Step-by B2B growth playbooks

Step-by-step implementation guides for the most critical growth activities. These aren't theoretical frameworks—they're the exact processes I use with clients to drive results. Each playbook is action-driven, with clear decision points, templates, and examples. Perfect for when you need to implement quickly and correctly.

Step-by B2B growth playbooks

Performance tracking

Performance tracking

Strategy without tracking becomes wishful thinking. Build a rhythm that spots problems early, doubles down on what works, and keeps the team aligned on priorities. Turn data into decisions and decisions into momentum.

Experimentation

Experimentation

Random experiments waste time and budget. A structured framework ensures every test teaches you something, even when it fails. Decide what to test, design experiments properly, analyse results accurately, and share learnings so the whole team gets smarter.

How to choose your growth tools

How to choose your growth tools

The wrong tools waste money and create friction. The right tools compound productivity. Avoid vendor promises and feature bloat. Choose what actually fits your workflow, integrates cleanly, and grows with you.

Personal productivity

Personal productivity

Plan your week like your marketing budget. Manage tasks with a system you trust. Stay out of inbox traps. Protect deep work time. Run better meetings. Close your week with a firebreak.

Strategic planning

Strategic planning

Without clear strategy, every tactic feels like a guess. Define who you're for, what problem you solve, and how each touchpoint moves them closer to buying. Turn scattered efforts into a coherent system where marketing, sales, and product pull in the same direction.

Record digital course

Record digital course

Plan course structure that moves students from problem to solution. Script lessons clearly. Record with simple equipment. Edit efficiently. Package for platforms like Thinkific or Teachable.

Compound growth

Compound growth

Meet Random Rick, Specialist Steve and Solid Sarah. See three approaches to growth and why only one compounds. Understand the model that shows how improvements multiply. Apply systematic thinking to double revenue.

Audience targeting and segmentation

Audience targeting and segmentation

Define exactly who to target by building ICP criteria, audience segments, and account lists that focus your spend on prospects most likely to convert.

Channel plan and budget

Channel plan and budget

Choose which channels to invest in based on your growth stage, CAC targets, and where your ideal customers actually spend their time and attention.

Ad creative testing

Ad creative testing

Develop what messages and visuals to show your audience through systematic testing that identifies winning variations and scales performance.

Landing pages for paid ads

Landing pages for paid ads

Design where to send clicked traffic with pages that match ad intent, eliminate friction, and convert visitors into qualified leads.

Outreach automation

Outreach automation

Create an outreach strategy that defines who to target. Configure domains and infrastructure properly. Build targeted lead lists. Write emails that sound human. Design multi-touch sequences.

Paid advertising

Paid advertising

Develop LinkedIn ads strategy that targets decision-makers. Set up campaigns with proper tracking. Learn Google Ads strategy for high-intent keywords. Master creative principles that drive conversions.

Organic search

Organic search

Define your organic growth strategy with traffic goals. Build a content production workflow. Create content that educates and converts. Optimise for search engines and AI. Repurpose across channels.

LinkedIn thought leadership

LinkedIn thought leadership

Optimise your profile so it converts visitors to leads. Warm up your network before posting. Build a content calendar that keeps you ahead. Write posts that drive action. Time publishing to maximise reach.

Customer research

Customer research

Most customer research produces vague observations that sit in slides nobody reads. Proper research uncovers specific pain points, validates assumptions, and reveals what actually drives buying decisions. Learn to run research that produces actionable insights, not just interesting quotes.

GA4 and Tag Manager setup

GA4 and Tag Manager setup

Broken tracking means flying blind. Proper implementation shows exactly which traffic converts, which campaigns deliver ROI, and where to double down. Measurement makes optimisation possible.

Marketing automation setup

Marketing automation setup

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

Lead capture system

Lead capture system

Capture visitor contact details through strategically placed forms, pop-ups, and lead magnets that exchange value for information without creating friction.

Lead routing

Lead routing

Route qualified leads to the right salesperson instantly based on company size, region, and lead source to ensure fast, relevant follow-up.

Lead nurture sequences

Lead nurture sequences

Nurture leads through automated email flows that educate, build trust, and move prospects towards booking a discovery call at the right time.

Optimised booking flow

Optimised booking flow

Convert interested leads into booked meetings through confirmation flows, reminder sequences, and cancellation handling that maximise attendance rates.

B2B website foundations

B2B website foundations

Most B2B websites confuse visitors instead of guiding them. Clear structure helps buyers self-educate, compare solutions, and decide to engage. Build pages that answer questions, establish credibility, and make taking the next step obvious.

How to set up your CRM

How to set up your CRM

A poorly configured CRM becomes a graveyard of stale data and missed follow-ups. A properly set up CRM runs your sales process automatically, surfaces hot leads, and forecasts revenue accurately.

Sales process design

Sales process design

Map your customer journey from first contact to close, defining stages, exit criteria, handoffs, and activities that create consistent execution.

Discovery call framework

Discovery call framework

Qualify prospects and uncover needs through structured discovery conversations that build trust and position your solution as the obvious choice.

Sales follow-up sequences

Sales follow-up sequences

Keep deals moving forward with automated outreach cadences, task reminders, and nurture sequences that prevent leads from going cold.

Proposal templates

Proposal templates

Close qualified opportunities with proposal formats that clearly communicate value, address objections, and make buying decisions straightforward.

How to create sales collateral

How to create sales collateral

Sales reps need more than a pitch deck. They need email templates that don't sound robotic, case studies that prospects recognise themselves in, calculators that quantify ROI, and videos that explain complex value quickly. Build the collateral that makes selling easier.

Client onboarding

Client onboarding

Onboard new customers with structured flows that set clear expectations, deliver early wins, and establish the patterns that drive long-term retention.

Customer retention strategy

Customer retention strategy

Retain customers longer by identifying at-risk accounts, addressing concerns proactively, and continuously demonstrating value that prevents churn.

Upsell and cross-sell plays

Upsell and cross-sell plays

Expand account value through systematic identification of upsell opportunities, properly timed offers, and presentations of additional value customers want.

Pricing increase tactics

Pricing increase tactics

Increase prices without losing customers by communicating value justification, segmenting appropriately, and minimising churn whilst improving margins.Retry

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