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Introduction
Your CRM is the backbone of your customer data. If it is messy, incomplete, or inconsistent, everything else in your marketing and sales engine suffers. Clean, reliable data is the foundation for accurate reporting, smooth automation, and effective decision-making.
For B2B marketers, the CRM is where marketing and sales align. It is where you track leads, opportunities, and customers, and where you can see the full picture of your pipeline.
This page is your complete reference for CRM and data best practices. You will find guidance on setup, optimisation, and maintenance, plus tools and resources to keep your CRM as a single source of truth for your team.
Playbooks
Go to playbooksExperimentation
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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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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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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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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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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Tools
Go to tools
ClickUp
All in one project and doc tool with tasks, docs and dashboards, powerful yet noisy if over configured, best with a clear setup.
Freedom
App and site blocker that helps protect focus time by pausing the noise across devices.
Asana
Project management that keeps work clear with boards, timelines and templates, good for campaign planning and cross team coordination.
Google Workspace
Productivity suite for mail, docs and storage, easy admin and sharing that suits most B2B teams.
Pipedream
Integration platform that runs code and workflows, great for custom automations beyond no code limits.
Process Street
Process tool for repeatable checklists with form fields and automations, good for onboarding and QA.
Notion
All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.
Trello
Kanban boards for projects and tasks, easy to start and share, best for light workflows.
Zapier
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
Slack
Team chat that speeds collaboration when channels, notifications and etiquette are set with care.
Coda
Document platform that blends text, tables and automation, great for playbooks, calculators and living specs in one place.
Trainual
Training and SOP platform that organises processes, roles and checklists so teams learn consistently.
Books
Go to booksChecklist Manifesto
Atul Gawande
Why checklists work, where to use them, and examples for launches, experiments and migrations. Keep quality high and stress low.
Atomic Habits
James Clear
Turn habit theory into daily practice for marketers. Simple cues, tiny wins and scorecards that help teams deliver consistently under pressure.
The 4-Hour work week
Tim Ferriss
A pragmatic look at delegation, automation and lifestyle design. Keep the useful parts, skip the hype, ship more value.
Building a Second Brain
Tiago Forte
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
Richard Koch
Use Pareto thinking to pick channels, ideas and customers. Cut the long tail and double down on what works.
Digital Minimalism
Cal Newport
How to reduce low value tools and feeds. Practical steps to tidy notifications, choose channels and free up time for impact.
Pyramid Principle
Barbara Minto
A method for clear writing and slides. Lead with the answer, group logic well and make recommendations easy to approve.
Getting Things Done
David Allen
Capture, clarify and review without friction. Keep projects moving with weekly reviews and clear next actions.
Essentialism
Greg McKweon
Rules for choosing fewer, better projects. Protect time, set trade offs and align efforts with clear goals and measures.
Deep Work
Cal Newport
A playbook for concentration in modern teams. Set focus blocks, reduce context switching and build a culture that values deep work.
Managing The Professional Service Firm
David H. Maister
A classic on leading expert teams. Balance sales, delivery and culture with numbers that keep the firm strong.
Rework
Jason Fried
Short essays that challenge default habits. Focus on product, talk to customers and cut pretend work.
The One Thing
Gary Keller
A method for ruthless focus. Ask the focusing question, block time and protect momentum on the work that matters most.
Slow productivity
Cal Newport
A humane approach to output. Plan seasons, protect focus and deliver work that matters at a sustainable pace.
Buy back your time
Dan Martell
A straight guide to reclaiming hours. Define your buyback rate, document tasks and build small systems that pay back every week.
Blog posts
Go to blogStay out of your inbox trap
Handle your email like a pro so it doesn’t constantly interrupt your day or hijack your focus.
Close your week with a Firebreak
Use a weekly firebreak to close open loops, reflect, and reset so you can start next week clear and focused.
Better meetings
Change your approach to meetings so they stop wasting time and start driving progress.
Protect your focus
Remove distractions and control your digital environment so you can do high-quality, focused work.
Manage your tasks with clarity
Create a trusted task system so you never forget anything and always know what to work on next.
Plan your week like a pro
Manage your time like your ad budget— get the highest ROI of your time with these tips
Wiki articles
Go to wikiBraindump
Clear your mind when you're overwhelmed with this exercise.
Deep Work
Focused, uninterrupted time for cognitively demanding tasks.
Eisenhower Matrix
Prioritise tasks effectively using the Eisenhower decision-making matrix.
Pareto Principle
Identify the vital 20 % and scale it for outsized growth.
Prioritisation
The process of ranking tasks or goals by importance and urgency.
Stakeholder Management
Align goals and secure buy-in with effective stakeholder strategies.
Further reading
Growth operations
You're ready for growth, but your tool stack isn't.
Growth feels chaotic. You're firefighting because of broken tools and messy data. You need a solid foundation to grow.
