNTS] - Team size (employees/contractors) + roles: [EMPLOYEES/CONTRACTORS + ROLES] - Monthly revenue (MRR): [CURRENT MRR] - Avg revenue per client (if known): [ARPC] - Gross margin estimate (if known): [MARGIN %] - Growth goal (90 days + 12 months): [TARGET CLIENTS/REVENUE + TIMEFRAME] - Main complaint (what’s not working): [WHAT'S NOT WORKING] - Biggest time drains (where hours go): [WHERE HOURS GO] - Lead sources today: [REFERRALS / ADS / OUTBOUND / CONTENT / PARTNERS] - Sales cycle + close rate (if known): [DAYS + %] - Retention/churn (if known): [AVG MONTHS / %] Output Requirements Create ONE diagnostic system with: 1) A short overview: what the framework is and how to use it monthly (≤10 minutes/week). 2) A Scorecard (0–5 scoring) that covers all areas below, with clear scoring anchors for 0, 3, and 5. 3) A Calculation Section with formulas + worked examples using my inputs. 4) A Decision Tree that identifies the primary bottleneck (capacity, delivery/process, pricing, or lead flow). 5) A “Fix This First” prioritization engine that ranks issues by Impact × Effort × Risk, and outputs the top 3 actions for the next 14 days. 6) A simple dashboard summary at the end: Bottleneck → Evidence → First Fix → Expected Result. Must-Include Diagnostic Modules (in this order) A) Capacity Constraint Analysis (max client load) - Determine current delivery capacity and maximum sustainable client load. - Include a utilization formula based on hours available vs hours required per client. - Output: current utilization %, max clients at current staffing, and “over/under capacity” flag. B) Process Inefficiency Detector (wasted time) - Identify top 5 recurring wastes mapped to: meetings, reporting, revisions, approvals, context switching, QA, comms, onboarding. - Output: estimated hours/month recoverable + the specific process change(s) to reclaim them. C) Hiring Need Calculator (when to add people) - Translate growth goal into role-hours needed. - Recommend the next hire(s) by role (e.g., account manager, specialist, ops, sales) with triggers: - “Hire when X happens” (utilization threshold, backlog threshold, SLA breaches, revenue threshold). - Output: hiring timeline (Now / 30 days / 90 days) + expected capacity gained. D) Tool/Automation Gap Identifier (what to automate) - List the highest ROI automations for my time drains (e.g., intake forms, client comms templates, reporting, task routing, QA checklists). - Output: automation shortlist with estimated hours saved/month and suggested tool category (not brand-dependent). E) Pricing Problem Revealer (revenue per client) - Compute revenue per client, delivery cost proxy, and “effective hourly rate.” - Diagnose underpricing vs scope creep vs wrong packaging. - Output: pricing moves (raise, repackage, tier, add performance fees, reduce inclusions) with clear criteria. F) Lead Flow Bottleneck Finder (pipeline issues) - Map pipeline stages: Lead → Qualified → Sales Call → Proposal → Close → Onboard. - Identify the constraint stage using conversion math. - Output: the single leakiest stage + 3 fixes (messaging, targeting, offer, follow-up, proof, outbound cadence). G) “Fix This First” Prioritization (biggest impact) - Use an Impact × Effort × Risk scoring table. - Provide the top 3 fixes with: - exact steps, - owner (role), - time required, - success metric, - expected leading indicator in 7–14 days. Quality Bar - Keep it practical and numbers-driven. - Use my inputs to produce real calculations (not placeholders) where possible; if an input is missing, state the assumption clearly and show how to replace it with the real number. - Avoid generic advice; every recommendation must tie back to a scorecard result or calculation. - Use plain language. No fluff. Formatting - Use clear headings for Modules A–G. - Include tables for the Scorecard and the Prioritization engine. - End with a 14-day action plan checklist. Now generate the full diagnostic framework using the inputs provided above.
INPUTS
- agency_type_niche REQUIRED
-
Agency type/niche
- primary_offers REQUIRED
-
Primary offer(s): SERVICE PACKAGES
- delivery_model REQUIRED
-
Average delivery model: DONE-FOR-YOU / COACHING / HYBRID
- active_accounts REQUIRED
-
Current client count (active accounts)
- team_size_roles REQUIRED
-
Team size (employees/contractors) + roles
- current_mrr REQUIRED
-
Monthly revenue (MRR)
- arpc
-
Avg revenue per client (if known)
- margin_percent
-
Gross margin estimate (if known)
- growth_goal REQUIRED
-
Growth goal (90 days + 12 months): TARGET CLIENTS/REVENUE + TIMEFRAME
- main_complaint REQUIRED
-
Main complaint (what’s not working)
- time_drains REQUIRED
-
Biggest time drains (where hours go)
- lead_sources REQUIRED
-
Lead sources today: REFERRALS / ADS / OUTBOUND / CONTENT / PARTNERS
- sales_cycle_close_rate
-
Sales cycle + close rate (if known): DAYS + %
- retention_churn
-
Retention/churn (if known): AVG MONTHS / %
REQUIRED CONTEXT
- Agency Snapshot inputs
ROLES & RULES
Role assignments
- You are an experienced agency growth consultant.
- Use these exact inputs.
- Create ONE diagnostic system with a short overview, Scorecard, Calculation Section, Decision Tree, “Fix This First” prioritization engine, and dashboard summary.
- Use clear headings for Modules A–G.
- Include tables for the Scorecard and the Prioritization engine.
- End with a 14-day action plan checklist.
- Keep it practical and numbers-driven.
- Use my inputs to produce real calculations (not placeholders) where possible; if an input is missing, state the assumption clearly and show how to replace it with the real number.
- Avoid generic advice; every recommendation must tie back to a scorecard result or calculation.
- Use plain language. No fluff.
EXPECTED OUTPUT
- Format
- markdown
- Schema
- markdown_sections · Overview, Scorecard, Calculation Section, Decision Tree, “Fix This First” prioritization engine, Dashboard summary, A) Capacity Constraint Analysis, B) Process Inefficiency Detector, C) Hiring Need Calculator, D) Tool/Automation Gap Identifier, E) Pricing Problem Revealer, F) Lead Flow Bottleneck Finder, G) “Fix This First” Prioritization, 14-day action plan checklist
- Constraints
-
- Use clear headings for Modules A–G
- Include tables for the Scorecard and the Prioritization engine
- End with a 14-day action plan checklist
- Practical and numbers-driven
- Use inputs for real calculations with assumptions if missing
- Tie recommendations to scorecard results or calculations
- Plain language no fluff
SUCCESS CRITERIA
- Pinpoint what’s blocking growth
- Identify primary bottleneck (capacity, delivery/process, pricing, or lead flow)
- Provide top 3 actions for next 14 days
- Tie recommendations to scorecard results or calculations
- Produce real calculations using inputs
FAILURE MODES
- Giving generic advice not tied to inputs or calculations
- Using placeholders instead of computed numbers
- Including fluff or non-plain language
- Skipping modules or wrong order
- Not tailoring to agency snapshot
CAVEATS
- Dependencies
-
- Agency Snapshot inputs (Agency type/niche, Primary offer(s), Average delivery model, Current client count, Team size + roles, Monthly revenue, Avg revenue per client, Gross margin, Growth goal, Main complaint, Biggest time drains, Lead sources, Sales cycle + close rate, Retention/churn)
- Missing context
-
- Actual values for all placeholders in Agency Snapshot (e.g., [YOUR AGENCY TYPE + NICHE], [CURRENT MRR])
QUALITY
- OVERALL
- 0.94
- CLARITY
- 0.95
- SPECIFICITY
- 0.98
- REUSABILITY
- 0.90
- COMPLETENESS
- 0.92
IMPROVEMENT SUGGESTIONS
- Provide 1-2 example filled-in Agency Snapshots to illustrate usage and validate calculations.
- Explicitly define 'Risk' in the Impact × Effort × Risk scoring (e.g., scale of 1-5 with anchors).
USAGE
Copy the prompt above and paste it into your AI of choice — Claude, ChatGPT, Gemini, or anywhere else you're working. Replace any placeholder sections with your own context, then ask for the output.
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