Set up the infrastructure that makes full-funnel growth possible: the right tools, clean data, weekly rhythm, and clear customer journey.
You can't build on a broken foundation. Without solid infrastructure, you're firefighting instead of growing. We'll set up the basics first so everything you build afterwards actually sticks and compounds.
Your CRM, automation, and analytics work together. No more broken integrations or missing data that slows everything down.
Know exactly where you stand today. Track the metrics that predict growth, not vanity numbers that look good but mean nothing.
A simple operating cadence so your team knows what to focus on and nothing slips through the cracks week after week.
See the full path from first touch to expansion. Spot the gaps, fix the leaks, build for compound growth over time.
Growth operations is the invisible force behind every high-performing team. Without it, dashboards break, data goes missing, and progress stalls.
Here, I’ll show you how to build a growth infrastructure that supports every part of your business — automation, reporting, and workflow design. You’ll learn the exact setup that lets your marketing, sales, and service engines run in sync.
When operations run smoothly, growth compounds effortlessly.
Tactical playbooks for every stage of this engine. The playbooks are practical guides for tactical stuff. They complement the (paid) growth framework and help you with the tactics.
Take control of your week. Use habits and systems to focus on work that actually moves the needle. Add a quick daily review so important tasks get done without burnout.
See playbook
Help your team work better together. Set up shared rituals and tools to remove friction and move faster. Make async the default and know who decides and where work lives.
See playbook
Build dashboards that show what matters. Give your team clarity without noise or vanity metrics. Agree definitions and review insights on a simple schedule.
See playbook
Use AI for research, briefs and QA. Set prompts and review steps, train the team, and track time saved without risking quality. Focus on cases that strengthen the work.
See playbook
Save time and automate repetitive marketing tasks using Zapier, n8n or Make. Move data cleanly and reduce manual effort with small, safe automations that earn back hours.
See playbook
Record a course that people finish. Structure, script and film your expertise without wasting months on setup. Use light gear and a repeatable plan that fits your week.
See playbook
Use the tools you already have. But if you're starting from scratch or want recommendations, these are the tools I use with clients and personally rely on. Consider this a bonus: helpful if you need it, completely optional if you don't.
AI note taker that records meetings, creates notes and pushes them to the CRM so follow up is clear.
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.
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Google Sheets is a cloud-based spreadsheet tool for data analysis, collaboration, and automation. It's free, works in your browser, and integrates with the entire Google Workspace ecosystem.
Cloud phone system built for sales teams, with call routing, recordings and CRM logging that makes follow up and coaching easier.
AI assistant strong at long form writing and thoughtful analysis, good for working with long documents and sensitive data.
Course platform with hosting, payments and quizzes, good for training offers that need speed to launch.
Platform that hosts courses, email and payments, useful for simple training offers without custom dev.
Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.
Course platform focused on clean student experience with solid tools for lessons and certificates.
Document platform that blends text, tables and automation, great for playbooks, calculators and living specs in one place.
Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.
Online whiteboard for mapping ideas, journeys and plans, great for async workshops and alignment.
Team chat that speeds collaboration when channels, notifications and etiquette are set with care.
Visual automation platform that connects tools and moves data with control and scheduling.
Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.
Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.
AI search that cites sources, useful for fast research and content prep with links to verify.
On device transcription for audio and video, quick and private, useful for notes and content.
AI research tool that indexes your sources and answers from them, useful for briefs and prep.
Email assistant that filters noise and adds reminders so important mail surfaces when needed.
Consent manager that helps control tracking based on user choice, easy to add with tag manager and clear banners.
Personal task app with quick capture, filters and calm design, great for managing work and habits.
Kanban boards for projects and tasks, easy to start and share, best for light workflows.
Process tool for repeatable checklists with form fields and automations, good for onboarding and QA.
Password manager that stores and shares credentials securely, with policies that protect access.
Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.
Integration platform that runs code and workflows, great for custom automations beyond no code limits.
Email extension that hides your inbox by default so you can send and search without getting pulled into new mail.
Productivity suite for mail, docs and storage, easy admin and sharing that suits most B2B teams.
Collaborative design tool for layouts and assets, great for landing pages, ads and quick iteration with stakeholders.
Project management that keeps work clear with boards, timelines and templates, good for campaign planning and cross team coordination.
Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.
App and site blocker that helps protect focus time by pausing the noise across devices.
Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
AI assistant that helps with research, outlines and rewrites, useful for speed and quality when paired with clear prompts and checks.
All in one project and doc tool with tasks, docs and dashboards, powerful yet noisy if over configured, best with a clear setup.
Flexible tables meet databases, great for content calendars, asset libraries and light workflows that need structure and simple automation.
The books that shaped how I think about growth. Read summaries here, then buy what resonates. Learn from the best thinkers in B2B.
Atul Gawande
Why checklists work, where to use them, and examples for launches, experiments and migrations. Keep quality high and stress low.
James Clear
Turn habit theory into daily practice for marketers. Simple cues, tiny wins and scorecards that help teams deliver consistently under pressure.
Tim Ferriss
A pragmatic look at delegation, automation and lifestyle design. Keep the useful parts, skip the hype, ship more value.
Tiago Forte
How to store research, briefs and ideas so you can reuse them later. A calm framework for notes that supports experiments and content.
Richard Koch
Use Pareto thinking to pick channels, ideas and customers. Cut the long tail and double down on what works.
Cal Newport
How to reduce low value tools and feeds. Practical steps to tidy notifications, choose channels and free up time for impact.
Barbara Minto
A method for clear writing and slides. Lead with the answer, group logic well and make recommendations easy to approve.
David Allen
Capture, clarify and review without friction. Keep projects moving with weekly reviews and clear next actions.
Greg McKweon
Rules for choosing fewer, better projects. Protect time, set trade offs and align efforts with clear goals and measures.
Cal Newport
A playbook for concentration in modern teams. Set focus blocks, reduce context switching and build a culture that values deep work.
David H. Maister
A classic on leading expert teams. Balance sales, delivery and culture with numbers that keep the firm strong.
Jason Fried
Short essays that challenge default habits. Focus on product, talk to customers and cut pretend work.
Gary Keller
A method for ruthless focus. Ask the focusing question, block time and protect momentum on the work that matters most.
Cal Newport
A humane approach to output. Plan seasons, protect focus and deliver work that matters at a sustainable pace.
Dan Martell
A straight guide to reclaiming hours. Define your buyback rate, document tasks and build small systems that pay back every week.
Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.
Clear mental clutter by transferring all thoughts, tasks, and ideas onto paper or screen, creating space for focused work.
Block extended time for cognitively demanding tasks requiring sustained focus, maximising valuable output whilst minimising shallow distractions.
Prioritise tasks systematically by sorting them into urgent-important quadrants, focusing effort on high-impact activities.
Focus effort on the 20% of activities that drive 80% of results, systematically eliminating low-yield work to maximise output per hour invested.
Systematically rank projects and opportunities using objective frameworks, ensuring scarce resources flow to highest-impact work.
Navigate competing priorities and secure buy-in by systematically understanding, influencing, and aligning internal decision-makers toward shared goals.
This topic is a module in the B2B Growth Course. Browse the resources here for free, or take the full course for structured video lessons, templates, and hands-on implementation across the entire system.
Set up the infrastructure that makes full-funnel growth possible: the right tools, clean data, weekly rhythm, and clear customer journey. You can't build on a broken foundation. Without solid infrastructure, you're firefighting instead of growing. We'll set up the basics first so everything you build afterwards actually sticks and compounds.
How to set up for growth
Solid Growth Tool
Marketing funnel & tools
CRM & sales pipeline
Weekly scorecard meeting
Customer research
Module summary
Most B2B marketers are either Random Ricks (trying everything) or Specialist Steves (obsessed with one channel). Generalists run tactics without strategy. Specialists hit channel ceilings. But there's a better way.
Tries everything at once. Posts on LinkedIn, runs ads, tweaks the website, chases referrals. Nothing compounds because nothing's consistent. Growth feels chaotic.
Obsessed with one tactic. 'We just need better ads' or 'SEO will fix everything.' Ignores the rest of the system. One strong engine can't carry a broken machine.
Finds the bottleneck. Fixes that first. Then moves to the next weakest link. Builds a system that's predictable, measurable and doesn't need 80-hour weeks.
Learn how she diagnoses bottlenecks, orchestrates the four engines, and drives predictable growth. Choose if you want to read or watch:
Get practical frameworks delivered daily. Seven short emails explain how Sarah diagnoses bottlenecks, orchestrates the four engines, and builds systems that compound.
Free 45-minute video module from the full course. Watch how to diagnose your growth bottleneck and see exactly what the course platform looks like.
Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.
Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.
Build dashboards that show what matters. Give your team clarity without noise or vanity metrics. Agree definitions and review insights on a simple schedule.
See playbookUse AI for research, briefs and QA. Set prompts and review steps, train the team, and track time saved without risking quality. Focus on cases that strengthen the work.
See playbookSave time and automate repetitive marketing tasks using Zapier, n8n or Make. Move data cleanly and reduce manual effort with small, safe automations that earn back hours.
See playbookHelp your team work better together. Set up shared rituals and tools to remove friction and move faster. Make async the default and know who decides and where work lives.
See playbook
Mike Michalowicz
A decision tool for prioritising growth work. Diagnose where to act, then pick a small change that unlocks progress now.
David Jenyns
A step by step way to document and improve processes so the team delivers consistent results without heroics.
Sam Carpenter
A plain approach to system thinking. Write procedures, make small fixes and keep operations tidy as you scale.
Atul Gawande
Why checklists work, where to use them, and examples for launches, experiments and migrations. Keep quality high and stress low.
Tiago Forte
How to store research, briefs and ideas so you can reuse them later. A calm framework for notes that supports experiments and content.
Alistair Croll
Pick the One Metric that Matters for your stage. Build lean dashboards and use data to decide the next best move.
David H. Maister
A classic on leading expert teams. Balance sales, delivery and culture with numbers that keep the firm strong.
Mike Michalowicz
A clear way to design responsibilities and handoffs. Use time maps and simple dashboards to remove bottlenecks and protect focus.
Eliyahu M. Goldratt
A novel that teaches constraint thinking. Apply it to backlogs, reviews and handoffs to speed delivery.
Document your repeatable processes in clear, step-by-step instructions that ensure consistency, enable delegation, and capture institutional knowledge.
