The right sequence
Early stage companies need everything, but have limited resources. Get a clear picture of which initiatives are absolute “needs” vs. “nice to haves”, understand which you need to do right now and which can be postponed.
All-around approach
You need to build for short-term growth and long-term scale. That means martech, content, inbound, outbound, demand gen, partnerships, and everything in between.
Resources & knowledge
Each card has guides, checklists, or templates to get your team up and running and fill the gaps where your team is less experienced.
The T2D3 Playbook is an invaluable resource for SaaS marketers.
It provides a comprehensive, time-phased list of tasks, deliverables, and templates that support every step of the detailed SaaS marketing process laid out so eloquently in the T2D3 book.
We had a plan to execute against, which was extremely valuable.
The playbook outlines where you should be month by month on positioning and messaging, go-to-market strategies, inbound and outbound campaigns, website content, key performance indicators, and more.
This was huge.
This is a recipe booklet, if you will, for what a company like ours needs to do—and in what sequence—to define our brand and bring products to market. This was huge.
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Kick-off engagement
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Marketing strategy
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Inbound marketing
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Setup CRM
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Account-based marketing
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Optimizing T2D3 growth
Kick-off engagement
Get buy-in from all major stakeholders, conduct a complete marketing audit, assess product market fit and company stage, create your basic strategy, and agree upon your growth priorities.
Understand how your marketing is functioning through your full stack, including content, ABM, email, SEO, etc... Set OKRs and validate your stage in your T2D3 journey.
Marketing strategy
Lay the groundwork for and plan your go-to-market strategy. Confirm who and what your product is for, your marketing segmentation, your ICP, personas, brand voice, and more.
Create OKRs, identify your positioning within a growth matrix, gather social proof and conduct customer interviews. Workshop pricing and your sales pipeline, consider partners, and start to track metrics.
Inbound marketing
Lay the groundwork for your inbound funnel by building out your content, website, and demand generation.
Optimize your SEO, paid search, social, and other channels in alignment with your ROI targets and budget. Create lead magnets like videos, one pagers, and templates. Bolster your website and rebrand if necessary, and create a dashboard with reporting and analytics, and attribution capture.
Setup commercial operating system
Setup your CRM system, automation, and integrations like Google analytics. Create hubs for marketing, sales, services, and a customer portal. Then create training for your team.
Account-based marketing
Reach out to individual prospects in a targeted, sophisticated, and automated way. Create lists, messaging, strategy, execution, and set up your ABM mar-tech.
Optimizing for T2D3 growth
The home stretch.
Optimize your strategy and execution for long-term T2D3 growth path. Optimize ARPU expansion, and pricing and packaging.
Where the T2D3 book goes, the playbook goes deeper, and gives you a step by step guide.
The playbook gives you a step-by-step actionable workbook to drive your full marketing function from start to finish.