Use it when setting or changing a price, a plan or packaging.
3 rolesRead moreThe team already knows how the job is done.
124 playbooks, among them how to ship a launch nobody has to rescue, shape a post for where it will be read, run experiments instead of opinions and read an ad account without double-counting. Each one is written around how the work usually goes wrong, and the team picks the right one for the task.
Written by people who do the job.
Each playbook captures the steps and the traps, not just the task name.
Picked for the task.
Ask Iris why signups dropped and Iris uses the analytics playbooks. You don't have to choose.
Every one is listed below.
Browse all 124, grouped by the kind of work.
SHOWING 1–19 OF 19
Use it when finding customers at risk of leaving.
3 rolesRead moreUse it when a specific deal, bundle or promotion is being shaped.
2 rolesRead moreUse it when drafting cold email, outreach, or any message to a prospect.
2 rolesRead moreUse it when finding existing customers worth growing.
2 rolesRead moreUse it when closed deals should explain how we sell.
2 rolesRead moreUse it when leads that went quiet without ever refusing.
2 rolesRead moreUse it when building sales material a rep has to use live.
2 rolesRead moreUse it when producing or sanity-checking a sales forecast.
2 rolesRead moreUse it when an RFP or security questionnaire must be answered.
1 roleRead moreUse it when a rep is missing and somebody has to diagnose why.
1 roleRead moreUse it when considering self-serve, a free tier or a trial.
1 roleRead moreUse it when accounts must be split across people or segments.
1 roleRead moreUse it when preparing for a specific sales call or demo.
1 roleRead moreUse it when a buyer needs a price, quote or written proposal.
1 roleRead moreUse it when deciding what is free and what sits behind payment.
1 roleRead moreUse it when reviewing the pipeline deal by deal.
1 roleRead moreUse it when a renewal is coming up, or a customer is deciding.
1 roleRead moreUse it when an account that is already a customer needs a plan.
1 roleRead morePicking a number off cost-plus or a competitor screenshot, then discovering the value metric was the real decision. Also: repricing existing customers silently, which costs more in churn than the increase earns.
Discovering churn from the cancellation. By the time the cancel arrives the decision is weeks old, and the signals that predicted it were all present and unwatched.
A discount given because it was asked for, which reprices the account permanently and teaches every future negotiation that the list price is a starting bid.
Treating an approved draft as an approved LIST. The recipients need approving too, and a send split into smaller calls to stay under a threshold is the same violation twice.
Pitching an upgrade to everybody, which converts nobody and costs the trust of the accounts that were doing fine.
Analysing the loss reason recorded in the CRM. That field holds the rep's account of a decision they were not present for, and it disagrees with what the buyer says often enough that a strategy built on it is optimising against a fiction.
A "just checking in" sequence sent to a list nobody has segmented, which trains the recipient to ignore the sender and burns the address for the moment there is something real to say.
A 40-slide deck nobody opens on a call. Enablement fails on retrievability under pressure, not on completeness, and a document written to be comprehensive is written for the wrong moment.
Presenting weighted pipeline as a forecast. Stage-probability weighting is arithmetic on optimism and reliably produces a number that has never once been hit.
Answering yes to everything answerable. A questionnaire answer is a contractual representation that outlives the deal, and the yes that wins a bid becomes the finding in a customer audit eighteen months later, when nobody remembers who wrote it.
Diagnosing motivation from a number. A rep behind on quota has a stage where deals stop, and the stage is findable; "needs to be hungrier" is a verdict that cannot be acted on and cannot be wrong.
Adding a free tier to a product that needs a person to explain it, which fills the funnel with users who never reach value and produces a support load with no revenue attached.
Splitting accounts evenly by count. Equal account numbers produce wildly unequal opportunity, so the outcome is read as a performance difference between people when it was a design difference between patches.
A prep doc assembled from the company website and a generic discovery framework, which produces questions the prospect has already answered twice and burns the first ten minutes of the call.
Producing a quote whose price came from nowhere and whose scope is a paragraph. An unbounded scope with a firm number is the origin of most delivery disputes, and the discount given to close it is permanent because the next renewal starts from it.
Gating the feature that demonstrates the value, so the free user never experiences the reason to pay and the upgrade prompt argues with somebody who has no evidence.
Reporting total pipeline value as the story. The total is dominated by deals nobody has touched in a month, and it goes up when reps stop closing.
Starting the renewal conversation inside the notice window, when the only remaining lever is a discount.
Treating an account as healthy because nobody has complained. Silence from a single-threaded account is the strongest churn signal there is, and an account plan written the month before renewal is a rescue.
Stop launching into silence.
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