Eight practical written guides

Do the work with a clear checklist beside you.

Each guide covers one real GrowthMap workflow, the checks to make before you finish, and the mistakes most likely to waste time or create risk.

Guide 1New users3–5 min

Set up your first roadmap

Give GrowthMap enough honest context to build a useful plan without making the setup feel like a marketing exam.

Outcome

A roadmap matched to your business type, website and active channels.

Step by step

1
Open onboarding and enter a recognisable business name. Your website is optional.
2
Choose the business type that best describes how you sell today, not what you may become later.
3
Select only the marketing channels you actively use or genuinely plan to use next.
4
Choose whether to start fresh or import an existing written plan when that option is available.
5
Review the generated phases and first actions before beginning your daily routine.

Check before finishing

The business type matches your real sales model.
Inactive platforms have not been selected just to make the plan look more complete.
The first recommended action is understandable and realistic for your available time.

Common mistakes

Entering customer, credential or confidential campaign data during setup.
Selecting every channel when you cannot maintain them.

Watch: Set up your roadmap

Guide 2Everyday use10–25 min

Complete one useful daily action

Use Today's Focus and the quest list to turn a large roadmap into one bounded piece of work.

Outcome

One reviewed marketing action completed and recorded in GrowthMap.

Step by step

1
Open Home and read Today's Focus before scanning the rest of the quest list.
2
Check the estimated time and outcome. Choose a smaller quest if the focus task is not realistic today.
3
Select Start Task and read Guidance & Tips before entering an answer.
4
Work through each step, keeping links, facts and permissions close at hand.
5
Review the finished work, then mark the task complete only when the real-world action is done.

Check before finishing

The action supports the current roadmap phase.
Any customer-facing claim is accurate and supportable.
Completion in GrowthMap matches completion outside the app.

Common mistakes

Marking a draft complete before it has been checked or used.
Starting several quests and finishing none.

Watch: Complete a daily quest

Guide 3Existing plans5–10 min

Import an existing marketing plan safely

Convert a useful written plan into phases and tasks while keeping the original source and human judgement in charge.

Outcome

A reviewed GrowthMap roadmap based on your existing plan.

Step by step

1
Open Plan, choose the import option and give the imported plan a clear name.
2
Paste the relevant plan text. Remove credentials, personal data and confidential client details first.
3
Use Parse with AI only after AI suggestions are configured for your account.
4
Compare the proposed phases, order and actions with the original document.
5
Correct unclear or unrealistic work before relying on the imported roadmap.

Check before finishing

Every phase reflects an objective in the source plan.
Dependencies and time estimates make sense for your business.
No private customer or authentication data was pasted.

Common mistakes

Treating the parsed structure as professional advice or a guaranteed strategy.
Discarding the source document before you have checked the import.

Watch: Import an existing plan

Guide 4AI-assisted tasks5 min

Review an AI-assisted draft before use

Use AI Suggest for a starting point, then apply the factual, legal and brand checks that remain your responsibility.

Outcome

A draft that has been edited, verified and approved by a person.

Step by step

1
Open a supported task and read its goal before selecting AI Suggest.
2
Treat the suggestion as editable working copy, not a finished or approved message.
3
Replace generic language and placeholders with specific, truthful details.
4
Check names, prices, claims, links, consent, image rights and the intended audience.
5
Publish or send through the correct external platform only after your final review.

Check before finishing

Every factual claim can be verified.
The message sounds like the business and suits the audience.
A person with the right authority has approved the final version.

Common mistakes

Copying an AI draft directly into a public channel without review.
Assuming GrowthMap has published or sent the draft for you.

Watch: Use AI drafts safely

Guide 5Busy owners10 min setup

Build a realistic weekly marketing routine

Choose a small set of focused actions, use reminders deliberately and review progress without turning the app into another source of pressure.

Outcome

A repeatable week with clear actions and optional gentle reminders.

Step by step

1
Decide how much marketing time is genuinely available this week.
2
Use the dashboard and plan to choose a small mix of foundation, visibility and follow-up actions.
3
In Settings, choose a daily reminder time and the morning, lunchtime or evening anchor that fits your routine.
4
Turn the weekly digest on only if a summary will help you review the week.
5
Save Settings, then use Stats at the end of the week to decide what to continue or change.

Check before finishing

The planned work fits the time available.
Reminder timing is helpful rather than intrusive.
Progress measures activity and learning; business results are reviewed separately.

Common mistakes

Using streaks or XP as a substitute for leads, sales or customer feedback.
Enabling reminders you already know you will ignore.

Watch: Plan a realistic week

Guide 6Shopify merchants3 min

Use Shopify context without giving up control

Understand what the Shopify connection supplies, what stays inside Shopify and which actions always remain manual.

Outcome

A clear, safe handoff from Shopify product context to a reviewed GrowthMap task.

Step by step

1
Open GrowthMap from Shopify Admin and confirm the connected shop, billing state and sync status.
2
Review the product sync count and the next recommended action shown in App Home.
3
Continue to the full GrowthMap workspace when the task needs detailed guidance.
4
Check every product fact, price, claim, link and permission in the proposed output.
5
Make any storefront, email or social change yourself through the appropriate platform.

Check before finishing

The connected shop domain is the one you intended to use.
Recommendations match current product information.
Shopify-managed billing is reviewed in Shopify for Shopify installs.

Common mistakes

Assuming GrowthMap edits products, themes or campaigns automatically.
Sharing customer, order, checkout or other protected customer data with a task.

Watch: Understand Shopify control

Guide 7Roadmap users3 min

Read phases, locks, progress and mastery

Use roadmap structure and habit signals as navigation aids while keeping business outcomes separate.

Outcome

Confidence about what to work on now and why later work may be locked.

Step by step

1
Open Plan and identify the active phase and its intended outcome.
2
Read tasks in order and check any dependency shown before trying to skip ahead.
3
Complete the work that unlocks a later phase instead of treating the lock as an error.
4
Use Stats to review completed work, streaks, XP and category mastery.
5
Compare those habit signals with real measures such as qualified enquiries, sales or retention.

Check before finishing

The active phase still matches the business priority.
Completed tasks represent real completed work.
Outcome metrics are tracked outside or alongside GrowthMap activity signals.

Common mistakes

Skipping foundation work only to unlock a later task.
Interpreting a streak or mastery score as proof of commercial growth.

Watch: Read your roadmap

Guide 8Troubleshooting2–5 min

Resolve common setup and access problems

Use a short diagnostic sequence for missing roadmaps, unavailable AI suggestions, embedded Shopify sessions and reminder settings.

Outcome

The right recovery step without exposing credentials or recreating work unnecessarily.

Step by step

1
Refresh once and confirm that you are signed in to the intended GrowthMap account.
2
If no roadmap appears, finish onboarding or return to the existing-plan import flow.
3
If AI Suggest is unavailable, review the AI section in Settings and its key-status message.
4
If an embedded Shopify page cannot verify its session, reopen GrowthMap from Shopify Admin.
5
If reminder changes did not stick, return to Settings, check the selected values and save again.

Check before finishing

The account and connected business are the expected ones.
No API key or credential has been pasted into support messages.
The problem still occurs after one clean refresh and the documented recovery step.

Common mistakes

Creating a second account to work around an access issue.
Sending screenshots that expose keys, private emails or customer information.

Watch: Settings, privacy and fixes

Keep control of the final decision

GrowthMap provides structure, task guidance and optional drafts. You remain responsible for factual accuracy, permissions, professional judgement and anything published or sent through another platform.

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