SGOS v0.7 Updated 2h ago
Current Version
v0.7 Stable

Execution Hub is live. Strategic recommendations now become workstreams, sprints, and tasks, all linked back to the diagnosis they came from.

Latest Updates
  • Execution Hub shipped

    Workstreams, sprint planner, task center, and dependency graph · v0.7
  • Proposal Engine shipped

    Executive summary, recommendations, roadmap, and presentation mode · v0.6
  • Meeting OS shipped

    Conversation guide, live discovery canvas, and decision log · v0.5
Framework Progress 70%
  • DiscoverComplete
  • DiagnoseComplete
  • DesignComplete
  • DeployIn Progress
  • DevelopNot Started
Documentation Status
  • Framework Complete
  • Business Audit Complete
  • Diagnostic Engine Complete
  • Strategic Decision Engine Complete
  • Meeting OS Complete
  • Proposal Engine Complete
  • Execution Hub Complete
  • Discovery Not Started
Quick Links
Pinned Notes
  • Finalize the Discovery intake questionnaire before the v0.9 freeze.
  • Confirm client-safe language for public case studies.
  • Wire real KPI data into North Star Metrics once reporting is connected.
Upcoming Improvements
  • v0.8KPI Intelligence Dashboard
  • v0.9Discovery, Reports, Templates, Prompt Library, and Resources
  • v0.10Case Studies archive with client-facing share links
Recent Changes
  • v0.7.0Shipped the Execution Hub — growth phases, workstreams, sprint planner, task center, dependency graph, and executive dashboard.
  • v0.6.0Shipped the Proposal Engine — executive summary, business diagnosis, recommendations, roadmap, investment plan, and presentation mode.
  • v0.5.0Shipped Meeting OS — conversation guide, discovery canvas, live business map, decision log, action plan, and meeting summary.
  • v0.4.0Shipped the Strategic Decision Engine — compass, growth pillars, recommendation matrix, roadmap builder, and presentation mode.
  • v0.3.0Shipped the Diagnostic Engine — root cause analysis, bottleneck ranking, readiness scoring, and strategic recommendations.
  • v0.2.0Shipped the Business Audit System — scoring, bottleneck detection, priority matrix, and recommendations.
  • v0.1.2Fixed sidebar collapse state persisting incorrectly on smaller screens.
  • v0.1.1Adjusted card spacing, border tokens, and hover states across the dashboard.
  • v0.1.0Initial release of SGOS — navigation, dashboard, and framework overview.
Complete

Discover

Understand the client's business, market position, and growth goals through structured intake.

Complete

Diagnose

Audit existing systems, funnels, and metrics to find what's working and what's holding growth back.

Complete

Design

Translate findings into a prioritized strategy with clear goals, owners, and timelines.

In Progress

Deploy

Roll out the strategy across channels and teams, with clear ownership at every step.

Not Started

Develop

Measure results, refine the approach, and compound what's working into the next cycle.

About this framework

Every SWIPI engagement moves through these five stages, in order. Modules in the sidebar map back to them — Business Audit and Discovery live under Discover and Diagnose, Strategy under Design, and Execution and Reports under Deploy and Develop.

Average Score
Highest Category
Lowest Category
7
Market
6
Customer
6
Offer
5
Pricing
4
Brand
6
Trust
3
Website
5
Traffic
4
Conversion
6
Sales
5
Retention
7
Operations
4
Automation
8
Team
6
Finance

The three weakest categories, detected automatically from the scores above.

Sample improvements plotted by impact and effort — a starting point for the strategy conversation.

Low Effort
High Effort
High Impact
Quick Wins Landing page CTA rewrite Add testimonials to homepage
Major Projects CRM & automation build-out Full brand identity refresh
Low Impact
Fill-ins Update social media bios Minor copy edits
Reconsider Custom mobile app Full website rebuild

Services are highlighted automatically when a related category scores below 5.

Branding

Refresh identity, messaging, and visual consistency across touchpoints.

Website

Rebuild or refine the core website experience and structure.

Landing Page

Design a focused landing page to convert existing traffic.

Content

Produce content that builds authority and drives visibility.

Meta Ads

Launch or optimize paid acquisition on Meta platforms.

CRM

Implement a CRM to track leads and automate follow-up.

Automation

Automate repetitive operational and marketing workflows.

Sales SOP

Document a repeatable sales process and follow-up cadence.

Proposal
Audit
Presentation
Execution
Follow Up

Pulled live from the Business Audit — update scores there and this snapshot updates with it.

Business Name
Industry
Current Revenue
Risk Level
Health Score Average across all 15 categories
Growth Opportunity Headroom left to capture
Readiness Score Overall readiness to scale
Top Strengths
Top Weaknesses

Trace a symptom down to its root cause before recommending a fix. Hover a card to trace the chain.

SymptomLow Sales
Leads toLow Conversion
Caused byWeak Offer
Caused byUnclear Value Proposition
Root CausePoor Positioning

"Low Sales" also branches into a second root cause:

Leads toLow Traffic
Caused byWeak SEO Presence
Root CauseNo Content Strategy
Leads toPoor Follow-up
Caused byNo CRM System
Root CauseNo Sales Process

The five weakest categories from the audit, ranked and scored across severity, impact, and effort to fix.

How ready this business is for each growth lever, based on the audit categories that feed it.

Click a card to see impact, timeline, difficulty, and dependencies. Priority updates with the audit scores.

Everything is connected — a weakness upstream shows up as lost revenue downstream. Hover a stage to trace it.

FoundationBrand
BuildsTrust
Shows up onWebsite
DrivesConversion
ProducesRevenue

Move recommendations across phases with the arrows below. Session only — not saved.

Scenario AFast Growth
Pros
  • Fastest path to visible revenue movement
  • Builds momentum and buy-in early
Cons
  • Skips some foundational fixes
  • Requires more budget up front
Risks
  • Gains may not hold without a stronger base
Investment LevelHigh
Expected Timeline4–6 weeks
Scenario BBalanced Growth
Pros
  • Fixes core gaps while still shipping visible wins
  • Spreads investment out over time
Cons
  • Slower to show results than Scenario A
Risks
  • Requires consistent follow-through across workstreams
Investment LevelMedium
Expected Timeline8–10 weeks
Scenario CFoundation First
Pros
  • Fixes root causes, not just symptoms
  • Sets up every future initiative to perform better
Cons
  • Slowest to show revenue movement
Risks
  • Client patience may run out before results show
Investment LevelLow–Medium
Expected Timeline10–14 weeks
Diagnostic Summary Prepared for your client's business
Current Situation

Run the Business Audit to generate a live diagnostic summary here.

Key Findings
    Recommended Priority

    Next Actions

      Critical bottleneck will appear here once scores are in.

      Critical Bottleneck
      Scores load from the Business Audit.

      Discovery Module

      Coming in v0.9. Documentation will be added here.

      Discovery call script Intake form templates Stakeholder map
      Business Name
      Industry
      Business Stage
      Current Revenue
      Overall Health Score
      Growth Potential
      Top Opportunity
      Critical Bottleneck
      Current Priority
      Executive Summary

      Run the Business Audit to generate a live executive summary here.

      One of these four directions fits this business right now. The engine highlights the one the scores support.

      Foundation

      Fix the fundamentals — trust, offer, positioning — before spending on growth.

      Growth

      The foundation holds. Focus on demand generation and conversion.

      Optimization

      Growth is working. Sharpen conversion, retention, and margin before adding volume.

      Scale

      Everything is performing. Systemize, delegate, and multiply what's working.

      Why: run the Business Audit to see the recommended direction.

      Ten pillars roll up the 15 audit categories into the areas a client actually thinks in.

      Click a card for cost, timeline, ROI, and dependencies. Priority score updates with the audit.

      The same recommendations, side by side, for a quick client-facing comparison.

      ActionImpactCostDifficultyRiskROIPriorityDecision

      Move tasks across phases with the arrows below. Session only — not saved.

      Where budget is likely needed, and the return level it should produce.

      Strategic risks worth naming out loud before work starts, ranked by current likelihood.

      The Loop
      Every stage feeds the next
      Brand
      Trust
      Traffic
      Leads
      Sales
      Testimonials
      Referral

      Brand builds Trust, Trust earns Traffic, Traffic becomes Leads, Leads become Sales, Sales produce Testimonials, Testimonials drive Referral, and Referral reinforces Brand — the loop compounds the longer it spins.

      Illustrative targets — wire these to real numbers once reporting is connected.

      Turns everything above into an 8-slide executive readout — no separate deck to build.

      Recommended Direction
      Scores load from the Business Audit.
      SGOS Executive Readout 1 / 8

      T toggles the timer

      Click a stage as you reach it — everything before turns complete, and the view scrolls to keep it in frame.

      Questions built to surface strategy, not just facts. Check one off as you use it.

      What made you decide to have this conversation now, as opposed to six months ago?
      If this engagement goes exactly as you hope, what does the business look like a year from now?
      What have you already tried that didn't work?
      Who else in the business has a stake in the outcome of this conversation?
      What's the one thing about the business that outsiders consistently misunderstand?
      On a scale of comfortable to urgent, how would you describe where the business is right now?
      What would need to be true for you to consider this conversation a success?
      Is there anything you're hesitant to bring up that I should probably know?
      What's changed in the business or the market in the last 12 months that matters here?
      Who makes the final call on decisions that come out of today?
      Walk me through how a customer actually finds and buys from you today.
      What percentage of revenue comes from repeat customers versus new ones?
      If you had to cut the business down to one product or service, which would it be and why?
      What's the real reason customers choose you over the alternative?
      Where does the business make the most money, and where does it just feel busy?
      What part of the business would be hardest to replace if you stepped away for six months?
      How has the core offer changed in the last two years?
      What's a decision you made in the last year that you'd make differently now?
      Where is most of your time going that isn't actually growing the business?
      What does a bad month look like, and how often does it happen?
      Where do most of your customers actually come from today?
      What's working in marketing that you haven't doubled down on yet?
      How would a new customer describe your brand in one sentence?
      What's the story you tell about why the business exists?
      Which channel are you most dependent on, and what happens if it disappears?
      What have you spent money on in marketing that didn't pay off?
      How consistent is your messaging across the website, social, and in-person?
      What do your best customers have in common?
      Are you marketing to who you're actually selling to, or who you wish you were selling to?
      What would it take to double your organic visibility in the next year?
      Walk me through what happens between a lead coming in and a sale closing.
      Where do most deals stall or fall apart?
      What's your actual close rate, and does that number surprise you?
      Who owns follow-up, and what does that process look like?
      What objections come up most often, and how are they handled?
      Is there a defined sales process, or does it depend on who's selling?
      How long does it typically take from first contact to closed deal?
      What percentage of leads never get a real follow-up?
      What's the difference between your best salesperson and everyone else?
      What would happen to sales if you raised prices 15% tomorrow?
      What's your gross margin, and has it moved in the last year?
      Where is cash getting tied up that shouldn't be?
      What's the single biggest expense that doesn't clearly drive revenue?
      How far ahead can you see your cash position with confidence?
      What would happen to profitability if revenue dropped 20% next quarter?
      Which products or services are actually profitable once true costs are counted?
      How much of revenue is reinvested back into growth versus taken out?
      What's your customer acquisition cost, and do you actually know it?
      Is pricing based on cost, competitors, or value — and does that still make sense?
      What financial number do you check first every morning, and why that one?
      What breaks first when the business gets busier than usual?
      Which processes live only in someone's head instead of being documented?
      What's the bottleneck that shows up in almost every bad week?
      If you hired five people tomorrow, could the business actually absorb them?
      What's being done manually today that should be automated?
      Where does quality slip when the team is under pressure?
      What tools are you using that the team has outgrown?
      How much of your week is spent solving problems that shouldn't recur?
      What's the most fragile part of how the business currently runs?
      If you took two weeks off with no contact, what would break?
      What's the realistic ceiling on the business if nothing changes?
      What would 2x growth actually require — more customers, higher prices, or both?
      What's stopping you from raising prices right now?
      Which untapped customer segment looks most promising and why haven't you gone after it?
      What would you need to believe to invest seriously in a new channel?
      Is the constraint on growth demand, capacity, or capital?
      What's a competitor doing that you secretly respect?
      If you had an extra $50,000 to deploy this quarter, where would it go?
      What growth have you turned down because you weren't ready for it?
      What does sustainable growth look like versus growth that would break the business?

      Click a block while you talk through it — it stays highlighted so everyone can see where the conversation is.

      Quick Wins
      Add testimonials to the homepage
      Impact: Medium Difficulty: Low Investment: Low Priority: High 1 week
      Rewrite the homepage headline
      Impact: High Difficulty: Low Investment: Low Priority: High 3 days
      Medium-Term Wins
      Build a defined follow-up sequence
      Impact: High Difficulty: Medium Investment: Medium Priority: High 3–4 weeks
      Launch a first paid acquisition channel
      Impact: Medium Difficulty: Medium Investment: Medium Priority: Medium 4–6 weeks
      Long-Term Growth
      Build a full CRM and automation layer
      Impact: High Difficulty: High Investment: High Priority: Medium 2–3 months
      Full brand and positioning refresh
      Impact: Medium Difficulty: High Investment: High Priority: Low 2–3 months
      0 of 0 complete

      Pulled live from the Discovery Canvas, Decision Log, and Action Plan.

      Business Situation

      Problems

      Key Findings

      Strategic Decisions
        Action Items
          Risks

          Next Steps

          Meeting Outcome

          A gut-check on how the meeting is landing. Drag each slider as the conversation develops.

          50%
          Business Understanding

          50%
          Decision Confidence

          50%
          Strategy Alignment

          50%
          Execution Readiness

          Preparation Checklist
          Send meeting summary and action items to the client
          Confirm owners and deadlines on all open action items
          Prepare materials for the required documents above
          Block time to review notes before the next meeting
          Confirm date, time, and attendees with the client
          Sticky Notes
          00:00
          Draft · 20% through approval
          Client Name
          Industry
          Business Stage
          Current Revenue
          Health Score
          Growth Potential
          Why This, Why Now Prepared for your client's business
          Current Situation

          Business Challenges

          Growth Opportunity

          Recommended Strategic Direction

          Expected outcome will appear here once scores are in.

          Priority Score How urgently this business needs to act
          Top Strengths
          Top Weaknesses
          Business Risks
          Growth Opportunities
          Critical Bottlenecks

          Every recommendation states its business reason before its execution details.

          Click a milestone's status to track progress toward each horizon.

          Illustrative targets — wire these to real numbers once reporting is connected.

          Every deliverable from Section 4, grouped by the phase it belongs to.

          The four phases in sequence — click one to mark where execution actually stands.

          Presents this proposal as an 8-slide executive readout, boardroom-ready.

          Jump to Section
          SGOS Proposal Readout 1 / 8

          Client
          Current Phase
          Overall Progress
          Current Sprint
          Business Health Score
          Next Milestone
          Critical Blockers
          Upcoming Deadlines

          Click a workstream to see owner, dependencies, and risk. Priority updates with the audit.

          The same tasks from the Task Center below, grouped by sprint stage. Move them here or there.

          Click a stage to trace what it depends on and what depends on it.

          FoundationBrand
          Depends on BrandWebsite
          Depends on WebsiteLanding Page
          Depends on Landing PageAds
          Depends on AdsSales
          Depends on SalesRetention

          Landing Page, Automation, Brand Guideline, Campaign, and Creative track their linked workstream automatically. Proposal tracks the Proposal Engine. Everything else is yours to edit.

            Updates automatically as you work through this hub.

            Overall Completion Average progress across all workstreams
            Upcoming Deliverables
            Current Bottleneck
            Budget Status
            Timeline Health
            Business Health Trend
            Command Center
            Scores load from the Business Audit.

            Reports Module

            Coming in v0.9. Documentation will be added here.

            Report builder Chart templates Export to PDF

            Templates Module

            Coming in v0.9. Documentation will be added here.

            Audit templates Strategy decks Onboarding kits

            Case Studies Module

            Coming in v0.10. Documentation will be added here.

            Case study builder Metrics highlight cards Public share links

            Prompt Library Module

            Coming in v0.9. Documentation will be added here.

            Discovery prompts Strategy prompts Reporting prompts

            Resources Module

            Coming in v0.9. Documentation will be added here.

            Playbook index Tool directory Reading list
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            SGOS — SWIPI Growth Operating System

            Version 0.7 · Built by SWIPI