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Prompts Agency Growth Bottleneck Diagnostic Framework

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.
  1. Use these exact inputs.
  2. Create ONE diagnostic system with a short overview, Scorecard, Calculation Section, Decision Tree, “Fix This First” prioritization engine, and dashboard summary.
  3. Use clear headings for Modules A–G.
  4. Include tables for the Scorecard and the Prioritization engine.
  5. End with a 14-day action plan checklist.
  6. Keep it practical and numbers-driven.
  7. 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.
  8. Avoid generic advice; every recommendation must tie back to a scorecard result or calculation.
  9. 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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