Growth operations

Ultimate resource for B2B marketers

Set up the infrastructure that makes full-funnel growth possible: the right tools, clean data, weekly rhythm, and clear customer journey.

Get my free 7-day mini-course on driving growth across the full funnel. For agencies, consultancies, and companies selling B2B services, not software.

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Growth operations

Introduction

Growth operations is the invisible force behind every high-performing team. Without it, dashboards break, data goes missing, and progress stalls.

Here, I’ll show you how to build a growth infrastructure that supports every part of your business — automation, reporting, and workflow design. You’ll learn the exact setup that lets your marketing, sales, and service engines run in sync.

When operations run smoothly, growth compounds effortlessly.

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
Personal productivity
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
Team collaboration
Playbook

Dashboard setup

Build dashboards that show what matters. Give your team clarity without noise or vanity metrics. Agree definitions and review insights on a simple schedule.

See playbook
Dashboard setup
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
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
Record digital course

Record digital course

Teachable
Tool review

Teachable

Course platform with hosting, payments and quizzes, good for training offers that need speed to launch.

Kajabi
Tool review

Kajabi

Platform that hosts courses, email and payments, useful for simple training offers without custom dev.

Thinkific
Tool review

Thinkific

Course platform focused on clean student experience with solid tools for lessons and certificates.

Personal productivity

Freedom
Tool review

Freedom

App and site blocker that helps protect focus time by pausing the noise across devices.

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.

Notion
Tool review

Notion

All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.

Todoist
Tool review

Todoist

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

Team collaboration

ClickUp
Tool review

ClickUp

All in one project and doc tool with tasks, docs and dashboards, powerful yet noisy if over configured, best with a clear setup.

Monday.com
Tool review

Monday.com

Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.

Asana
Tool review

Asana

Project management that keeps work clear with boards, timelines and templates, good for campaign planning and cross team coordination.

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.

Dashboard setup

Databox
Tool review

Databox

Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.

Google Analytics
Tool review

Google Analytics

Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.

Looker Studio
Tool review

Looker Studio

Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.

Automation tools

Zapier
Tool review

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

n8n
Tool review

n8n

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

Make
Tool review

Make

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

AI for marketers

Claude
Tool review

Claude

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

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.

MacWhisper
Tool review

MacWhisper

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

Checklist Manifesto
Book summary & review

Checklist 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
Book summary & review

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
Book summary & review

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
Book summary & review

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
Book summary & review

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
Book summary & review

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
Book summary & review

Getting Things Done

David Allen

Capture, clarify and review without friction. Keep projects moving with weekly reviews and clear next actions.

Essentialism
Book summary & review

Essentialism

Greg McKweon

Rules for choosing fewer, better projects. Protect time, set trade offs and align efforts with clear goals and measures.

Deep Work
Book summary & review

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
Book summary & review

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
Book summary & review

Rework

Jason Fried

Short essays that challenge default habits. Focus on product, talk to customers and cut pretend work.

The One Thing
Book summary & review

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
Book summary & review

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
Book summary & review

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.

Wiki articles

Go to wiki
Wiki

Braindump

Clear your mind when you're overwhelmed with this exercise.

Wiki

Deep Work

Focused, uninterrupted time for cognitively demanding tasks.

Wiki

Eisenhower Matrix

Prioritise tasks effectively using the Eisenhower decision-making matrix.

Wiki

Pareto Principle

Identify the vital 20 % and scale it for outsized growth.

Wiki

Prioritisation

The process of ranking tasks or goals by importance and urgency.

Wiki

Stakeholder Management

Align goals and secure buy-in with effective stakeholder strategies.

Further reading