Ultimate resource for B2B marketers

Leverage technology

Smart tools should free up time, not add complexity. Leverage technology to speed up work and scale output without extra people.

Leverage technology

Introduction

Most growth teams waste hours on manual work. You can’t scale that. Whether it’s lead routing, email follow-up or analytics reports, the machines should be doing more of it.

This section focuses on using tools that free up your team’s time. AI, automation and no-code tools can take a lot off your plate. But only if they’re set up right.

It’s not about chasing shiny objects. It’s about choosing the right tools, giving them a clear job, and then letting them do it. That’s how you build leverage.

Playbook

AI 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
AI for marketers
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
Automation tools
Airtable
Tool review

Airtable

Flexible tables meet databases, great for content calendars, asset libraries and light workflows that need structure and simple automation.

ChatGPT
Tool review

ChatGPT

AI assistant that helps with research, outlines and rewrites, useful for speed and quality when paired with clear prompts and checks.

Figma
Tool review

Figma

Collaborative design tool for layouts and assets, great for landing pages, ads and quick iteration with stakeholders.

Inbox When Ready
Tool review

Inbox When Ready

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

Loom
Tool review

Loom

Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.

LastPass
Tool review

LastPass

Password manager that stores and shares credentials securely, with policies that protect access.

Todoist
Tool review

Todoist

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

SaneBox
Tool review

SaneBox

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

Notebook LM
Tool review

Notebook LM

AI research tool that indexes your sources and answers from them, useful for briefs and prep.

MacWhisper
Tool review

MacWhisper

On device transcription for audio and video, quick and private, useful for notes and content.

Perplexity
Tool review

Perplexity

AI search that cites sources, useful for fast research and content prep with links to verify.

Fireflies.ai
Tool review

Fireflies.ai

AI note taker that records meetings, creates notes and pushes them to the CRM so follow up is clear.

Make
Tool review

Make

Visual automation platform that connects tools and moves data with control and scheduling.

Miro
Tool review

Miro

Online whiteboard for mapping ideas, journeys and plans, great for async workshops and alignment.

n8n
Tool review

n8n

Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.

Claude
Tool review

Claude

AI assistant strong at long form writing and thoughtful analysis, good for working with long documents and sensitive data.

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Blog posts

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Wiki articles

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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.