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Introduction
Automation can take a huge amount of manual work off your plate, but only if it is built well and matches your buyer journey. Funnel automation is about making sure the right messages go to the right people at the right time without you having to hit send every time.
For B2B marketers, this includes marketing automation, outreach automation, and sales sequences that run smoothly in the background while you focus on strategy.
This page brings together all my resources on building and improving funnel automation. You will find playbooks, tools, and guides that show you how to design workflows that save time, improve follow-up, and help you convert more leads.
Playbooks
Go to playbooksTracking 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.
See playbook
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.
See playbook
Tools
Go to tools
Google Analytics
Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
Databox
Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.
Cookiebot
Consent manager that helps control tracking based on user choice, easy to add with tag manager and clear banners.
Looker Studio
Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.
Amplitude
Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.
Google Tag Manager
Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.
Thinkific
Course platform focused on clean student experience with solid tools for lessons and certificates.
Aircall
Cloud phone system built for sales teams, with call routing, recordings and CRM logging that makes follow up and coaching easier.
Books
Go to booksMeasure What Matters
John Doerr
A clear guide to OKRs for growth teams. Write good objectives, choose key results and run cadences that stick.
Blog posts
Go to blogTrack key events
Set up conversion tracking for real business actions—like meetings, sign-ups and visits.
Set up reports in GA4
Once your events are tracked, build useful GA4 reports to understand what’s working.
Define what you want to track
Track what matters. Decide which actions support growth and set up clear goals.
Install Tag Manager and GA4
Get the right foundations in place by installing Google Tag Manager and Google Analytics 4 on your site.
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.
Wiki articles
Go to wikiOMTM (One Metric That Matters)
Focus on the key metric that defines success for your business.
Objective Key Results (OKRs)
Set clear, inspiring goals and track them with hard numbers using Objectives and Key Results (OKRs).
Standard Operating Procedure (SOP)
Improve consistency and scalability with well-documented SOPs.
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.
