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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Remove distractions and control your digital environment. Create conditions for high-quality focused work without constant interruptions.
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.
Exclude your own IP address from Google Analytics 4. Keep your data accurate and free from internal traffic noise that skews metrics.
Identify complementary products or services that solve related problems and present them at the right moment in the customer journey.
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.
The roadmap from where you are to where you want to be. Three parallel tracks working together: big initiative, 10% improvements, and buffer capacity.
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.
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.
Manage your time like your ad budget. Get the highest ROI from your hours with personal audits, ideal-week calendars, and timeboxing.
Move content subscribers from passive readers to active prospects ready to talk.
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.
One clear outcome you want to achieve in the next 90 days. Ambitious yet realistic.
Build dashboards that show traffic sources and attribution, track lead generation metrics, monitor funnel progression, and measure campaign performance and ROI.
Random tactics scatter your focus and burn you out. Systems compound effort into sustainable growth. See why working without structure leads to chaos.
Create systematic processes to gather customer input, surface issues early, and act on feedback before problems become churn events.
Stop leaving reach to chance with random timing. Use a pre-posting checklist, well-timed publishing, and first-hour engagement to multiply impressions.
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.
Spot upsell and cross-sell opportunities from usage patterns, customer feedback, and lifecycle signals before customers even ask for more.
Recover missed meetings without burning the relationship or sounding frustrated.
Revive your existing LinkedIn network and surface opportunities hidden in connections you've ignored.
Optimise your outreach by measuring what matters. Track opens, replies, and conversions, then diagnose and fix drop-offs systematically.
Compare PandaDoc, Proposify, and other tools based on your sales complexity, CRM integration needs, and pricing workflow requirements.
Track tasks, deadlines, and team workload. Keep projects moving without losing visibility into who's doing what.
Monitor which sections get read, how long prospects spend reviewing, and which pricing options convert best so you can optimise proposals.
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.
Map the right prospects, message, and channels before sending a single email. Make every touch land in the inbox of someone ready to talk.
Focus on metrics that drive decisions and reveal bottlenecks. Avoid vanity metrics that look good but don't help you grow.
Monthly growth planning translates quarterly strategy into monthly tactics. Set the top 5 priorities for the month, assign owners, and ensure everyone knows what ships when.
Launch your repurposed assets with a step-by-step plan. Time email blasts, social drops, community posts, and engage for 60 minutes per launch.
Honest assessment of where you are now, what's working, what's broken, and what resources you have.
Make renewing frictionless and proactive so customers don't have to think about it whilst you spot risks early enough to address them.
Set up conversion tracking for real business actions. Track meetings booked, sign-ups completed, key pages visited, and payments made.
Use a weekly Firebreak to close open loops and reset. Start next week clear and focused by clearing, reflecting, and planning systematically.
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.
Structure pricing tiers, usage-based fees, and add-ons that enable customers to grow with you whilst capturing more value as they scale.
Map your current manual processes step-by-step. Identify repetitive tasks that take time but don't require judgement. Calculate time savings to prioritise what to automate first.
Tell your story in a way that establishes expertise, demonstrates values, and shows why buyers should choose you over competitors in the market.
Create clear progression from entry tier to premium offering so customers see the natural next step as they grow and need more value.
Ask questions that uncover real pain points, not polite answers. Structure conversations that reveal what actually drives decisions.
Engage website visitors in real-time, qualify leads automatically, and route conversations to the right team member.
Track what matters for growth decisions. Map key conversions, name events with clear conventions, and document tracking specifications.
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.
Start conversations with cold leads by leading with value instead of a meeting request.
Your profile is your homepage so fix this before you post anything. Clear headline, sharp pitch, strong CTAs, and trust signals that convert visitors.
Track engagement, usage, and sentiment to identify at-risk customers before they churn so you can intervene early with targeted outreach.
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.
Set a traffic goal, group keywords by intent, and build a strategic content pillar map that scales with clear launch plans ready to execute.
Present upsells and cross-sells at renewal periods, usage milestones, and moments when customers naturally need more from your solution.
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.
Create a trusted task system so you never forget anything. Always know what to work on next with capture, prioritisation, and timeboxing.
Turn high-quality articles into discoverable assets. Craft title tags, schema, internal links, add llms.txt, fix speed, and rank in search and AI.
Use heatmaps, recordings, and survey data to uncover friction. Discover confusion and blockers that hurt your conversion rates and user experience.
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.
Keep deals moving forward when prospects need time to think or consult their team.
Lock in domain, DNS, inbox warm-up, and sending volumes before writing a single email. Protect deliverability from day one with proper setup.
Design a dashboard that tracks core metrics, shows trends, highlights problems, and keeps the team focused on what matters.
Identify your best customers, recent churned accounts, and lost prospects. Build a list of 8-12 people who can tell you what really drives buying decisions.
Send confirmation immediately with what to expect. Remind at 24 hours and 1 hour. Each touchpoint reduces no-shows.
Turn your organic-growth strategy into a production system. Track ideas, score by impact, move through workflow, and publish on time consistently.
Find and verify contact data, enrich leads with company information, and build targeted lists for outreach.
Build and manage your website content. Choose a platform that balances flexibility, ease of use, and integration with your growth stack.
Map the first 30-90 days to deliver quick wins, set expectations, and prove value before customers question their decision to buy from you.
Track performance over time. Identify bottlenecks and failures. A/B test workflows like you test landing pages. Compound automations by connecting them into complete systems.
Design proposal frameworks with clear scope, pricing options, and acceptance workflows that guide buyers toward decisions without confusion.
Close deals faster by staying top of mind while your proposal sits in their inbox.
Deep strategic reset with full performance analysis. Identify system-level bottlenecks, validate strategy, and set the next roadmap.
Analyse what worked and what didn't. Assess experiments, identify patterns, and decide what to double down on or cut completely.
Don't just "try something". Write a hypothesis predicting what will happen and why. Design the experiment with proper controls so you actually learn whether your hypothesis was right.
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.
See which companies visit your website, even if they don't fill out a form. Prioritise outreach based on buying signals.
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.
Design together, record walkthroughs, whiteboard ideas, and share passwords securely across your team.
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.
Get qualified leads to book a meeting when they've shown interest but haven't taken the next step.
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.
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.
Deliver what they asked for, then introduce yourself. Build trust over 3-5 emails before asking for anything. Different flows for different entry points.
Identify churn patterns, build early warning systems, and create win-back campaigns for customers considering leaving to salvage relationships.
Track traffic sources and lead generation, monitor funnel progression from visitor to MQL, measure campaign performance, and prove marketing's contribution to revenue.
Sarah runs fewer experiments but wins anyway. She aligns 12 metrics across 4 engines. See how systematic leverage creates exponential results.
Build useful GA4 reports once your events are tracked. Understand what's working with funnels, segmentation, and automated reporting.
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.
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.
Choose meeting types, set durations and buffers, place links where intent is highest. Make booking frictionless so ready leads do not drop off.
Match your offer to where prospects are in their buying journey. Problem aware, solution aware, and product aware buyers need different things.
Convert people who reached out to you into qualified conversations while their interest is still warm.
Place forms where intent is highest. Choose fields that balance data quality against conversion rate. Make every form work harder.
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.
Use AI for research, writing, analysis, and automation. Pick the right tool for different tasks in your workflow.
Structure your campaign across multiple touchpoints using email, LinkedIn, or both channels for maximum reach and response rates.
Find leads leaking through gaps most companies ignore. Google Business, support emails, phone enquiries, and high-traffic pages without CTAs.
Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.
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.
Automatically record, transcribe, and summarise your calls. Share insights with your team without manual note-taking.
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.
Turn accepted LinkedIn requests into engaged prospects without coming across as pushy or salesy.
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.
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.
Small improvements across 12 metrics multiply into exponential growth. Learn how engines connect, why improvements compound, and where leverage lives.
Weekly planning sessions turn monthly plans into weekly execution. Set the top 3 priorities, assign owners, and ensure everyone knows what to work on.