SaaS Marketing Automation Playbook - 40+ free tips to improve your customer's journey from Dashly

to grow faster. It's full of tips for your sales funnel:
🕵 Capture the leads
🆙 Convert them into signups
👨‍🏫 Onboard them
💸 Grow trial-to-paid conversion rate
📈 Increase ARPA
👬 Involve users in product development
🔻 Reduce churn rate

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I appreciate the message examples included in each step. It's surely a useful playbook for marketers who are constantly looking for the best SaaS marketing guides to add value to users.

Pros:

Clean design and great visuals Well structured content Covered the different scenarios marketers go through when converting leads

Cons:

none

Thanks ! We really appreciate your feedback. Please let us know if you need some help implementing all the action plans:)

Beside that it has simple structure of each chapter, so you'll not be lost in the book. And soooo many beatiful and cute illustrations! I definetely would like to get a print version.

Pros:

Simple guide, where you find clear steps to make your marketing strategy awesome! Just read it and the do it.

Cons:

I think it's not a full list of scenarios and you can always add something new to the book.

Thanks. You're right about the number of scenarios. We have to show the basic and the greatest. We have plenty of them to share, but there would be x10 larger book that is difficult to read, so we have to keep marketers reading not scrolling the book

It's always good to see such resources being produced but I feel there's too much focus on marketing the resource and a lot less focus on the actual content. Hope this is seen as positive feedback.

Pros:

The idea of creating a Playbook like this

Cons:

It's a poor read, very amateurish

Hey, . Thanks for your feedback! When you do the product and also write a book on this field you are always have to keep the balance between market your product and provide the value. Mistakes and great feedback like yours push to make better things further! Thank you!
Hey everyone, I’m Roman, PM at . First of all, thanks to for supporting Dashly with every launch. We have spent a couple of years providing SaaS teams with a tool to improve their customer’s journey. This book is a compilation of the best action plans that these teams use. So we collected their tactics and described it in details going from the lead capturing to the fighting with churn rate. We have already received positive feedback from Customer Success experts on SaaStr and Startup Grind Global. Looking forward to hearing yours! The book is available in PDF.
Congrats! As a marketer, I seem to never get enough of SaaS playbooks, tips and hacks on the customer journey. Your playbook looks promising, structured and well searched. Hope I will find something different and more useful than the bunch of articles I saved somewhere about SaaS Marketing, will sign-up and wait for my copy :))
thanks Rihab! Happy to hear that. We're working on the next part of this book, to share up-to-date marketing tips. BTW, if you have some ideas or struggles on product marketing our team will do the best to be useful for you 😉
Great and handy resource ! :)
thanks Gautam, excited to know your feedback after you read this
Thanks , for your upvote, waiting for your feedback on the book after the first glimpse. BTW you have the best nickname!
, thank you! Will definitely let you know when I read it!

Use it at your products.

Pros:

I'm know this team many years, they have strong experience at user understanding, and their knowledge is useful for me.

Cons:

I'm recommend improve language (name of metrics and etc).

Really appreciate your experience . Thanks for your feedback, definitely will make improvements in the next version.
Thanks for putting it all together!
you're very welcome! Let me know if you need some further help
Hi! Up until recently we were getting most incoming requests from chat on our website, but now customers tend to use other channels. Can you advise on best practices for handling those channels?
we're working now on the next part of this book. It will include more channels and also workflows how to build the communication along all the channels. BTW, our team is ready to help with your case. WithDashly you could connect many channels to have all the conversations in one place
Wow, such a cool book! It's greate you guys sharing your experience with others like that. Seems like a very versatile scenarios usage, guess it could be usefull not only for a startups but for a more developed companies too. Just a thought - I bet you have a lot of exp in ecommerce too, seeing as the whole email, popups etc. business is more than relevant for them. Have you thought about making a playbook for them too?
thanks, appreciate your feedback. Yeah, our product is for both SaaS and e-com. Now we're focusing on SaaS, but stay tuned! Something sweet and e-commerce is coming 😉
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