One page. First Monday.Three numbers you already track.

Example: written for a fictional managed IT firm. Every figure on this page is illustrative, not a client's.

Every client gets the same report each month: meetings held, pipeline accepted by sales, and the buyer questions where an AI assistant now names them.

EXAMPLE · MONTHLY GROWTH REPORT · MONTH 6 · FICTIONAL MANAGED IT FIRM
Qualified meetings held11from 3 in month 1
Pipeline accepted by sales£184k£61k last quarter
Named in AI answers14/40from 4 in month 1
Meetings held per month3M14M26M37M49M511M6
Buyer questions where you are named
HeldWon this quarterStill to win
PIPELINE IN

118 researched approaches. 14 replies. 12 meetings booked, 11 held, 9 passed the agreed criteria. 3 proposals requested.

WORK SHIPPED
  • Managed services page rebuilt around switching risk
  • Two multi-site case studies published
  • Pricing page with honest ranges live
  • Three expert pieces from the month's interview
  • One trade press placement earned
  • Founder profile: seven posts, one longer piece
ANSWERS WON
Buyer question 7 of 40 · Example
“Who are the best managed IT providers for a firm with several offices?”
  1. Competitor ANamed by 4 of 4
  2. Your firmNamed by 3 of 4 · New
  3. Competitor BNamed by 2 of 4

Five more buyer questions name you this quarter. 26 still to win, ranked by value.

NEXT MONTH

Do more of: multi-site stories, which produced four of the nine qualified meetings. Stop: the generic newsletter, which produced none. Decide: whether to open a second target list in the East Midlands.

Every figure in a client report shows its source. This example has none because the firm is fictional.
Reporting

Why one page.

A board can read it in two minutes. It reports counts before rates, and results before activity. If a number is not moving, the report says so, and the monthly review decides what to stop.

Helm Club's CEO gets his on one page every Monday and reads it in five minutes.

A four person rowing crew in profile at dawn

Growth favours the prepared.

Thirty minutes with a founder. Bring one service you want to grow. Leave with the three things we would fix first.