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Introduction
I turned my diary notes into step-by-step playbooks. Each guide zooms in on one growth lever, shows the exact framework I use, and gives you the checklist, template or worksheet to copy.
You won’t find theory here. Instead, you get the precise order of actions, the benchmarks that signal progress, and the common pitfalls I still watch for on client projects. Pick the guide that matches your current road-block, follow the instructions, and share your results so we can refine the process together.
Demand generation playbooks
Outreach automation
Pick a prospecting method and tidy data. Warm domains, protect deliverability, build short email and LinkedIn sequences, and route positive replies to the right owner with tasks in the CRM.
See playbook
LinkedIn thought leadership
Post consistently on LinkedIn with a routine that grows authority, attracts buyers and turns visibility into pipeline. Turn posts into warm leads without spam or gimmicks.
See playbook
Organic search
Rank in Google and LLMs by publishing content that answers real buyer questions and attracts high intent traffic. Build content pillars that compound results with steady effort.
See playbook
Go-to-market strategy
Build a go to market plan that aligns your offer, motion and channel, so you stop guessing and start growing with purpose. Map goals, owners and next steps for the next quarter.
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Marketing playbooks
Website conversion
Find and fix friction on key pages. Tighten forms and calls to action, match offers to intent on each page, and run a light test plan so more visitors become qualified leads.
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Marketing automation
Keep leads moving with email workflows that educate and convert. Build sequences that help, not annoy, with clear triggers, goals and data capture that syncs to the CRM.
See playbook
Sales playbooks
Meeting scheduling
Choose the right scheduler. Set fair routing and buffers, send reminders that cut no shows, and ensure every booking creates the correct record, owner and follow up tasks in the CRM.
See playbook
Proposal & quotes
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
Customer value playbooks
Customer retention
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.
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Upsell opportunities
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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Reporting & insights playbooks
Experimentation
Test and learn faster. Set up an experimentation system that helps you prioritise, track and repeat what works. Keep a backlog and a clear way to decide what to try next.
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Customer research
Talk to customers and turn insights into growth. Recruit, interview and synthesise without overthinking it. Capture findings in simple notes that feed decisions and content.
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Funnel automation playbooks
Tracking implementation
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.
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Dashboard setup
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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CRM & sales playbooks
CRM optimisation
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.
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Sales enablement
Equip your sales team with a structured system that shortens cycles, lifts win rates and compounds revenue.
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Technology playbooks
AI for marketers
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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Automation tools
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.
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Personal productivity
Take control of your week. Use habits and systems to focus on work that actually moves the needle. Add a quick daily review so important tasks get done without burnout.
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Team collaboration
Help your team work better together. Set up shared rituals and tools to remove friction and move faster. Make async the default and know who decides and where work lives.
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Record digital course
Record a course that people finish. Structure, script and film your expertise without wasting months on setup. Use light gear and a repeatable plan that fits your week.
See playbook
Productivity playbooks
Personal productivity
Take control of your week. Use habits and systems to focus on work that actually moves the needle. Add a quick daily review so important tasks get done without burnout.
See playbookTeam collaboration
Help your team work better together. Set up shared rituals and tools to remove friction and move faster. Make async the default and know who decides and where work lives.
See playbookRecord digital course
Record a course that people finish. Structure, script and film your expertise without wasting months on setup. Use light gear and a repeatable plan that fits your week.
See playbookGo-to-market strategy
Build a go to market plan that aligns your offer, motion and channel, so you stop guessing and start growing with purpose. Map goals, owners and next steps for the next quarter.
See playbookSolid growth for B2Bs in 90 days
Small improvements across your customer journey add up to 214% growth. Based on 15 years in growth, I execute fast on the root causes holding back growth.
