User Guide
Everything you need to find, edit, approve, and share content across the Growth OS.
Why This Exists
The Growth OS brings together the marketing plans, campaign briefs, financial models, sales playbooks, and operational runbooks that normally live across dozens of documents, spreadsheets, and slide decks. It doesn't replace the tools you already use — you can still draft in Google Docs, plan in spreadsheets, or sketch ideas however you like. But when work is ready to be shared, tracked, or acted on, it comes here. One place where everything is current, searchable, and connected.
What makes it different
It's a living system, not a document. Traditional plans get written once and forgotten. This platform updates continuously — every team session, every new campaign, every metric change flows into the same place. The plan never goes stale because it's not a plan. It's the way you work.
AI does the heavy lifting. Claude drafts campaigns, writes deliverable variants, builds dashboards, and applies bulk updates — all validated against your brand voice, product pricing, and editorial rules. The team focuses on decisions and creative direction. The repetitive work shrinks. The valuable work expands.
Custom dashboards built around what you need. Finance dashboards track MRR, churn, cash flow, revenue projections, and unit economics. Marketing dashboards show email performance and ad metrics. Member dashboards break down user profiles, behaviour patterns, and engagement. Subscription analytics pull live from Stripe. If you need a view that doesn't exist yet, raise it in a session and it gets built.
Team input shapes the platform. Every fortnightly session is recorded and transcribed. Those discussions become structured action plans that Claude executes — new campaigns, revised content, dashboard tweaks, new features. Something said on Tuesday is live on the platform by Thursday.
It adapts to how you actually work. Workflows aren't fixed. If a process isn't working, we change it. If the team prefers to review content in a different way, we adjust. The platform moulds around the team — not the other way around. As we learn what works, we refine and streamline.
It gets smarter over time. Every campaign brief, every approved deliverable, every sales playbook, every dashboard — it all stays in the system. Six months in, you have a searchable library of everything the business has produced, how it performed, and why decisions were made. New team members get up to speed in hours, not weeks. And as the library grows, we build more agentic systems and automations on top of it — routine tasks that the platform can handle without anyone needing to touch them.
One source of truth across departments. Marketing, finance, sales, and operations all work from the same platform. Product pricing is pulled live from WooCommerce. Brand voice rules are encoded once and applied everywhere. When something changes, it changes in one place.
What the team gets: The platform handles the production — drafting content, tracking status, managing approvals, organising campaigns, and surfacing the data that matters. The team handles the thinking — strategy, creative direction, brand decisions, and feedback. Over time, we'll keep building automations and agentic workflows that take more off the team's plate — things like scheduled reporting, automated content pipelines, and smart alerts. The more you use it, the more it can do for you.
Getting Around
Homepage, sidebar, top nav, and search.
How We Work Together
Fortnightly sprints, meeting recordings, and AI-assisted updates.
Marketing
Campaigns, calendar, deliverables, and dashboards.
Editing Content
How to edit, variant tabs, copy, and history.
Approval Workflow
Draft, Approved, Published — how content moves through review.
Sharing Content
Password-protected links for external stakeholders.
Other Departments
Finance, Members, Sales, and Operations.
Media Library
Upload, search, and manage images and files.
Admin & Permissions
Users, roles, share links, and audit log.
How We Work Together
The fortnightly sprint
Every two weeks, the team meets for one 60-minute session. That's the only scheduled commitment. Everything else happens async — Claude handles the heavy lifting between sessions.
Review
What shipped. What the metrics say.
Plan
Walk through upcoming campaigns and dashboards.
Decide
Agree on changes. Assign owners.
Ship
Claude builds. Team reviews. Done.
What happens in a session
| Time | Activity | Who |
|---|---|---|
| 0-10 min | Review shipped work. Quick walkthrough of what went live since last session. | Session lead |
| 10-20 min | Metrics review. Pull up dashboards live. Discuss what's working and what to adjust. | Whole team |
| 20-40 min | Plan next period. Walk through upcoming campaigns. Review draft deliverables. Discuss angles, messaging, timing. | Whole team |
| 40-50 min | Assign actions. Each action gets an owner and a deadline. Content reviews, dashboard requests, feature ideas. | Session lead |
| 50-60 min | Platform feedback. What's useful? What would make it better? Every suggestion gets captured. | Whole team |
Sessions are recorded. Decisions, actions, and feedback are captured in a structured format that feeds directly into the platform.
After the session — what happens next
Session decisions become platform changes within days. The meeting recording and transcript are used to create a structured action plan.
Session notes compiled
Structured record of decisions, changes requested, and assigned actions. Shared with the team.
Claude builds the plan
Session notes and meeting transcript are fed to Claude Code. It creates a prioritised action plan — content to draft, edits to make, dashboard changes to build, new features to add.
Content drafted and platform updated
New campaigns added. Deliverables generated with 3 variants each. Edits applied. Dashboard tweaks shipped. New features built.
Team notified to review
Each person gets a review task with exactly what they need to review and approve. Clear, specific, no hunting.
What the team does
- • Attends fortnightly session (60 min)
- • Shares opinions and feedback
- • Reviews dashboards and metrics together
- • Reviews assigned content via review tasks
- • Approves or requests changes
What Claude does
- • Turns session notes and transcripts into an action plan
- • Drafts new campaigns and deliverables (3 variants each)
- • Applies edits and content updates
- • Builds new dashboard views and features
- • Validates all content against brand voice and pricing rules
From discussion to done — examples
Here's what the meeting-to-platform pipeline looks like in practice:
| Said in session | What gets built |
|---|---|
| "We need a Mother's Day campaign for May" | New Campaign brief + 4 deliverables (email, social, ad, web) with 3 variants each |
| "The subject lines on the bundle emails are too generic" | Edit Revised subject lines across all 3 variants, matching brand voice |
| "I want to see email open rates by campaign on the dashboard" | Feature New dashboard widget with Ortto email metrics |
| "Can we add a sales playbook for upselling bundles?" | New Full playbook with scripts, objection handling, and follow-up sequence |
What we need from you
Show up
60 minutes every two weeks. Come with opinions — the platform gets better when you tell us what's working and what isn't.
Review promptly
When a review task lands with your name on it, review it within the deadline. Your feedback turns drafts into approved content.
Speak up
Want a different metric? Need content in a different format? Tell us. This is your tool — it should work the way you need it to.
Marketing
Marketing Home
/marketingYour marketing dashboard. Shows snapshot stats (campaigns, deliverables, bundles, KPIs), This Week's Priorities (next 3 campaigns needing attention), a Content Pipeline grouped by channel, and quick links to everywhere in Marketing.
Campaigns
/campaignsAll campaigns for 2026, organised by month. Use the month pills at the top to filter. Multi-month campaigns appear in both months.
Each campaign card shows:
- • Type and priority badges
- • Campaign title — with an Overdue tag if the end date has passed
- • Channel indicators: Email Social Meta Web
- • Progress bar showing approved/published vs total deliverables
Click any campaign to open the full brief, see all deliverables grouped by channel, and edit or approve content.
Inside a Campaign
A campaign page shows the full brief (editable) and all its deliverables grouped by channel. Each deliverable card includes:
Calendar
/calendarWeek-by-week view of all 2026 marketing activity. Filter by month. Each entry links to its campaign.
Always-On Engine
/conversion-engineYear-round activities that run independently of campaigns: Meta Ads, Email Cadence, Social Content, Website Optimisation.
Theme Days
/theme-days24 key marketing dates for 2026 with priority, marketing angle, and suggested content types.
Marketing Dashboards
/marketing/dashboardsEmail Performance and Meta Ads (Advertising) dashboards.
Editing Content
You need Edit or Approve permission for the relevant section. If you don't see an Edit button, ask an admin to grant you access.
How to edit
- 1 Navigate to the page you want to edit — a campaign brief, deliverable, playbook, runbook, or any editable content.
- 2 Click the green Edit button (pencil icon) above the content.
- 3 The content switches to an editor. Short fields (subject lines, preview text) appear as text inputs. Long fields (email body, captions) appear in a rich text editor with formatting.
- 4 Make your changes, then click Save to keep them or Cancel to discard.
Editing deliverable variants
Every deliverable has three creative variants — A, B, and C. Each has its own content and its own status.
Click the A, B, or C tab to view that variant, then click Edit Variant A (or B, or C) to edit it. Each variant's fields appear in the editor — make changes and save.
Copy button
Click Copy on any deliverable to copy its content to your clipboard. Paste it into your email tool, social scheduler, or ad manager.
Edit history
Click the History button on any deliverable to see a log of past changes — who edited what, and when.
Approval Workflow
Content moves through three statuses
| Status | What it means | Who can set it |
|---|---|---|
| Draft | Work in progress. Being written or revised. | Anyone with Edit permission |
| Approved | Reviewed and signed off. Ready to go live. | Anyone with Edit permission |
| Published | Content is live. Publication date recorded. | Only users with Approve permission |
How to change status
- 1 Find the status badge on the deliverable (it says "draft", "approved", or "published").
- 2 If you have permission, a small dropdown arrow appears. Click the badge to see available transitions.
- 3 Select the new status. For Published, a date picker appears — pick the publication date (defaults to today) and click Publish.
Rolling back
Users with Approve permission can move content backwards — Published back to Approved or Draft. Useful when published content needs corrections.
Variant-level status
Each variant (A, B, C) has its own status. You might approve Variant A while B is still in draft. The campaign card shows overall progress across all variants.
Other Departments
Finance
/financeEight specialised dashboards covering MRR, growth, revenue, cash flow, retention, segments, and subscriptions. Plus a Financial Inputs page to configure pricing, costs, and assumptions.
Members
/members/dashboardsTwo dashboards: User Profiles (demographics, growing preferences, climate zones) and User Behaviour (subscription lifecycle, activity, engagement).
Sales
/salesPlaybooks grouped by category (Inbound, Outbound, Objection Handling, Upsell, Renewal, Win-back, Partner). Sequences are multi-step communication flows. Both are editable.
Operations
/opsRunbooks grouped by category: Infrastructure, Product, Finance, Support, Reporting. Each has an owner, execution frequency, and step-by-step procedures. Editable.
Context Hub
/contextThe single source of truth for brand, product, and audience information. Referenced by everyone across all departments.
Brand Voice
Tone, language, standards
Products
Live WooCommerce data
Personas
Goals, pain points, channels
Editorial Rules
Per-channel copy rules
Media Library
Upload
Drag and drop files onto the upload zone, or click to browse. Max 10 MB. Supports images, videos, and PDFs.
Use
Click any file card to copy its URL to your clipboard. Use the search bar to find files by name.
Delete
Right-click a file and confirm to delete. This cannot be undone. Only users with Edit permission for Media can upload or delete.
Admin & Permissions
The Admin section is only visible to users with admin-level permissions.
User Management
/admin/usersAdd, update, or remove team member permissions.
To add or update a permission:
- 1 Enter the person's email address.
- 2 Select the Collection — what section they can access. "All (Admin)" gives full access, or pick a specific section like Campaigns, Finance, Sales, etc.
- 3 Select the Role (see table below).
- 4 Click Save. A user can have different permissions for different sections.
| Role | What they can do |
|---|---|
| Access | View content only |
| Edit | View + edit content + create share links |
| Approve | View + edit + approve/publish content + create share links + manage permissions |
Audit Log
/admin/auditA searchable log of all actions on the platform. Filter by action type, collection, or user. Shows who did what, when, and the details of each change.
Share Links
/admin/sharesAll share links across the platform. See who created each link, its view count, expiration, and status. Deactivate any link to revoke access instantly.
Quick Reference
Common tasks
| I want to... | Go to |
|---|---|
| See what's happening this week | Marketing Home |
| Find a campaign | Campaigns — use month filter or search |
| Edit a deliverable | Campaign page → deliverable → Edit button |
| Approve content | Deliverable → click status badge → select "approved" |
| Publish content | Deliverable → click status badge → "published" → pick date |
| Share a draft externally | Deliverable → Share button → set password → copy link |
| Upload an image | Media — drag and drop |
| Check who edited something | Deliverable → History button, or Audit Log |
| Add a team member | Admin → Users — email, collection, role, Save |
| See financial dashboards | Finance → Dashboards |
| Find a sales playbook | Sales Home — click the playbook |
| Look up brand voice rules | Context → Brand Voice |
| Check product pricing | Context → Products (live from WooCommerce) |