Home chevron_right Resources chevron_right Playbooks
Playbooks

The tactical guides, by motion.

Long-form playbooks for B2B SaaS, fintech, healthtech, agencies, and staffing. Plus the cross-cutting topics: deliverability, ICP scoring, multi-channel sequencing.

shield_moon Industry

The B2B SaaS outbound playbook

Series A through D. Multi-stakeholder buying. Sequenced by role across email, LinkedIn, and phone.

12 min readComing soon
payments Cost math

The Done-for-You vs in-house SDR math

All-in cost, ramp time, and risk profile across both models. Spreadsheet-style breakdown with sensitivity tables.

10 min readComing soon
device_hub Tactical

Multi-channel sequencing playbook

The exact email plus LinkedIn plus phone cadence that lifts reply rate 2-3x over email-only. Step-by-step.

14 min readComing soon
crisis_alert Fundamentals

ICP scoring 101

How to define your ideal customer profile, score every contact 0-100, and auto-skip low-fit prospects.

9 min readComing soon
shield Fundamentals

Email deliverability 101

Sender domains, warmup, DKIM, SPF, DMARC, and how to keep your cold email out of the spam folder.

11 min readComing soon
edit_note Tactical

How to write cold emails that work in 2026

Subject lines, openers, body, CTA. Three personalization angles per prospect. The patterns that still convert this year.

13 min readComing soon

Want a playbook for your industry?

20-minute call. We share what we've seen work for teams that look like yours, no slides required.

Book a Demo Talk to Sales