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.
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Keep deals moving forward when prospects need time to think or consult their team.
Most B2B companies pick a growth motion by accident and wonder why scaling feels so hard. Learn how to deliberately choose between founder-led
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.
Your prospects compare you to alternatives whether you like it or not. Control that comparison by deliberately choosing your category and articulating why you win against the options they are already considering.
Make rebooking easy with one click. Follow up same day if they miss. Give them another chance without burning the relationship.
Set up notification workflows that alert your team when leads take important actions, configure lead assignment automation that distributes leads fairly, and create data quality workflows that keep your database clean.
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.
Make and receive calls directly from your CRM, automatically log conversations, and record calls for training and compliance.
Optimise your outreach by measuring what matters. Track opens, replies, and conversions, then diagnose and fix drop-offs systematically.
Turn accepted LinkedIn requests into engaged prospects without coming across as pushy or salesy.
Close deals faster by staying top of mind while your proposal sits in their inbox.
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.
Churn happens when you're not paying attention. Success platforms surface at-risk accounts before it's too late to save them.
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.
Start conversations with cold leads by leading with value instead of a meeting request.
Recover missed meetings without burning the relationship or sounding frustrated.
Turn high-quality articles into discoverable assets. Craft title tags, schema, internal links, add llms.txt, fix speed, and rank in search and AI.
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.
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.
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.
Track what matters for growth decisions. Map key conversions, name events with clear conventions, and document tracking specifications.
Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.
Small improvements across 12 metrics multiply into exponential growth. Learn how engines connect, why improvements compound, and where leverage lives.
Install Google Tag Manager and Google Analytics 4 correctly. Get the right foundations in place before tracking any events or conversions.
Track engagement, usage, and sentiment to identify at-risk customers before they churn so you can intervene early with targeted outreach.
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.
Paid channels let you reach your audience immediately. The right platform depends on where your buyers spend their attention.
Structure your campaign across multiple touchpoints using email, LinkedIn, or both channels for maximum reach and response rates.
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.
Write cold emails that get replies with clear value and no fluff. Learn frameworks for subject lines, openers, relevance, proof, and CTAs.
Compare PandaDoc, Proposify, and other tools based on your sales complexity, CRM integration needs, and pricing workflow requirements.
Install tracking infrastructure that shows which metrics drive revenue. Build your scorecard and launch your first cycle with the right foundation.
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.
Customers expect fast answers. Helpdesk tools organise requests so nothing gets buried and response times stay low.
Likes mean nothing if they don't convert into business. Break down winning formats, hooks, and structures that attract your ideal buyer and drive action.
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.
Convert people who reached out to you into qualified conversations while their interest is still warm.
Configure the core settings that affect everything else in HubSpot: timezone, currency, and default properties. Then connect your website and advertising platforms so data starts flowing into your CRM from day one.
Handle email like a pro so it doesn't interrupt your day. Process inbox efficiently without letting it hijack your focus and deep work time.
Leads need nurturing but you can't email everyone manually. Automation sends the right message at the right time based on behaviour.
Not everyone moves through awareness the same way. Some people believe training works but doubt online training. Others believe online training works but doubt your approach. These splits create your segments.
Outreach at scale requires sequences and tracking. Engagement platforms help you follow up consistently without losing the personal touch.
Good creative gets clicks. Design tools help you produce professional visuals without waiting on designers for every asset.
Bring cold leads back to life when they've stopped responding to your messages.
Build dashboards that show traffic sources and attribution, track lead generation metrics, monitor funnel progression, and measure campaign performance and ROI.
Stop scrambling for ideas the night before you post. Set up a simple Notion calendar, balance value and sales, and stay three weeks ahead consistently.
Knowledge that's written down compounds. Document your processes and decisions so your team builds on what's already been figured out.
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.
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.
Map the right prospects, message, and channels before sending a single email. Make every touch land in the inbox of someone ready to talk.
Launch your repurposed assets with a step-by-step plan. Time email blasts, social drops, community posts, and engage for 60 minutes per launch.
Revive your existing LinkedIn network and surface opportunities hidden in connections you've ignored.
Manage your time like your ad budget. Get the highest ROI from your hours with personal audits, ideal-week calendars, and timeboxing.
Turn your organic-growth strategy into a production system. Track ideas, score by impact, move through workflow, and publish on time consistently.
Vague targeting wastes budget and confuses your team. Get specific about which companies to pursue and who within them actually makes buying decisions so every growth activity has a clear target.
Engage website visitors in real-time, qualify leads automatically, and route conversations to the right team member.
Consistency on social takes time you don't have. Management tools help you stay visible without living inside the platforms.
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.
Repetitive work is work that shouldn't require thinking. Automate the predictable stuff so your team focuses on problems that actually need human judgment.
Spot upsell and cross-sell opportunities from usage patterns, customer feedback, and lifecycle signals before customers even ask for more.
Boost LinkedIn reach in the week before you post. Warm the algorithm with daily chats, meaningful comments, a cleaner network, and new recommendations.
Every lead starts with a form submission. Good form tools balance conversion with data quality so you capture the right information.
Write content that educates, engages, and converts with clear transformation. Create for one reader with proof, optimise for search, drive qualified traffic.
Capture visitors before they leave with exit intent, scroll triggers, and timed pop-ups. Use LinkedIn and Meta lead forms to recapture those who did not convert.
Spreading effort across everything means making progress on nothing. Learn how to pick one metric to focus on each month, select initiatives that will actually move it, and create the conditions for step-change improvement rather than incremental tweaks. Walk away with a clear focus and a short list of initiatives that matter.
Build board-ready reports that show revenue forecasting, pipeline coverage, and progress against company targets without getting lost in operational detail.
Deals stall when paperwork is slow. Proposal tools help you send professional documents and get signatures without the back and forth.
Position upgrades and cross-sells as solving customer problems, not hitting your sales targets, so offers feel helpful instead of pushy.
Make renewing frictionless and proactive so customers don't have to think about it whilst you spot risks early enough to address them.
Build useful GA4 reports once your events are tracked. Understand what's working with funnels, segmentation, and automated reporting.
Send confirmation immediately with what to expect. Remind at 24 hours and 1 hour. Each touchpoint reduces no-shows.
Statistical significance is just the beginning. Learn how to interpret results correctly, avoid false positives, and turn winning experiments into permanent improvements across your growth engines.
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.
Identify churn patterns, build early warning systems, and create win-back campaigns for customers considering leaving to salvage relationships.
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.
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.
Design proposal frameworks with clear scope, pricing options, and acceptance workflows that guide buyers toward decisions without confusion.
Map the first 30-90 days to deliver quick wins, set expectations, and prove value before customers question their decision to buy from you.
Present upsells and cross-sells at renewal periods, usage milestones, and moments when customers naturally need more from your solution.
Set up conversion tracking for real business actions. Track meetings booked, sign-ups completed, key pages visited, and payments made.
Deep channel expertise doubles revenue but still hits a ceiling. Mastering one engine isn't enough. See why system thinking beats specialisation.
Upload your visual identity so every email, quote, and document that leaves HubSpot looks consistent. Set default colours, fonts, and logo placement once, then let templates do the work.
Don't build new pages yet. First, analyse which current pages convert best and redirect underperforming traffic there. Quick win with zero build time.
Images and videos determine whether ads get noticed in feed. Test formats systematically: single images versus carousels versus videos, and match visual type to segment and awareness stage.
Place forms where intent is highest. Choose fields that balance data quality against conversion rate. Make every form work harder.
Create systematic processes to gather customer input, surface issues early, and act on feedback before problems become churn events.
Exclude your own IP address from Google Analytics 4. Keep your data accurate and free from internal traffic noise that skews metrics.
Annual goals mean nothing without quarterly targets that break them down. Learn how to work backwards from revenue through conversion steps and set the assumptions your team will execute against. By the end of this chapter, you'll have a model that turns ambition into arithmetic and gives every team a number they own.
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.
Match your offer to where prospects are in their buying journey. Problem aware, solution aware, and product aware buyers need different things.
Structure pricing tiers, usage-based fees, and add-ons that enable customers to grow with you whilst capturing more value as they scale.
See which companies visit your website, even if they don't fill out a form. Prioritise outreach based on buying signals.
Move content subscribers from passive readers to active prospects ready to talk.
Your best customers want to connect with each other. Community tools create spaces where users help users and loyalty grows.
Use heatmaps, recordings, and survey data to uncover friction. Discover confusion and blockers that hurt your conversion rates and user experience.
Random tactics scatter your focus and burn you out. Systems compound effort into sustainable growth. See why working without structure leads to chaos.
Find and verify contact data, enrich leads with company information, and build targeted lists for outreach.
The first line determines whether anyone reads your ad. Test different hook types (questions, stats, pain statements, outcome promises) to find what stops the scroll for each segment.
Configure scoring criteria that balance demographic fit with behavioural engagement, implement point values for actions that predict conversions, and create score-based workflow triggers that route hot leads immediately.
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.