Free marketing playbooks for founders and operators

Foundations

Start here.

1. Foundations Playbook

   Foundations

   Get your GTM, messaging, and growth basics right — built for early-stage teams that need clear positioning and a usable analytics foundation.

   B2C variant

2. Pricing, Packaging & Monetization Playbook

   Monetization

   Design pricing that reflects your value, clarifies your plans, and turns monetization into a growth engine — not a guessing game.

3. SaaS Pricing & Packaging Playbook

   Pricing

   Choose a pricing model, package tiers that ladder and anchor, price to value, and figure out where your revenue should actually come from.

4. ICP & Account-Scoring Playbook

   Targeting

   Build an ideal customer profile from real closed-won data, score it on weighted signals, and rank your accounts into A/B/C tiers.

Early Growth & Fast Experiments

1. 90-Day Growth Playbook

   Growth

   A compact, action-first program for founders. Audit your funnel, run focused experiments, and convert repeatable winners into SOPs.

2. Demand Gen & Performance Marketing Playbook

   Acquisition

   Clarify your demand gen strategy, run CAC-driven experiments across 2–3 channels, and build a lightweight performance system.

3. Paid Media Budget Allocation Playbook

   Paid Media

   Set a CAC target from LTV, match channels to your model, and split spend so the next customer costs the same on every active channel.

4. Pipeline Coverage & Forecasting Playbook

   Pipeline

   Size pipeline from your win rate, build a weighted forecast you can defend, and run a weekly cadence that flags revenue gaps early.

5. Win-Loss Analysis Playbook

   Win-Loss

   Read your loss composition by segment, reason, and competitor — then interview buyers for the real why.

6. Account-Based Marketing (ABM) Playbook

   ABM

   For growth-focused B2B brands — align Sales & Marketing, target the right accounts, and orchestrate plays that win pipeline.

Conversion & Retention Engine

1. Website & Conversion Optimization Playbook

   Conversion

   Turn your website into a pipeline engine — diagnose friction, implement high-impact fixes, and install a repeatable testing habit.

   B2C variant

2. Customer Onboarding & Retention Playbook

   Retention

   Turn new signups into active, retained users — define your First Value Moment, design Golden Paths, and build a repeatable system.

Measurement, Scaling & Launches

1. Analytics & Attribution Playbook

   Analytics

   Deliver reliable attribution, a live channel dashboard, and optimizations that improve cost per opportunity or conversion rate.

   B2C variant

2. Product Launch Playbook

   Launch

   Plan, execute, and optimize successful launches — from pre-launch positioning to post-launch optimization over 6–10 weeks.

   B2C variant

Advanced / Organizational Scale

1. Agentic AI in Marketing Playbook

   Advanced

   Safely test and deploy Agentic AI in your marketing org — from discovery and pilot to governance and scale.

2. Franchise Marketing Playbook

   Franchise

   Practical strategies to grow your franchise network and local units — from brand clarity to scalable local marketing systems.

3. Digital Advertising Playbook

   Advertising

   A practical, end-to-end framework for planning, building, optimizing, and scaling high-performing digital ad campaigns.

4. GEO & AEO Playbook

   AI Search

   Get your brand cited by ChatGPT, Perplexity, Google AI Overviews, Claude, and Grok — a 60-day framework for AI search visibility.

5. Content Creation Playbook

   Content

   A comprehensive system for planning, producing, distributing, and optimising multi-channel content — blog, social, email, video, and podcast.

6. Survey Playbook

   Research

   A practical 5D framework — Define → Design → Distribute → Dig in → Decide — for building surveys that produce decisions, not just data.