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Our Most Popular Reports, Playbooks & Templates

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  • Business
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Product & Tech Product quality Roadmap

Shape Up methodology – Playbook & Workshop by Lifen and iBanFirst

Guidelines by Lifen & iBanFirst on how to implement this framework.

Squad members only Download
Sales & Marketing PR

Starting an effective PR strategy for your startup – Playbook

The essential elements to set up before speaking with journalists and the fundamentals in sharing your story.

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Business Sales & Marketing

Remote selling: improving remote sales performance – Playbook & Workshop Replay by Winning By Design

The best tactics to improve sales performance when they operate remotely.

Squad members only Download
Business HR BSPCE Compensation Management

Setting up an efficient stock-option (or BSPCE) plan – Playbook & Workshop Replay

Guidelines by Lifen and CybelAngel to BSCPCE plans.

Squad members only Download
Sales & Marketing Marketing

Account-based marketing Playbook

A playbook by Heuritech on how an ABM strategy can be run.

Squad members only Download
Business Finance Sales & Marketing Pricing Product marketing

Best Practices in Pricing & Packaging – Playbook

A playbook by Dashlane & Simon Kucher to acquire, monetize and retain customers.

Squad members only Download
Finance Budget

Saas budget building – Template

Budget template to set up easily a financial forecast.

Open access Download
Business Governance

Board deck – Template

Board deck for your shareholders to provide consistent information to your board members over time.

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Business Product & Tech Sales & Marketing Go To Market Product marketing Use cases

Developing the usage scenarii your customers need – Template

A template for defining your use cases, in an excel sheet.

Open access Download
Business Product Market Fit

Achieving Product Market Fit using the Superhuman method – Playbook

The Step-by-step methodology developed by Superhuman in a bid to better your odds to achieve PMF.

Squad members only Download
Sales & Marketing SEO

SEO Playbook

A complete guide to rock your SEO game, in terms of content, website structure and metrics.

Squad members only Download
HR Sales & Marketing Compensation Sales

Sales Compensation Plan – Guidelines

Full Sales Compensation Plan Guidelines, in French and English.

Open access Download
HR Job Description Recruitment

CFO job description template

Ready-to-go job description to hire your next Chief Financial Officer.

Squad members only Download
HR Job Description

Chief Marketing Officer Job Description – Template

The job description you need if you’re on the hunt for your next CMO, whether you’re a BtoB or BtoC.

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Sales & Marketing Sales process

Setting up a structured sales process – Playbook

Guidelines to choosing the right sales process, setting it up, monitoring its implementation, and more.

Open access Download
Business Cohorts

Building cohorts – Template

An in-house tool to efficiently translate raw data into a proper cohort analysis.

Open access Download
Product & Tech Product quality Roadmap

Managing a product roadmap – Playbook & Workshop Replay by Spendesk

Spendesk’s tips on how to prioritize a roadmap.

Squad members only Download
Business Product & Tech Governance Management Team

Agile process and organisation to scale your business – Playbook

Lifen’s CTO playbook on how to extend “Sustainable Growth”the longest to maximize the company’s outcome

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Finance Exclusive Report

Serena 2020 European SaaS benchmark

A comprehensive data set about European SaaS companies.

Open access Download
HR Recruitment Tool

Serena Talent Club

A talent pool that matches great profiles we meet with job opportunities in our portfolio companies.

Squad members only Download
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