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Introduction
Data is only valuable if it leads to better decisions. Without the right tracking, dashboards, and reporting, you are flying blind. Reporting and insights is about turning raw data into something you and your team can act on.
For B2B marketers, this means having clear visibility into what is working, what is not, and where to focus your time and budget. It is about making reporting a tool for action, not just a monthly chore.
On this page, you will find everything you need to set up tracking, build dashboards, and create reporting systems that actually drive change. Every playbook, tool, and guide here is designed to help you move from data to insight to action.
Playbooks
Go to playbooksGo-to-market strategy
Build a go to market plan that aligns your offer, motion and channel, so you stop guessing and start growing with purpose. Map goals, owners and next steps for the next quarter.
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Compound growth
Explain the driver tree from traffic to revenue. Find the few inputs that move results most, set weekly actions and owners, and review progress on a simple cadence.
See playbook
Growth rhythm
Install a weekly rhythm that keeps you focused. Review data, resolve blocks and ship work every single week. Use a short agenda that turns issues into clear actions.
See playbook
Tools
Go to tools
VWO
Experimentation platform with testing, heatmaps and rollout tools, good for structured CRO at B2B scale.
OmniConvert
CRO platform with A B testing, surveys and personalisation, helpful for websites with steady traffic.
Books
Go to booksCompany of One
Paul Jarvis
Lessons for keeping work simple and profitable. Focus on retention, systems and selective growth that preserves quality.
Good Strategy Bad Strategy
Richard Rumelt
A sharp test for strategy quality. Diagnose, choose guiding policies and design actions that compound over quarters.
Principles
Ray Dalio
A set of tools for clearer thinking and teamwork. Create principles, run post mortems and make better decisions together.
Lean Startup
Eric Ries
A disciplined approach to experiments. Define hypotheses, design MVPs and learn before you scale.
Work The System
Sam Carpenter
A plain approach to system thinking. Write procedures, make small fixes and keep operations tidy as you scale.
Scaling Up
Verne Harnish
Practical tools for scaling a company. Use rhythms, scorecards and priorities to keep a growing team aligned.
Traction
Gino Wickman
A practical operating system for small teams. Install a cadence, set priorities and create accountability that sticks.
Clockwork
Mike Michalowicz
A clear way to design responsibilities and handoffs. Use time maps and simple dashboards to remove bottlenecks and protect focus.
Disciplined Entrepreneurship
Bill Aulet
Step by step approach to define customers, test value and design a go to market path that leads to repeatable revenue.
E-Myth Revisited
Michael Gerber
A practical case for SOPs in growth teams. Design roles, write checklists and build a rhythm for continuous improvement.
Fix this next
Mike Michalowicz
A decision tool for prioritising growth work. Diagnose where to act, then pick a small change that unlocks progress now.
The Pumpkin Plan
Mike Michalowicz
A simple system for selective growth. Identify winners, cut distractors and nurture the right segments.
SYSTEMology
David Jenyns
A step by step way to document and improve processes so the team delivers consistent results without heroics.
The road less stupid
Keith J. Cunningham
A punchy book on decision quality. Use thinking time, write assumptions and avoid expensive mistakes.
Blog posts
Go to blogAnalyse results
Know how to read experiment results like a pro so you don’t overreact to noise or miss a real lift hiding in the data.
Design your experiment
Avoid vague results by designing experiments with strong hypotheses, clear metrics and a trustworthy control group.
Set your 90-day focus
Align your team on one measurable growth constraint to improve every week without spinning your wheels or spreading thin.
Use Kaizen habit loops
Build a culture of small, steady improvements by linking data, discussion and experiments into a repeatable loop.
Document learnings
Make every experiment compound by capturing what worked, what didn’t and why — so your team gets smarter each sprint.
Run the growth meeting
Lead a weekly growth meeting that’s short, structured and focused on solving problems — not just reciting metrics.
Build your weekly scorecard
Set up a scorecard that tracks inputs and outputs weekly so you stay focussed, see issues early and drive steady growth.
Sharing research findings
Turn interview notes into a six-slide deck senior leaders will green-light in minutes.
Turn interviews into insights
You’ve got the interviews. Now what? Turn transcripts into clear, actionable insight that drives growth.
Customer research goals
Before you start interviews or surveys, get clear on what you actually need to learn to improve your growth strategy.
Customer interviews
Customer interviews are the best source of insight—if you know how to run them properly. Most marketers don’t.
Recruit participants
Personas shouldn’t be pretty slides. Make them sharp, testable tools that guide messaging and targeting.
Wiki articles
Go to wikiConstraint
Transform constraints into opportunities to drive smarter decisions and growth.
Growth drivers
Key factors or tactics that significantly impact a company's growth.
Growth engine
A repeatable and scalable system to drive consistent growth.
Growth hacking
Drive rapid growth through innovative, cost-effective strategies.
Growth lever
Identify and activate growth levers to scale your business faster.
Growth marketing
Drive rapid growth through innovative, cost-effective strategies.
Growth mindset
Stay on top of tasks with an efficient and structured issues tracker.
Growth plateau
Break through stagnation with actionable strategies to reignite business growth.
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.
