Product Specification Document

GrowthOS

Version 1.0 — April 2026

AI-powered marketing operating system that generates real business assets through conversational AI — strategy briefings, campaign copy, onboarding packages, and performance reports, all built on the R6 methodology.

3
AI Skills
4
Workflow Modes
26+
Campaign Types
54
Audit Questions
3
Service Tiers
10+
Industries
01 — Executive Summary

What GrowthOS Does

A single platform that replaces the manual work of selling, onboarding, and managing marketing clients.

Problem

Agencies spend hours writing campaign copy, preparing strategy calls, building onboarding content, and creating client reports — all manually, for every client, every month.

Solution

GrowthOS uses conversational AI trained on the R6 methodology to generate all of these assets in minutes — ready to deploy into HighLevel with no manual rewriting.

For Agencies

Eliminate the delivery bottleneck. Prep a strategy call in 5 minutes, onboard a client in 15, generate a month of campaigns in 10. Scale without adding headcount.

For Business Owners

Direct access to marketing intelligence. Take the diagnostic audit, get personalized recommendations, generate campaigns, and track performance — all self-service.


02 — User Interface

Tri-Zone Workspace

A three-panel layout designed for productive, focused work with AI.

Left Drawer

Navigation between skills, clients, and admin. Collapsible to icon strip.

Center Stream

Main AI chat interface. Type messages, receive streaming responses, see inline artifact cards and guided option chips.

Right Panel

Artifact workbench. View generated assets in full detail. Copy, download, or expand.

Keyboard shortcuts: [ toggle drawer   ] toggle panel   Esc close all  —  Responsive: panels overlay on mobile.


03 — Core Methodology

The R6 Framework

Six dimensions of marketing health that every feature in the app is built around.

Phase 1 — Attract
Reputation + Reach
Phase 2 — Convert
Readiness + Remarketing
Phase 3 — Retain
Reliability + Resell

R1 Reliability

Foundation systems: phone, CRM, basic tooling that won't break under growth.

R2 Reputation

Reviews, ratings, listings, and social proof that attract prospects.

R3 Readiness

Speed-to-lead: missed call text-back, AI chat, booking, fast follow-up.

R4 Resell

Reactivation, birthday offers, loyalty programs, cross-sell to existing customers.

R5 Remarketing

Drip campaigns, newsletters, retargeting, nurture sequences for unconverted leads.

R6 Reach

Paid ads, organic content, SEO, traffic strategies to expand the audience.

📋

54-Question Diagnostic Audit

Auto-scored across all 6 Rs (97 points total). Identifies one of 5 business patterns: Empty Dashboard, Busy Business, Advertiser, Untapped Database, or Ready to Scale. Each pattern maps to a specific tier recommendation and sales talking points.


04 — Service Tiers

Three-Stage Growth Path

Clients graduate through tiers based on results, not time. Start small, prove value, expand.

Stage 1

FID (Foot-in-the-Door)

$97 – $197/mo
  • Missed Call Text-Back
  • Review Request Workflow
  • Web Chat + AI Bot
  • Birthday Campaign
  • Reactivation Campaigns (2 variants)
  • AI Voice Responder
  • 9 campaign types available
Graduates when: first visible win (review, recovered lead, reactivated customer)
Stage 2

Fast Start

$197 – $497/mo
  • Everything in FID
  • Conversations Inbox (all channels)
  • SMS List Building
  • Call Tracking
  • Text-to-Pay
  • Monthly Offer Campaigns
  • 5-Touch Lead Follow-Up
  • 17 campaign types available
Graduates when: 50+ CRM contacts, inbox active, client asking for more
Stage 3

Core R6

$297 – $697/mo
  • All 13 R6 capabilities
  • 26+ campaign types
  • Industry templates
  • Quarterly business reviews
  • ROI snapshots
  • Advanced upgrade signals
  • Basic / Pro / Premium sub-tiers
Full system — sub-tiers differ by team size, contacts, and AI credits

05 — AI Skills

Three Specialized AI Skills

Each skill is an AI agent with deep knowledge of the R6 methodology, trained for a specific scope.

🧭

R6 Start Here

Entry point — detects experience level and routes users
Automatic setup scan (reference files, existing clients)
Experience detection: Brand New / Getting Started / Experienced
Personalized welcome screen per experience level
Seamless routing to the right skill and mode
Demo walkthrough with sample client (Bright Smiles Dental)
No AI experience required — plain English throughout

R6 Fast Start

For FID and Fast Start tiers — entry-level campaign set
Strategy Call Prep mode (audit scoring + briefing)
Client Onboarding mode (7-12 outputs by tier)
Campaign Content mode (17 campaign types)
Check-In Report mode (30/60 day reviews)
Client profile persistence across sessions
Upgrade signal detection (FID → Fast Start → Core R6)
📚

R6 Client Workflow

Full R6 system — all tiers, all campaigns, all capabilities
All 4 workflow modes with full R6 depth
26+ campaign types from the complete snapshot
Industry template system (create, save, reuse)
90-day reviews and quarterly business reviews
ROI snapshots and advanced reporting
Ad System readiness detection and recommendations

06 — Workflow Modes

Four Core Workflows

Each mode takes specific inputs and produces ready-to-use business assets.

1

Strategy Call Prep

Score a prospect's audit, identify their pattern, and generate a complete pre-call briefing with talking points and package recommendation.

Inputs

Prospect name, business, industry. Audit answers (raw, pre-scored, or verbal walkthrough of 5-6 diagnostic questions).

Outputs

Scored audit table (6 Rs), R-pattern identification, two biggest opportunities with cost language, recommended package with pricing, pre-call checklist.

2

Client Onboarding

Generate all setup content for a new client's HighLevel account. Adapts output set to tier automatically.

Inputs

Client info (business name, industry, services, offers, team size). Selected tier (FID / Fast Start / Core R6).

Outputs

FID: 7 outputs. Fast Start: 12 outputs. Core R6: 8+ outputs. Includes: welcome email, text-back, review workflow, AI bot KB, campaigns, setup checklist.

3

Campaign Content

Generate HL-ready campaign copy for any campaign type, calibrated to the client's industry and offer.

Inputs

Client profile, campaign type selection, campaign-specific context (offer details, timing, audience segment, channel preference).

Outputs

SMS copy (<160 chars, personalized) + email (3 subject variants, preview text, body, CTA). HL Load Notes (trigger, audience tag, tokens, compliance).

4

Check-In Report

Transform raw dashboard numbers into a structured, story-driven client performance review.

Inputs

Dashboard data: reviews received, calls answered, campaigns sent, leads captured, reactivations. Report period (30 / 60 / 90 day).

Outputs

Headline win (story format), R-by-R performance, what's working, what to tune, next 30-day priorities, upgrade signal detection.


07 — Campaign Library

26+ Campaign Types

Every campaign the AI can generate, organized by tier availability and marketing phase.

CampaignPhaseMin. TierDescription
Missed Call Text-BackConvertFIDInstant SMS when a call is missed — recovers leads automatically
Review CaptureAttractFIDSMS + email asking happy customers to leave a review
Bad Review RecoveryAttractFIDInternal alert + response workflow for negative reviews
Birthday CampaignRetainFIDAutomated birthday offer via SMS + email
Reactivation (Discount)RetainFIDWin-back lapsed customers with a discount offer
Reactivation (Book a Call)RetainFIDWin-back lapsed customers with a personal call invitation
Appointment ConfirmationConvertFIDAutomated confirmation + reminder sequence
Birthday Club ConfirmationRetainFIDWelcome message when a customer joins the birthday club
Custom CampaignAnyFIDFree-form campaign for any use case
Warm ProspectingAttractFast StartOutreach to warm leads and referrals
Lead Follow UpConvertFast StartMulti-touch follow-up for new inquiries
Lead Magnet Follow UpConvertFast StartNurture sequence after lead magnet download
5F SequenceConvertFast Start5-touch sequence over 14 days (SMS + email)
Monthly OfferRetainFast StartRecurring promotional campaign each month
Seasonal PromotionRetainFast StartHoliday and seasonal offer campaigns
Referral SequenceRetainFast StartAsk happy customers to refer friends
Feedback SurveyRetainFast StartPost-service satisfaction survey
Cold ProspectingAttractCore R6Outreach to cold lists with value-first messaging
Upsell After PurchaseRetainCore R6Cross-sell / upsell triggered after a transaction
Webinar FunnelAttractCore R6Registration + reminder + follow-up sequence
AnniversaryRetainCore R6Customer anniversary celebration offer
Onboarding SurveyRetainCore R6New customer experience survey
ActivationRetainCore R6Drive first meaningful action from new customers
Habit FormerRetainCore R6Build repeat usage patterns over 30 days
Service RescueRetainCore R6Recovery workflow after a bad experience
Loyalty BuilderRetainCore R6Ongoing loyalty and engagement nurture
QBR (Quarterly Review)RetainCore R6Structured quarterly performance review template

08 — Industry Support

10+ Industry Calibrations

Every campaign is automatically tuned to the client's industry — tone, offers, channels, and compliance.

IndustryToneTop Performing OffersPrimary ChannelsCompliance
DentalWarm, reassuringFree cleaning, whitening discount, family bundleSMS + EmailHIPAA
RestaurantCasual, energeticBOGO, free appetizer, birthday dessert, happy hourSMS primaryStandard
Home ServicesTrustworthy, directSeasonal tune-up, first-visit discount, maintenance planEmail + SMSStandard
AutoStraightforwardOil change special, seasonal check, loyalty discountSMS + EmailStandard
FitnessMotivating, socialFree week, bring-a-friend, challenge enrollmentSMS + SocialStandard
Beauty / SpaLuxurious, personalBirthday treatment, referral bonus, seasonal packageSMS + EmailStandard
RetailFriendly, urgentFlash sale, loyalty points, seasonal clearanceSMS + EmailStandard
Professional ServicesFormal, expertFree consultation, assessment, educational contentEmail primaryIndustry-specific
Real EstatePersonal, market-awareHome valuation, buyer guide, neighborhood reportEmail + SMSFair Housing
ChildcareWarm, safeOpen house, referral credit, sibling discountEmail primaryCOPPA
🏭

Industry Template System

When the AI generates content for a new industry, it offers to save the approach as a reusable template. Future clients in the same vertical start from the template — accelerating delivery and ensuring consistency. Templates include tone, offer patterns, AI bot FAQs, campaign notes, and compliance rules.


09 — Generated Artifacts

What the AI Produces

Real business assets generated during conversations — viewable, copyable, and downloadable.

📋

Strategy Briefing

Scored audit + talking points

Setup Checklist

Tier-specific onboarding

📧

Campaign Copy

SMS + email, HL-ready

📊

Check-In Report

Performance review

👤

Client Profile

Persistent business data

🤖

AI Bot KB

Industry-specific Q&A

👋

Welcome Email

Onboarding kickoff

📱

Text-Back SMS

Missed call recovery

Review Request

Automated reputation

🎂

Birthday Campaign

Loyalty automation

🔄

Reactivation

Win-back sequences

🔗

Lead Follow-Up

Multi-touch nurture

💰

Monthly Offer

Recurring promotions

🏭

Industry Template

Reusable vertical

📈

ROI Snapshot

Revenue attribution

📝

QBR Template

Quarterly review


10 — Client Intelligence

Persistent Client Profiles

The AI remembers everything about each client and never asks the same question twice.

First Session

Collect business info

Save Profile

Stored per client

Next Sessions

Auto-loaded silently

Auto-Updated

After every workflow

Profile Fields
Business Name Owner Industry Services Location Team Size Package Tier Onboard Date Monthly Offer Birthday Offer Reactivation Offer Referral Offer Voice / Tone Notes Industry Template Audit Pattern Campaign History

11 — Smart Workflow

Automatic Workflow Chaining

After completing any mode, the AI suggests the logical next step. No dead ends.

Strategy Call Prep

Score audit, generate briefing, identify pattern

↓ "Ready to onboard this client?"

Client Onboarding

Generate all setup content for their tier

↓ "Want to generate the first campaign?"

Campaign Content

Produce HL-ready SMS + email copy

↓ "Another campaign, or time for the check-in?"

Check-In Report

Turn dashboard data into client-ready performance review

↓ Upgrade signal detected? → "Here's the upgrade conversation script"

Tier Graduation

FID → Fast Start → Core R6 (guided by results)


12 — Administration

Admin Interface

Full control over AI skills, configurations, and the knowledge base.

Create Skills

Define new AI skills with custom name, emoji, description, and system prompt. Each skill becomes a specialized agent.

Edit Skills

Update any skill field at any time. Changes apply immediately to new conversations.

Toggle Active / Inactive

Enable or disable skills without deleting them. Inactive skills don't appear in the selection grid.

Delete Skills

Remove skills permanently with a confirmation dialog. Associated conversations are also removed.


13 — Feature Summary

Complete Feature Checklist

Everything included in GrowthOS v1.0.

Tri-zone workspace (drawer + chat + artifact panel)
Real-time AI streaming responses
3 specialized AI skills (Start Here, Fast Start, Client Workflow)
4 workflow modes (Strategy, Onboarding, Campaigns, Check-Ins)
54-question diagnostic audit with auto-scoring
5 R-pattern identification and recommendation engine
26+ campaign types with HL-ready copy output
3-tier service progression (FID / Fast Start / Core R6)
10+ industry calibrations with compliance awareness
Persistent client profiles across sessions
Reusable industry templates
Inline artifact cards (preview, copy, download)
Guided option chips for structured conversations
Automatic upgrade signal detection
Workflow chaining (mode → next logical step)
30/60/90-day check-in reports
ROI snapshots and quarterly business reviews
Admin panel for skill management (CRUD)
Conversation persistence (auto-saved to database)
Keyboard shortcuts for power users
Mobile-responsive design
SMS copy rules (<160 chars, personalized, one CTA)
Email copy rules (3 subject variants, preview text, CTA)
Experience-level detection and smart routing