Playbooks
Playbooks templates,
and checklist.
Free downloads from twenty years inside B2B fintech. Strategic playbooks, working templates, and editorial checklists you can actually run with.
The latest downloads.
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AI & AutomationThe Fintech Customer Acquisition Playbook
Lower acquisition cost while you are still building the credibility that incumbents already have, from the CAC formula through the channels that carry a switch decision. Built specifically for B2B fintechs asking buyers to leave a provider they already trust.
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Content Marketing
The Financial Marketer’s Guide to Content Marketing
Learn how to build trust with buyers who have already done their research before you hear from them, from persona work through the KPIs that map to each funnel stage. Built specifically for marketers at banks, credit unions, and fintechs where credibility carries the acquisition load.
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Content Marketing
The Fintech Content Marketing Playbook
The structural moves that turn a publishing schedule into a program with a point of view, from goal-setting through repurposing the work you already paid to produce. Built specifically for B2B fintech content teams competing in a category where most of the output sounds interchangeable.
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Demand Generation
The Fintech Demand Generation Playbook
The structural moves that turn scattered activity into forecastable pipeline, from goal-setting through content that carries a buyer past security review. Built specifically for B2B fintech demand generation leaders operating in modern buying conditions.
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