Build a solid foundation that won't collapse when you scale. Single source of truth. Tools that talk to each other. Systems that give you visibility into what's working and what's not. Without this, you're flying blind and everything breaks when you try to grow.
The wrong tools waste money and create friction. The right tools compound productivity. Avoid vendor promises and feature bloat. Choose what actually fits your workflow, integrates cleanly, and grows with you.
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A poorly configured CRM becomes a graveyard of stale data and missed follow-ups. A properly set up CRM runs your sales process automatically, surfaces hot leads, and forecasts revenue accurately.
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Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.
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Broken tracking means flying blind. Proper implementation shows exactly which traffic converts, which campaigns deliver ROI, and where to double down. Measurement makes optimisation possible.
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Plan your week like your marketing budget. Manage tasks with a system you trust. Stay out of inbox traps. Protect deep work time. Run better meetings. Close your week with a firebreak.
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Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.
Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.
No-code automation connecting 5,000+ apps to move data and trigger actions excellent for quick wins when you need integrations that just work.
Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.
David Jenyns
A step by step way to document and improve processes so the team delivers consistent results without heroics.
Sam Carpenter
A plain approach to system thinking. Write procedures, make small fixes and keep operations tidy as you scale.
Atul Gawande
Why checklists work, where to use them, and examples for launches, experiments and migrations. Keep quality high and stress low.
Mike Michalowicz
A clear way to design responsibilities and handoffs. Use time maps and simple dashboards to remove bottlenecks and protect focus.
Mike Michalowicz
A decision tool for prioritising growth work. Diagnose where to act, then pick a small change that unlocks progress now.
Enable tools to exchange data programmatically so you can build custom integrations and automate processes that vendor-built integrations don't support.
Log emails, calls, and meetings automatically to understand what drives deals forward and coach reps based on actual behaviour rather than guesswork.
Assign credit to marketing touchpoints that influence conversions to understand which channels work together and deserve budget in multi-touch journeys.
Clear mental clutter by transferring all thoughts, tasks, and ideas onto paper or screen, creating space for focused work.
Organise customer and prospect information to track relationships, communication history, and next steps without losing context or duplicating effort.
Measure which marketing activities drive desired outcomes to allocate budget toward channels that actually generate revenue instead of vanity metrics.
Store information in browsers to track user behaviour across visits and enable personalised experiences without requiring login for every interaction.
Unify customer data from every touchpoint to create complete profiles that power personalised experiences across marketing, sales, and product.
Store raw data from all business systems in one place to run analyses and build reports that combine information across marketing, sales, and product.
Define pipeline progression steps to standardise how reps advance opportunities and give managers visibility into where deals stall or convert unexpectedly.
Block extended time for cognitively demanding tasks requiring sustained focus, maximising valuable output whilst minimising shallow distractions.
Send a series of scheduled emails that educate prospects over time to stay top-of-mind without overwhelming them with aggressive sales pitches.
Prioritise tasks systematically by sorting them into urgent-important quadrants, focusing effort on high-impact activities.
Automate multi-touch email campaigns that adapt based on recipient behaviour to nurture leads consistently without manual follow-up from reps or marketers.
Capture specific user actions in your product or website to understand behaviour patterns and measure whether changes improve outcomes or create friction.
Credit the channel that introduced prospects to your brand to measure awareness efforts and understand which top-of-funnel activities start customer journeys.
Connect tools so data flows automatically between systems to eliminate manual entry, keep records current, and enable sophisticated workflows across platforms.
Assign full conversion credit to the final touchpoint before purchase to identify which channels close deals but miss earlier influences that started journeys.
Organise the tools that capture leads, nurture prospects, and measure performance to automate repetitive work and connect customer data across systems.
Distribute conversion credit across multiple touchpoints to recognise that customer journeys involve many interactions and channels working together.
Focus effort on the 20% of activities that drive 80% of results, systematically eliminating low-yield work to maximise output per hour invested.
Systematically rank projects and opportunities using objective frameworks, ensuring scarce resources flow to highest-impact work.
Assemble tools that manage pipeline, automate outreach, and track performance to help reps sell more efficiently and managers forecast accurately.
Navigate competing priorities and secure buy-in by systematically understanding, influencing, and aligning internal decision-makers toward shared goals.
Document your repeatable processes in clear, step-by-step instructions that ensure consistency, enable delegation, and capture institutional knowledge.
Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.
Track campaign performance precisely by appending parameters to URLs that identify traffic sources, mediums, and campaigns in your analytics.
Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.
