AI agent for marketing consultants
Growth Opportunity Sizing Agent
Rank growth ideas by size, cost and confidence
What it does
Consultants suggest growth opportunities, but clients need to know which ideas are worth their money. This agent takes a list of ideas, such as a new channel, a new audience or a pricing test, and pulls the client's data, market data and benchmarks. For each idea, it estimates the potential gain, the cost and the time to see results. It then checks that each estimate has a source and flags weak assumptions. Estimates without support go back for better data or are marked as guesses. It ranks ideas by gain over cost and drafts a short plan. The consultant reviews the plan before presenting it and decides what to recommend. Edge case: ideas with no data at all are listed as tests to run first, with a small budget, instead of being ranked alongside sized ideas.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Idea list ready
- Pull client and market data
- Estimate gain, cost and time
- Does each estimate have a source?If not: search again or mark the idea as a test. Back to step 2.
- Rank ideas
- Draft the plan
- Consultant reviews before presentingThe agent waits here for your OK.
- Plan ready
How it decides
Ideas are ranked by gain over cost, adjusted for confidence.
- No data means test first
- Rank by gain over cost
- Weak assumptions flagged
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Ranking formula
- Data sources
- Plan format
What keeps you in control
It always asks you first
- Plan
Hard limits
- Never presents estimates as facts
- Never shares client data
It stops when
- Done: plan ready
- Stop: no ideas
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide