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Guides

In-depth playbooks on the questions B2B teams keep asking.

Practical guides to AI automation, revenue operations, GTM engineering, agentic systems and growth. Each one is thorough enough to act on and clear enough to hand to anyone on your team.

A clipboard scorecard with rows ticked in pencil and one row circled in red, the moment an evaluation finds its veto Guide · The Sparked Group

How to evaluate an AI automation agency before you hire one: a scorecard

A weighted scorecard for evaluating AI automation agencies: ten criteria, the evidence to ask for, what a 1, 3 and 5 look like, and how to decide.

~17 min read · By Joshua Harris · Updated 16 Oct 2026
Benchmark · The Sparked Group

Why the 3x pipeline coverage rule breaks down, and what to check instead

Why the 3x pipeline coverage rule fails in practice, and the stage weighted check that replaces it, built on our own exit criteria audit method.

~10 min read · By Joshua Harris · Updated 16 Oct 2026
Playbook · The Sparked Group

The AI Search Schema Markup Playbook

What schema markup does for AI citation in 2026: the Ahrefs evidence, the FAQ rich results retirement, which types matter, and our own validation rules.

~16 min read · By Joshua Harris · Updated 9 Oct 2026
Field Manual · The Sparked Group

The Revenue Orchestration Field Manual

The decision rights framework for revenue agents: what they can do alone, what needs a named human, and what the system of record must prove about every write.

~14 min read · By Joshua Harris · Updated 2 Oct 2026
Handbook · The Sparked Group

How to Prove AI Search Traffic Reaches Your Pipeline

GA4's AI Assistant channel misses most AI referral traffic. The three-layer method for tracing a citation through to closed pipeline, plus a 30 minute audit.

~14 min read · By Joshua Harris · Updated 25 Sep 2026
A telescope on a tripod aimed up a rising staircase of blocks, for a handbook on forecasts that hold up at the board. Handbook · The Sparked Group

The Revenue Forecast Accuracy Handbook

How to build a B2B revenue forecast that survives board scrutiny: an exit-criteria audit, the weekly update-rate check, and where signals and automation belong.

~14 min read · By Joshua Harris · Updated 18 Sep 2026
Four different plinths each holding the same paper cube, for choosing between AI workflow platforms and custom builds. Guide · The Sparked Group

Platforms for AI workflows and agentic systems: how to choose

An informational comparison of automation platforms, agent frameworks, CRM-native AI and custom builds, with selection and governance criteria.

~12 min read · By Joshua Harris · Updated 15 Sep 2026
A cream plan pinned to a steel board with one brass block already built, for an implementation partner moving from design to build. Guide · The Sparked Group

Working with an AI implementation partner: the delivery model explained

What an AI implementation partner does at each stage, from assessment and design to build, training, governance and ongoing improvement.

~10 min read · By Joshua Harris · Updated 15 Sep 2026
Cream cards held upright in brass clips along a steel rail, for the sales automation workflows worth building. Guide · The Sparked Group

Sales automation: seven workflows worth building and how to choose an agency

Seven sales automation workflows tied to revenue outcomes, where people stay in control, and how to find an agency that specialises in sales automation.

~10 min read · By Joshua Harris · Updated 15 Sep 2026
Three cream paper tags of rising size on a steel rail, for the pricing models AI automation agencies use. Guide · The Sparked Group

How AI automation agencies price their work

The pricing models AI automation agencies use, from assessment to fixed-scope builds and support retainers, and what makes a project cost more.

~9 min read · By Joshua Harris · Updated 15 Sep 2026
Two cream paper strips joined by a steel splice clamp into one line, for marketing and sales systems connected without losing data. Guide · The Sparked Group

Connecting your marketing and sales systems: a practical guide

How to connect marketing and sales systems without losing lead data, attribution or lifecycle stages, and when a native connector is enough.

~11 min read · By Joshua Harris · Updated 15 Sep 2026
Steel and brass blocks interlocked edge to edge into one bar, for integrations that connect several business systems. Guide · The Sparked Group

Complex multi-system integrations: how good automation partners handle them

How AI automation partners connect CRM, marketing, finance and communication systems: APIs, middleware, data mapping, permissions, testing and monitoring.

~11 min read · By Joshua Harris · Updated 15 Sep 2026
Ten steel pegs on a brass rail with a paper flag on the first, for ranking which AI automation to build first. Guide · The Sparked Group

What to automate first with AI: ten B2B workflows

A ranked guide to the first AI automations worth building in a B2B team: ten workflows, where people stay in control, and how to score your own.

~14 min read · By Joshua Harris · Updated 15 Sep 2026
A glass door standing ajar with one frosted pane, for deciding which AI crawlers can reach a site and which cannot. Playbook · The Sparked Group

The AI Crawler Access Playbook

Which AI crawlers can actually reach your site, the robots.txt mistake that undoes every block, and how to verify and measure access without Search Console.

~15 min read · By Joshua Harris · Updated 11 Sep 2026
A brass hourglass filled with cream paper confetti, nearly run through, for the weekly hours founders give to growth. Benchmark · The Sparked Group

The Founder Hours Benchmark

Sparked Circle engagement data on the weekly hours a founder gives up at each growth stage, and the exact stage where founders quietly stop.

~13 min read · By Joshua Harris · Updated 4 Sep 2026
A steel points lever dividing a brass track in two, for routing each revenue signal to the right place. Field Manual · The Sparked Group

The Revenue Signal Field Manual

The field manual for revenue signals: first, second and third party sources, decay windows and routing rules, checked against named 2026 evidence.

~14 min read · By Joshua Harris · Updated 28 Aug 2026
An open cream paper manual on a glass reading stand with a lens beside it, a field reference for AI search visibility. Field Manual · The Sparked Group

The AI Search Visibility Field Manual (2026)

The operational reference for AI search visibility: the six levers that earn AI citations, what the 2026 evidence shows, and how to audit your own site.

~15 min read · By Joshua Harris · Updated 21 Aug 2026
An open steel toolbox with brass tools and a folded cream plan, an operator playbook for revenue automation. Playbook · The Sparked Group

The B2B Revenue Automation Playbook (2026)

An operator’s reference for building a B2B revenue engine from scratch. The five phases, the questions to ask before phase 1, the patterns that survive, and the failure modes that kill most attempts.

~12 min read · By Joshua Harris · Updated 12 May 2026
A folded cream map with a brass pin and ruler, an operator playbook for engaging a fractional CMO. Playbook · The Sparked Group

The Fractional CMO Playbook (2026)

When to engage one, what they actually own, how it differs from an agency or consultant, pricing models, and a realistic 90-day plan.

~12 min read · By Joshua Harris · Updated 12 May 2026
Four brass guide rails forming lanes on a steel plate, for revenue agents run inside defined lanes and guardrails. Field Manual · The Sparked Group

The Agentic Revenue Field Manual (2026)

A practical field manual for shipping production revenue agents in 2026. The four lanes, the architectures, the guardrails, the prerequisite stack, and a 12-week ship plan.

~12 min read · By Joshua Harris · Updated 12 May 2026
Cream record sheets aligned on one steel spindle, for a CRM that holds every record on a single trusted spine. Handbook · The Sparked Group

The CRM as System of Record Handbook (2026)

How to turn NetSuite, HubSpot, or Salesforce into a real system of record. Schema ownership, the four loops, integration patterns, and the 90-day recovery plan for a CRM that has become a graveyard.

~12 min read · By Joshua Harris · Updated 12 May 2026
A steel square and brass calipers on a folded cream schematic, for go-to-market work built with engineering precision. Guide · The Sparked Group

The B2B GTM Engineering Guide (2026)

What GTM engineering is, why it’s replacing the old marketing-ops and sales-ops split, the role, the stack, the metrics, and how a small team beats a ten-person commercial org.

~12 min read · By Joshua Harris · Updated 12 May 2026