Workflow automation

Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.

Workflow automation

Workflow automation

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.

Explore playbooks

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.

Related books

SYSTEMology

David Jenyns

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SYSTEMology

A step by step way to document and improve processes so the team delivers consistent results without heroics.

Work The System

Sam Carpenter

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Work The System

A plain approach to system thinking. Write procedures, make small fixes and keep operations tidy as you scale.

Related chapters

1

How to design customer onboarding

Map the first 30-90 days to deliver quick wins, set expectations, and prove value before customers question their decision to buy from you.

4

Sales enablement tools

Build your product library with accurate pricing, create quote templates that look professional, configure payment integration, and set up e-signature workflows that eliminate printing and scanning.

Wiki

Pareto Principle

Focus effort on the 20% of activities that drive 80% of results, systematically eliminating low-yield work to maximise output per hour invested.

First-touch attribution

Credit the channel that introduced prospects to your brand to measure awareness efforts and understand which top-of-funnel activities start customer journeys.

Sales tech stack

Assemble tools that manage pipeline, automate outreach, and track performance to help reps sell more efficiently and managers forecast accurately.

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.

Minimum viable test

Design experiments that answer specific questions with minimum time and resources to maximise learning velocity without over-investing in unproven ideas.

Growth marketing

Apply disciplined experimentation across the entire customer lifecycle, optimising every stage through rapid testing and data-driven iteration.

A/B testing

Compare two versions of a page, email, or feature to determine which performs better using statistical methods that isolate the impact of specific changes.

Growth drivers

Identify the fundamental factors that directly cause business expansion, concentrating resources on activities that generate measurable results.

Competitive advantage

Identify what you do better or differently that competitors can't easily copy to defend margins and win customers consistently over time.

Stakeholder Management

Navigate competing priorities and secure buy-in by systematically understanding, influencing, and aligning internal decision-makers toward shared goals.

Inbound Marketing

Attract prospects through valuable content that solves real problems, building trust and generating qualified leads who approach you.

Sales qualified lead velocity

Track how fast your pipeline of ready-to-buy leads grows to forecast sales capacity needs and spot when lead quality or sales efficiency changes.

Growth engine

Build self-reinforcing systems across demand generation, funnel conversion, sales pipeline, and customer value that create continuous momentum.

Founder-led growth

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

Conversion tracking

Measure which marketing activities drive desired outcomes to allocate budget toward channels that actually generate revenue instead of vanity metrics.

Product-led growth

Drive acquisition and expansion through product experience where users discover value before sales conversations and upgrade based on usage.

Objectives and Key Results (OKRs)

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

Annual Recurring Revenue (ARR)

Track predictable yearly revenue from subscriptions to measure business scale and growth trajectory in B2B SaaS and recurring revenue models.

Activity tracking

Log emails, calls, and meetings automatically to understand what drives deals forward and coach reps based on actual behaviour rather than guesswork.

Lead velocity rate

Measure the month-over-month growth in qualified leads to predict future revenue and catch pipeline problems before they impact revenue three months later.