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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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.
Customise deal stages to match your actual sales process, configure win and loss reasons that help you identify patterns, and set deal probability by stage so forecasting reflects reality.
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.
Sarah runs fewer experiments but wins anyway. She aligns 12 metrics across 4 engines. See how systematic leverage creates exponential results.
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.
Exclude your own IP address from Google Analytics 4. Keep your data accurate and free from internal traffic noise that skews metrics.
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.
Good creative gets clicks. Design tools help you produce professional visuals without waiting on designers for every asset.
Create a trusted task system so you never forget anything. Always know what to work on next with capture, prioritisation, and timeboxing.
Build board-ready reports that show revenue forecasting, pipeline coverage, and progress against company targets without getting lost in operational detail.
Lock in domain, DNS, inbox warm-up, and sending volumes before writing a single email. Protect deliverability from day one with proper setup.
Structure pricing tiers, usage-based fees, and add-ons that enable customers to grow with you whilst capturing more value as they scale.
Remove distractions and control your digital environment. Create conditions for high-quality focused work without constant interruptions.
Make and receive calls directly from your CRM, automatically log conversations, and record calls for training and compliance.
Move warm leads toward a discovery call. Share case studies, answer objections, drop booking links at the right moment. Fast track for hot leads, slower for warm.
Configure your personal workspace so HubSpot works for how you sell. Set working hours, notification preferences, connect your email and calendar, and set up snippets and templates you'll use daily.
Spot upsell and cross-sell opportunities from usage patterns, customer feedback, and lifecycle signals before customers even ask for more.
Present upsells and cross-sells at renewal periods, usage milestones, and moments when customers naturally need more from your solution.
Write cold emails that get replies with clear value and no fluff. Learn frameworks for subject lines, openers, relevance, proof, and CTAs.
Consistency on social takes time you don't have. Management tools help you stay visible without living inside the platforms.
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.
Knowledge that's written down compounds. Document your processes and decisions so your team builds on what's already been figured out.
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.
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.
Turn high-quality articles into discoverable assets. Craft title tags, schema, internal links, add llms.txt, fix speed, and rank in search and AI.
Deals stall when paperwork is slow. Proposal tools help you send professional documents and get signatures without the back and forth.
Place forms where intent is highest. Choose fields that balance data quality against conversion rate. Make every form work harder.
Your best customers want to connect with each other. Community tools create spaces where users help users and loyalty grows.
Revenue leaks through failed payments and messy upgrades. Billing tools handle the complexity so you collect what you've earned.
Your profile is your homepage so fix this before you post anything. Clear headline, sharp pitch, strong CTAs, and trust signals that convert visitors.
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.
Build dashboards that show traffic sources and attribution, track lead generation metrics, monitor funnel progression, and measure campaign performance and ROI.
Revive your existing LinkedIn network and surface opportunities hidden in connections you've ignored.
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.
Bring cold leads back to life when they've stopped responding to your messages.
Write content that educates, engages, and converts with clear transformation. Create for one reader with proof, optimise for search, drive qualified traffic.
Structure your campaign across multiple touchpoints using email, LinkedIn, or both channels for maximum reach and response rates.
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.
The value of a meeting lives in what happens afterwards. Capture decisions and action items so every conversation moves work forward.
Customers who don't adopt don't renew. Onboarding tools guide new users to value before they lose interest.
Where your team communicates shapes how decisions get made. Good collaboration tools make information easy to find and keep conversations focused.
Make rebooking easy with one click. Follow up same day if they miss. Give them another chance without burning the relationship.
Monitor which sections get read, how long prospects spend reviewing, and which pricing options convert best so you can optimise proposals.
Identify churn patterns, build early warning systems, and create win-back campaigns for customers considering leaving to salvage relationships.
Leads need nurturing but you can't email everyone manually. Automation sends the right message at the right time based on behaviour.
Create a smooth transition from sales to customer success that builds trust from day one.
Choose meeting types, set durations and buffers, place links where intent is highest. Make booking frictionless so ready leads do not drop off.
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.
Create clear progression from entry tier to premium offering so customers see the natural next step as they grow and need more value.
Turn accepted LinkedIn requests into engaged prospects without coming across as pushy or salesy.
Engage website visitors in real-time, qualify leads automatically, and route conversations to the right team member.
Track traffic sources and lead generation, monitor funnel progression from visitor to MQL, measure campaign performance, and prove marketing's contribution to revenue.
Use a weekly Firebreak to close open loops and reset. Start next week clear and focused by clearing, reflecting, and planning systematically.
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.
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.
AI handles research, drafts, and analysis in minutes instead of hours. The right tools multiply your output without adding headcount or complexity.
Campaign pages need to go live fast. Dedicated builders let you launch and test without touching your main website.
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.
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.
Every purchase requires customers to believe certain things are true. They need to believe the problem exists, that a solution works, that you're the right choice, and that buying now makes sense. Different people get stuck at different stages.
Build and manage your website content. Choose a platform that balances flexibility, ease of use, and integration with your growth stack.
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.
Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.
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.
Recover missed meetings without burning the relationship or sounding frustrated.
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.
Make renewing frictionless and proactive so customers don't have to think about it whilst you spot risks early enough to address them.
Manage your time like your ad budget. Get the highest ROI from your hours with personal audits, ideal-week calendars, and timeboxing.
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.
Boost LinkedIn reach in the week before you post. Warm the algorithm with daily chats, meaningful comments, a cleaner network, and new recommendations.
Convert every long-form guide into LinkedIn posts, carousels, videos, and podcast snippets in minutes with AI prompts and reusable templates.
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.
Position upgrades and cross-sells as solving customer problems, not hitting your sales targets, so offers feel helpful instead of pushy.
Design proposal frameworks with clear scope, pricing options, and acceptance workflows that guide buyers toward decisions without confusion.
Find and qualify leads with precision so you can spend less time prospecting. Focus more time on closing actual conversations that matter.
Install Google Tag Manager and Google Analytics 4 correctly. Get the right foundations in place before tracking any events or conversions.
Most B2B companies pick a growth motion by accident and wonder why scaling feels so hard. Learn how to deliberately choose between founder-led
Keep deals moving forward when prospects need time to think or consult their team.
Small improvements across 12 metrics multiply into exponential growth. Learn how engines connect, why improvements compound, and where leverage lives.
A winning test means nothing if the setup was flawed. Learn how to configure experiments properly in VWO, ad platforms, and email tools so your results are actually valid.
Your system for tracking work determines how your team operates. The right tool makes priorities visible and keeps everyone moving without endless status updates.
Random tactics scatter your focus and burn you out. Systems compound effort into sustainable growth. See why working without structure leads to chaos.
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.
Set a traffic goal, group keywords by intent, and build a strategic content pillar map that scales with clear launch plans ready to execute.
Repetitive work is work that shouldn't require thinking. Automate the predictable stuff so your team focuses on problems that actually need human judgment.
Install tracking infrastructure that shows which metrics drive revenue. Build your scorecard and launch your first cycle with the right foundation.
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.
Quarterly targets hit or missed are just the starting point. Learn how to assess whether your assumptions about the business were right, extract learnings that compound, and set up the next quarter with a model grounded in reality. Close one quarter and open the next in a single session.
Match CTA to segment readiness. Hot traffic wants "Book demo now", cold traffic wants "Get the guide". Asking for too much too soon kills conversion. Asking for too little from ready buyers wastes opportunities.
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.
Paid channels let you reach your audience immediately. The right platform depends on where your buyers spend their attention.
Customers expect fast answers. Helpdesk tools organise requests so nothing gets buried and response times stay low.
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.
Track engagement, usage, and sentiment to identify at-risk customers before they churn so you can intervene early with targeted outreach.
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.
Every lead starts with a form submission. Good form tools balance conversion with data quality so you capture the right information.
A folder full of interview notes is worthless if nothing changes. Learn how to spot patterns across conversations and translate what you heard into concrete updates to your ICP and positioning.
Focus beats diversification. Scale one channel until it stops working efficiently, then add one more. Always have a backup channel started, but put 80% of effort into your primary channel.
Track what matters for growth decisions. Map key conversions, name events with clear conventions, and document tracking specifications.
Send confirmation immediately with what to expect. Remind at 24 hours and 1 hour. Each touchpoint reduces no-shows.