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#playbook

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Stories tagged Playbook

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Ada O'BrienJuly 20, 202613 min

Search Console Query Data Limits

Work with Search Console query sampling and data limits by segmenting questions, preserving raw exports, documenting gaps, and avoiding false precision in

Search Console Query Data Limits
Ada O'BrienJuly 3, 20269 min

Marketing Automation Playbook for B2B SaaS founders

Your generic drip campaigns are getting 2% open rates, and 40% of your leads never get a follow-up. The fix isn't more emails—it's behavior-triggered sequences that turn cold leads into closed-won in 90 days, and this playbook shows you exactly how.

Marketing Automation Playbook for B2B SaaS founders
Lina VossJuly 3, 202610 min

Founder Led Sales Playbook for B2B SaaS founders

Hiring a VP of Sales before hitting $2M ARR actually slows growth by 22%—the founder is the only sales team you need for the first 12–18 months. Most founders waste 70% of their time on demos and proposals instead of discovery and pipeline strategy, which is why deals stall. This playbook shows you exactly how to toggle between strategy, empathy, and execution to close your first 20 customers without a sales hire.

Founder Led Sales Playbook for B2B SaaS founders
Ada O'BrienJuly 3, 202610 min

Demand Gen Playbook for B2B SaaS founders

77% of B2B buyers find purchases "very complex," and 44% finish most of their research before ever talking to a salesperson. This playbook shows you how to build a demand gen flywheel that makes buyers find and trust you before they ever fill out a form—like one SaaS company that got 62% of assessment users to opt into follow-up, with 28% booking demos in 30 days.

Demand Gen Playbook for B2B SaaS founders
Ada O'BrienJuly 3, 202610 min

Webinar Strategy Playbook for B2B SaaS founders

80% of your webinar's revenue potential exists in the two hours after it ends—not during the live session—yet almost no one plans for that window. This playbook shows how to restructure a single 45-minute event as a conversion engine that turns a 5% meeting-booking rate into 20% by shifting where you invest your prep time.

Webinar Strategy Playbook for B2B SaaS founders
Lina VossJuly 3, 202610 min

Referral Program Playbook for B2B SaaS founders

The median B2B referral program converts at just 2.1% of new business—not the 20% most founders expect—because they treat referrals like a viral hack instead of an asset management system for high-trust leads. This playbook shows you how to identify your real promoters, drop the $50 gift card, and build a tiered reward structure that actually matches B2B deal values.

Referral Program Playbook for B2B SaaS founders
Ada O'BrienJuly 3, 20268 min

The LinkedIn Outbound Playbook for B2B SaaS Founders

LinkedIn's own Forrester-commissioned study puts Sales Navigator ROI at 312% over three years, and 2026 benchmark data shows personalized connection requests still outperform generic ones — here's what actually works, with the numbers behind it.

The LinkedIn Outbound Playbook for B2B SaaS Founders
Lina VossJuly 27, 20269 min

AI Search Content Deprecation

Decide whether to redirect, archive, consolidate, or refresh AI search content using traffic, overlap, evidence age, links, and product relevance.

AI Search Content Deprecation
Ada O'BrienJuly 27, 20268 min

Knowledge Base Governance

Govern a marketing knowledge base for AI retrieval with source hierarchies, version ownership, review cadences, archive rules, and consistent

Knowledge Base Governance
Lina VossJuly 27, 20268 min

AI Search Risk Register

Create an AI search risk register for unsupported claims, stale sources, brand confusion, sensitive advice, technical blocks, and escalation ownership.

AI Search Risk Register
Lina VossJuly 27, 20268 min

AI Search Reporting Deck

Build an AI search reporting deck that combines observed visibility, referral signals, evidence quality, changes, and limitations into decisions

AI Search Reporting Deck
Soren PatelJuly 27, 202613 min

Content Operations SLA

Define a content operations SLA for review queues, evidence updates, technical fixes, ownership changes, and escalation paths without turning quality into

Content Operations SLA
Ada O'BrienJuly 27, 20268 min

SEO Change Log Template

Use an SEO change log template to record technical releases, content updates, owners, expected effects, rollbacks, and measurement windows for reliable

SEO Change Log Template
Soren PatelJuly 27, 202611 min

Release Notes as Search Assets

Turn release notes into durable search assets using clear dates, affected users, feature limits, related documentation, and links to canonical capability

Release Notes as Search Assets
Ada O'BrienJuly 27, 20268 min

Product Documentation SEO

Improve product documentation SEO with clear feature boundaries, task-oriented structure, version notes, evidence links, and technical accessibility for

Product Documentation SEO
Lina VossJuly 27, 20268 min

AI Search Content Brief

Create an AI search content brief that defines user questions, evidence needs, source standards, technical checks, reviewer roles, and measurable

AI Search Content Brief
Soren PatelJuly 27, 202610 min

Content Refresh Triage

Prioritize content refreshes using traffic, conversions, citation age, product changes, broken sources, and risk—not a calendar-only publishing routine.

Content Refresh Triage