Templates & playbooks
The T2D3 resource library.
Two free libraries: ready-to-run go-to-market playbooks you apply to a project in T2D3 OS, and the frameworks and templates that came with the original T2D3 book — each one connects to a section in the book and a working module in the OS.
Playbooks
Ready-to-run GTM playbooks.
57 step-by-step playbooks — ABM, pricing & packaging, product launch, demand generation, fundraising, and more. Each is a module-by-module recipe your team works through while the AI drafts every task from your own GTM foundation.
T2D3 Certified Coach Playbook
The complete T2D3 B2B SaaS Go-To-Market playbook for certified coaches. Includes mentoring content, quality criteria, coaching session guides, and common mistakes — everything a T2D3 Certified Coach needs to guide founders through the methodology.
T2D3 Pricing & Packaging Playbook
A comprehensive playbook for B2B SaaS pricing strategy — from research and packaging architecture through financial modeling, testing, sales enablement, and launch.
T2D3 Partner Program Playbook
A comprehensive playbook for building and scaling a B2B SaaS partner ecosystem — from program design and economics through partner profiling, enablement, and recruitment.
T2D3 ABM Campaign Playbook
Run a targeted account-based marketing campaign from ICP definition to pipeline optimization. Covers account selection and tiering, research and personalization, multi-channel orchestration, sales coordination, and measurement. Built for B2B SaaS companies pursuing $50K-$200K ACV deals at mid-market and enterprise accounts. Enriched with best practices from 6sense, Demandbase, Snowflake ABM case studies, Gong outreach data, Sendoso direct mail economics, and Salesforce Campaign Influence attribution.
T2D3 Analyst Relations Program
Build and scale an analyst relations program from landscape mapping through engagement strategy, evaluation preparation, internal activation, and ongoing operations. Designed for B2B SaaS companies seeking inclusion in Gartner Magic Quadrants, Forrester Waves, and other evaluative research.
T2D3 Annual GTM Planning & Budgeting
Build next year's marketing and sales plan with targets, budget, and OKRs. 41 deeply enriched tasks covering retrospective analysis, market refresh, revenue modeling, budget allocation, OKR design, and execution roadmap for B2B SaaS companies at $3M-$50M ARR.
Book templates
The frameworks and templates from the T2D3 book.
23 frameworks and templates that came with the original T2D3 book and the CMO Masterclass — ICP, personas, positioning, pricing, OKRs, growth planning, and the fractional-CMO sales kit. Free, no gate; each one connects to a section in the book and a working module in the OS.
Action tracker template
This template helps you track actions for your company. Use it for OKRs, individual performance, or project management.
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AI Content Generator
2nd base, PMF
The T2D3 AI Content Generator helps you create optimized content fast using your uploaded resources, inputs, and real-time research.
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Ansoff growth matrix template
1st base, MVP
This template helps you uncover and prioritize the best growth opportunities for your company’s go-to-market strategy. See Chapter 4.4 for more details.
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Best, better, only template
1st base, MVP
This template will help you understand your early-stage company's value in the market. What are you best at and what makes you special?
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Bowler template
2nd base, PMF
Use the Bowler template to track and report KPIs for your business. Track actual versus estimate, encourage discipline and accountability.
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Brand words exercise
2nd base, PMF
Use the brand adjectives exercise to help your team figure out the right words that define your brand identity. Clarify your B2B SaaS brand voice with this free exercise. Align messaging across teams and build a more consistent, authentic brand identity. Referenced in Chapter 5.10.1 of T2D3.
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Competitor research template
1st base, MVP
This competitor research template will help you conduct and track competitive research for your B2B SaaS company.
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Customer interview template
2nd base, PMF
Use this free customer interview template to uncover insights about your ICP, validate messaging, and improve product-market fit in your B2B SaaS strategy. See section 5.8 for more details.
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Customer personas template
2nd base, PMF
Download a free B2B SaaS buyer persona template from T2D3. Define your ideal customer profiles with clear goals, challenges, and buying behaviors to improve your go-to-market strategy.
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Empowerment matrix template
3rd base, T2D3
This resource empowerment matrix template helps you enable your team members to make powerful decisions regarding discounts and special conditions.
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Feature Matrix & product pricing tool
3rd base, Growth
This pricing matrix template helps you simulate a working draft of a feature-based pricing model for your product using its services and features.
View the template →Fractional CMO engagement agreement template
A plain-language contract template for a fractional CMO engagement — services and scope, fees, IP that protects your methodology, confidentiality, liability, and clean termination. The contract behind the proposal handshake.
Get the template →Fractional CMO master services agreement (MSA) template
An MSA + Statement of Work template for fractional CMOs serving portfolio clients, holding companies, or repeat engagements — negotiate terms once, then open each new engagement with a two-page SOW.
Get the template →Fractional CMO sales proposal template
A complete proposal template for fractional CMO engagements — pillar-based and retainer-based structures, a diagnosis-first opening, and the scope firewall that keeps strategy engagements from bleeding into unpaid execution.
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Growth priority spreadsheet
1st base, MVP
Organize and compare growth levers for your go-to-market strategy with this growth priority spreadsheet. Best used after creating your growth matrix.
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Ideal Customer Profile (ICP) template
2nd base, PMF
The ICP template helps define your ideal customer profile and align your sales and marketing teams around the filters and signals for your target account.
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OKR tracker template
2nd base, Reach PMF
Use the OKR tracker template for your OKRs in this comprehensive, automated spreadsheet. Includes examples. Designed for B2B SaaS.
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Positioning vector template
1st base, MVP
Craft a clear, differentiated value proposition with this free B2B SaaS positioning template. Align your messaging with customer needs and stand out in a crowded market. This template helps you find the right value propositions for positioning your product. Referenced in Chapter 4.1 of T2D3.
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Pricing cards template
3rd base, Growth
This pricing cards template will help you organize your pricing information into styled cards and a comparison table.
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SaaS North breakout session: Your pricing is always on
2nd base, PMF
Watch the recording of Stijn Hendrikse's SaaS North presentation: Your Pricing is Always on. Learn about pricing strategies and best practices for SaaS.
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T2D3 growth calculator
1st Base - Get to MVP · 3rd Base - Drive T2D3 growth
The T2D3 growth calculator. A B2B SaaS growth target template, and planner.
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Testimonial database template
2nd base, PMF
This template will help you organize and manage your customer testimonials in one place.
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Value proposition framework
1st base, MVP
Use this free value proposition framework to clarify your B2B SaaS messaging, differentiate from competitors, and align your solution with customer pain points.
Get the template →Templates are the start. The OS runs them for you.
Every template and playbook here exists as a working, AI-assisted module inside T2D3 OS — ICP, personas, positioning, OKRs, pricing, and the full GTM plan. Start free.