The exact walkthroughs I hand to clients: screenshots, checklists, and examples that take you from zero to live.
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Build dashboards that show what matters. Give your team clarity without noise or vanity metrics. Agree definitions and review insights on a simple schedule.
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Set up funnel tracking that works. Use tag manager and analytics to capture key actions and track what actually drives results across channels, forms and the CRM.
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
Shape pipelines and stages, standardise fields, automate tasks and alerts, and clean data, so reps know what to do next and reports match reality across teams.
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.
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Spot signals that more value is possible, craft add on offers, set triggers for outreach, and track conversion and revenue so expansion becomes a repeatable habit.
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Define onboarding milestones and owners, set health signals and alerts, and run a simple weekly review that catches risk early, proves value delivered, and keeps customers for longer.
See playbook
Use clear templates that pull data from the CRM, add price and terms blocks, automate approvals and e signature, and track status so deals move forward without copy and paste work.
See playbook
Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.
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