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Introduction
When things break in a marketing process, it’s rarely because people aren’t trying. It’s usually because the steps are unclear, ownership is missing, or details live in someone’s head instead of being written down.
This playbook is about fixing that. You’ll learn how to design and document your growth workflows so your team can run campaigns, launch assets and hand off work with fewer mistakes and less stress. The goal is to make good execution repeatable.
We’ll use the idea of standard operating procedures—also called SOPs—which are just clear step-by-step instructions for how something gets done. You’ll learn how to create them, test them, and improve them over time.
If you want to scale your output without constantly firefighting, this is where to start. A clear process doesn’t slow you down. It helps you move faster, because everyone knows exactly what needs to happen next.
Chapters
Tools
Go to tools
LastPass
Password manager that stores and shares credentials securely, with policies that protect access.
MacWhisper
On device transcription for audio and video, quick and private, useful for notes and content.
Fireflies.ai
AI note taker that records meetings, creates notes and pushes them to the CRM so follow up is clear.
Kanbox
Simple storage and sharing tool for files and notes, best for small teams that want basic organisation.
Aircall
Cloud phone system built for sales teams, with call routing, recordings and CRM logging that makes follow up and coaching easier.
Books
Go to booksWiki articles
Go to wikiFurther reading
Growth operations
You're ready for growth, but your tool stack isn't.
Growth feels chaotic. You're firefighting because of broken tools and messy data. You need a solid foundation to grow.
