{
  "schema_version": 1,
  "slug": "marketing-process-templates",
  "title": "Marketing process templates",
  "purpose": "Download complete working documents for recurring founder marketing jobs.",
  "intro": "These are editable original resources, not previews or links to gated third-party templates. Browse by the process you need to run, then download the complete workbook.",
  "updated_on": "2026-10-08",
  "license": "CC-BY-4.0",
  "attribution": "Jon Bishop",
  "selection_note": "A selected library for SaaS, AI and developer-tool founders. Source-backed observations are separate from our advice; inclusion is not a ranking or a tested performance claim.",
  "categories": {
    "research": {
      "label": "Audience and customer research",
      "intro": "Download a complete editable workbook for a specific marketing process.",
      "compare": "Use actual evidence, assign an owner and keep unknowns visible."
    },
    "positioning": {
      "label": "Positioning and proof",
      "intro": "Download a complete editable workbook for a specific marketing process.",
      "compare": "Use actual evidence, assign an owner and keep unknowns visible."
    },
    "distribution": {
      "label": "Channels, launch and content",
      "intro": "Download a complete editable workbook for a specific marketing process.",
      "compare": "Use actual evidence, assign an owner and keep unknowns visible."
    },
    "sales": {
      "label": "Sales and handoffs",
      "intro": "Download a complete editable workbook for a specific marketing process.",
      "compare": "Use actual evidence, assign an owner and keep unknowns visible."
    },
    "measurement": {
      "label": "Measurement and retention",
      "intro": "Download a complete editable workbook for a specific marketing process.",
      "compare": "Use actual evidence, assign an owner and keep unknowns visible."
    },
    "operations": {
      "label": "Marketing operations",
      "intro": "Download a complete editable workbook for a specific marketing process.",
      "compare": "Use actual evidence, assign an owner and keep unknowns visible."
    }
  },
  "filter_fields": {
    "format": "Format"
  },
  "attribute_labels": {
    "open_source": "Open source",
    "self_hosted": "Self-hosted",
    "pricing": "Pricing model",
    "integration": "Verified connection",
    "subcategory": "Subcategory",
    "license": "License scope",
    "format": "Format",
    "provider": "Provider",
    "task": "Task",
    "artifact": "Page type",
    "pattern": "Pattern",
    "metric": "Metric",
    "period": "Data period",
    "cohort": "Cohort",
    "execution": "Execution",
    "output": "Output",
    "stage": "Use at this point"
  },
  "records": [
    {
      "slug": "saas-audience-definition-worksheet",
      "title": "Audience definition",
      "category": "research",
      "summary": "An editable audience definition workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-audience-definition-worksheet.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-audience-definition-worksheet.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "1. Name the decision",
            "2. Describe the workflow",
            "3. Separate the people involved",
            "4. Classify audience criteria",
            "5. Keep the evidence ledger",
            "6. Compare candidate segments"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-audience-definition-worksheet.md"
    },
    {
      "slug": "first-saas-customers-workbook",
      "title": "First customers",
      "category": "research",
      "summary": "An editable first customers workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/first-saas-customers-workbook.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/first-saas-customers-workbook.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "1. State the uncertainty",
            "2. Research candidates",
            "3. Prepare the invitation",
            "4. Record a conversation",
            "5. Agree on an evaluation",
            "6. Review the result"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "first-saas-customers-workbook.md"
    },
    {
      "slug": "customer-interview-evidence-kit",
      "title": "Customer interview evidence",
      "category": "research",
      "summary": "An editable customer interview evidence workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/customer-interview-evidence-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/customer-interview-evidence-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Research brief",
            "Discussion guide",
            "Interview record",
            "Fictional evidence record",
            "Synthesis and decision",
            "Question quality and closing check"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "customer-interview-evidence-kit.md"
    },
    {
      "slug": "customer-fit-analysis-worksheet",
      "title": "Customer fit analysis",
      "category": "research",
      "summary": "An editable customer fit analysis workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/customer-fit-analysis-worksheet.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/customer-fit-analysis-worksheet.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Decision and population",
            "Account comparison",
            "Fictional cost illustration",
            "Pattern and alternative explanations",
            "Next audience or operating test"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "customer-fit-analysis-worksheet.md"
    },
    {
      "slug": "saas-positioning-brief",
      "title": "Positioning brief",
      "category": "positioning",
      "summary": "An editable positioning brief workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-positioning-brief.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-positioning-brief.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Buying situation",
            "Alternatives map",
            "Workflow comparison",
            "Claim ledger",
            "Internal positioning brief",
            "Fictional brief"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-positioning-brief.md"
    },
    {
      "slug": "saas-messaging-document",
      "title": "Messaging document",
      "category": "positioning",
      "summary": "An editable messaging document workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-messaging-document.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-messaging-document.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Scope",
            "Core explanation",
            "Message hierarchy",
            "Claim ledger",
            "Questions and objections",
            "Format briefs"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-messaging-document.md"
    },
    {
      "slug": "saas-case-study-kit",
      "title": "Case study kit",
      "category": "positioning",
      "summary": "An editable case study kit workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-case-study-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-case-study-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Story brief",
            "Interview prompts",
            "Result evidence ledger",
            "Contribution record",
            "Story outline",
            "Accuracy and publication record"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-case-study-kit.md"
    },
    {
      "slug": "marketing-channel-test-brief",
      "title": "Channel test brief",
      "category": "distribution",
      "summary": "An editable channel test brief workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/marketing-channel-test-brief.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/marketing-channel-test-brief.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Blank brief",
            "Results log",
            "Completed fictional example",
            "Review checklist",
            "Candidate comparison before the pilot"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "marketing-channel-test-brief.md"
    },
    {
      "slug": "conference-meetings-and-follow-up",
      "title": "Conference meetings and follow-up",
      "category": "distribution",
      "summary": "An editable conference meetings and follow-up workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/conference-meetings-and-follow-up.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/conference-meetings-and-follow-up.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Event brief",
            "Target and meeting log",
            "Conversation and follow-up log",
            "Questions",
            "Message templates",
            "Fictional completed record"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "conference-meetings-and-follow-up.md"
    },
    {
      "slug": "saas-launch-planning-workbook",
      "title": "Launch planning",
      "category": "distribution",
      "summary": "An editable launch planning workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-launch-planning-workbook.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-launch-planning-workbook.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "1. Launch brief",
            "2. Map the customer path",
            "3. Readiness gates",
            "4. Assets and distribution",
            "5. Volume and delivery model",
            "6. Relative milestones"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-launch-planning-workbook.md"
    },
    {
      "slug": "technical-content-planning-kit",
      "title": "Technical content planning",
      "category": "distribution",
      "summary": "An editable technical content planning workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/technical-content-planning-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/technical-content-planning-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Topic selection",
            "Production brief",
            "Acceptance and outcome"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "technical-content-planning-kit.md"
    },
    {
      "slug": "technical-content-distribution-kit",
      "title": "Technical content distribution",
      "category": "distribution",
      "summary": "An editable technical content distribution workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/technical-content-distribution-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/technical-content-distribution-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Source readiness",
            "Route plan",
            "Contribution brief",
            "Results and response work"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "technical-content-distribution-kit.md"
    },
    {
      "slug": "saas-discovery-call-kit",
      "title": "Discovery call kit",
      "category": "sales",
      "summary": "An editable discovery call kit workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-discovery-call-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-discovery-call-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Preparation",
            "Conversation prompts",
            "Decision record",
            "Mutual next action",
            "Recap"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-discovery-call-kit.md"
    },
    {
      "slug": "saas-demo-planning-kit",
      "title": "Demo planning",
      "category": "sales",
      "summary": "An editable demo planning workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-demo-planning-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-demo-planning-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Buyer question",
            "Decision criteria",
            "Preparation and sequence",
            "Fallback",
            "Discussion prompts",
            "Results and next action"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-demo-planning-kit.md"
    },
    {
      "slug": "saas-sales-handoff-kit",
      "title": "Sales handoff",
      "category": "sales",
      "summary": "An editable sales handoff workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-sales-handoff-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-sales-handoff-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Transition definition",
            "Handoff record",
            "Acceptance",
            "Fictional introduction",
            "Exception walkthrough",
            "Review"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-sales-handoff-kit.md"
    },
    {
      "slug": "saas-measurement-plan-template",
      "title": "Measurement plan",
      "category": "measurement",
      "summary": "An editable measurement plan workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-measurement-plan-template.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-measurement-plan-template.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "1. Decision brief",
            "2. Event dictionary",
            "3. Fictional completed event record",
            "4. Identity and eligibility",
            "5. Metric contract",
            "6. Quality checklist"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-measurement-plan-template.md"
    },
    {
      "slug": "saas-funnel-analysis-worksheet",
      "title": "Funnel analysis",
      "category": "measurement",
      "summary": "An editable funnel analysis workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-funnel-analysis-worksheet.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-funnel-analysis-worksheet.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Measurement definition",
            "Funnel",
            "Scenario comparison",
            "Completed fictional example",
            "Investigation and intervention brief",
            "Final checks"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-funnel-analysis-worksheet.md"
    },
    {
      "slug": "saas-retention-cohort-worksheet",
      "title": "Retention cohort analysis",
      "category": "measurement",
      "summary": "An editable retention cohort analysis workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-retention-cohort-worksheet.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-retention-cohort-worksheet.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Metric contract",
            "Cohort comparison",
            "Fictional example",
            "Investigation and action"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-retention-cohort-worksheet.md"
    },
    {
      "slug": "saas-cancellation-learning-kit",
      "title": "Cancellation learning",
      "category": "measurement",
      "summary": "An editable cancellation learning workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/saas-cancellation-learning-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/saas-cancellation-learning-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Outcome definition",
            "Evidence record",
            "Optional learning conversation",
            "Coverage and comparison",
            "Action review"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "saas-cancellation-learning-kit.md"
    },
    {
      "slug": "marketing-contractor-hiring-kit",
      "title": "Marketing contractor hiring",
      "category": "operations",
      "summary": "An editable marketing contractor hiring workbook with prompts, tables and a concrete output.",
      "use_when": "You are about to run this process and need one reusable working document.",
      "limitations": "The worksheet structures work; it does not supply missing customer evidence or guarantee a business result. Adapt examples and assign a responsible owner.",
      "sources": [
        {
          "url": "/directories/marketing-process-templates/downloads/marketing-contractor-hiring-kit.md",
          "title": "Jon Bishop original workbook",
          "scope": "Original resource inspected locally; examples are fictional",
          "checked_on": "2026-10-08",
          "reference_id": "original:docs/content-templates/marketing-contractor-hiring-kit.md"
        }
      ],
      "sections": [
        {
          "heading": "What the workbook covers",
          "paragraphs": [
            "Role brief",
            "Interview questions",
            "Paid trial scope",
            "Evaluation scorecard",
            "Completed fictional example",
            "Acceptance and scope decisions"
          ]
        },
        {
          "heading": "Use with real evidence",
          "paragraphs": [
            "Download the full Markdown resource, replace placeholders with your situation and retain sources beside claims. Keep unanswered questions visible rather than filling them with plausible guesses."
          ]
        }
      ],
      "steps": [
        "Read the full worksheet and define the decision it supports.",
        "Fill the relevant tables using dated observations and explicit assumptions.",
        "Review the output with its owner and record the next decision."
      ],
      "attributes": {
        "format": [
          "Markdown workbook"
        ]
      },
      "status": "Complete original downloadable resource",
      "reviewed_on": "2026-10-08",
      "resource_filename": "marketing-contractor-hiring-kit.md"
    }
  ],
  "collections": [
    {
      "slug": "customer-to-positioning",
      "title": "Turn customer evidence into positioning",
      "summary": "Use research, fit and positioning worksheets in a deliberate sequence.",
      "entries": [
        "customer-interview-evidence-kit",
        "customer-fit-analysis-worksheet",
        "saas-positioning-brief",
        "saas-messaging-document"
      ],
      "sections": [
        {
          "heading": "How the pieces fit",
          "paragraphs": [
            "Each document preserves the evidence needed by the next decision. Keep the original quotes and dates available."
          ]
        }
      ],
      "steps": [
        "Collect specific customer observations.",
        "Identify repeated fit signals and contrary cases.",
        "Write a positioning and messaging draft with evidence beside each claim."
      ],
      "caution": "Small qualitative samples inform hypotheses; they do not establish population prevalence."
    }
  ],
  "methodology": [
    {
      "heading": "Selection",
      "paragraphs": [
        "Resources must answer a distinct founder question and have concrete instructions, tradeoffs and source links. Inventory is deliberately selected rather than exhaustive."
      ]
    },
    {
      "heading": "Evidence and interpretation",
      "paragraphs": [
        "Firecrawl retrieved primary pages and files. Entries say whether the source file or a search excerpt was reviewed. No product installation, conversion test or external AI execution is implied by source inspection."
      ]
    },
    {
      "heading": "Dates and maintenance",
      "paragraphs": [
        "The review date is the source inspection date. Dynamic plans, product features and repository files may change; verify the linked current source before acting."
      ]
    }
  ]
}