Growth Partner Model

Team & Roles

Organization structure, daily responsibilities, and performance targets for every team member

CEO
Founder & CEO

Responsibilities

  • •Drive revenue growth and strategic partnerships
  • •Contractor and public adjuster acquisition
  • •Sales calls and proposal generation
  • •Marketing leadership and content creation
  • •Team development and compensation planning
  • •Financial oversight and budget approval

Daily Responsibilities

  • →Review pipeline and dashboard
  • →Conduct sales calls and partnership meetings
  • →Follow up on proposals and opportunities
  • →Create content for authority building

Key Performance Indicators

20 outreach calls/day5 meetings/day2 proposals/day1 new client/dayRevenue generated
DO
Jontae
Director of Operations
Tier 1 - Executive Growth Partner (150 units)

Responsibilities

  • •Turn company goals into execution
  • •Team management and workflow oversight
  • •SOP enforcement and bottleneck removal
  • •Pipeline and opportunity tracking
  • •Accounts receivable and collections oversight
  • •Weekly reporting and team scorecards

Daily Responsibilities

  • →Review HubSpot pipeline
  • →Review collections dashboard
  • →Conduct team standup
  • →Review task assignments
  • →Review overdue opportunities
  • →Escalate bottlenecks

Key Performance Indicators

Revenue growthPipeline movementCollection rateTeam productivitySOP compliance
OM
Pam
Operations Manager
Tier 2 - Leadership Growth Partner (100 units)

Responsibilities

  • •Keep business organized and track opportunities
  • •Plumber, HVAC, electrician, PA, and restoration prospecting
  • •HubSpot updates and contact management
  • •Appointment coordination and scheduling
  • •Documentation and task management

Daily Responsibilities

  • →Add 60 plumbing contractors
  • →Add 40 HVAC contractors
  • →Add 40 electricians
  • →Add 25 public adjusters
  • →Add 10 restoration contractors
  • →Verify contact information
  • →Schedule meetings
  • →Update CRM and follow-up

Key Performance Indicators

175 new contacts/dayCRM accuracyMeeting scheduling rateFollow-up completion rateData quality score
DT
Austin
Director of Technology & Automation
Tier 3 - Performance Growth Partner (75 units)

Responsibilities

  • •Automate business processes
  • •Server and Coolify management
  • •n8n workflows and HubSpot integrations
  • •Build revenue, KPI, and claims dashboards
  • •AI systems for lead enrichment
  • •Website maintenance and security

Daily Responsibilities

  • →Monitor automations for failures
  • →Resolve workflow issues
  • →Improve existing systems
  • →Deploy new automations
  • →Monitor email deliverability

Key Performance Indicators

Automation uptime %Website uptime %Hours saved via automationSystem performanceDeployment success rate
SC
Rene
Senior Claims & Content Specialist
Tier 3 - Performance Growth Partner (75 units)

Responsibilities

  • •Generate claim revenue (Priority 1)
  • •Estimate and supplement writing
  • •Carrier communications and negotiation
  • •Produce marketing content (Priority 2)
  • •Social media content creation
  • •Case studies and video scripts

Daily Responsibilities

  • →Complete estimates and supplements
  • →Respond to carrier requests
  • →Create 3 LinkedIn posts
  • →Create 2 Facebook posts
  • →Create 1 Instagram post
  • →Create 1 video script

Key Performance Indicators

Estimates completedSupplements approvedRevenue generatedSettlement percentageContent posts/day (7 total)Video scripts/week (5)
SA
Chester
Strategic Advisor
Tier 1 - Executive Growth Partner (150 units)

Responsibilities

  • •Provide strategic guidance and growth planning
  • •Scaling recommendations and market analysis
  • •Executive mentoring for founder
  • •Network development and introductions
  • •Strategic partnership opportunities

Daily Responsibilities

  • →Monthly strategy sessions
  • →Executive guidance as needed
  • →Strategic introductions
  • →Growth opportunity identification

Key Performance Indicators

Strategic introductions/monthGrowth recommendationsExecutive sessions completedPartnership opportunities identified
Organization Structure
Reporting hierarchy and team composition
Founder & CEO
Director of Operations
Operations Manager
Director of Technology
Senior Claims & Content
Strategic Advisor
Advisory role - mentorship & strategy
Daily Targets Summary
Company-wide daily performance goals
175
New prospects/day
100 roofers + 50 restoration + 25 PAs
20
Outreach calls/day
CEO daily target
7
Content pieces/day
3 LinkedIn + 2 FB + 1 IG + 1 video