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

The cockpit that sits above your four growth engines. Individual teams can excel at their own metrics, but without orchestration they're musicians playing different songs. This is where everything comes together and where improvements in one engine amplify gains in another.

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Growth team tools

Growth team tools

The wrong tools create friction. The right ones multiply your output without adding complexity. These are the tools I recommend for growth teams that move fast.

Compound growth

Compound growth

Small improvements multiply. A 10% gain across twelve metrics doesn't add up to 120% - it compounds to 3x growth. This is the mathematical engine behind systematic growth.

Growth strategy

Growth strategy

Four decisions that shape everything else. When growth feels harder than it should, the problem is usually here. Get these right and execution becomes much easier.

Growth rhythms

Growth rhythms

Without rhythm, effort becomes scattered and progress invisible. A consistent operating cadence keeps your team aligned and your growth system continuously improving.

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.

3

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

Total Addressable Market (TAM)

Estimate the maximum revenue opportunity if you captured 100% market share to size your opportunity and prioritise which markets to enter first.

Contact management

Organise customer and prospect information to track relationships, communication history, and next steps without losing context or duplicating effort.

Hypothesis testing

Structure experiments around clear predictions to focus efforts on learning rather than random changes and make results easier to interpret afterward.

Multi-touch attribution

Distribute conversion credit across multiple touchpoints to recognise that customer journeys involve many interactions and channels working together.

Sales tech stack

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

Marketing stack

Organise the tools that capture leads, nurture prospects, and measure performance to automate repetitive work and connect customer data across systems.

API

Enable tools to exchange data programmatically so you can build custom integrations and automate processes that vendor-built integrations don't support.

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.

Partner-led growth

Scale through partner relationships where other companies distribute your product to their customers in exchange for commissions or reciprocal value.

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.

Control group

Maintain an unchanged version in experiments to isolate the impact of your changes and prove causation rather than correlation with external factors.

Founder-led growth

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

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.

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.

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.

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.

Annual Recurring Revenue (ARR)

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

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.

Inbound Marketing

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

Competitive advantage

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