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Lead Planner

Diagnose and plan lead generation

Lead Planner diagnoses what's actually blocking your lead generation and builds a concrete plan to fix it. Rather than handing you a generic playbook, it identifies the specific bottleneck — awareness, conversion, follow-up, ad economics — and routes you to the right framework for that problem.

Most businesses apply the wrong lead generation tactic for their stage. A pre-revenue founder doesn't need paid ads; an established agency doesn't need more warm outreach. This tool starts with a diagnosis to understand the real constraint, then builds a plan that fits the actual situation.

What you can do

  • diagnose — identify the lead generation bottleneck and get routed to the right framework
  • lead_magnet_brief — design a lead magnet from scratch with type, format, naming, and CTA
  • outreach_plan — build a warm or cold outreach system with scripts and follow-up sequences
  • content_plan — create a content strategy with platform selection and posting framework
  • ad_plan — build a paid ads plan with targeting, budget phasing, and unit economics
  • advertising_plan — synthesize everything into a one-page advertising plan with 30-day actions

Who it's for

Founders and solo operators who need a structured approach to getting their first clients. Small business owners who've been doing random marketing and want a coherent system. Sales teams that need a documented outreach process rather than ad hoc tactics.

How to use it

  1. Always start with diagnose — describe your business, current methods, and goal
  2. Follow the recommended framework from the diagnosis: run lead_magnet_brief, outreach_plan, content_plan, or ad_plan based on what the diagnosis identifies
  3. Use advertising_plan for a complete one-page synthesis covering all channels and a 30-day action roadmap

Getting started

Run diagnose with a description of what your business sells, your current monthly revenue, and what you want to achieve. The more specific you are, the more targeted the output.

Diagnose Bottleneck

Identify the real lead generation bottleneck and recommend which framework to apply next. Returns a diagnostic decision tree the agent uses to route the business to the right solution.

Returns: Diagnostic decision tree with routing logic and bottleneck identification framework
Lead Magnet Brief

Design a lead magnet from scratch — pick the type, format, name, and CTA. Returns the 7-step build framework and a brief template the agent fills in for the business.

Returns: Lead magnet design framework with types, formats, naming formulas, and brief template
Outreach Plan

Build a warm or cold outreach system with scripts, follow-up sequences, and volume targets. Returns the outreach framework and plan template the agent fills in for the business.

Returns: Outreach system with scripts, ACA framework, follow-up sequences, and plan template
Content Plan

Create a content strategy with platform selection, posting cadence, content types, and give:ask ratio. Returns the Hook/Retain/Reward framework and plan template the agent fills in.

Returns: Content strategy framework with Hook/Retain/Reward, give:ask ratio, and plan template
Paid Ads Plan

Build a paid ads plan with ad structure, targeting, budget phasing, and LTGP:CAC math. Returns the Call Out + Value + CTA framework and plan template the agent fills in.

Returns: Paid ads framework with Call Out + Value + CTA, budget phasing, LTGP:CAC, and plan template
Full Advertising Plan

Synthesize everything into a one-page advertising plan with roadmap level, More Better New analysis, and 30-day actions. Returns the full synthesis framework and one-page plan template the agent fills in.

Returns: Full advertising plan framework with More Better New, roadmap levels, and one-page plan template
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v0.012026-04-15
  • Initial release with 6 planning skills

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