Customer data platform

Unify customer data from every touchpoint to create complete profiles that power personalised experiences across marketing, sales, and product.

Customer data platform

Customer data platform

definition

Introduction

Why it matters

How to apply it

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Growth orchestration

Get a grip on what's actually working and what needs course correction. Use data and experiments to make decisions instead of opinions. See how changes in one part of the system affect everything else. Random tactics don't compound, coordinated ones do.

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Tool selection

Tool selection

Select tools across your growth stack using clear evaluation criteria. Avoid common pitfalls, ensure integrations work, and build a system that scales with your business.

Customer research

Customer research

Uncover specific pain points, validate assumptions, and reveal what actually drives buying decisions. Run research that produces actionable insights, not just interesting quotes.

Quarterly strategy

Quarterly strategy

Run quarterly business reviews that assess current state, set ambitious but realistic goals, build actionable roadmaps, and define key results that keep everyone aligned.

Monthly review

Monthly review

Analyse monthly performance data across all four growth engines. Identify what is working, what is not, and make tactical adjustments using a structured decision framework.

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Wiki

Trigger

Define events that start automation workflows so the right message reaches people at the right moment based on their actual behaviour not arbitrary timing.

Standard Operating Procedure (SOP)

Document your repeatable processes in clear, step-by-step instructions that ensure consistency, enable delegation, and capture institutional knowledge.

Cookie

Store information in browsers to track user behaviour across visits and enable personalised experiences without requiring login for every interaction.

Event tracking

Capture specific user actions in your product or website to understand behaviour patterns and measure whether changes improve outcomes or create friction.

Objectives and Key Results (OKRs)

Set ambitious goals and measurable outcomes that cascade through your organisation, creating alignment and accountability for strategic priorities.

Constraint

Identify and leverage limitations as forcing functions that drive creative problem-solving and strategic focus.

Net Revenue Retention (NRR)

Track revenue growth from existing customers through expansion and contraction to prove your product delivers increasing value over time.

Braindump

Clear mental clutter by transferring all thoughts, tasks, and ideas onto paper or screen, creating space for focused work.

Last-touch attribution

Assign full conversion credit to the final touchpoint before purchase to identify which channels close deals but miss earlier influences that started journeys.

Sample size

Calculate how many users you need in experiments to detect meaningful differences and avoid declaring winners prematurely based on insufficient data.

Drip campaign

Send a series of scheduled emails that educate prospects over time to stay top-of-mind without overwhelming them with aggressive sales pitches.

Pipeline coverage

Calculate how much pipeline you need relative to quota to ensure you generate enough opportunities to hit revenue targets despite normal conversion rates.

P-value

Interpret experiment results to understand the probability that observed differences occurred by chance rather than because your changes actually work.

Monthly Recurring Revenue (MRR)

Track predictable monthly subscription revenue to monitor short-term growth trends and make faster decisions than waiting for annual revenue reports.

OMTM (One Metric That Matters)

Focus your entire organisation on the single metric that best predicts success at your current growth stage, avoiding distraction and misalignment.

Compound growth rate

Calculate your true growth trajectory by measuring the rate at which your business grows when gains build on previous gains over multiple periods.

Growth plateau

Diagnose and break through stagnation by identifying which business mechanisms have reached capacity and require new approaches.

Data warehouse

Store raw data from all business systems in one place to run analyses and build reports that combine information across marketing, sales, and product.

Founder-led growth

Build distribution through your personal brand and network where your expertise and story attract customers who trust you before your company.

Growth lever

Focus resources on high-impact business mechanisms where small improvements generate disproportionate results across the entire customer journey.