Resources

Free playbooks for building better B2B companies

The same methods we use in client workshops at Up Strategy Lab, turned into editable PowerPoint playbooks with workshop canvases. Free to use, share and adapt.

Four playbooks, one path

Know your customer, find your value proposition, design your sales process, then grow through partners.

  1. The Customer Profile Playbook

    Cover of The Customer Profile Playbook, 2026 edition, by Daniel Nilsson

    Build customer profiles and buyer personas your whole team uses.

    What is inside: 52 slides, 14 steps, 17 editable canvases, an interview method, and the ICP skill brief for AI.

    Persona card canvas from The Customer Profile Playbook, with fields for role, decision power, top jobs, pains and gains
    Every canvas is editable.
    Read the guide to customer profiles and buyer personas →
  2. The Value Proposition Playbook

    Cover of The Value Proposition Playbook, 2026 edition, by Daniel Nilsson

    Find the promise every buyer in the room recognises.

    What is inside: 57 slides, 16 steps, 18 editable canvases, two videos to watch first, and a worked example.

    The room full of buyers canvas from The Value Proposition Playbook, with columns for jobs, gains and pains
    Every canvas is editable.
    Read the guide to B2B value propositions →
  3. The Sales Process Playbook

    Cover of The Sales Process Playbook, 2026 edition, by Daniel Nilsson

    Build a sales process around how your customers buy.

    What is inside: 44 slides, 7 steps, 17 editable canvases, five real sales processes, and six success factors.

    The stage card canvas from The Sales Process Playbook, with eight fields for each sales stage
    Every canvas is editable.
    Read the guide to designing a B2B sales process →
  4. The Partner Programme Playbook

    Cover of The Partner Programme Playbook, 2026 edition, by Daniel Nilsson

    Build a partner programme your partners will actually sell.

    What is inside: 49 slides, 14 steps, 17 editable canvases, three workshop agendas, and the Partner Programme Canvas.

    The Partner Programme Canvas with eleven questions, from The Partner Programme Playbook
    Every canvas is editable.

    Companies all over the world have used the first edition. Daniel still gets requests and questions about it.

    Read the guide to building a partner programme →

Free playbooks

Get all four free

Sign up for The Visibility Edge and you get all four playbooks straight away, as editable PowerPoint files. After that, tested ideas on building better B2B companies, when there is something worth your time.

The covers of Daniel Nilsson's four free B2B playbooks: partner programme, value proposition, sales process and customer profiles

From readers

What readers of the first edition say

Sebastian Tan

“Luckily I found your sharings online, such as '12 steps to build a professional Partner program', which I printed out as my bible now! Thank you for your generous sharing, and hope you have still been working on fantastic projects.”

Casper Gerner

“I just wanted to thank you for making your work public. I got our partner program presentation from slideshare.net and have used it as inspiration for further development of our company's partner program.”

Mary Samson

“Thank you! Exactly what I was looking for.... just started heading up sales at an agency and trying to craft their story, needed some basics and these are just what the Dr ordered!”

Frequently asked questions

Can I use the playbooks with my team or my clients?

Yes. The playbooks are free to use, share and adapt, inside your company and with your clients. If you share them outside your company, please keep the credit.

What format are the playbooks?

Each playbook is an editable PowerPoint file with workshop canvases. You can type into every canvas, paste it into a whiteboard tool or print it on A3. They also open in Keynote and Google Slides.

Where do the methods come from?

From client workshops at Up Strategy Lab and from the companies Daniel Nilsson helped build, such as Cryptzone and Appland. Companies all over the world used the first edition of the partner programme method, and Daniel still gets questions about it.

Will you email me?

Only The Visibility Edge, Daniel Nilsson's newsletter, which has no fixed schedule. You can unsubscribe in one click from any issue.

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