Growth foundation

What needs to be in place before any growth tactic actually works?

Growth foundation

Introduction

Growth foundation covers what needs to be in place before you run any playbook. That means a clear positioning so your message is consistent, tracking infrastructure so you can see what's working, and a CRM setup that keeps your data clean.

These aren't growth tactics — they're the systems that make tactics effective.

Foundation

The theoretical foundation you need to understand to make this work. Also includes the tools setup that is essential.

CRM configuration

CRM configuration

HubSpot is powerful when configured properly and a mess when it's not. Set up your instance correctly from the start so your data stays clean and your team trusts the system.

Build

The core playbooks that drive results. Each one targets a specific outcome and builds on the foundations.

Experimentation

Experimentation

Opinions are cheap. Data is expensive but worth it. Build an experimentation system that produces valid results and compounds your learnings.

Growth foundation

resources

Tactical playbooks

Useful additional, not core to the methodology. This is also where I document what I am learning myself.

Personal productivity

Personal productivity

Without a system for managing your week, important work gets crowded out by urgent work. Structure your time so you stay proactive instead of reactive.

Customer research

Customer research

Assumptions kill campaigns. Real customer insight reveals why people actually buy, what language resonates, and which objections need addressing before you spend on ads.

B2B website foundations

B2B website foundations

Your website works while you sleep, but only if visitors understand what you do within seconds. Build pages that answer questions before they're asked and make the next step obvious.

Website tracking setup

Website tracking setup

Bad tracking means bad decisions. Set up your analytics properly from the start so you know which traffic converts, which campaigns work, and where to focus your budget.

Recommended tools

Claude

Claude

AI assistant for long-form writing and analysis better than ChatGPT for research, strategic docs, and working with uploaded files.

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Perplexity

Perplexity

AI search with citations faster than manual research and more reliable than ChatGPT alone, excellent for content prep and quick fact-checking.

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20

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ChatGPT

ChatGPT

AI assistant for research, outlines, and drafts fast when prompted clearly, excellent for speed and idea generation in daily marketing work.

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20

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Notebook LM

Notebook LM

AI research tool indexing your sources excellent for briefing documents, analysing uploads, and getting answers from materials you provide.

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0

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MacWhisper

MacWhisper

On-device transcription for audio and video quick, private, and accurate for meeting notes and content without sending files to cloud services.

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4

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n8n

n8n

Open-source automation with self-hosting ideal when you need complete control, want to own infrastructure, or have technical teams building workflows.

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24

per month

Pipedream

Pipedream

Code-friendly automation running Node.js workflows excellent when you need custom logic, API integrations, or automations that Zapier can't handle.

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45

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Zapier

Zapier

No-code automation connecting 5,000+ apps to move data and trigger actions excellent for quick wins when you need integrations that just work.

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20

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Make

Make

Visual automation platform with advanced logic and error handling more powerful than Zapier when you need control over complex, branching workflows.

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4.13

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Process Street

Process Street

Workflow tool that turns SOPs into interactive checklists with forms and automation excellent for repeatable processes that need consistency.

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1000

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Figma

Figma

Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.

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15

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Google Workspace

Google Workspace

Productivity suite combining email, docs, and storage familiar, reliable, and straightforward for teams who want tools that just work without fuss.

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6

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Miro

Miro

Online whiteboard for mapping ideas, journeys, and plans excellent for async workshops and brainstorms when teams can't gather in person.

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8

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Coda

Coda

Document platform that combines text, tables, and automation like Notion but with stronger formulas and buttons for interactive playbooks.

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12

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Freedom

Freedom

App and site blocker that helps protect focus time by pausing the noise across devices.

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3

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Inbox When Ready

Inbox When Ready

Email extension that hides your inbox by default so you can send and search without getting pulled into new mail.

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4

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LastPass

LastPass

Password manager storing credentials securely with team sharing and policies essential for security hygiene when teams share logins responsibly.

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4

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Todoist

Todoist

Personal task app with quick capture, filters and calm design, great for managing work and habits.

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5

per month

SaneBox

SaneBox

Email assistant that filters noise and adds reminders so important mail surfaces when needed.

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7

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