Contact management

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

Contact management

Contact management

definition

Introduction

Why it matters

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Growth leadership

How do you make all four engines work together instead of in isolation?

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Data & dashboards

Data & dashboards

Build the dashboards and data pipelines that show your growth engines in one view so you can spot bottlenecks and make decisions in minutes, not meetings.

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.

Review and plan next cycle

Review and plan next cycle

Analyse last cycle's results across all twelve metrics, identify the highest-leverage improvements, and set priorities that compound into the next period.

Revisit quarterly

Revisit quarterly

Pressure-test your strategy against market shifts, performance data, and team capacity so your direction stays relevant and ambitious.

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7

Visitor identification

See which companies visit your website, even if they don't fill out a form. Prioritise outreach based on buying signals.

Wiki

Contact management

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

Integration

Connect tools so data flows automatically between systems to eliminate manual entry, keep records current, and enable sophisticated workflows across platforms.

Cohort analysis

Group customers by acquisition period to compare behaviour patterns and identify which acquisition channels and time periods produce the best long-term value.

Growth mindset

Cultivate belief that skills and results improve through deliberate effort, treating setbacks as learning opportunities rather than fixed limitations.

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.

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.

Sales tech stack

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

Multi-touch attribution

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

Conversion tracking

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

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.

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.

Inbound Marketing

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

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 lever

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

Go-to-market strategy

Plan how you'll reach customers and generate revenue by choosing channels, pricing, and sales models that match your product and market reality.

Event tracking

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

Annual Recurring Revenue (ARR)

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

Competitive advantage

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

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.