Playbooks
A playbook is an operating plan: who does what, in which order, and how you will know it worked. Each one below includes the plays to run, the data each play needs, a run sheet you can copy into your project tool and the metrics to review every week.
They assume you already know the basics. If you do not, read the website personalization guide first, and use the personalization playbook template to write your own plays in the same format. For a SaaS-specific plan, see SaaS website personalization. To prove the results to leadership, pair any playbook with our guide to measuring personalization ROI.
By program
Plays for a specific go-to-market motion, with triggers, owners and the KPI each play should move.
By organisation size
How to roll personalization out when several teams, regions and approval layers are involved.