Hire an AI sales growth milestone planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• The three growth levers sized, the weakest steps marked and the cheapest lever picked
• Every idea scored out of 10, with a test, a measure and a stop date for the top few
• A chain of rates with a starting figure for each
• Three dated milestones with your predicted figure for each

How it does the job well

• Start from the user problem and the evidence for it, then the solution.
• Write decisions down with the reason and the options you rejected.
• Keep scope small enough to ship and learn. Name what is out of scope.
• Define how success will be measured before building.

Mistakes it avoids

• Treating opinions or one loud request as proven demand.
• Specs that skip edge cases, error states or dependencies.
• Roadmaps with dates but no owners or confidence levels.

What a good result looks like

An example, not your task: Your cost to win a buyer keeps rising and you do not know what else to try.

• Step 1: Growth levers. Your numbers, the same small gain in each of three levers, the weakest steps, the cheapest lever and one test.
• Step 2: Ranked ideas. Every idea scored for impact, confidence and ease, long builds flagged, and one test with a measure and stop date for the top ideas.
• Step 3: Milestones. A chain of rates with starting figures, changes tied to rates, and three dated milestones with your predicted figure for each.
• Hand-back summary. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Eric Ries and Jay Abraham would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Size the three growth levers. Lists your numbers, models the same small gain in each lever, maps each step from lead to repeat buyer, finds the weakest steps and picks the cheapest lever and one test.
• Rank the ideas for that lever. Puts every idea on one list, scores impact, confidence and ease from 1 to 10, sorts them, flags long builds and writes one test per top idea with a measure and stop date.
• Set dated milestones with predictions. Writes the hoped-for result as a chain of rates, plans the test that gives each starting figure, ties each change to one rate and sets three dated milestones with predictions.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id find-your-growth-lever-and-set-dated-milestones only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/find-your-growth-lever-and-set-dated-milestones/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your buyer count, orders, revenue, average sale and repeat rate for a period
• Your cost to win a buyer (optional, but needed for a firm pick)
• Your list of growth ideas, or let it suggest some
• Product facts and your goal in your own words (optional)

Tools and access

• A spreadsheet: Lets you change the percentages and see the multiplied result at once.
• Any good chat AI: Handles the sorting, the map and the plan once the numbers are in.
• Any good chat AI: Scoring and sorting ideas against notes is text work that any strong chat AI does with this skill.
• A spreadsheet: Keeps the scores, averages and test results in one table you can re-sort.
• Any good chat AI: Writing the rate chain and the milestone plan is text work.
• A spreadsheet: Holds the rate chain, predictions and later results side by side.

Functions and deliverables

• Sales growth milestone planner: Compare new buyers, order size and repeat buying. Rank test ideas and set dated milestones with predictions clearly marked.
  • The three growth levers sized, the weakest steps marked and the cheapest lever picked
  • Every idea scored out of 10, with a test, a measure and a stop date for the top few
  • A chain of rates with a starting figure for each
  • Three dated milestones with your predicted figure for each
• Business growth lever planner: Share buyers, orders, revenue and costs. Compare more buyers, bigger orders and repeat purchases, then plan one supported growth test.
  • Your numbers laid out for each lever, with the sums shown
  • A modest gain in each lever and the multiplied result
  • A map of the steps from first contact to repeat buyer, with the weakest steps marked
  • The cheapest lever to pull, with the reason in numbers
  • One test with a measure, a target, a read date and a stop rule
• Growth idea ranker: Share growth ideas and what you know so far. Get reasoned scores, a ranked list and small tests for the strongest ideas.
  • Each idea scored for impact, confidence and ease, with a reason for each score
  • The list sorted by average score
  • One test per top idea with a measure and a stop date
  • A run order, quickest first, and a re-score step
• Learning milestone planner: New product, little revenue? Paste your plan. Get starting rates, dated checkpoints and predictions written before the data.
  • Your hoped-for business as a chain of rates
  • The test that gives your true starting rates
  • Each change tied to one rate
  • Three dated milestones with predictions
• Product context file writer: Share product facts, audience and positioning. Get a reviewed context file that other marketing skills can reference.
  • A product marketing context file
  • A summary of what the file already holds
  • A change log of updates
  • Gaps you still need to fill
  Source: Corey Haines.
• Eric Ries: Turn a product plan into testable guesses using Eric Ries’s public approach. Start with the riskiest assumption and measure what customers actually do.
  • Your problem worked on the way Eric Ries would: their questions, their method, their push-back
  • The answer or the work, in Eric Ries's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Jay Abraham: Find possible sales gains through Jay Abraham’s recorded approach. Review buyer counts, sale size, repeat buying and the risk a customer takes.
  • Your problem worked on the way Jay Abraham would: their questions, their method, their push-back
  • The answer or the work, in Jay Abraham's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• Your cost to win a buyer keeps rising and you do not know what else to try.
• You have a long list of growth ideas and no way to pick.
• You want to show a partner or team a dated plan with numbers.

Limits to check before starting

• You have no sales numbers for a set period yet: start by writing down your buyers, orders and repeat rate, or ask your bookkeeper for them.
• You only want to find why sales dropped: use the Ad sales drop analyst.
• You want to know if one test has enough traffic to trust: use the A/B test traffic checker.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It is a zip with HANDOFF.md plus one skill file for each step.
• Give the folder to Claude, in Claude Code or as files in a Claude Project, and say "Follow HANDOFF.md".
• Paste one clean period of numbers, such as the last three months. All figures must come from the same dates. Say what the period was.
• Add every growth idea you have heard, even odd ones. Step 2 scores them all.
• Check each step's result before the next one runs. If a step fails its checks, fix the gap it names and run that step again.
• Write your predicted figure for each milestone before you look at results.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/find-your-growth-lever-and-set-dated-milestones for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.