Choose project management tools that match your workflow. Select communication platforms for async work. Pick documentation tools for your knowledge base. Compare automation platforms. Use AI to amplify output.
Pick the right project management tool for your B2B growth team. Learn which platforms fit small teams versus scale-ups, when you need simple task lists versus complex workflows, and whether to choose tools that combine docs and tasks or keep them separate. Stop wasting time in the wrong tool.
Set up async communication that keeps your team aligned without constant meetings. Learn how to use Slack for quick questions, Loom for explaining complex topics, email for formal decisions and Zoom only when you need face-to-face. Reduce meeting time by 50 percent.
Build an internal wiki so everyone finds what they need without asking. Create a knowledge base for playbooks, processes and decisions that lets new hires ramp faster and prevents the same questions being asked twice. Turn tribal knowledge into searchable documentation.
Connect your growth stack without writing code. Learn which automation platform fits your technical skill level, how to automate lead routing, data syncing and repetitive tasks, and when to graduate from Zapier to Make or n8n. Save 10 hours per week on manual work.
Equip your sales team with assets that help them close without reinventing every pitch. Create battle cards for competitive positioning, case studies that prove results, ROI calculators that quantify value, objection scripts and sales decks that advance opportunities. Give reps what they need to win.
Evaluate CRMs by what actually matters for B2B growth teams. Learn which platforms offer the best pipeline visibility, marketing automation, reporting and scalability without enterprise cost. Understand why HubSpot wins for most B2B teams and when Pipedrive or Salesforce make sense instead.
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 project and doc tool with tasks, docs and dashboards, powerful yet noisy if over configured, best with a clear setup.
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.
Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.
Password manager that stores and shares credentials securely, with policies that protect access.
Team chat that speeds collaboration when channels, notifications and etiquette are set with care.
Collaborative design tool for layouts and assets, great for landing pages, ads and quick iteration with stakeholders.
Online whiteboard for mapping ideas, journeys and plans, great for async workshops and alignment.
Document platform that blends text, tables and automation, great for playbooks, calculators and living specs in one place.
All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
Visual automation platform that connects tools and moves data with control and scheduling.
Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.
AI assistant that helps with research, outlines and rewrites, useful for speed and quality when paired with clear prompts and checks.
AI assistant strong at long form writing and thoughtful analysis, good for working with long documents and sensitive data.
AI search that cites sources, useful for fast research and content prep with links to verify.
The books that shaped how I think about growth. Read summaries here, then buy what resonates. Learn from the best thinkers in B2B.
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.
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Get prospects to book calls with clear value propositions. Set up booking pages that reduce friction. Cut no-shows with reminders. Structure discovery calls that qualify. Follow up to keep momentum.
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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.
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Choose lead magnet types that match buyer stage. Create offers so valuable buyers would pay for them. Design forms that balance conversion with qualification. Promote across channels. Nurture downloads toward demos.
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Apply homepage best practices that communicate value in five seconds. Design an about page that builds trust. Optimise contact pages. Create service pages that sell. Use conversion tactics to fix friction.
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Set clear research goals before interviewing. Recruit participants who represent ideal customers. Conduct interviews that uncover real needs. Synthesise findings into actionable recommendations.
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Teams spread across continents rarely share the same calendar slots. A recorder that turns your screen and voice into a link saves the ritual of booking a call. Look for instant cloud upload, viewer analytics, and password-protected links so clients can watch updates when it suits them.
Design reviews, journey maps, and rough wireframes all benefit from live cursors and shared canvases. A tool that supports vector editing, comments, and quick prototype links avoids the “final-final-v3” file spiral. Check how well it handles heavy images and whether guests can comment without a paid seat.
Growth stacks balloon to dozens of logins—ad platforms, analytics, landing-page builders. A password manager that stores and autofills credentials, enforces two-factor authentication, and revokes access when a freelancer rolls off the project is non-negotiable. Make sure it logs who accessed what and supports shared folders tied to role, not person.
When five people edit the same asset, mistakes will happen. Automatic versioning lets you rewind a Figma frame or restore yesterday’s Loom clip without raising a support ticket. Confirm the retention limits on the plan you choose; cheaper tiers sometimes trim history after thirty days.
Status updates should flow into Slack or e-mail by default. Loom comments, Figma design approvals, and LastPass shared-folder invites need to push alerts where the team already lives. Native integrations beat webhooks here, as they preserve context and cut setup time.
Agencies and in-house teams often bring in contractors for a sprint. A clean permission model lets you invite guests to specific files or folders without exposing the whole workspace. Check whether the platform charges for viewers, how temporary access works, and whether you can transfer file ownership when someone leaves.
Mobile, tablet, and low-power laptops must still load boards and videos quickly. Test large Figma files on a mid-range machine, or a Loom recording on limited bandwidth, to ensure friction stays low for every stakeholder.
These features keep collaboration smooth, secure, and quick—exactly what a growth team needs when juggling campaigns across time-zones and tools.
When half the team sits in the office and half dials in, outdated habits surface fast—screens get aimed at laptops, meeting notes vanish, and nobody remembers who owns the next step. A shared whiteboard such as Miro keeps every diagram in one place and lets remote colleagues sketch in real time. Paired with Loom recordings for quick context, decisions stay visible and new joiners catch up without booking another status call.
Time-zone gaps turn short questions into 24-hour delays. I record a two-minute Loom, walk through the screen, and drop the link in chat. Teammates watch when they wake, respond with timestamped comments, and we avoid scheduling yet another call. The thread stays linked to the project, so future reviewers see exactly what was agreed and why.
Figma’s multiplayer editing means everyone—from product to marketing—can point at the same pixel without version-control headaches. Comments sit on the frame, replies resolve them, and the history panel shows who changed what. No more “final_v7” files or screenshots pasted in chat. The design team iterates faster, and reviewers see progress without pinging designers for new links.
Shared logins multiply when contractors and agencies join a project. LastPass stores credentials in encrypted folders, autofills them, and lets me revoke access with one click when someone rolls off. It also enforces two-factor authentication, which stops the common “shared spreadsheet of passwords” risk dead in its tracks.
I start with four pieces: a real-time whiteboard (Miro) for brainstorming, a design hub (Figma) for assets, an async video tool (Loom) for quick walkthroughs, and a password manager (LastPass) for secure login sharing. Anything beyond that must replace one of these or automate a clear pain point; otherwise it adds more log-ins than value.
Hybrid, remote, or fully async—each arrangement benefits from the same principle: keep context attached to the work and make updates available on demand. When diagrams, demos, and credentials live where everyone can find them, distance stops being a blocker and the pace of execution stays high.
