Hire an AI self-service software growth planner

Everything it can hand back

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

• Growth motion choice
• Activation and expansion tests
• Metric review cadence

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: You run a software product people can sign up for without talking to you, and growth has stalled.

• Fit check. Whether self serve, mixed or sales-led suits your product, with reasons from your answers.
• First-value audit. The steps to first use, time to first value and the fixes to try.
• Growth equation and channel table. For each channel, cost to win, conversion, retention, payback and a keep, optimize or kill call.
• Forecast and first test. Baseline, upside and downside by channel, and a one-page playbook for the first test.
• Meeting rhythm and metric reviews. Which meetings you need, the weekly numbers to review and who decides what.
• Missing list. Every MISSING line in one list.

How the work is checked

• Every requirement can be tested.
• Assumptions and risks are listed with how each will be checked.
• Dependencies and owners are named.
• 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.

Capabilities

• Self serve product growth planner. Share your product funnel. Get activation and expansion changes, with tests to see whether self serve growth fits.
• Company meeting rhythm designer. Share your team and goals. It starts from that brief and takes the tests and metrics from step 1. You get meeting rhythms, metric reviews and decision rules that fit your stage.

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 plan-self-serve-saas-growth 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/plan-self-serve-saas-growth/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

• What your product does, who uses it and who pays
• Counts for each funnel stage (sign-ups, first use, first value, paying, expanding) and the period they cover
• The steps a new user takes from sign-up to first use
• Spend, sign-ups, paying users and retention by channel, if you have them
• Your team size and goals for the next quarter

Tools and access

• Claude, ChatGPT or Gemini: A chat AI can run the maths if you paste a table of channel results.
• Your product analytics export: Real sign-up and retention counts give better calls than guesses.

Functions and deliverables

• Self-service software growth planner: Share your product funnel, team and goals. Get growth tests, customer-starting improvements and a schedule for reviewing results.
  • Growth motion choice
  • Activation and expansion tests
  • Metric review cadence
• Self-service product growth planner: Share your product funnel. Get activation and expansion changes, with tests to see whether self serve growth fits.
  • A self-serve or sales-led fit check, with reasons
  • A time-to-first-value audit with fixes
  • A growth equation for each channel
  • A keep, scale or kill call for each channel
  • A three-case forecast and a one-page playbook
  Source: GitHub Copilot community.
• Company meeting and review planner: Fix slow decisions and too many meetings. Give your team size, stage and goals. Get a meeting rhythm, weekly metric review and decision rules.
  • A meeting plan with a daily, weekly and company-wide rhythm that fits your size.
  • A weekly metric report format with trend arrows and red, yellow or green status.
  • A quarterly planning process.
  • Rules for who makes which decisions.
  • A check for which meetings to keep or cut.
  Source: GitHub Copilot community.
• Product metrics planner: Plan product metrics for your stage. Give it your product and goal. You get the KPIs to track, a dashboard layout and a read on retention.
  • A chosen metric framework
  • KPIs for your stage
  • A layered dashboard layout
  • A reading of retention and adoption
  Source: Alireza Rezvani.
• 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.

Tasks you can use it for

• You run a software product people can sign up for without talking to you, and growth has stalled.
• You want tests tied to the metric each one should move, not a list of ideas.
• You need a weekly rhythm for reviewing those numbers with your team.

Limits to check before starting

• You do not know yet which growth channel to try: use SaaS growth channel test planner.
• Your product needs a sales call to close, with large deals: use the Enterprise customer onboarding planner, or expect this to tell you self serve is a poor fit.
• You only want to improve first-time use: use the First-use onboarding designer.

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.

• Add the complete skill pack to your AI.
• Share your funnel counts, the sign-up to first-use steps and your team goals.
• Ask it to follow the steps and mark any missing facts.
• Read the fit check first. If it says self serve is a poor fit, stop there.
• Review the tests and the meeting rhythm before you act on them.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/plan-self-serve-saas-growth 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.