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Introduction
Technology should help you move faster, not slow you down. Once your systems are set up, you can use tools like AI and automation platforms to multiply your output without adding more people to the team.
For B2B marketers, this means identifying the right technology for your goals and making sure it is connected, efficient, and easy for your team to use.
On this page, you will find all my resources on leveraging technology for growth. From AI for marketers to automation tools like Zapier, you will get playbooks, tools, and guides to help you speed up workflows and scale what works.
LinkedIn thought leadership
Kanbox
Kanbox turns your email into a CRM that tracks deals, follow-ups, and reminders.
Taplio
LinkedIn toolkit for ideas, scheduling and analytics, handy for consistent posting with a clean workflow.
Surfe
Turns LinkedIn into your CRM interface, find and enrich contacts, then push leads and messages to HubSpot, Salesforce or Pipedrive without copy pasting.
Record digital course
Go-to-market strategy
Personal productivity
Team collaboration
Dashboard setup
Tracking implementation
Automation tools
Zapier
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
n8n
Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.
Make
Visual automation platform that connects tools and moves data with control and scheduling.
CRM optimisation
HubSpot
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Pipedrive
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Monday.com
Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.
AI for marketers
Claude
AI assistant strong at long form writing and thoughtful analysis, good for working with long documents and sensitive data.
ChatGPT
AI assistant that helps with research, outlines and rewrites, useful for speed and quality when paired with clear prompts and checks.
MacWhisper
On device transcription for audio and video, quick and private, useful for notes and content.
Website
Webflow
Visual site builder with CMS and clean code export, powerful for marketing teams that want speed and control.
Hotjar
Behaviour analytics that reveals where visitors get stuck, combining heatmaps, recordings and quick surveys.
VWO
Experimentation platform with testing, heatmaps and rollout tools, good for structured CRO at B2B scale.
Google Analytics
Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
Google Tag Manager
Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.
Marketing automation
Mailchimp
Email marketing with basic automation and templates, easy for newsletters and simple nurture.
Brevo
Simple email and SMS marketing with basic automation, good for early stage nurture and newsletters without heavy cost.
ActiveCampaign
Email and automation platform with strong segmentation and conditional logic, good for B2B nurture when you need power without a full CRM migration.
Customer research
Hotjar
Behaviour analytics that reveals where visitors get stuck, combining heatmaps, recordings and quick surveys.
Zapier
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
Notion
All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.
Paid advertising
Experimentation
VWO
Experimentation platform with testing, heatmaps and rollout tools, good for structured CRO at B2B scale.
Outreach automation
Surfe
Turns LinkedIn into your CRM interface, find and enrich contacts, then push leads and messages to HubSpot, Salesforce or Pipedrive without copy pasting.
Lemlist
Cold email platform with warm up, sequencing and tracking, designed to keep domains healthy while booking meetings.
Apollo
Prospecting database with sequencing, handy for small teams that want leads and outreach in one place with basic enrichment.
Lusha
Data provider for emails and numbers, handy for filling gaps in prospect lists before sequencing.
Playbooks
Go to playbooksAI for marketers
Use AI for research, briefs and QA. Set prompts and review steps, train the team, and track time saved without risking quality. Focus on cases that strengthen the work.
See playbook
Automation tools
Save time and automate repetitive marketing tasks using Zapier, n8n or Make. Move data cleanly and reduce manual effort with small, safe automations that earn back hours.
See playbook
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.
See playbook
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.
See playbook
Record digital course
Record a course that people finish. Structure, script and film your expertise without wasting months on setup. Use light gear and a repeatable plan that fits your week.
See playbook
Tools
Go to tools
Airtable
Flexible tables meet databases, great for content calendars, asset libraries and light workflows that need structure and simple automation.
ClickUp
All in one project and doc tool with tasks, docs and dashboards, powerful yet noisy if over configured, best with a clear setup.
ChatGPT
AI assistant that helps with research, outlines and rewrites, useful for speed and quality when paired with clear prompts and checks.
Google Analytics
Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
Freedom
App and site blocker that helps protect focus time by pausing the noise across devices.
Databox
Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.
Asana
Project management that keeps work clear with boards, timelines and templates, good for campaign planning and cross team coordination.
Figma
Collaborative design tool for layouts and assets, great for landing pages, ads and quick iteration with stakeholders.
Google Workspace
Productivity suite for mail, docs and storage, easy admin and sharing that suits most B2B teams.
Inbox When Ready
Email extension that hides your inbox by default so you can send and search without getting pulled into new mail.
Loom
Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.
LastPass
Password manager that stores and shares credentials securely, with policies that protect access.
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.
Todoist
Personal task app with quick capture, filters and calm design, great for managing work and habits.
Cookiebot
Consent manager that helps control tracking based on user choice, easy to add with tag manager and clear banners.
SaneBox
Email assistant that filters noise and adds reminders so important mail surfaces when needed.
Notebook LM
AI research tool that indexes your sources and answers from them, useful for briefs and prep.
MacWhisper
On device transcription for audio and video, quick and private, useful for notes and content.
Perplexity
AI search that cites sources, useful for fast research and content prep with links to verify.
Looker Studio
Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.
Fireflies.ai
AI note taker that records meetings, creates notes and pushes them to the CRM so follow up is clear.
Amplitude
Product analytics for events, funnels and cohorts, useful when you need to see how users move and where they drop in product journeys.
Slack
Team chat that speeds collaboration when channels, notifications and etiquette are set with care.
Miro
Online whiteboard for mapping ideas, journeys and plans, great for async workshops and alignment.
Google Tag Manager
Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.
Coda
Document platform that blends text, tables and automation, great for playbooks, calculators and living specs in one place.
Thinkific
Course platform focused on clean student experience with solid tools for lessons and certificates.
Kajabi
Platform that hosts courses, email and payments, useful for simple training offers without custom dev.
Teachable
Course platform with hosting, payments and quizzes, good for training offers that need speed to launch.
Claude
AI assistant strong at long form writing and thoughtful analysis, good for working with long documents and sensitive data.
Aircall
Cloud phone system built for sales teams, with call routing, recordings and CRM logging that makes follow up and coaching easier.
Zapier
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
n8n
Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.
Make
Visual automation platform that connects tools and moves data with control and scheduling.
Pipedream
Integration platform that runs code and workflows, great for custom automations beyond no code limits.
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.
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 blogWiki 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
Upskill to a full-funnel marketer in 90 days
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