.avif)
Behind every working funnel is a reliable system. That includes your CRM, tracking setup and dashboards.
Most growth teams build funnels on shaky ground. Leads go missing, data breaks, and dashboards don’t reflect reality. When that happens, even good campaigns underperform.
This section walks through the infrastructure that holds everything together. From your CRM to your tracking, it’s about building a system that gives you visibility, control, and reliability.
Once this is set up, you can scale with confidence. You’ll know what’s working, what’s breaking, and where to focus next. No more flying blind.
Structure your CRM for real growth. Optimise lifecycle stages, routing and lead scoring so your system works without hacks.
See playbook
Set up funnel tracking that works. Use GTM and GA4 to capture key actions and track what actually drives results.
See playbook
Build dashboards that show what matters. Give your team clarity without overloading them with noise or vanity metrics.
See playbook
Record a course that people finish. Structure, script and film your expertise without wasting months on setup.
See playbook
Publishes your course and handles enrolment, payment and delivery. Thinkific is an all-in-one platform for online learning.
Shows where your traffic comes from and what converts. Google Analytics tracks every click so you can optimise what matters.
Keeps your conversations connected and your team productive. Aircall transforms calls into actionable workflows.
Adds tracking without touching code. Google Tag Manager lets marketers launch tags and events without dev help.
Tracks product usage and user journeys in detail. Amplitude helps growth teams learn what leads to retention and revenue.
Turns raw data into charts and dashboards you can share. Looker Studio connects to all your sources and visualises KPIs fast.
Keeps your site compliant with cookie regulations across regions. Cookiebot handles user consent so you don’t have to.
Surfaces key metrics so you know what’s working without logging into ten tools. Databox pulls data into one clear dashboard.
John Doerr
Implement impactful OKRs to align teams, create focus, and drive measurable success in your organisation.
Guide continues below.
Track what matters. Decide which actions support growth and set up clear goals.
Learn how to exclude your own IP address from Google Analytics 4 to keep your data accurate and free from internal traffic noise.
Get the right foundations in place by installing Google Tag Manager and Google Analytics 4 on your site.
Once your events are tracked, build useful GA4 reports to understand what’s working.
Set up conversion tracking for real business actions—like meetings, sign-ups and visits.
Focus on the key metric that defines success for your business.
Set clear, inspiring goals and track them with hard numbers using Objectives and Key Results (OKRs).
Improve consistency and scalability with well-documented SOPs.
You’re working hard, but the systems fight back. Data doesn’t match, tools keep breaking, and you’re constantly fixing things instead of growing.
