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Resource Hub

Playbooks

Playbooks is a collection of the best curated resources for founders at any stage of their journey. It includes original materials from Reach Capital, market insights, and trusted resources from leading founders and operators.

Playbooks
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Market Research
Berkery Noyes Education Industry M&A Trends (2025)
Berkery Noyes Education Industry M&A Trends (2025)
Topic
Market Research
Format
Report
Source
Berkery Noyes
Description

Annual overview of transaction volumes, values and multiples of deals in the education industry.

Market Sector
Learning
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Sales
Edtech Sales DNA Study: Traits of Successful Sales Reps
Edtech Sales DNA Study: Traits of Successful Sales Reps
Topic
Sales
Format
Slide Deck
Source
McKinsey
Description

Results of McKinsey’s survey of growth-stage tech companies that identify personal traits of high-performing edtech sales reps.

Tags
K-12
sales
team building
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Sales
Video Series: Building Scalable Sales Organizations
Video Series: Building Scalable Sales Organizations
Topic
Sales
Format
Video
Source
Jacco van der Kooij
Description

From Winning By Design, this video series teaches portfolio companies how to build a modern, customer-centric sales organization that leverages technology, content, and data-driven methods while operating in nimble POD structures to create scalable, efficient sales processes.

Tags
sales
team building
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Product
How to Define Your Product Strategy
How to Define Your Product Strategy
Topic
Product
Format
Article
Source
Gib Biddle
Description

12-part blog series on product strategy from Gibson Biddle, former VP/CPO at Netflix/Chegg, starting with a framework for delight, defensibility, and margin as the foundation for long-term product success.

Tags
product
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Product
Branding for Builders (How Netflix Did It)
Branding for Builders (How Netflix Did It)
Topic
Product
Format
Article
Source
Gib Biddle
Description

How product and marketing work together to shape a memorable brand—using a positioning model (positioning, customer benefit, personality) and a brand pyramid (aspiration, emotion), illustrated through Netflix’s evolving homepage and core promise

Tags
branding
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Sales
Why you need modern outbound sales for K-12 B2B and how to approach it
Why you need modern outbound sales for K-12 B2B and how to approach it
Topic
Sales
Format
Article
Source
Graham Forman
Description

While outbound sales has evolved over the years, it’s still incredibly important to build a successful edtech company. Four things to keep in mind when doing outbound sales.

Tags
K-12
sales
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Product
Four North Star Metrics to Scalable Product-Led Growth in K12 B2B
Four North Star Metrics to Scalable Product-Led Growth in K12 B2B
Topic
Product
Format
Article
Source
Graham Forman
Description

A prerequisite to becoming a product-led company is internal alignment around the metrics that drive sustainable growth, such as customer lifetime value, engagement, and retention.

Tags
growth
K-12
product
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Sales
Prospecting Strategies for Different GTM Models
Prospecting Strategies for Different GTM Models
Topic
Sales
Format
Article
Source
Winning by Design
Description

Prospecting strategies for SaaS sales organizations, categorized by different go-to-market models.

Tags
marketing
sales
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Product
Key Product-Led Growth (PLG) measures and benchmarks for K-12 B2B edtech companies
Key Product-Led Growth (PLG) measures and benchmarks for K-12 B2B edtech companies
Topic
Product
Format
Article
Source
Graham Forman
Description

Essential PLG metrics and performance benchmarks for K-12 B2B edtech, and a practical framework for tracking user adoption, engagement, retention, and growth.

Tags
growth
K-12
product
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Sales
B2B Sales Methodologies
B2B Sales Methodologies
Topic
Sales
Format
Article
Source
Winning by Design
Description

Different B2B sales methodologies, and how they should align with the customer, market, and value of the product or service.

Tags
sales
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Product
Pricing the AI Workforce: From Pilots to Real Revenue
Pricing the AI Workforce: From Pilots to Real Revenue
Topic
Product
Format
Article
Source
NfX
Description

How AI startups must move beyond experimental pilot pricing by tying cost to clear value, positioning pricing as a strategic lever to convert pilot projects into sustained revenue.

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Sales
Sales Funnel Data Model
Sales Funnel Data Model
Topic
Sales
Format
Article
Source
Winning by Design
Description

Basic design principles to make sure you measure sales funnel correctly and consistently drive insights.

Tags
sales
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