Explore Our Playbooks

Proven strategies, templates, and tools to help SaaS operators scale smarter. Browse by category or dive right in!

People Management

1:1 Meeting Playbook

People Management

Purpose: To run high-impact 1:1s that create alignment, unblock work, and accelerate personal growth — without turning into status meetings. 🧠 Why This Matters Great 1:1s aren’t about micromanaging. They’re about surfacing insights, supporting progress, and coaching your team toward better performance. This framework balances tactical execution with personal connection and coaching. Use this weekly […]

Delegation Worksheet

People Management

Use this worksheet every time you delegate a project, decision, or task with real ownership. 📅 Core Project Details 🎯 Desired Outcomes & Scope 🖌️ Context 🧭 Milestones & Support 📬 Delivery & Debrief

4R Document

People Management

🧩 The 4R Document A One-Page System to Create Clarity, Accountability & Performance in Every Role If your team isn’t crystal clear on what’s expected of them — they’re not set up to succeed. Confusion slows teams down.Misaligned expectations lead to resentment.And vague job descriptions? They leave your people guessing. The 4R Document solves that. […]

Process

Project Plan Playbook

Process

Purpose: To launch and execute projects with speed, clarity, and coordination — without the chaos. 🧠 Why This Matters SaaS teams move fast, and without clear roles, scope, and timelines, things break. This project planning framework ensures: Use this template before kicking off any initiative that touches multiple teams, impacts customers, or has multiple moving […]

Slack Communication Playbook

Process

Purpose: Create a shared understanding of how we use Slack to stay aligned, productive, and respectful of each other’s time. Slack should amplify collaboration — not create noise or distraction. ✅ Slack Communication Agreements (The 9 Rules) Agreement Summary 📣 1. Default to Public Communication Ask in public channels first. DMs are for personal check-ins […]

Strategic Plan Playbook

Process

Purpose: Create clarity across your leadership team about where you’re headed, how you’ll win, and what you won’t do — in one lightweight document. 🧠 Why This Matters Most strategic plans are bloated decks no one reads. This version is lean, actionable, and designed to drive operating focus. It helps you: Use this for annual […]