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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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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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Product
Finding Product-Market Fit: Getting Started
Finding Product-Market Fit: Getting Started
Topic
Product
Format
Article
Source
John Danner
Description

6-part blog series from serial edtech entrepreneur John Danner on experimenting, measuring and iterating your way to product-market fit.

Tags
PMF
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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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Sales
How to Win Sales Through Discovery Calls: An Edtech Founder’s Guide
How to Win Sales Through Discovery Calls: An Edtech Founder’s Guide
Topic
Sales
Format
Article
Source
Reach
Description

A guide for edtech founders on using discovery calls to uncover customer needs and build stronger relationships that lead to successful sales.

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Sales
K-12 Buyer Personas: Guide for Sales Reps
K-12 Buyer Personas: Guide for Sales Reps
Topic
Sales
Format
Slide Deck
Source
Winning by Design
Description

Designed for sales reps to quickly reference core edtech buying personas based on frequently used frameworks from the Sales Playbook

Tags
customer success
K-12
purchasing
sales
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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
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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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
The Sales Playbook: A Customer-Centric Methodology
The Sales Playbook: A Customer-Centric Methodology
Topic
Sales
Format
Report
Source
Winning by Design
Description

The original step-by-step guide to customer-centric sales motions and strategies, created specifically for Reach portfolio companies.

Tags
sales
team building
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Sales
Sales as a Science and Go-to-Market Fit
Sales as a Science and Go-to-Market Fit
Topic
Sales
Format
Slide Deck
Source
Winning by Design
Description

Slides on the importance of the go-to-market (GTM) stage and the three key frameworks that govern SaaS sales

Tags
SaaS
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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Marketing & PR
What Should I Know About Working With PR and Comms?
What Should I Know About Working With PR and Comms?
Topic
Marketing & PR
Format
Article
Source
Reach
Description
A grounded approach to PR: start by defining your audience and goals, then thoughtfully choose hires — or freelancers or agencies — and invest in true engagement to build relationships, tell your story, and make media and outreach effective.
Tags
PR
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