Run quarterly roadmap sessions and reviews. Plan monthly priorities and review performance. Hold weekly planning sessions. Track weekly scorecards. Resolve issues fast in weekly meetings.
Quarterly roadmap sessions set your strategic direction for the next 90 days. Define your one domino task, choose which growth engine needs focus, and build a roadmap that guides weekly execution.
Quarterly business reviews analyse what happened last quarter. Review revenue, experiments, bottlenecks and learnings. Use data to decide what to double down on and what to stop doing.
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.
Monthly performance reviews check dashboards, assess experiments, and update tactical priorities. Catch underperforming campaigns early and shift budget to what's working.
Weekly planning sessions turn monthly plans into weekly execution. Set the top 3 priorities, assign owners, and ensure everyone knows what to work on.
Weekly scorecard reviews keep your finger on the pulse. Track the 12 growth metrics, spot early warning signs, and surface insights that drive decisions.
Weekly issues meetings surface blockers and solve problems fast. Use a simple agenda to unblock work, share progress and keep the team aligned without wasting time.
Use what 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.
All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.
Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
Project management that keeps work clear with boards, timelines and templates, good for campaign planning and cross team coordination.
The books that shaped how I think about growth. Read summaries here, then buy what resonates. Learn from the best thinkers in B2B.
Install Google Tag Manager and GA4 properly. Define what to track before implementing. Set up event tracking for key actions. Build reports that surface insights. Filter internal traffic.
See playbook
Build proposal structure that wins. Present pricing effectively with clear tiers. Create reusable templates with dynamic fields. Automate generation from CRM. Track when prospects open proposals.
See playbook
Map the customer journey from signup to value realisation. Create 30-60-90 day milestones. Build automation that delivers consistent onboarding. Develop resources customers use to get wins fast.
See playbook
Choose the right platform for your needs. Build infrastructure that lets automation scale. Implement lead scoring so sales focuses on hot prospects. Create sequences that educate and convert.
See playbook
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.
See playbook
Create battle cards that position you against competitors. Develop case studies that prove results. Build ROI calculators. Write objection handling scripts. Design sales decks that advance deals.
See playbook
