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Introduction
Technology should help you move faster, not slow you down. Once your systems are set up, you can use tools like AI and automation platforms to multiply your output without adding more people to the team.
For B2B marketers, this means identifying the right technology for your goals and making sure it is connected, efficient, and easy for your team to use.
On this page, you will find all my resources on leveraging technology for growth. From AI for marketers to automation tools like Zapier, you will get playbooks, tools, and guides to help you speed up workflows and scale what works.
Playbooks
Go to playbooksAI 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
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
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
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
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
Tools
Go to tools
Airtable
Flexible tables meet databases, great for content calendars, asset libraries and light workflows that need structure and simple automation.
ChatGPT
AI assistant that helps with research, outlines and rewrites, useful for speed and quality when paired with clear prompts and checks.
Figma
Collaborative design tool for layouts and assets, great for landing pages, ads and quick iteration with stakeholders.
Inbox When Ready
Email extension that hides your inbox by default so you can send and search without getting pulled into new mail.
Loom
Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.
LastPass
Password manager that stores and shares credentials securely, with policies that protect access.
Todoist
Personal task app with quick capture, filters and calm design, great for managing work and habits.
SaneBox
Email assistant that filters noise and adds reminders so important mail surfaces when needed.
Notebook LM
AI research tool that indexes your sources and answers from them, useful for briefs and prep.
MacWhisper
On device transcription for audio and video, quick and private, useful for notes and content.
Perplexity
AI search that cites sources, useful for fast research and content prep with links to verify.
Fireflies.ai
AI note taker that records meetings, creates notes and pushes them to the CRM so follow up is clear.
Miro
Online whiteboard for mapping ideas, journeys and plans, great for async workshops and alignment.
Claude
AI assistant strong at long form writing and thoughtful analysis, good for working with long documents and sensitive data.
n8n
Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.
Make
Visual automation platform that connects tools and moves data with control and scheduling.
Books
Go to booksBlog posts
Go to blogWiki articles
Go to wikiFurther reading
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.
