Top 20 Templates To Build A SaaS Marketing Playbook

Marc Andreessen announced the unexpected in a Wall Street Journal essay back in the year 2011 that “software is eating the world”. Seven years down the lane, change is evident — the world is transitioning from being product-fit to software as a service (SaaS).

This change has been further reignited by technology.

With more than 4 billion Americans becoming internet-savvy, 7000 SaaS companies have come into play.

The SaaS space is, thus, anything but static, stormed by lower barrier entries, crazy innovation, and huge amounts of experimentation.

And when it comes to a SaaS marketing playbook, it is the most sought-after business practice that won’t be unraveling anytime soon.

For the uninitiated, a SaaS marketing playbook is nothing but a marketing plan that details each ‘play’, the person responsible for each component, the distribution process of the material, and of course the timeline.

However, coming up with a well-structured SaaS marketing playbook is a challenging task.

That is why we have put together strategic SaaS templates that you can use to ramp up your efforts, keep up with the proliferating competitors, and move the needles!

P.S. Bear in mind that SaaS marketing is a beast of a topic, so these templates will be high-level and detailed. But we will surely throw a few links to in-depth guides for your further reading. Aren’t we kind? You decide!

Let us dive right in!

Template 1

SaaS is all about bringing predictable revenue streams to the company from the customers. Here is a highly detailed SaaS marketing playbook bundle that you can use to build a multi-million-dollar company and officially enter the list of unicorns. It includes 24 slides that will give you ideas to succeed. It also functions as a space to jot down important details on the topic and display your thoughts on it.

Download SaaS Sales PowerPoint Presentation

Template 2

SaaS requires deliberate steps to keep your customers interested and happy. This marketing playbook tackles that challenging step and helps you in presenting a bird’s-eye-view of the topic. Additionally, you can use this PPT design to create more touchpoints with customers and improve their customer journey. It basically targets all the phases of a buyer’s journey, be it pre-sales, trial, or post-sales, that can be populated with your desired information.

Download Sales Playbook PowerPoint Presentation

Template 3

Our 90-day planning SaaS marketing template helps in creating a structured format for your organization. Deploy it to continuously improve and systematize your content marketing plan. Using this complete deck will help you focus on a manageable period to optimize your strategies and identify the initiatives that can make the plan more sound and polished. Therefore, success is guaranteed in your SaaS marketing efforts, if you download this PPT now.

Download 90 Day Marketing Plan Content Marketing Complete Deck

Template 4

Our business playbook template, houses all the key policies, operating procedures, techniques, and processes in one place. Use it to present an outline of your business operations - down to each target, role, strategy, responsibility, and differentiating aspects. Entrepreneurs and marketers can also deploy this complete deck to align and scale their businesses. It comes in an editable format, infused with high-quality content and graphics, thus fulfilling all your needs and requirements.

Download Business Playbook Strategic Process

Template 5

Our company playbook acts as a SaaS marketing guide that you can utilize to put your plans into action. This template helps you align reps around the core operations of your organization. It also incorporates the details of your chosen geographical stats, products and services offerings, and others. Thus, it provides a highly detailed overview of your sales and marketing efforts. Therefore, sales managers can download this complete deck to increase productivity, ramp up performance and develop a cohesive and well-functioning working environment.

Download Company Playbook PowerPoint Presentation

Template 6

If you are searching for a template design that helps you explain the differentiating characteristics of public roadmap, private roadmap, SaaS, Hybrid, and other terminologies, then this is the best pick. It houses details of each term, thus helping you educate your audience on the subject matter. It also deploys high-quality graphics, serving the needs and requirements of every user.

Download Cloud Computing Roadmap Public Vs Private Vs Hybrid And Saas Vs Paas Vs Iaas Complete Deck

Template 7

Improve productivity across various sales departments using this slide. List all the elements of a good SaaS marketing playbook here in this template. This includes social networks, engagement, promotion, etc. You can either make this template detailed for a better explanation or input the points of reference. The choices are endless. Hence, grab it now!

Download Social Sales Playbook Elements PowerPoint Slide

Template 8

This is a neatly designed dashboard template that you can use to reflect on individual KPIs. You can also use it to delve deeper into each listed metrics and come up with a concrete plan of action. This will help in boosting productivity and the current acquisition and retention rate.

Download SaaS Customer Lifecycle Metrics Dashboard

Template 9

Build and present a cohesive action plan using this template. It guides you through the key deliverables of a SaaS strategy, including product management, product marketing, etc. This template comes in an editable form that increases its usability quotient. It also helps make the information more comprehensive.

Download Quarterly SaaS Roadmap For Optimal Product Process

Template 10

Present an understanding of the key characteristics of a good SaaS strategy with this template. These include multi-tenancy model, single-sign-on, and many more that you can edit and customize. Thus, this slide is apt for marketers.

Download Characteristics Of Software As A Service SaaS Provisioning PPT

Template 11

Sometimes it gets difficult to relay the importance of building a good playbook. However, our template helps you in tackling this issue with the least amount of effort. You can list the various benefits of coming up with a well-structured business playbook and communicate the same to the audience. It is the best template that a small business or venture can own to get started on the right foot. Hence, grab it now.

Download Importance Of Business Playbook For Small Companies

Template 12

This is another great template to include in your SaaS marketing playbook. Not only is it informative, but also plays a very important part to carry on the SaaS operations successfully. You can also edit any element of this slide, to make it a better fit for your presentation.

Download Company Playbook Investor Profile PPT

Template 13

This template houses the details and challenges of building a good SaaS marketing playbook. With everything neatly listed, you can deploy this template in any of your presentation material to make it more informative and topic-specific.

Download Key Challenges Of Sales Playbook For Businesses

Template 14

Every organization needs a playbook to perform to its full potential. And this template offers a sample layout, listing all the types of playbooks an organization needs in its arsenal. These include sales playbooks, operations playbooks, etc. You can also deploy this template to explain each of these playbooks and their sole characteristics.

Download Various Types Of Business Playbook For Long Term Success

Template 15

As a new SaaS sales entrant, you might be unfamiliar with the process. The same goes for your team members, audience, or whoever you are presenting your business to. You can, therefore, use this model to infuse your SaaS marketing playbook with all the important information and insights. Deploy it to upsell and retain current clients by getting the prospects to close the deal. This is a great tool for taking visual cues from. So download it now.

Download SaaS Coverage Sales Model PPT

Template 16

If you want a structured way of articulating your ideas and making a more strategic plan for your SaaS model, then you should use this template. In addition to this, deploy it to present a detailed overview of the key tasks and deliverables as well as their milestones, duration, deadlines, and other such aspects. This is an all-in-one roadmap slide that acts as a visual interpreter. Therefore, download it now.

Download Quarterly Cloud-Based SaaS Project Implementation Roadmap

Template 17

SaaS requires a lot of brainstorming before its successful implementation. Select this template to make the process of aligning and execution a lot more systematized and rewarding. This template shows the different activities and efforts that are put in while creating and testing an application, thus helping you with real-time implementation.

Download Six Months SaaS Product Application Testing Roadmap

Template 18

A cohesive and well-established plan of action is necessary to meet your targets. Select this SaaS marketing roadmap template to lay a solid groundwork for your plan. It helps align various deliverables, thus giving you an in-depth overview of the time lags and deadlines. All this with a single layout, of course. Therefore, download this template and use it as per your business demands.

Download Three Months SaaS Product Data Analysis Roadmap

Template 19

This template houses the major KPIs and developments of a SaaS retention dashboard, which is available for immediate download. You can use it to grow your revenue prospects and excel in managing finances, all with a single and most handy layout. You can also deploy this template to ease the acquisition process, by giving an in-depth view of the current scenario.

Download SaaS Net And Account Retention Dashboard

Template 20

Our template can be used to exhibit your expertise and knowledge in handling the SaaS model. It also makes the implementation process a lot easier and convenient for the user, as everything is comprehensible and easy to digest.

Download CRM SaaS Model PowerPoint Images

Ready to fine-tune your SaaS marketing playbook?

SaaS isn’t going anywhere at least not for a decade or two. But that doesn’t make these companies invincible either. Growth is imperative, especially in a software company, as it may cease to exist in the near future.

With these 20 playbook templates, you can get lucrative engagement and results out of your efforts.

Till then, stay safe, stay happy, and remember you’ve got this!