The ValueOps Playbook (ebook)
The full playbook as an EPUB — every published article, chapter by chapter, for reading offline.
Download EPUB Free · no email wall
Everything you need to run the play
Downloads, canvases and templates for account managers and customer success teams. Take them, adapt them, ship them this quarter.
Account planning canvas
A one-page canvas for goals, stakeholders, delivered value and next bets. Works for any B2B account.
Read the walkthroughRenewal defence checklist
The evidence you need in place 90 days before renewal, and the conversation that follows.
Run the checklistLinkedIn engagement templates
Connection, follow-up and mutual-connection templates that lead with the customer's outcome instead of your pitch.
Get the templatesUse it from the CLI or CDN
The whole site is packaged as the npm package
valueopsplaybook, so every file — including the ebook — is available over jsDelivr with
no build step:
# latest ebook and assets
curl -O https://cdn.jsdelivr.net/npm/valueopsplaybook@latest/files/valueopsplaybook.epub
# pin a version
https://cdn.jsdelivr.net/npm/valueopsplaybook@1/files/valueopsplaybook.epubStarter plays
Account Management Customer Success 7 min read
The 90-Day Account Value Plan: From Kickoff to First Renewal
A quarter-by-quarter account plan that turns onboarding into proof of value, so the first renewal is a review of results instead of a negotiation.
Account Management Prospecting 4 min read
How to Find & Engage the Right Stakeholders on LinkedIn Sales Navigator (Using ValueOps)
Master LinkedIn Sales Navigator with ValueOps principles. Learn how to filter for high-value stakeholders and engage them with insights instead of pitches.
Account Management Collaboration 3 min read
Breaking Silos: How Marketing and Sales Can Collaborate for Greater Impact
Explore why marketing and sales often operate in silos and discover actionable strategies to foster collaboration—from co-creating white papers to developing customer case studies together.
Resources Customer Success 2 min read
Free Download: The ValueOps Playbook
Download the ValueOps Playbook—a comprehensive guide to transforming customer success, sales, and revenue growth through Value Operations.
Account Management Customer Success 8 min read
ValueOps: How to Reignite Customer Contracts with a Strategic Revenue Shift
Discover the ValueOps revenue shift strategy to boost customer satisfaction and secure contract renewals without the need to hard-sell.
Customer Success SaaS 2 min read
How SaaS Companies Use ValueOps to Reduce Churn and Drive Expansion Revenue
Learn how ValueOps helps SaaS companies shift from reactive support to proactive value delivery, reducing churn and increasing expansion revenue.