Growth playbooks

The exact walkthroughs I hand to clients—screenshots, checklists, and examples that take you from zero to live.

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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.

Playbook

Customer research

Learn how to gather insights that improve targeting, messaging and conversion.

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Playbook

Experimentation

Design, prioritise and run weekly tests to lift key metrics over 90-day cycles.

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Playbook

Growth rhythm

Build a weekly cadence to review metrics, prioritise actions and stay focussed.

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Playbook

Outreach

Create cold email and LinkedIn outreach flows that get replies and book meetings.

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Playbook

Paid advertising

Set up efficient paid campaigns across Google and LinkedIn to drive qualified traffic.

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Playbook

Content marketing

Build authority and traffic with a structured, repurposable content engine.

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Playbook

Conversion

Improve landing pages, forms and CTAs to lift submission rates and lead quality.

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Playbook

Email nurture

Create lifecycle emails that turn leads into sales-qualified conversations.

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Playbook

Remarketing

Re-engage visitors with strategic remarketing flows based on funnel stage.

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Playbook

Sales conversations

Run better discovery calls that qualify leads, surface needs and move deals forward.

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Playbook

Proposals

Structure and write proposals that get signed without back-and-forth.

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Playbook

Closing

Handle objections and follow up to turn late-stage leads into closed revenue.

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Playbook

Onboarding

Design a first 30-day experience that activates users and reduces churn.

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Playbook

Retention

Keep accounts engaged and renewing with proactive, insight-driven systems.

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Playbook

Upsell

Grow revenue from existing accounts with timely upgrades and offers.

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Playbook

Pricing

Set value-based pricing tiers that align with buyer psychology and margin goals.

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Playbook

Prompt engineering

Use prompt templates to generate emails, content briefs and summaries faster.

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Playbook

AI agent

Deploy GPT-based assistants that handle research, responses and admin work.

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Playbook

CRM setup

Structure deal stages, lead scoring and routing in tools like HubSpot or Pipedrive.

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Playbook

B2B website

Design copy, structure and layout that drive signups and leads.

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Playbook

Workflow automations

Connect tools via Zapier or Make to remove manual steps and scale output.

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Playbook

Tracking

Configure GTM, GA4 and events to measure key actions without code.

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Playbook

Reporting setup

Build growth dashboards that surface insight and drive action.

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Playbook

Master your work week

Block time, plan weekly and focus on high-leverage tasks that ship.

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Playbook

Team execution

Run projects, meetings and handovers with fewer interruptions and more clarity.

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Blog posts

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Blog post

Better meetings

Change your approach to meetings so they stop wasting time and start driving progress.

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Build a high-quality target list

Build a laser-focused prospect list that lands in primary inboxes—without blowing your budget.

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Build a scalable experimentation process

Turn CRO into a repeatable, collaborative workflow that consistently improves your funnel.

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Build your first A/B test

Get your first structured test live—from copy or design to data setup and measurement.

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Calculate what you can afford to spend

Estimate your cost per lead or cost per acquisition to know what traffic channels are financially viable.

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Campaign hook and angle

Your campaign is only as strong as its hook. Nail the angle before you touch the ad platform.

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Channels per growth phase

Decide what phase of growth you’re in to determine how aggressive or foundational your traffic mix should be.

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Closing process

Bring structure to your closing process so it feels natural, confident and aligned with buyer needs.

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Cold outreach configuration

Lock in domain, DNS, inbox warm-up and sending volumes before you write a single email.

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Commit and launch your primary channel

Get a structured overview of common B2B traffic channels, grouped by type and how they behave.

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Conversion audit

Before optimising anything, identify where your funnel is leaking and what to fix first.

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Copywriting cold emails

Short, specific, and relevant messages get replies—templates don’t.

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Customer interviews

Customer interviews are the best source of insight—if you know how to run them properly. Most marketers don’t.

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Customer research goals

Before you start interviews or surveys, get clear on what you actually need to learn to improve your growth strategy.

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Define what you want to track

Track what matters. Decide which actions support growth and set up clear goals.

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Define your pipeline stages

Clarify what each stage in your sales pipeline means so everyone works from the same structure.

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Design your multi-touch sequence

Structure your campaign across multiple touchpoints using email, LinkedIn or both.

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Design your onboarding for retention

Good onboarding sets the tone for long-term retention. Make it structured, clear and outcomes-focused.

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Experimentation backlog

A pile of test ideas won’t help you grow. Prioritise by impact and feasibility to test smart.

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Filter internal traffic GA4

Learn how to exclude your own IP address from Google Analytics 4 to keep your data accurate and free from internal traffic noise.

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Firebreak

Use a weekly firebreak to close open loops, reflect, and reset so you can start next week clear and focused.

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Focus management

Remove distractions and control your digital environment so you can do high-quality, focused work.

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Follow-up cadence

Keep deals moving by ending every call or email with a clear next action—no exceptions.

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Handling objections

Support your sales team with structured content that removes blockers and builds trust.

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Inbox management

Handle your email like a pro so it doesn’t constantly interrupt your day or hijack your focus.

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Install Tag Manager and GA4

Get the right foundations in place by installing Google Tag Manager and Google Analytics 4 on your site.

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Lead nurture strategy

Before writing emails, decide where nurture fits in your funnel and what behaviour should trigger it.

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Learn from your experiments

Use results to fuel your next round of tests, refine your backlog, and share learnings across teams.

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LinkedIn content strategy

Create content that’s relevant to your ICP and builds credibility, not vanity metrics.

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Long-term client relationships

Keep clients engaged mid-cycle by reinforcing value and previewing what’s ahead.

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Manage the first 30 days proactively

Your first month sets the tone. Build habits and demonstrate value fast to build trust.

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Must-have B2B lead nurture flows

Install four proven email flows that move B2B leads from “just curious” to pipeline, revive cold contacts and keep your brand top-of-mind until timing is right.

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Optimise B2B ads

Don’t just run ads—learn from them. Use metrics to improve, not just report.

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Optimise cold campaigns

Optimise your outreach by measuring what matters—opens, replies, and conversions.

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Optimise your personal profile

Your profile is not a CV—it’s a landing page. Optimise it to attract and convert the right people.

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Qualify deals with consistency

Strengthen your pipeline by ensuring every deal is qualified the same way, every time.

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Qualitative research

Quant shows what’s broken. Qual tells you why. Use both to inform your optimisation strategy.

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Recruit participants

Personas shouldn’t be pretty slides. Make them sharp, testable tools that guide messaging and targeting.

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Scale lead nurture engine

Visualise where your flows sit, how they connect, and where they hand over to sales or other tracks.

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Scroll-stopping ad creatives

Ad creative determines whether your audience stops to look or keeps scrolling past.

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Separate leads from deals

Don’t treat every inbound contact as a deal. Separate leads from pipeline so you can focus your efforts.

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Set up reports in GA4

Once your events are tracked, build useful GA4 reports to understand what’s working.

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Set up your campaign structure

Structure your ad campaigns to test systematically, spend wisely, and scale what works.

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Sharing research findings

Turn interview notes into a six-slide deck senior leaders will green-light in minutes.

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Stages of awareness

Map every ad group to the right awareness stage so your ads meet minds, not eyeballs.

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Task management

Create a trusted task system so you never forget anything and always know what to work on next.

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Time management

Manage your time like your ad budget— get the highest ROI of your time with these tips

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Track key growth events

Set up conversion tracking for real business actions—like meetings, sign-ups and visits.

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Turn interviews into insights

You’ve got the interviews. Now what? Turn transcripts into clear, actionable insight that drives growth.

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Turn profile views into conversations

Use profile views as a trigger to start warm conversations without cold outreach.

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Warm up your LinkedIn account

Before you post, build visibility by engaging with relevant content and people.

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When to add a new channel

Know when it’s time to expand your traffic mix versus going deeper on what’s already working.

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Winback loops

Not every ‘no’ is final. Build a winback system to reconnect with leads who weren’t ready yet.

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Write emails that actually get read

Keep your nurture emails short, clear and focused—so they’re opened, read and clicked.

Wiki articles

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Async Work

Enhance flexibility and focus with asynchronous work strategies.

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BANT

Qualify leads fast with budget-authority-need-timing.

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Braindump

Clear your mind when you're overwhelmed with this exercise.

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CRM

A tool to manage customer relationships and streamline sales processes.

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Call-to-Action (CTA)

Craft CTAs that drive engagement and action across platforms.

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Click-through-rate

Optimise CTR to improve engagement and drive actionable user responses.

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Constraint

Transform constraints into opportunities to drive smarter decisions and growth.

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Content Marketing

Create high-quality content that drives traffic, builds authority, and converts.

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Conversion Optimisation

Optimise every touchpoint for better conversions across your sales funnel.

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Cost-per-X

Master CPM, CPC, CPA for smarter ad spend.

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Customer journey

Map and refine each touchpoint to create seamless, engaging customer experiences.

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Deep Work

Focused, uninterrupted time for cognitively demanding tasks.

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Eisenhower Matrix

Prioritise tasks effectively using the Eisenhower decision-making matrix.

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Engagement rate

Engagement rate shows the share of sessions that stick, not just click. Google Analytics 4 counts a visit as engaged when it lasts longer than 10 seconds, fires a conversion event or views at least two pages, so the metric filters out idle bounces.

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Growth backlog

Streamline task management by maintaining an organised backlog.

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Growth drivers

Key factors or tactics that significantly impact a company's growth.

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Growth engine

A repeatable and scalable system to drive consistent growth.

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Growth hacking

Drive rapid growth through innovative, cost-effective strategies.

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Growth lever

Identify and activate growth levers to scale your business faster.

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Growth marketing

Drive rapid growth through innovative, cost-effective strategies.

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Growth mindset

Stay on top of tasks with an efficient and structured issues tracker.

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Growth operations

The systems and processes supporting scalable business growth.

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Growth plateau

Break through stagnation with actionable strategies to reignite business growth.

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Growth scorecard

A visual tool for tracking key growth metrics and progress.

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Heatmap

Use heatmaps to track user behaviour and optimise your site experience.

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Inbound Marketing

Attract and convert leads with educational, value-driven inbound marketing.

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Lead

Master lead generation techniques to fill your pipeline effectively.

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Lead Generation

The process of attracting and converting prospects into potential customers.

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Lead nurture

Engaging and building relationships with leads to move them through the funnel.

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Lifetime Value (LTV)

Increase the value of each customer relationship through targeted strategies.

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MQL

Generate high-quality leads with Marketing Qualified Lead frameworks.

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Marketing Automation

Automate workflows and campaigns for increased marketing efficiency.

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OMTM (One Metric That Matters)

Focus on the key metric that defines success for your business.

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Objective Key Results (OKRs)

Set clear, inspiring goals and track them with hard numbers using Objectives and Key Results (OKRs).

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Offer

Package clear results, fair pricing and confidence-boosting extras to win B2B deals faster.

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Outreach

Spark conversations via tailored email, call or LinkedIn with prospects who match your ICP.

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Paid search

Harness the power of Search Engine Advertising for fast, measurable growth.

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Paid social advertising

Show simple ads to your ideal buyers so they discover you early.

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Pareto Principle

Identify the vital 20 % and scale it for outsized growth.

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Prioritisation

The process of ranking tasks or goals by importance and urgency.

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Product-market fit

Validate your product's value proposition to align with market demands.

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Prompt engineering

Write precise prompts to steer AI tools towards reliable, useful answers.

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Qualitative research

Research focused on understanding user behaviours, motivations, and needs.

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Referral marketing

Drive traffic and sales with partnerships through affiliate marketing.

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Remarketing

Re-target past visitors with capped, tailored ads to lift conversions.

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Retention

Boost customer loyalty and reduce churn with effective retention strategies.

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SEO

Improve rankings and organic visibility with actionable SEO techniques.

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SQL

Streamline SQL processes to increase conversion rates and close deals faster.

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Stakeholder Management

Align goals and secure buy-in with effective stakeholder strategies.

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Standard Operating Procedure (SOP)

Improve consistency and scalability with well-documented SOPs.

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UTMs

Track campaign performance with clear and precise UTM tagging.

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