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PRECURSIVE PLAYBOOKS

Playbooks for Professional Services leaders.

Welcome to our gallery where you will find downloadable playbooks with insights from leading practitioners across the world of Customer Success and Professional Services.

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The Forward Deployed Playbook.

In partnership with the Services Delivery Alliance (SDA), we bring this playbook to provide Services teams with a framework for understanding, evaluating and implementing Forward Deployed strategies in their businesses.

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Building & Managing Partner Ecosystems.

This playbook is to help businesses better understand how to setup, manage and scale services partner programs and put in place the building blocks that allow an ecosystem of partners to flourish and succeed. 

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How to package Services to boost margin.

This playbook profiles how consultancies can increase enterprise value through architecting their services offerings to boost revenue and margin.
 

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How to productize services delivery.

This playbook, with guidance and practitioner insights from Dave Kellogg, Jay Nathan, MongoDB, Poppulo and more. Find out when, how and why you should productize service packages.

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Traditional Services Delivery is dead.

With guidance and practitioner insights from Sage, Cognite, Garwood Solutions & Infosys, welcomes you into the future of Professional Services where velocity and quality are key tenets for success.
 

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Managing projects remotely on Salesforce.

In conjunction with 4C, this playbook that will help the evaluation of your current position, identify the challenges, and create better project management processes to build a future-proofed platform to supercharge your growth. 

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How to productize services delivery.

This playbook, with guidance and practitioner insights from Dave Kellogg, Jay Nathan, MongoDB, Poppulo and more. Find out when, how and why you should productize service packages.

FAQs.

What are Precursive Playbooks? Precursive Playbooks give services and CS leaders repeatable, practitioner-built processes for packaging services, scaling partner programmes and boosting margin.

Who writes Precursive's playbooks? Leading practitioners from professional services and customer success - real operators, not generic vendor marketing content.

How do playbooks help package services to boost margin? They give consultancies a repeatable structure for architecting service offerings, so revenue and margin scale predictably rather than by trial and error.

Are these playbooks relevant to Salesforce-native services teams? Yes. Several draw directly on partner programme and forward-deployed engineering models common among Salesforce ISVs and consultancies.

PS content by PS leaders.

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