SaaS Playbooks

What are SaaS playbooks? The simple definition of a playbook is a collection of plays. The next logical question is what are plays?

Plays are defined as: a particular act or maneuver in a game: such as _______ fill in the blank.

In our case the game is SaaS.

Putting the definitions together, a playbook is…

A collection of acts or maneuvers in a software as a service.

These are a mixture of strategic and tactical documents to help a SaaS company delight their customers and provide value.

💡 – What does a SaaS Playbook look like?

Here is an example of a SaaS playbook (feel free to rip this off and use it in your business).

Why do SaaS Playbooks matter?

When you hit scale with your SaaS business you will quickly find 3 critical areas that slow you down.

  1. Delegation
  2. Time management
  3. Focus

Playbooks can solve all 3 of these issues AT THE SAME TIME.

Once you find something that works (marketing, hiring, meeting agendas, etc.) you aren’t going to move on to the next shiny object.

You are going to replicate and automate this part of your business.

Playbooks are the artifact that allow you to delegate the process, system, ownership, etc to the right person to buy back more time to focus on the things that matter.

No matter how many problems you solve, new ones will appear.

But the more playbooks you put in your business the bigger problems you can solve.

When should you create SaaS Playbooks?

I would implement playbooks day 1.

  1. Buy your domain name
  2. Create your landing page
  3. Capture your first lead
  4. Launch your first playbook.

This is literally how experienced investors/operators think.

If you aren’t thinking of process and structure/organization from the start you are doomed to fail.

Luck + process/systems = success.

You need to learn what works and what doesn’t but you can rip off playbooks from this website to get started and make them your own.

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