B2B growth blog

My thinking on building growth machines, organised around six core topics that form my methodology. Each article connects theory to practice, showing not just what works, but why it works and how to adapt it to your context. Written for consultants and course creators who are serious about systematic growth.

B2B growth blog

Set up your product library

Create products with pricing tiers, billing frequencies, and descriptions. These feed into quotes, invoices, and line items across the CRM.

Landing page builders

Campaign pages need to go live fast. Dedicated builders let you launch and test without touching your main website.

Ad format selection

Choose between single image, carousel, video, document, and conversation ads based on your objective and where your audience is in the funnel.

How compound growth beats hard work

Sarah runs fewer experiments but wins anyway. She aligns 12 metrics across 4 engines. See how systematic leverage creates exponential results.

SEO and content

Organic traffic compounds over time but only if you're targeting the right keywords. These tools show you what to create and how to rank.

Review closing techniques

Evaluate which closing approaches your team uses, measure their effectiveness, and refine what works for your market.

Lifecycle stages

Define the stages a contact moves through from subscriber to customer, map the exact handover points where marketing passes leads to sales, and configure automation that updates lifecycle stages without manual work.

Re-engagement

Wake up cold leads who went quiet. Try a new angle, share fresh content, or ask directly if they are still interested. Remove after 3-4 touches with no response.

Handle objections in discovery

Prepare responses for the most common objections that come up during first conversations so your team stays confident and composed.

Proposal follow-up

Close deals faster by staying top of mind while your proposal sits in their inbox.

Design the sales-to-service handoff

Build the closed-won workflow: create a ticket, assign the onboarding owner, notify the service team, and set the first task. The bridge between pipeline and retention.

Prospecting

Find and verify contact data, enrich leads with company information, and build targeted lists for outreach.

Commerce reporting

Build dashboards that track quote-to-close rates, payment collection speed, and revenue by product line so you can spot issues before they hit cash flow.

Handover to customer success

Create a smooth transition from sales to customer success that builds trust from day one.

Configure payments and e-signatures

Set up payment collection, e-signature flows, approval workflows, and post-signature automation so quotes convert to revenue without manual follow-up.

For sales managers

Monitor your sales team's activities, track pipeline health across all reps, identify deals that need attention, and coach based on real data instead of gut feeling.

How to set goals and run 12-week sprints

You can train for a half marathon in 12 weeks. You can launch a product, land five clients, or completely redesign a process. But you have to start now. A sprint system that creates urgency and visibility.

Why shiny objects kill growth

Random tactics scatter your focus and burn you out. Systems compound effort into sustainable growth. See why working without structure leads to chaos.

Search campaign optimisation

Review search term reports, refine match types, test ad variations, and reallocate budget to the campaigns that drive qualified pipeline.

How to price expansion and growth

Structure pricing tiers, usage-based fees, and add-ons that enable customers to grow with you whilst capturing more value as they scale.

How to design upsell paths

Create clear progression from entry tier to premium offering so customers see the natural next step as they grow and need more value.

Reprioritise backlog by impact and effort

Re-score your experiment backlog each quarter using updated data so you always run the highest-leverage tests first.

Optimise scheduling page conversion

Improve the booking page itself with fewer steps, a clearer value proposition, and social proof so more visitors actually schedule.

Retargeting setup

Create retargeting audiences from website visitors, video viewers, and lead form openers so you stay visible to prospects already in your pipeline.

Run monthly landing page audits

Review bounce rates, scroll depth, and heatmaps each month to find where visitors lose interest and what to fix first.

Lead magnets that work

Match your offer to where prospects are in their buying journey. Problem aware, solution aware, and product aware buyers need different things.

How to design your outreach strategy

Map the right prospects, message, and channels before sending a single email. Make every touch land in the inbox of someone ready to talk.

Proactive outreach to at-risk accounts

Build automated and manual workflows that trigger when health scores drop, so you reach out before the customer decides to leave.

Project kickoff

Introductions, tool access, timeline confirmation, and communication setup. Sets the foundation for everything that follows.

Track expansion revenue monthly

Monitor expansion MRR as a standalone metric, identify which accounts are growing fastest, and spot trends early.

Improve your body copy

Test message angles (pain, outcome, proof, comparison), positive versus negative framing, and platform-specific copy structures. Different segments respond to different angles, and you won't know which until you test.

Feed research into experiment backlog

Turn what you hear in interviews into ideas you can test across your copy, your ads, your content, and your product.

How to conduct interviews

Bad interviews produce polite answers that confirm what you already believe. Good interviews surface uncomfortable truths that change your strategy. The difference is in how you ask.

How to handle expansion conversations

Position upgrades and cross-sells as solving customer problems, not hitting your sales targets, so offers feel helpful instead of pushy.

Set up your product library

Create your products and services with consistent pricing, billing frequency, and descriptions so every quote your team sends uses the same catalogue.

Increase NPS through targeted actions

Use detractor feedback to make specific improvements and track whether scores improve over time.

Monthly review

Most teams look at dashboards without knowing what to do with the numbers. Learn how to diagnose what actually happened, separate signal from noise, and make course-corrections while there's still time to recover. Turn data into decisions instead of just reporting.

Collaboration tools

Where your team communicates shapes how decisions get made. Good collaboration tools make information easy to find and keep conversations focused.

Often forgotten lead sources

Find leads leaking through gaps most companies ignore. Google Business, support emails, phone enquiries, and high-traffic pages without CTAs.

Start right, work left through the awareness stages

The hottest traffic (people comparing you to competitors) is expensive but easiest to convert. Start there, dominate it, then work backwards to warmer traffic, then cold traffic as you hit channel limits.

Identify untapped accounts

Audit your customer base for accounts that should be expanding but are not, and build targeted plans to unlock their potential.

Sales reporting

Build pipeline dashboards that show deal health at a glance, track your personal performance against targets, set up revenue forecasting, and monitor forecast accuracy over time.

How to warm up your LinkedIn profile

Boost LinkedIn reach in the week before you post. Warm the algorithm with daily chats, meaningful comments, a cleaner network, and new recommendations.

Customer success platforms

Churn happens when you're not paying attention. Success platforms surface at-risk accounts before it's too late to save them.

Who to interview

Not all customer feedback is equally valuable. Learn which segments of your customer base will give you the insights that actually change how you sell and who you should prioritise when time is limited.

Create reusable templates

Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.

How to create high-quality content

Write content that educates, engages, and converts with clear transformation. Create for one reader with proof, optimise for search, drive qualified traffic.

Campaign structure and account setup

Set up your Google Ads account, define your campaign structure, and organise ad groups so every euro is traceable to a business outcome.

Run quarterly health score reviews

Review account health trends across your portfolio each quarter, adjust scoring weights, and catch at-risk accounts before they churn.

How to design multi-touch sequences

Structure your campaign across multiple touchpoints using email, LinkedIn, or both channels for maximum reach and response rates.

How to build your target lead list

Find and qualify leads with precision so you can spend less time prospecting. Focus more time on closing actual conversations that matter.

Building your backlog

Random testing wastes time and teaches you nothing. Learn how to collect experiment ideas systematically and prioritise them based on potential impact so you always know what to run next.

Automate risk escalation

Build workflows triggered by health score drops: internal alerts, outreach tasks, manager escalation. Catch problems before customers leave.

Lists and segmentation

Build active lists that update automatically as contacts meet criteria, create segmentation rules based on behaviour and attributes, and set up list hygiene automation that removes inactive or unqualified contacts.

Configure lifecycle stage transitions

Automate the contact lifecycle from customer through onboarding, active, and renewal so the CRM always reflects where someone is in the journey.

Sales enablement tools

Build your product library with accurate pricing, create quote templates that look professional, configure payment integration, and set up e-signature workflows that eliminate printing and scanning.

Products and price book setup

Create your product catalogue, define pricing tiers, and configure line items so quotes and invoices pull accurate data automatically.

Proposals and contracts

Deals stall when paperwork is slow. Proposal tools help you send professional documents and get signatures without the back and forth.

Weekly data review

Learn which numbers to check each week, how to spot early warning signs, and what to escalate before small problems become big misses.

Review your 12-metric scorecard

Pull your numbers from the last cycle, compare them against targets, and see which metrics moved and which ones stalled. You will leave with a clear picture of where you stand.

Calculate how many leads you need and what you can afford

Work backwards from revenue to figure out how much traffic you actually need, then calculate the maximum you can spend per lead whilst staying profitable. This tells you which channels are even possible before you waste budget testing everything.

SLA configuration

Define SLA policies for response and resolution times, configure escalation rules, and set up alerts so your team never misses a deadline.

Build your deal pipeline

Map your sales process into stages with probabilities. Add conditional properties so reps capture the right information at every step.

Build your marketing dashboard

Pick the right template, add reports that answer your weekly questions, and arrange everything so performance is visible in 30 seconds.

Rebalance effort across engines

Compare where your team spends time against where the data shows the opportunity, then shift resources to close the gap.

For heads of growth

See the full funnel from first touch to closed revenue, identify where leads leak between marketing and sales, and track the metrics that connect activity to outcomes.

How to monitor customer health

Track engagement, usage, and sentiment to identify at-risk customers before they churn so you can intervene early with targeted outreach.

Build a CRM health dashboard

Create a default dashboard that shows unenriched contacts, missing properties, duplicate records, and data quality over time. Keeps the foundation visible.

Train on common objection patterns

Build a shared objection-handling library and run practice sessions based on real call data so your team improves together.

Sales engagement

Outreach at scale requires sequences and tracking. Engagement platforms help you follow up consistently without losing the personal touch.

A/B test ad formats systematically

Compare image, video, carousel, and text formats across segments to find which earns the most clicks from each audience.

The Growth OS (Operating system) explained

If you're joining a team that runs this operating system, you need to understand how it works without reading every chapter. This is the short version: what to expect from each cadence, how decisions get made, and how to contribute from day one.

Optimise existing pages for mobile and message match

60%+ of traffic is mobile. If your page isn't optimised for small screens, you're losing half your visitors. Also ensure your ad promise matches the landing page headline exactly.

Build segment-specific pages only where volume justifies it

Calculate which segments need dedicated pages based on traffic volume and message distance. If belief gaps are close, segments can share pages. If gaps are large and volume is high, build separate pages.

Review call recordings monthly

Listen to discovery calls systematically to identify what works, what does not, and where your team can improve.

Reschedules and no-shows

Make rebooking easy with one click. Follow up same day if they miss. Give them another chance without burning the relationship.

Creating strong hypotheses

Most experiments fail before they start because the hypothesis is vague or untestable. Learn how to write hypotheses that are specific enough to prove or disprove and tied to metrics that matter.

Customise your CRM views

Build saved views, configure record sidebars, and set default properties so every team member sees what they need without clicking around.

How to filter internal traffic in GA4

Exclude your own IP address from Google Analytics 4. Keep your data accurate and free from internal traffic noise that skews metrics.

How to decide what to track

Track what matters for growth decisions. Map key conversions, name events with clear conventions, and document tracking specifications.

Unit economics targets

Growth without guardrails burns cash. Set the CAC to LTV ratio and payback period that determines how aggressively you can scale and what constraints your growth engines need to operate within.

Design the call flow

Map the discovery call from opening to next steps so every conversation follows a consistent path that builds toward a clear outcome.

Test systematically and apply learnings

A/B test one element at a time on highest-traffic pages. Start with headlines (biggest impact), then proof, then CTA. Apply winning patterns across similar pages without re-testing everything.

Re-engage stale lead

Bring cold leads back to life when they've stopped responding to your messages.

AI tools

AI handles research, drafts, and analysis in minutes instead of hours. The right tools multiply your output without adding headcount or complexity.

Identify the highest-leverage metric

Use the compound model to calculate which single metric improvement will generate the biggest revenue impact this quarter, so you focus where it matters most.

Documentation

Knowledge that's written down compounds. Document your processes and decisions so your team builds on what's already been figured out.

Run your monthly experiment cycle

Execute the full experiment loop each month: select from your backlog, launch, monitor, close, and document what you learned.

Build quote templates

Design branded quote layouts with your logo, terms, and e-signature fields. Reps select a template, and the product library fills in the rest.

Compare growth approaches

See how Random Rick, Specialist Steve, and Solid Sarah compare side by side and why a structured system always wins.

New subscriber welcome flow

Design the first emails a new contact receives to set expectations, deliver immediate value, and start building trust from day one.

How to recruit participants

Getting busy people to give you thirty minutes is harder than it sounds. Use the right channels and messages to fill your interview calendar without begging or burning goodwill.

Users and permissions

Set up users with the right access levels before they start working in HubSpot. Understand how seats work, create teams that match your organisation, and configure permissions so people see what they need without accessing what they shouldn't.

Automation

Repetitive work is work that shouldn't require thinking. Automate the predictable stuff so your team focuses on problems that actually need human judgment.

Audit and clean data quarterly

Run property audits, merge duplicates, fix formatting, and archive stale records so your CRM stays reliable as your team grows.

How to build reports in GA4

Build useful GA4 reports once your events are tracked. Understand what's working with funnels, segmentation, and automated reporting.

Refine scoring criteria

Update your qualification criteria based on which discovery calls actually turned into closed deals over the last quarter.

Review pricing against market quarterly

Benchmark your pricing against competitors and market rates each quarter to make sure you are positioned where you want to be.

Audience building and matched audiences

Build targeting audiences using job title, company size, and industry filters, and set up matched audiences from your CRM and website visitors.

Prune inactive contacts

Remove or re-segment contacts who have not engaged in 90 or more days to protect your sender reputation and keep your data clean.

There are no available cars matching the current filters.
Reset All