All growth resources

To be honest, this page exists purely for Google and AI crawlers, but if you're looking for something specific and can't find it elsewhere, this might help. If you're human and reading this: brilliant! You've found the full catalogue. The navigation on the left will serve you better than this wall of links, but feel free to scroll through everything below.

All growth resources

Topics

Demand generation

Build your channel strategy and optimise each channel, so you grow traffic strategically without burning budget.

Explore topic
Demand generation

Marketing funnel

Your website, email flows, and remarketing all work together like a mousetrap. Build clear landing pages that convert, automation that nurtures leads, and a machine that drives discovery calls without you chasing people. Stop leaking leads halfway through.

Explore topic
Marketing funnel

Sales pipeline

Your sales pipeline works exactly like a marketing funnel, you just need to know how to optimise it. Build the assets that help your team close: proposals that win, workflows that keep deals moving, and materials that answer objections before they kill opportunities.

Explore topic
Sales pipeline

Customer value

Acquiring customers is expensive. Keeping them is where margins improve. What would happen if none of your customers left? Build feedback loops, long-term relationships, retention programmes that reduce churn, and upsell frameworks that grow account value without being pushy.

Explore topic
Customer value

Growth orchestration

The cockpit that sits above your four growth engines. Individual teams can excel at their own metrics, but without orchestration they're musicians playing different songs. This is where everything comes together and where improvements in one engine amplify gains in another.

Explore topic
Growth orchestration

Playbooks

Demand generation tools

Demand generation tools

Pipeline doesn't fill itself. These tools help you identify who to target, reach them at scale, and create content that earns attention in crowded markets.

Growth team tools

Growth team tools

The wrong tools create friction. The right ones multiply your output without adding complexity. These are the tools I recommend for growth teams that move fast.

Sales pipeline tools

Sales pipeline tools

Deals slip through cracks when your sales stack doesn't work together. These tools keep your pipeline visible, your follow-ups timely, and your process tight.

Customer value tools

Customer value tools

Acquiring customers is expensive. These tools help you keep them longer and grow their accounts so your acquisition costs actually pay off over time.

Marketing funnel tools

Marketing funnel tools

Traffic means nothing if it doesn't convert. These tools help you capture leads, nurture them automatically, and understand what's actually working in your funnel.

Hubspot configuration

Hubspot configuration

HubSpot is powerful when configured properly and a mess when it's not. Set up your instance correctly from the start so your data stays clean and your team trusts the system.

LinkedIn advertising

LinkedIn advertising

LinkedIn gives you access to decision-makers other channels can't reach. But the platform is expensive if you don't know how to target precisely and create ads that resonate.

Calculate lifetime value

Calculate lifetime value

Revenue per customer determines how much you can spend to acquire them. Get this number wrong and every other growth decision is built on bad assumptions.

Stages of awareness

Stages of awareness

Demographics don't determine what message resonates. Belief stage does. Map what people need to believe at each stage and your campaigns will resonate instead of falling flat.

Sales sequences

Sales sequences

Following up manually doesn't scale. Automated sequences with the right cadence and messaging keep deals warm without requiring you to remember every prospect.

Discovery calls

Discovery calls

A bad discovery call wastes everyone's time. A good one uncovers real needs, builds trust, and positions your solution as the obvious choice before you ever pitch.

Optimised booking flow

Optimised booking flow

Getting someone interested is only half the battle. A proper booking flow with confirmations, reminders, and no-show handling converts more interest into actual conversations.

Landing pages

Landing pages

Generic pages get generic results. Campaign-specific landing pages convert better because they continue the conversation your ad started instead of making visitors figure things out.

Channel selection

Channel selection

Spreading budget across every channel guarantees mediocrity. Focus on the channels where your buyers actually spend attention and scale what works before expanding.

Increase pricing

Increase pricing

Underpricing leaves money on the table. Raising prices without losing customers requires clear value communication and timing that minimises churn while improving margins.

Ad creative testing

Ad creative testing

Most teams waste ad spend testing randomly. A structured approach to creative testing compounds your learnings so every campaign performs better than the last.

Marketing hub configuration

Marketing hub configuration

Marketing Hub is powerful when set up correctly. Configure lifecycle stages, segments, lead routing, and reporting so your marketing efforts actually translate to measurable pipeline.

Lead capture system

Lead capture system

Anonymous visitors are worthless. A strategic approach to forms, lead magnets, and often-forgotten sources turns traffic into contacts you can actually nurture and convert.

Compound growth

Compound growth

Small improvements multiply. A 10% gain across twelve metrics doesn't add up to 120% - it compounds to 3x growth. This is the mathematical engine behind systematic growth.

LinkedIn thought leadership

LinkedIn thought leadership

Your profile is a landing page. Your content is demand generation. LinkedIn works for B2B when you treat it as a channel to drive pipeline, not a place to collect likes.

Growth strategy

Growth strategy

Four decisions that shape everything else. When growth feels harder than it should, the problem is usually here. Get these right and execution becomes much easier.

Personal productivity

Personal productivity

Without a system for managing your week, important work gets crowded out by urgent work. Structure your time so you stay proactive instead of reactive.

Website tracking setup

Website tracking setup

Bad tracking means bad decisions. Set up your analytics properly from the start so you know which traffic converts, which campaigns work, and where to focus your budget.

Sales hub configuration

Sales hub configuration

Sales reps waste hours on admin when HubSpot isn't set up for how they actually work. Configure your workspace so the CRM helps you sell instead of slowing you down.

Expansion

Expansion

New customers are expensive. Growing existing accounts is where margins improve and growth becomes sustainable without constantly feeding the acquisition machine.

Retention strategy

Retention strategy

Churn kills growth. Identifying at-risk accounts early and addressing concerns proactively keeps customers longer and makes your acquisition investment worthwhile.

Proposal templates

Proposal templates

Deals stall when proposals are slow or confusing. Clear structure, smart pricing presentation, and templates that pull from your CRM keep deals moving toward close.

B2B website foundations

B2B website foundations

Your website works while you sleep, but only if visitors understand what you do within seconds. Build pages that answer questions before they're asked and make the next step obvious.

Lead nurture sequences

Lead nurture sequences

Most leads aren't ready to buy today. Automated sequences keep you top of mind and build trust over time so prospects come to you when timing is right.

Customer research

Customer research

Assumptions kill campaigns. Real customer insight reveals why people actually buy, what language resonates, and which objections need addressing before you spend on ads.

Growth rhythms

Growth rhythms

Without rhythm, effort becomes scattered and progress invisible. A consistent operating cadence keeps your team aligned and your growth system continuously improving.

Paid advertising

Paid advertising

Paid ads let you reach buyers immediately but waste money quickly if targeting and creative aren't right. Learn the fundamentals before scaling spend.

Experimentation

Experimentation

Opinions are cheap. Data is expensive but worth it. Build an experimentation system that produces valid results and compounds your learnings.

Outreach automation

Outreach automation

Cold outreach works when it feels warm. Infrastructure setup, list building, and sequences that sound human instead of automated get replies from people who usually ignore cold email.

Organic search

Organic search

Paid traffic stops when you stop paying. Organic compounds over time but only if you're creating content that answers what your buyers are actually searching for.

Tools

Quo

Rating

Rating

Rating

Rating

Rating

From

19

per month

Quo

Quo (formerly OpenPhone) is a cloud-based phone system that brings calls, texts, and contacts into one platform. It integrates with HubSpot and Salesforce so every conversation is logged automatically without manual data entry.

Awesome Screenshot

Rating

Rating

Rating

Rating

Rating

From

6

per month

Awesome Screenshot

Awesome Screenshot is a screen capture and recording tool that lets you annotate screenshots, record screen videos with webcam overlay, and share visual feedback through instant cloud hosting.

Close

Rating

Rating

Rating

Rating

Rating

From

49

per month

Close

Close is a CRM built specifically for sales teams who live on the phone. Calling, email, and SMS are built directly into the platform so reps can work deals without switching between tools.

Outgrow

Rating

Rating

Rating

Rating

Rating

From

22

per month

Outgrow

Outgrow creates calculators, quizzes, and assessments to engage visitors, capture leads, and personalise recommendations on websites.

Zoominfo

Rating

Rating

Rating

Rating

Rating

From

950

per month

Zoominfo

Zoominfo provides comprehensive B2B contact and company data with advanced search, intent signals, and native CRM integration for enterprise sales.

Reply.io

Rating

Rating

Rating

Rating

Rating

From

59

per month

Reply.io

Reply.io combines email, LinkedIn, calls, and WhatsApp into multichannel outreach sequences with AI-powered assistance and team analytics.

Manychat

Rating

Rating

Rating

Rating

Rating

From

15

per month

Manychat

Manychat builds chatbots for Instagram, WhatsApp, and Facebook Messenger to automate customer conversations, capture leads, and drive sales.

Gorgias

Rating

Rating

Rating

Rating

Rating

From

10

per month

Gorgias

Gorgias centralises customer support for e-commerce with Shopify integration, macros for common questions, and revenue-tracking analytics.

Freshdesk by Freshworks

Rating

Rating

Rating

Rating

Rating

From

per month

Freshdesk by Freshworks

Customer support with ticketing and automation solid for teams needing organised support without enterprise complexity.

Freshchat

Rating

Rating

Rating

Rating

Rating

From

23

per month

Freshchat

Freshchat provides live chat, chatbots, and customer messaging across web, mobile, and social channels for support and sales teams.

Freshcaller

Rating

Rating

Rating

Rating

Rating

From

15

per month

Freshcaller

Freshcaller provides cloud phone system with call routing, IVR, and call management integrated with Freshworks support and CRM tools.

Fiverr

Rating

Rating

Rating

Rating

Rating

From

per month

Fiverr

Freelance marketplace for quick creative work excellent for one-off tasks like design, video editing, or content when you need affordable help fast.

Dealfront

Rating

Rating

Rating

Rating

Rating

From

99

per month

Dealfront

Dealfront identifies companies visiting your website, combines with intent data, and enriches with company details for B2B sales prospecting.

Contentsquare

Rating

Rating

Rating

Rating

Rating

From

49

per month

Contentsquare

Contentsquare analyses digital experience with AI-powered insights, heatmaps, and session recordings to identify friction points in user journeys.

Google Sheets

Rating

Rating

Rating

Rating

Rating

From

15

per month

Google Sheets

Google Sheets is a cloud-based spreadsheet tool for data analysis, collaboration, and automation. It's free, works in your browser, and integrates with the entire Google Workspace ecosystem.

Surfe

Rating

Rating

Rating

Rating

Rating

From

29

per month

Surfe

Surfe syncs LinkedIn profiles directly into your CRM with one click, capturing contact details, notes, and activities without manual data entry.

Trainual

Rating

Rating

Rating

Rating

Rating

From

249

per month

Trainual

Training platform that organises SOPs, processes, and role documentation so teams know what to do and how to do it great for scaling companies.

Lusha

Rating

Rating

Rating

Rating

Rating

From

29.9

per month

Lusha

Lusha provides instant B2B contact enrichment with email and mobile numbers via browser extension and bulk lookup for sales prospecting.

Aircall

Rating

Rating

Rating

Rating

Rating

From

40

per month

Aircall

Aircall provides cloud phone system with CRM integrations, call routing, and analytics for sales and support teams working remotely.

Claude

Rating

Rating

Rating

Rating

Rating

From

20

per month

Claude

AI assistant for long-form writing and analysis better than ChatGPT for research, strategic docs, and working with uploaded files.

DocuSign

Rating

Rating

Rating

Rating

Rating

From

14

per month

DocuSign

DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.

Dropbox Sign

Rating

Rating

Rating

Rating

Rating

From

17.5

per month

Dropbox Sign

Dropbox Sign provides electronic signatures with simple workflows, templates, and team features integrated with Dropbox for straightforward signing needs.

Salesforce

Rating

Rating

Rating

Rating

Rating

From

25

per month

Salesforce

Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.

n8n

Rating

Rating

Rating

Rating

Rating

From

24

per month

n8n

Open-source automation with self-hosting ideal when you need complete control, want to own infrastructure, or have technical teams building workflows.

Taplio

Rating

Rating

Rating

Rating

Rating

From

39

per month

Taplio

Taplio provides LinkedIn content scheduling, analytics, and engagement features with AI-powered post ideas for building personal brands.

Kanbox

Rating

Rating

Rating

Rating

Rating

From

25

per month

Kanbox

Kanbox automates contract and document signature workflows with routing, approvals, and integrations built for European B2B companies.

Mailshake

Rating

Rating

Rating

Rating

Rating

From

29

per month

Mailshake

Mailshake automates cold email and social outreach with simple sequencing, deliverability monitoring, and team collaboration for B2B sales.

Coda

Rating

Rating

Rating

Rating

Rating

From

12

per month

Coda

Document platform that combines text, tables, and automation like Notion but with stronger formulas and buttons for interactive playbooks.

Google Tag Manager

Rating

Rating

Rating

Rating

Rating

From

0

per month

Google Tag Manager

Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.

Miro

Rating

Rating

Rating

Rating

Rating

From

8

per month

Miro

Online whiteboard for mapping ideas, journeys, and plans excellent for async workshops and brainstorms when teams can't gather in person.

Customer.io

Rating

Rating

Rating

Rating

Rating

From

100

per month

Customer.io

Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.

Slack

Rating

Rating

Rating

Rating

Rating

From

4.13

per month

Slack

Team messaging that speeds collaboration when used well but can create notification chaos works best with clear channel structure and etiquette.

Apollo

Rating

Rating

Rating

Rating

Rating

From

59

per month

Apollo

Apollo combines a B2B contact database with email sequencing and tracking in one platform for outbound sales teams.

Make

Rating

Rating

Rating

Rating

Rating

From

4.13

per month

Make

Visual automation platform with advanced logic and error handling more powerful than Zapier when you need control over complex, branching workflows.

Lemcal

Rating

Rating

Rating

Rating

Rating

From

9

per month

Lemcal

Lemcal provides instant meeting scheduling optimised for speed with one-click booking, availability pools, and sales-focused features.

Spectacle

Rating

Rating

Rating

Rating

Rating

From

99

per month

Spectacle

Spectacle shows which campaigns, content and channels create customers, with funnels and an audience hub that syncs high LTV segments to ad platforms.

SEMrush

Rating

Rating

Rating

Rating

Rating

From

140

per month

SEMrush

SEMrush is an all-in-one SEO platform covering keyword research, competitor analysis, backlink tracking, and content optimisation for organic growth.

Unbounce

Rating

Rating

Rating

Rating

Rating

From

79

per month

Unbounce

Unbounce creates landing pages with drag-and-drop building, A/B testing, and dynamic text replacement optimised for paid advertising conversion.

Leadpages

Rating

Rating

Rating

Rating

Rating

From

49

per month

Leadpages

Leadpages builds landing pages, pop-ups, and alert bars quickly with templates and basic A/B testing for lead generation campaigns.

Instapage

Rating

Rating

Rating

Rating

Rating

From

99

per month

Instapage

Instapage builds post-click landing pages with A/B testing, personalisation, and collaboration features for paid advertising campaigns.

Keap

Rating

Rating

Rating

Rating

Rating

From

299

per month

Keap

Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.

Folk

Rating

Rating

Rating

Rating

Rating

From

25

per month

Folk

Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.

Justuno

Rating

Rating

Rating

Rating

Rating

From

39

per month

Justuno

Justuno captures email addresses and reduces abandonment through pop-ups, banners, and exit-intent offers with advanced targeting and testing.

PandaDoc

Rating

Rating

Rating

Rating

Rating

From

35

per month

PandaDoc

PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.

Drip

Rating

Rating

Rating

Rating

Rating

From

39

per month

Drip

Email and automation aimed at ecommerce, can work for simple B2B funnels that need easy flows and segmentation.

Brevo

Rating

Rating

Rating

Rating

Rating

From

7

per month

Brevo

Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.

Amplitude

Rating

Rating

Rating

Rating

Rating

From

61

per month

Amplitude

Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.

SurferSEO

Rating

Rating

Rating

Rating

Rating

From

99

per month

SurferSEO

SurferSEO analyses top-ranking content to provide data-driven recommendations for on-page optimisation and content structure for target keywords.

Fireflies.ai

Rating

Rating

Rating

Rating

Rating

From

18

per month

Fireflies.ai

Fireflies.ai transcribes meetings, extracts action items, and syncs notes to CRM with searchable meeting library for team collaboration.

Looker Studio

Rating

Rating

Rating

Rating

Rating

From

0

per month

Looker Studio

Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.

Cal.com

Rating

Rating

Rating

Rating

Rating

From

15

per month

Cal.com

Cal.com provides meeting scheduling with calendar sync, booking pages, and workflow automation, available open-source or hosted for teams.

Perplexity

Rating

Rating

Rating

Rating

Rating

From

20

per month

Perplexity

AI search with citations faster than manual research and more reliable than ChatGPT alone, excellent for content prep and quick fact-checking.

MacWhisper

Rating

Rating

Rating

Rating

Rating

From

4

per month

MacWhisper

On-device transcription for audio and video quick, private, and accurate for meeting notes and content without sending files to cloud services.

Notebook LM

Rating

Rating

Rating

Rating

Rating

From

0

per month

Notebook LM

AI research tool indexing your sources excellent for briefing documents, analysing uploads, and getting answers from materials you provide.

OmniConvert

Rating

Rating

Rating

Rating

Rating

From

410

per month

OmniConvert

OmniConvert combines A/B testing, personalisation, and customer surveys to optimise conversion rates for e-commerce and SaaS companies.

SaneBox

Rating

Rating

Rating

Rating

Rating

From

7

per month

SaneBox

Email assistant that filters noise and adds reminders so important mail surfaces when needed.

Cookiebot

Rating

Rating

Rating

Rating

Rating

From

7

per month

Cookiebot

Consent manager that helps control tracking based on user choice, easy to add with tag manager and clear banners.

Squarespace

Rating

Rating

Rating

Rating

Rating

From

15

per month

Squarespace

Squarespace builds complete websites with beautiful templates, hosting, and e-commerce features for creators, small businesses, and portfolios.

WordPress

Rating

Rating

Rating

Rating

Rating

From

9

per month

WordPress

WordPress powers websites through open-source software with thousands of themes and plugins, offering ultimate flexibility for any web project.

Microsoft Clarity

Rating

Rating

Rating

Rating

Rating

From

0

per month

Microsoft Clarity

Microsoft Clarity provides free session recordings, heatmaps, and user behaviour analytics without traffic limits or time restrictions.

VWO

Rating

Rating

Rating

Rating

Rating

From

393

per month

VWO

VWO provides A/B testing, personalisation, and behaviour analytics to optimise website conversion rates through data-driven experimentation.

Klaviyo

Rating

Rating

Rating

Rating

Rating

From

45

per month

Klaviyo

Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.

Zapier

Rating

Rating

Rating

Rating

Rating

From

20

per month

Zapier

No-code automation connecting 5,000+ apps to move data and trigger actions excellent for quick wins when you need integrations that just work.

Webflow

Rating

Rating

Rating

Rating

Rating

From

18

per month

Webflow

Webflow builds custom websites visually without code, offering designer control, CMS capabilities, and hosting for professional web projects.

Trello

Rating

Rating

Rating

Rating

Rating

From

5

per month

Trello

Straightforward kanban boards for visual task management easy to start, easy to share, best for light workflows that don't need heavy structure.

Todoist

Rating

Rating

Rating

Rating

Rating

From

5

per month

Todoist

Personal task app with quick capture, filters and calm design, great for managing work and habits.

Monday.com

Rating

Rating

Rating

Rating

Rating

From

12

per month

Monday.com

Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.

Leadinfo

Rating

Rating

Rating

Rating

Rating

From

99

per month

Leadinfo

Leadinfo identifies companies visiting your website, shows which pages they viewed, and enriches with contact details for sales prospecting.

Process Street

Rating

Rating

Rating

Rating

Rating

From

1000

per month

Process Street

Workflow tool that turns SOPs into interactive checklists with forms and automation excellent for repeatable processes that need consistency.

Pipedrive

Rating

Rating

Rating

Rating

Rating

From

24

per month

Pipedrive

Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.

Notion

Rating

Rating

Rating

Rating

Rating

From

12

per month

Notion

Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.

Pipedream

Rating

Rating

Rating

Rating

Rating

From

45

per month

Pipedream

Code-friendly automation running Node.js workflows excellent when you need custom logic, API integrations, or automations that Zapier can't handle.

Mailchimp

Rating

Rating

Rating

Rating

Rating

From

19

per month

Mailchimp

Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.

Loom

Rating

Rating

Rating

Rating

Rating

From

15

per month

Loom

Screen recording for quick updates and walkthroughs faster than meetings, clearer than text, excellent for async teams and client communication.

Lemlist

Rating

Rating

Rating

Rating

Rating

From

39

per month

Lemlist

Lemlist is a cold email platform with advanced personalisation, warm-up features, and deliverability tools for B2B outbound campaigns.

Inbox When Ready

Rating

Rating

Rating

Rating

Rating

From

4

per month

Inbox When Ready

Email extension that hides your inbox by default so you can send and search without getting pulled into new mail.

HubSpot

Rating

Rating

Rating

Rating

Rating

From

45

per month

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

LastPass

Rating

Rating

Rating

Rating

Rating

From

4

per month

LastPass

Password manager storing credentials securely with team sharing and policies essential for security hygiene when teams share logins responsibly.

Figma

Rating

Rating

Rating

Rating

Rating

From

15

per month

Figma

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

Google Workspace

Rating

Rating

Rating

Rating

Rating

From

6

per month

Google Workspace

Productivity suite combining email, docs, and storage familiar, reliable, and straightforward for teams who want tools that just work without fuss.

Hotjar

Rating

Rating

Rating

Rating

Rating

From

39

per month

Hotjar

Hotjar captures user behaviour through heatmaps, session recordings, and feedback polls to understand how visitors use your website.

Freedom

Rating

Rating

Rating

Rating

Rating

From

3

per month

Freedom

App and site blocker that helps protect focus time by pausing the noise across devices.

Google Analytics

Rating

Rating

Rating

Rating

Rating

From

0

per month

Google Analytics

Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.

Databox

Rating

Rating

Rating

Rating

Rating

From

59

per month

Databox

Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.

ChatGPT

Rating

Rating

Rating

Rating

Rating

From

20

per month

ChatGPT

AI assistant for research, outlines, and drafts fast when prompted clearly, excellent for speed and idea generation in daily marketing work.

ClickUp

Rating

Rating

Rating

Rating

Rating

From

10

per month

ClickUp

All-in-one work platform that combines tasks, docs, and dashboards powerful for teams who want everything centralised but be ready for complexity.

Calendly

Rating

Rating

Rating

Rating

Rating

From

12

per month

Calendly

Calendly automates meeting scheduling with availability sync, booking pages, payment collection, and workflow integrations for professionals.

Asana

Rating

Rating

Rating

Rating

Rating

From

11

per month

Asana

Task management that balances structure with usability, popular with marketing teams who need clean boards and timelines without complexity.

ActiveCampaign

Rating

Rating

Rating

Rating

Rating

From

15

per month

ActiveCampaign

ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.

Airtable

Rating

Rating

Rating

Rating

Rating

From

24

per month

Airtable

Flexible tables meet databases, great for content calendars, asset libraries and light workflows that need structure and simple automation.

Books

Dynamic

books

Founder brand

Founder brand

Dave Gerhardt

Rating

Rating

Rating

Rating

Rating

A guide to purposeful visibility. Choose topics, set a cadence and turn posts, talks and interviews into warm conversations.

The Ultimate Blueprint

The Ultimate Blueprint

Keith J. Cunningham

Rating

Rating

Rating

Rating

Rating

A practical summary of how businesses really grow. Clear levers, simple maths and actions you can take this quarter.

Traction (channels)

Traction (channels)

Gabriel Weinberg

Rating

Rating

Rating

Rating

Rating

A method to discover your best channel. Prioritise, test and focus resources where traction is most likely.

The road less stupid

The road less stupid

Keith J. Cunningham

Rating

Rating

Rating

Rating

Rating

A punchy book on decision quality. Use thinking time, write assumptions and avoid expensive mistakes.

SYSTEMology

SYSTEMology

David Jenyns

Rating

Rating

Rating

Rating

Rating

A step by step way to document and improve processes so the team delivers consistent results without heroics.

Hacking growth

Hacking growth

Sean Ellis

Rating

Rating

Rating

Rating

Rating

A practical framework for experiments and insights. Build loops, run tests and adopt a cadence that ships learning every week.

Startup growth engines

Startup growth engines

Sean Ellis

Rating

Rating

Rating

Rating

Rating

A tour of growth case studies. Identify engines, spot patterns and design experiments that fit your context.

The Pumpkin Plan

The Pumpkin Plan

Mike Michalowicz

Rating

Rating

Rating

Rating

Rating

A simple system for selective growth. Identify winners, cut distractors and nurture the right segments.

Fix this next

Fix this next

Mike Michalowicz

Rating

Rating

Rating

Rating

Rating

A decision tool for prioritising growth work. Diagnose where to act, then pick a small change that unlocks progress now.

The Goal

The Goal

Eliyahu M. Goldratt

Rating

Rating

Rating

Rating

Rating

A novel that teaches constraint thinking. Apply it to backlogs, reviews and handoffs to speed delivery.

The 10X rule

The 10X rule

Grant Cardone

Rating

Rating

Rating

Rating

Rating

A filter for action and attitude. Use big goals wisely, pair with systems and avoid noisy busyness.

E-Myth Revisited

E-Myth Revisited

Michael Gerber

Rating

Rating

Rating

Rating

Rating

A practical case for SOPs in growth teams. Design roles, write checklists and build a rhythm for continuous improvement.

Traffic secrets

Traffic secrets

Russel Brunson

Rating

Rating

Rating

Rating

Rating

A broad look at audience building. Useful ideas for content, partnerships and email that compound over time.

Buy back your time

Buy back your time

Dan Martell

Rating

Rating

Rating

Rating

Rating

A straight guide to reclaiming hours. Define your buyback rate, document tasks and build small systems that pay back every week.

Measure What Matters

Measure What Matters

John Doerr

Rating

Rating

Rating

Rating

Rating

A clear guide to OKRs for growth teams. Write good objectives, choose key results and run cadences that stick.

Disciplined Entrepreneurship

Disciplined Entrepreneurship

Bill Aulet

Rating

Rating

Rating

Rating

Rating

Step by step approach to define customers, test value and design a go to market path that leads to repeatable revenue.

Clockwork

Clockwork

Mike Michalowicz

Rating

Rating

Rating

Rating

Rating

A clear way to design responsibilities and handoffs. Use time maps and simple dashboards to remove bottlenecks and protect focus.

Spin selling

Spin selling

Neil Rackham

Rating

Rating

Rating

Rating

Rating

A clear walkthrough of Situation, Problem, Implication, Need payoff with examples that match complex deals.

Influence

Influence

Robert Cialdini

Rating

Rating

Rating

Rating

Rating

Classic psychology translated for B2B. Use social proof, scarcity and reciprocity in a way that respects buyers.

Dotcom Secrets

Dotcom Secrets

Russel Brunson

Rating

Rating

Rating

Rating

Rating

Translate funnel templates into clean journeys. Focus on offers, sequences and pages that convert instead of tactics that age badly.

The Science of Selling

The Science of Selling

David Hoffeld

Rating

Rating

Rating

Rating

Rating

Research backed techniques for discovery, framing and closing that marketers can support with better assets.

Slow productivity

Slow productivity

Cal Newport

Rating

Rating

Rating

Rating

Rating

A humane approach to output. Plan seasons, protect focus and deliver work that matters at a sustainable pace.

Expert secrets

Expert secrets

Russel Brunson

Rating

Rating

Rating

Rating

Rating

Position your expertise, tell stories that teach, and build simple offers that move buyers from interest to action.

Breakthrough Advertising

Breakthrough Advertising

Eugene M. Schwartz

Rating

Rating

Rating

Rating

Rating

A field guide to message market fit. Use stages of awareness to pick angles, craft offers and brief ads that speak to real pains and jobs.

Work The System

Work The System

Sam Carpenter

Rating

Rating

Rating

Rating

Rating

A plain approach to system thinking. Write procedures, make small fixes and keep operations tidy as you scale.

The One Thing

The One Thing

Gary Keller

Rating

Rating

Rating

Rating

Rating

A method for ruthless focus. Ask the focusing question, block time and protect momentum on the work that matters most.

Traction

Traction

Gino Wickman

Rating

Rating

Rating

Rating

Rating

A practical operating system for small teams. Install a cadence, set priorities and create accountability that sticks.

Scaling Up

Scaling Up

Verne Harnish

Rating

Rating

Rating

Rating

Rating

Practical tools for scaling a company. Use rhythms, scorecards and priorities to keep a growing team aligned.

Rework

Rework

Jason Fried

Rating

Rating

Rating

Rating

Rating

Short essays that challenge default habits. Focus on product, talk to customers and cut pretend work.

Managing The Professional Service Firm

Managing The Professional Service Firm

David H. Maister

Rating

Rating

Rating

Rating

Rating

A classic on leading expert teams. Balance sales, delivery and culture with numbers that keep the firm strong.

Lean Startup

Lean Startup

Eric Ries

Rating

Rating

Rating

Rating

Rating

A disciplined approach to experiments. Define hypotheses, design MVPs and learn before you scale.

Pyramid Principle

Pyramid Principle

Barbara Minto

Rating

Rating

Rating

Rating

Rating

A method for clear writing and slides. Lead with the answer, group logic well and make recommendations easy to approve.

Principles

Principles

Ray Dalio

Rating

Rating

Rating

Rating

Rating

A set of tools for clearer thinking and teamwork. Create principles, run post mortems and make better decisions together.

Getting Things Done

Getting Things Done

David Allen

Rating

Rating

Rating

Rating

Rating

Capture, clarify and review without friction. Keep projects moving with weekly reviews and clear next actions.

Lean Analytics

Lean Analytics

Alistair Croll

Rating

Rating

Rating

Rating

Rating

Pick the One Metric that Matters for your stage. Build lean dashboards and use data to decide the next best move.

Essentialism

Essentialism

Greg McKweon

Rating

Rating

Rating

Rating

Rating

Rules for choosing fewer, better projects. Protect time, set trade offs and align efforts with clear goals and measures.

Good Strategy Bad Strategy

Good Strategy Bad Strategy

Richard Rumelt

Rating

Rating

Rating

Rating

Rating

A sharp test for strategy quality. Diagnose, choose guiding policies and design actions that compound over quarters.

Digital Minimalism

Digital Minimalism

Cal Newport

Rating

Rating

Rating

Rating

Rating

How to reduce low value tools and feeds. Practical steps to tidy notifications, choose channels and free up time for impact.

Deep Work

Deep Work

Cal Newport

Rating

Rating

Rating

Rating

Rating

A playbook for concentration in modern teams. Set focus blocks, reduce context switching and build a culture that values deep work.

The 4-Hour work week

The 4-Hour work week

Tim Ferriss

Rating

Rating

Rating

Rating

Rating

A pragmatic look at delegation, automation and lifestyle design. Keep the useful parts, skip the hype, ship more value.

Atomic Habits

Atomic Habits

James Clear

Rating

Rating

Rating

Rating

Rating

Turn habit theory into daily practice for marketers. Simple cues, tiny wins and scorecards that help teams deliver consistently under pressure.

Company of One

Company of One

Paul Jarvis

Rating

Rating

Rating

Rating

Rating

Lessons for keeping work simple and profitable. Focus on retention, systems and selective growth that preserves quality.

Building a Second Brain

Building a Second Brain

Tiago Forte

Rating

Rating

Rating

Rating

Rating

How to store research, briefs and ideas so you can reuse them later. A calm framework for notes that supports experiments and content.

The 80/20 Principle

The 80/20 Principle

Richard Koch

Rating

Rating

Rating

Rating

Rating

Use Pareto thinking to pick channels, ideas and customers. Cut the long tail and double down on what works.

Checklist Manifesto

Checklist Manifesto

Atul Gawande

Rating

Rating

Rating

Rating

Rating

Why checklists work, where to use them, and examples for launches, experiments and migrations. Keep quality high and stress low.

Chapters

1

How to run qualitative research

Use heatmaps, recordings, and survey data to uncover friction. Discover confusion and blockers that hurt your conversion rates and user experience.

1

How to plan your week like a pro

Manage your time like your ad budget. Get the highest ROI from your hours with personal audits, ideal-week calendars, and timeboxing.

1

How to install Tag Manager and GA4

Install Google Tag Manager and Google Analytics 4 correctly. Get the right foundations in place before tracking any events or conversions.

1

Who to interview

Not all customer feedback is equally valuable. Learn which segments of your customer base will give you the insights that actually change how you sell and who you should prioritise when time is limited.

1

How to optimise your LinkedIn profile

Your profile is your homepage so fix this before you post anything. Clear headline, sharp pitch, strong CTAs, and trust signals that convert visitors.

1

How to define your SEO content strategy

Set a traffic goal, group keywords by intent, and build a strategic content pillar map that scales with clear launch plans ready to execute.

1

Pipeline design

Customise deal stages to match your actual sales process, configure win and loss reasons that help you identify patterns, and set deal probability by stage so forecasting reflects reality.

1

Building your backlog

Random testing wastes time and teaches you nothing. Learn how to collect experiment ideas systematically and prioritise them based on potential impact so you always know what to run next.

1

How to design your outreach strategy

Map the right prospects, message, and channels before sending a single email. Make every touch land in the inbox of someone ready to talk.

1

Project management

Your system for tracking work determines how your team operates. The right tool makes priorities visible and keeps everyone moving without endless status updates.

1

Why shiny objects kill growth

Random tactics scatter your focus and burn you out. Systems compound effort into sustainable growth. See why working without structure leads to chaos.

1

The Growth OS (Operating system) explained

If you're joining a team that runs this operating system, you need to understand how it works without reading every chapter. This is the short version: what to expect from each cadence, how decisions get made, and how to contribute from day one.

1

New lead sequences

Deliver what they asked for, then introduce yourself. Build trust over 3-5 emails before asking for anything. Different flows for different entry points.

1

Forms that convert

Place forms where intent is highest. Choose fields that balance data quality against conversion rate. Make every form work harder.

1

How to choose proposal software

Compare PandaDoc, Proposify, and other tools based on your sales complexity, CRM integration needs, and pricing workflow requirements.

1

How to design customer onboarding

Map the first 30-90 days to deliver quick wins, set expectations, and prove value before customers question their decision to buy from you.

1

How to identify expansion opportunities

Spot upsell and cross-sell opportunities from usage patterns, customer feedback, and lifecycle signals before customers even ask for more.

1

Growth motions

Most B2B companies pick a growth motion by accident and wonder why scaling feels so hard. Learn how to deliberately choose between founder-led

1

Lifecycle stages

Define the stages a contact moves through from subscriber to customer, map the exact handover points where marketing passes leads to sales, and configure automation that updates lifecycle stages without manual work.

1

Meeting setup

Choose meeting types, set durations and buffers, place links where intent is highest. Make booking frictionless so ready leads do not drop off.

1

Map the customer journey and required beliefs

Every purchase requires customers to believe certain things are true. They need to believe the problem exists, that a solution works, that you're the right choice, and that buying now makes sense. Different people get stuck at different stages.

1

Calculate how many leads you need and what you can afford

Work backwards from revenue to figure out how much traffic you actually need, then calculate the maximum you can spend per lead whilst staying profitable. This tells you which channels are even possible before you waste budget testing everything.

1

Improve your hooks

The first line determines whether anyone reads your ad. Test different hook types (questions, stats, pain statements, outcome promises) to find what stops the scroll for each segment.

1

Identify your best pages and redirect traffic

Don't build new pages yet. First, analyse which current pages convert best and redirect underperforming traffic there. Quick win with zero build time.

1

Account foundations

Configure the core settings that affect everything else in HubSpot: timezone, currency, and default properties. Then connect your website and advertising platforms so data starts flowing into your CRM from day one.

1

For leadership

Build board-ready reports that show revenue forecasting, pipeline coverage, and progress against company targets without getting lost in operational detail.

1

Website CMS

Build and manage your website content. Choose a platform that balances flexibility, ease of use, and integration with your growth stack.

1

New connection - outbound

Turn accepted LinkedIn requests into engaged prospects without coming across as pushy or salesy.

1

CRM platforms

Your CRM is the single source of truth for every deal. The right one keeps your pipeline visible and your follow-ups from slipping.

1

Customer success platforms

Churn happens when you're not paying attention. Success platforms surface at-risk accounts before it's too late to save them.

2

Creating strong hypotheses

Most experiments fail before they start because the hypothesis is vague or untestable. Learn how to write hypotheses that are specific enough to prove or disprove and tied to metrics that matter.

2

How to manage tasks with clarity

Create a trusted task system so you never forget anything. Always know what to work on next with capture, prioritisation, and timeboxing.

2

How to decide what to track

Track what matters for growth decisions. Map key conversions, name events with clear conventions, and document tracking specifications.

2

How to set up cold outreach tools

Lock in domain, DNS, inbox warm-up, and sending volumes before writing a single email. Protect deliverability from day one with proper setup.

2

How to build a content production workflow

Turn your organic-growth strategy into a production system. Track ideas, score by impact, move through workflow, and publish on time consistently.

2

How to warm up your LinkedIn profile

Boost LinkedIn reach in the week before you post. Warm the algorithm with daily chats, meaningful comments, a cleaner network, and new recommendations.

2

Collaboration tools

Where your team communicates shapes how decisions get made. Good collaboration tools make information easy to find and keep conversations focused.

2

Why traffic experts hit a plateau

Deep channel expertise doubles revenue but still hits a ceiling. Mastering one engine isn't enough. See why system thinking beats specialisation.

2

Quarterly planning

Annual goals mean nothing without quarterly targets that break them down. Learn how to work backwards from revenue through conversion steps and set the assumptions your team will execute against. By the end of this chapter, you'll have a model that turns ambition into arithmetic and gives every team a number they own.

2

Account setup for sales reps

Configure your personal workspace so HubSpot works for how you sell. Set working hours, notification preferences, connect your email and calendar, and set up snippets and templates you'll use daily.

2

How to write an about page that builds trust

Tell your story in a way that establishes expertise, demonstrates values, and shows why buyers should choose you over competitors in the market.

2

Nurture to booking

Move warm leads toward a discovery call. Share case studies, answer objections, drop booking links at the right moment. Fast track for hot leads, slower for warm.

2

Lead magnets that work

Match your offer to where prospects are in their buying journey. Problem aware, solution aware, and product aware buyers need different things.

2

How to build proposal templates

Design proposal frameworks with clear scope, pricing options, and acceptance workflows that guide buyers toward decisions without confusion.

2

How to build customer feedback loops

Create systematic processes to gather customer input, surface issues early, and act on feedback before problems become churn events.

2

Lists and segmentation

Build active lists that update automatically as contacts meet criteria, create segmentation rules based on behaviour and attributes, and set up list hygiene automation that removes inactive or unqualified contacts.

2

How to design upsell paths

Create clear progression from entry tier to premium offering so customers see the natural next step as they grow and need more value.

2

ICP and persona

Vague targeting wastes budget and confuses your team. Get specific about which companies to pursue and who within them actually makes buying decisions so every growth activity has a clear target.

2

Confirmation and reminders

Send confirmation immediately with what to expect. Remind at 24 hours and 1 hour. Each touchpoint reduces no-shows.

2

How to recruit participants

Getting busy people to give you thirty minutes is harder than it sounds. Use the right channels and messages to fill your interview calendar without begging or burning goodwill.

2

Identify where customers split into different paths

Not everyone moves through awareness the same way. Some people believe training works but doubt online training. Others believe online training works but doubt your approach. These splits create your segments.

2

Start right, work left through the awareness stages

The hottest traffic (people comparing you to competitors) is expensive but easiest to convert. Start there, dominate it, then work backwards to warmer traffic, then cold traffic as you hit channel limits.

2

Improve your visuals

Images and videos determine whether ads get noticed in feed. Test formats systematically: single images versus carousels versus videos, and match visual type to segment and awareness stage.

2

Optimise existing pages for mobile and message match

60%+ of traffic is mobile. If your page isn't optimised for small screens, you're losing half your visitors. Also ensure your ad promise matches the landing page headline exactly.

2

Users and permissions

Set up users with the right access levels before they start working in HubSpot. Understand how seats work, create teams that match your organisation, and configure permissions so people see what they need without accessing what they shouldn't.

2

For heads of growth

See the full funnel from first touch to closed revenue, identify where leads leak between marketing and sales, and track the metrics that connect activity to outcomes.

2

New connection - inbound

Convert people who reached out to you into qualified conversations while their interest is still warm.

2

Landing page builders

Campaign pages need to go live fast. Dedicated builders let you launch and test without touching your main website.

2

Support and helpdesk

Customers expect fast answers. Helpdesk tools organise requests so nothing gets buried and response times stay low.

2

Proposals and contracts

Deals stall when paperwork is slow. Proposal tools help you send professional documents and get signatures without the back and forth.

3

How to escape your inbox trap

Handle email like a pro so it doesn't interrupt your day. Process inbox efficiently without letting it hijack your focus and deep work time.

3

How to conduct interviews

Bad interviews produce polite answers that confirm what you already believe. Good interviews surface uncomfortable truths that change your strategy. The difference is in how you ask.

3

How to track key conversion events

Set up conversion tracking for real business actions. Track meetings booked, sign-ups completed, key pages visited, and payments made.

3

How to create high-quality content

Write content that educates, engages, and converts with clear transformation. Create for one reader with proof, optimise for search, drive qualified traffic.

3

Setting up experiments

A winning test means nothing if the setup was flawed. Learn how to configure experiments properly in VWO, ad platforms, and email tools so your results are actually valid.

3

How to build your target lead list

Find and qualify leads with precision so you can spend less time prospecting. Focus more time on closing actual conversations that matter.

3

How to plan your LinkedIn content calendar

Stop scrambling for ideas the night before you post. Set up a simple Notion calendar, balance value and sales, and stay three weeks ahead consistently.

3

VoIP and calling

Make and receive calls directly from your CRM, automatically log conversations, and record calls for training and compliance.

3

How compound growth beats hard work

Sarah runs fewer experiments but wins anyway. She aligns 12 metrics across 4 engines. See how systematic leverage creates exponential results.

3

Monthly planning

Spreading effort across everything means making progress on nothing. Learn how to pick one metric to focus on each month, select initiatives that will actually move it, and create the conditions for step-change improvement rather than incremental tweaks. Walk away with a clear focus and a short list of initiatives that matter.

3

Sales enablement tools

Build your product library with accurate pricing, create quote templates that look professional, configure payment integration, and set up e-signature workflows that eliminate printing and scanning.

3

Re-engagement

Wake up cold leads who went quiet. Try a new angle, share fresh content, or ask directly if they are still interested. Remove after 3-4 touches with no response.

3

Pop-ups and remarketing

Capture visitors before they leave with exit intent, scroll triggers, and timed pop-ups. Use LinkedIn and Meta lead forms to recapture those who did not convert.

3

Create reusable templates

Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.

3

How to monitor customer health

Track engagement, usage, and sentiment to identify at-risk customers before they churn so you can intervene early with targeted outreach.

3

How to structure cross-sell offers

Identify complementary products or services that solve related problems and present them at the right moment in the customer journey.

3

Positioning

Your prospects compare you to alternatives whether you like it or not. Control that comparison by deliberately choosing your category and articulating why you win against the options they are already considering.

3

Reschedules and no-shows

Make rebooking easy with one click. Follow up same day if they miss. Give them another chance without burning the relationship.

3

Build campaigns around belief gaps

Once you know what each segment doubts, you can create messages and proof that close those specific gaps. This chapter shows you how to match segments to channels, write segment-specific messages, and measure which belief gaps you're actually closing.

3

Dominate one channel before adding the next

Focus beats diversification. Scale one channel until it stops working efficiently, then add one more. Always have a backup channel started, but put 80% of effort into your primary channel.

3

Improve your calls-to-action

Match CTA to segment readiness. Hot traffic wants "Book demo now", cold traffic wants "Get the guide". Asking for too much too soon kills conversion. Asking for too little from ready buyers wastes opportunities.

3

Build segment-specific pages only where volume justifies it

Calculate which segments need dedicated pages based on traffic volume and message distance. If belief gaps are close, segments can share pages. If gaps are large and volume is high, build separate pages.

3

Lead routing

Set up notification workflows that alert your team when leads take important actions, configure lead assignment automation that distributes leads fairly, and create data quality workflows that keep your database clean.

3

Brand kit

Upload your visual identity so every email, quote, and document that leaves HubSpot looks consistent. Set default colours, fonts, and logo placement once, then let templates do the work.

3

For sales managers

Monitor your sales team's activities, track pipeline health across all reps, identify deals that need attention, and coach based on real data instead of gut feeling.

3

Meeting notes

The value of a meeting lives in what happens afterwards. Capture decisions and action items so every conversation moves work forward.

3

Reconnect dormant connections

Revive your existing LinkedIn network and surface opportunities hidden in connections you've ignored.

3

Advertising platforms

Paid channels let you reach your audience immediately. The right platform depends on where your buyers spend their attention.

3

Marketing automation

Leads need nurturing but you can't email everyone manually. Automation sends the right message at the right time based on behaviour.

3

Feedback and NPS

Happy customers don't always tell you and unhappy ones often don't either. Feedback tools capture sentiment so you know where you stand.

4

Analysing and acting on results

Statistical significance is just the beginning. Learn how to interpret results correctly, avoid false positives, and turn winning experiments into permanent improvements across your growth engines.

4

How to protect your focus

Remove distractions and control your digital environment. Create conditions for high-quality focused work without constant interruptions.

4

Turning insights into action

A folder full of interview notes is worthless if nothing changes. Learn how to spot patterns across conversations and translate what you heard into concrete updates to your ICP and positioning.

4

How to build reports in GA4

Build useful GA4 reports once your events are tracked. Understand what's working with funnels, segmentation, and automated reporting.

4

How to write cold emails that get replies

Write cold emails that get replies with clear value and no fluff. Learn frameworks for subject lines, openers, relevance, proof, and CTAs.

4

How to write engaging LinkedIn posts

Likes mean nothing if they don't convert into business. Break down winning formats, hooks, and structures that attract your ideal buyer and drive action.

4

How to optimise content for SEO and AI

Turn high-quality articles into discoverable assets. Craft title tags, schema, internal links, add llms.txt, fix speed, and rank in search and AI.

4

How to double revenue without doubling the work

Small improvements across 12 metrics multiply into exponential growth. Learn how engines connect, why improvements compound, and where leverage lives.

4

Weekly scorecard

Monthly is too slow to catch problems before they become misses. Learn how to run a 60-minute weekly rhythm where each person reports their metric, surfaces issues early, and leaves with clear actions. Stop being surprised at month-end and start fixing problems in week one.

4

Often forgotten lead sources

Find leads leaking through gaps most companies ignore. Google Business, support emails, phone enquiries, and high-traffic pages without CTAs.

Wiki

Avg. Unit price

The average price charged per unit, seat, or item sold.

Units per invoice

The average number of units, seats, or items included on each invoice.

Invoices / contract

The average number of invoices issued per customer contract, reflecting contract length and billing frequency.

Proposal rate

The percentage of qualified opportunities that receive a formal proposal or quote.

Qualification rate

The percentage of discovery calls where the prospect is confirmed as a qualified sales opportunity.

Booking rate

The percentage of marketing qualified leads who book a meeting with your sales team.

Activation rate

The percentage of new leads who take a qualifying action and become marketing qualified leads.

Impressions

The total number of times your brand appears in front of potential customers across all channels.

Net Promoter Score (NPS)

Measure customer loyalty by asking how likely they'd recommend you to gauge satisfaction and identify promoters who drive referrals versus detractors risking churn.

Renewal rate

Calculate what percentage of customers renew subscriptions to measure product-market fit and customer success effectiveness at delivering ongoing value.

Customer satisfaction (CSAT)

Survey customers about satisfaction with specific interactions or products to catch problems early and identify what drives positive experiences worth replicating.

Health score

Combine usage, engagement, and satisfaction signals into one metric that predicts churn risk so customer success teams prioritise accounts needing intervention.

Customer success

Proactively help customers achieve desired outcomes to drive retention and expansion by ensuring they extract maximum value from your solution.

Usage metrics

Track how customers interact with your product to identify power users, detect at-risk accounts, and guide feature development toward actually valuable capabilities.

Testimonial

Collect specific customer quotes about results achieved to provide social proof that overcomes scepticism more effectively than marketing claims buyers discount.

Sales deck

Design presentation slides that guide discovery and demo conversations whilst reinforcing key messages visually so prospects retain information after meetings end.

Battle card

Arm sales reps with competitive intelligence on one-page sheets covering competitor strengths, weaknesses, and effective counter-positioning for common objections.

Quote

Provide formal pricing for requested solutions to move qualified prospects toward purchase decisions with clear costs and terms they can review and approve.

One-pager

Create single-page summaries of solutions or case studies that busy decision-makers can quickly scan to understand value without reading long documents.

Pricing strategy

Determine how to charge for products and communicate value to maximise willingness to pay whilst remaining competitive and supporting desired positioning.

Win rate

The percentage of proposals sent that result in a signed contract.

Sales methodology

Follow structured selling frameworks that provide consistent processes for qualifying, demonstrating value, and advancing opportunities through each pipeline stage.

Closing techniques

Use specific tactics that ask for the sale and overcome final hesitation to convert qualified prospects who need a clear signal that it's time to commit.

Objection handling

Prepare responses to common purchase concerns to address doubts confidently and move deals forward rather than being surprised by predictable pushback.

Sales cadence

Sequence multiple touchpoints across channels and time to increase response rates through persistent but respectful follow-up that prospects don't perceive as harassment.

Discovery call

Conduct exploratory conversations to understand prospect situations and qualify fit before investing time in demos or proposals that might waste both parties' time.

Progressive profiling

Gradually collect information across multiple form submissions rather than overwhelming new leads with long forms that decrease conversion rates.

Content upgrade

Offer specific downloadable resources related to blog content to convert readers into leads by providing deeper value on topics they're already interested in.

List hygiene

Regularly remove inactive and invalid email addresses to maintain deliverability and focus effort on engaged subscribers who actually read your content.

Gated content

Require email addresses in exchange for valuable content to generate leads whilst ensuring the asset provides enough value to justify the friction.

Mobile responsive

Ensure websites display and function properly on all devices to avoid losing mobile traffic that bounces from broken layouts or tiny unclickable buttons.

Unsubscribe rate

Monitor how many recipients opt out of emails to catch list fatigue or irrelevant content before deliverability suffers from spam complaints that damage sender reputation.

Click-through rate (email)

Measure what percentage of email recipients click links to assess content relevance and call-to-action effectiveness beyond whether people merely opened messages.

Page speed

Optimise how quickly pages load to reduce bounce rates and improve rankings since slow sites frustrate users and get penalised by search algorithms.

Email open rate

Track what percentage of recipients open emails to evaluate subject line effectiveness and list engagement rather than sending to unengaged subscribers who hurt deliverability.

Social proof

Display evidence that others trust and use your solution to overcome scepticism and reassure prospects they're making a safe choice by buying.

Trust signals

Display security badges, guarantees, and credentials to reduce purchase anxiety and prove legitimacy on pages where visitors make buying decisions.

Hero section

Design the prominent first section of pages to communicate value immediately and guide visitors toward conversion without requiring them to scroll or search.

Above the fold

Place critical information and calls-to-action in the visible area before scrolling to capture attention immediately when visitors land on pages.

Usability testing

Watch real users attempt tasks with your product to identify friction points that analytics alone can't reveal and prioritise improvements that remove blockers.

Voice of customer

Capture exact language customers use to describe problems and solutions to write copy that resonates because it mirrors how your market actually thinks and speaks.

Pain point

Identify specific problems customers experience to position solutions around relieving frustrations they're motivated to solve rather than nice-to-have features.

User interview

Conduct structured conversations with customers to uncover problems, motivations, and decision processes that surveys and analytics can't reveal.

Jobs to be done

Understand the underlying progress customers try to make by hiring products to uncover motivations that drive purchases beyond surface-level features.

Thought leadership

Share original insights and expertise publicly to build authority and attract customers who value your perspective before they need your solution.

Content calendar

Plan content publication in advance to maintain consistency, balance topics, and coordinate promotion rather than scrambling to create content reactively.

Personal brand

Build professional reputation through consistent content and engagement to attract opportunities and establish trust before commercial conversations begin.

Social selling

Build relationships and demonstrate expertise on social platforms to generate inbound interest rather than interrupting buyers with cold outreach.

Engagement

Measure likes, comments, and shares to evaluate content resonance and algorithmic distribution on social platforms that reward interactions with reach.

Internal linking

Connect related pages through contextual links to help search engines understand site structure and spread authority whilst improving user navigation.

Content pillar

Create comprehensive hub pages on core topics that link to related subtopic content to establish topical authority and improve rankings across topic clusters.

Backlinks

Earn links from other websites to your content to signal authority to search engines and improve rankings for target keywords over time.

Technical SEO

Fix site infrastructure issues that prevent search engines from crawling and indexing pages properly to ensure content can rank regardless of quality.

On-page SEO

Optimise individual pages for target keywords by improving titles, headings, content, and internal links to help search engines understand topic relevance.

Domain authority

Build cumulative site-wide ranking power through quality backlinks and strong content so new pages rank faster than competitors starting from scratch.

Keyword research

Identify search terms your customers use to create content that ranks organically and bid on paid terms that drive qualified traffic at profitable costs.

Landing page

Create focused standalone pages for paid campaigns that remove distractions and guide visitors toward one specific action to improve conversion rates.

Cost per click (CPC)

Calculate what you pay each time someone clicks your ad to evaluate channel efficiency and determine if paid traffic costs justify the leads generated.

Spam score

Evaluate email content and sending practices to identify elements that trigger spam filters before sending campaigns that might damage deliverability.

Warm-up

Gradually increase sending volume from new domains to build reputation with inbox providers and avoid being marked as spam when scaling outreach quickly.

Email deliverability

Ensure emails reach inboxes rather than spam folders by maintaining sender reputation, authenticating properly, and following anti-spam best practices consistently.

Domain reputation

Maintain a positive sending history to ensure emails reach inboxes rather than spam folders by following best practices and monitoring feedback signals.

Multi-touch attribution

Distribute conversion credit across multiple touchpoints to recognise that customer journeys involve many interactions and channels working together.

Bounce rate

Track emails that fail delivery to maintain sender reputation and avoid being marked as spam by continuing to email invalid addresses that hurt deliverability.

Reply rate

Measure what percentage of cold emails get responses to evaluate message quality and list targeting rather than sending more emails to poor prospects.

Cold email

Reach prospects who don't know you by sending personalised outreach that offers value and starts conversations rather than pitching products immediately.

Inbox zero

Process email to empty daily by deciding whether to act, defer, delegate, or delete each message rather than leaving unread items as false to-do lists.

Maker schedule

Protect long uninterrupted blocks for deep work that requires concentration by clustering meetings and separating them from creative and analytical time.

Time blocking

Schedule focused work sessions in your calendar to protect concentration and ensure important tasks don't get crowded out by meetings and interruptions.

Cookie

Store information in browsers to track user behaviour across visits and enable personalised experiences without requiring login for every interaction.

First-touch attribution

Credit the channel that introduced prospects to your brand to measure awareness efforts and understand which top-of-funnel activities start customer journeys.

Last-touch attribution

Assign full conversion credit to the final touchpoint before purchase to identify which channels close deals but miss earlier influences that started journeys.

Conversion tracking

Measure which marketing activities drive desired outcomes to allocate budget toward channels that actually generate revenue instead of vanity metrics.

Event tracking

Capture specific user actions in your product or website to understand behaviour patterns and measure whether changes improve outcomes or create friction.

Attribution model

Assign credit to marketing touchpoints that influence conversions to understand which channels work together and deserve budget in multi-touch journeys.

Trigger

Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.

Drip campaign

Send a series of scheduled emails that educate prospects over time to stay top-of-mind without overwhelming them with aggressive sales pitches.

Workflow automation

Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.

Email sequence

Automate multi-touch email campaigns that adapt based on recipient behaviour to nurture leads consistently without manual follow-up from reps or marketers.

Activity tracking

Log emails, calls, and meetings automatically to understand what drives deals forward and coach reps based on actual behaviour rather than guesswork.

Contact management

Organise customer and prospect information to track relationships, communication history, and next steps without losing context or duplicating effort.

Deal stage

Define pipeline progression steps to standardise how reps advance opportunities and give managers visibility into where deals stall or convert unexpectedly.

API

Enable tools to exchange data programmatically so you can build custom integrations and automate processes that vendor-built integrations don't support.

Sample size

Calculate how many users you need in experiments to detect meaningful differences and avoid declaring winners prematurely based on insufficient data.

Integration

Connect tools so data flows automatically between systems to eliminate manual entry, keep records current, and enable sophisticated workflows across platforms.

Customer data platform

Unify customer data from every touchpoint to create complete profiles that power personalised experiences across marketing, sales, and product.

Data warehouse

Store raw data from all business systems in one place to run analyses and build reports that combine information across marketing, sales, and product.

Marketing stack

Organise the tools that capture leads, nurture prospects, and measure performance to automate repetitive work and connect customer data across systems.

Sales tech stack

Assemble tools that manage pipeline, automate outreach, and track performance to help reps sell more efficiently and managers forecast accurately.

P-value

Interpret experiment results to understand the probability that observed differences occurred by chance rather than because your changes actually work.

Minimum viable test

Design experiments that answer specific questions with minimum time and resources to maximise learning velocity without over-investing in unproven ideas.

Hypothesis testing

Structure experiments around clear predictions to focus efforts on learning rather than random changes and make results easier to interpret afterward.

Control group

Maintain an unchanged version in experiments to isolate the impact of your changes and prove causation rather than correlation with external factors.

Statistical significance

Determine whether experiment results reflect real differences or random chance to avoid making expensive decisions based on noise instead of signal.

A/B testing

Compare two versions of a page, email, or feature to determine which performs better using statistical methods that isolate the impact of specific changes.

Pipeline coverage

Calculate how much pipeline you need relative to quota to ensure you generate enough opportunities to hit revenue targets despite normal conversion rates.

Sales qualified lead velocity

Track how fast your pipeline of ready-to-buy leads grows to forecast sales capacity needs and spot when lead quality or sales efficiency changes.

Lead capture rate

The percentage of engaged website visitors who submit their contact information and become leads.

Lead velocity rate

Measure the month-over-month growth in qualified leads to predict future revenue and catch pipeline problems before they impact revenue three months later.

Monthly Recurring Revenue (MRR)

Track predictable monthly subscription revenue to monitor short-term growth trends and make faster decisions than waiting for annual revenue reports.