📈 Module 43: Step-by-Step Growth Roadmap
Build a 90-day operating plan with clear targets, owners, and a weekly rhythm that consistently compounds growth.
2. Why It Matters
Scale doesn’t come from working harder — it comes from focusing on the right few things, done on a repeatable rhythm. Your Growth Roadmap turns ambition into execution by clarifying what to achieve, who owns it, and how you’ll measure it.
With this system, health pros move from reactive tasks to proactive growth: more qualified leads, higher conversion, better delivery, and predictable revenue.
3. Step-by-Step Guide
Choose Your North Star + 3 KPIs
Pick one North Star Metric (e.g., Monthly Recurring Revenue) and 3 supporting KPIs (e.g., Qualified Leads, Consult Show Rate, Close Rate). These become your scoreboard.
Select 3–5 Leverage Moves
Decide on the smallest set of actions most likely to move your KPIs (e.g., weekly partner webinars, referral campaign, lead magnet + email nurture, productized offer).
Turn Moves into 90-Day Projects
For each move, define an outcome, milestones, owner, and timeline. Keep scope “thin but complete” so value ships within 2–3 weeks.
Install a Weekly Operating Rhythm
Run a 30-minute Monday meeting: review the scorecard, unblock projects, confirm weekly commitments, and capture issues in a backlog.
Build a Simple Scorecard
Track your 4 metrics weekly (North Star + 3 KPIs) with red/yellow/green thresholds. Everyone sees the same truth.
Allocate Capacity & Budget
Estimate hours and costs for each project. If you exceed capacity, cut scope or sequence work. Protect delivery quality.
Run Monthly Reviews & Reset
Every 30 days, review results, retire what’s done, and queue the next thin slice. Keep momentum without bloating the plan.
4. Examples & Options
Example: 90-Day Plan (Solo Health Coach)
North Star: $10k MRR
KPIs: 40 Qualified Leads/mo, 75% Show Rate, 40% Close Rate
Moves: (1) Chamber partnership webinar series (4), (2) Lead magnet → 5-email nurture, (3) Referral reactivation to past clients.
DIY (Free/Low-Cost)
Google Sheets scorecard, Canva lead magnet, Gmail + simple automation, Zoom webinars, manual CRM tracking.
Mid-Level (Affordable Tools)
Notion/ClickUp for projects, ConvertKit or MailerLite for email, Tally/Typeform for opt-ins, Calendly Teams for consult routing.
Advanced (Premium/Outsourced)
Fractional marketer to run webinars + ads, HubSpot/ActiveCampaign automation, Looker Studio dashboard, part-time VA for CRM hygiene.
Script: Partner Webinar Invite
“Hey {{FirstName}} — I help {{Audience}} solve {{Problem}}. I’m running a short, value-first webinar for {{Their Members}} on {{Topic}}. Zero pitch, just practical steps. Want to co-host and share the replay with your list?”
Offer Snapshot
Productized “90-Day Reset” package ($1,500–$3,000) with weekly touchpoints and clear milestones. Perfect anchor for your roadmap.
5. Common Mistakes to Avoid
- Too many goals. Instead of 10, pick 1 North Star + 3 KPIs.
- Projects without owners. Instead of “we,” assign a single owner with a due date.
- No weekly rhythm. Instead of ad-hoc check-ins, run a standing 30-min meeting.
- Measuring lagging metrics only. Instead of revenue alone, track leading indicators (leads, shows, closes).
- Overstuffed sprints. Instead of “do everything now,” ship a thin slice in 2–3 weeks.
6. Quick Win Highlight
💡 Quick Win: Write your North Star + 3 KPIs and pick one leverage move to start this week. Book a 30-minute time block on your calendar to create the first milestone.
Template: “North Star = {{metric}}, KPIs = {{kpi1}}, {{kpi2}}, {{kpi3}}. First move = {{move}} → Milestone by {{date}}.”
7. Mini-Implementation Exercise
Fill this in now:
| North Star | KPI 1 | KPI 2 | KPI 3 |
|---|---|---|---|
| ______________ | ______________ | ______________ | ______________ |
| Leverage Move | Owner | Milestone (2–3 wks) | Due |
|---|---|---|---|
| ______________ | ______________ | ______________ | __/__/__ |
| ______________ | ______________ | ______________ | __/__/__ |
8. Tools & Resources
Plan 90-day projects, owners, and milestones in one place.
Track weekly KPIs with simple red/yellow/green thresholds.
Route consults, reduce no-shows, and protect your calendar.
Automate lead magnet delivery and nurture sequences.
Build a lightweight dashboard from Sheets/CSV to visualize trends.
Measure capacity and ensure projects fit your actual time.
9. Checkpoint / Success Criteria
10. Summary & Next Step
- Pick one North Star and 3 KPIs that predictably drive it.
- Choose 3–5 leverage moves and slice them into shippable projects.
- Run a tight weekly rhythm and track a simple scorecard.
- Review monthly, learn fast, and reset the next thin slice.