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Exec Frameworks

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Templates

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  • Tiered Watchlist

    Tiered Watchlist by Julie Towns VP, Product Marketing & Product Operations at Pinterest

    by Julie Towns VP, Product Marketing & Product Operations at Pinterest

  • AI Context Pack

    AI Context Pack by Julie Towns VP, Product Marketing & Product Operations at Pinterest

    by Julie Towns VP, Product Marketing & Product Operations at Pinterest

  • PMM-Approved Readout

    PMM-Approved Readout by Julie Towns VP, Product Marketing & Product Operations at Pinterest

    by Julie Towns VP, Product Marketing & Product Operations at Pinterest

Playbooks

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Julie Towns

VP, Product Marketing & Product Operations at Pinterest

Summary

Market and customer signals only matter if they reach the right decision-makers fast enough to shape the response.

At Pinterest, I wanted executives to hear about major competitor moves from PMM before they heard about them elsewhere. Product needed enough context to decide whether roadmap or strategy should change. Sales needed updated narratives while customer conversations were still active.

Our answer was to build an AI-powered competitive and market insights loop around speed, context, and action. We defined a tiered competitive set with executive input, monitored public competitor sources and customer-call transcripts, then layered in Pinterest’s own roadmap, product updates, sales context, and strategy docs so the agent could explain not just what changed, but why it mattered for the business.

The system worked because we designed distribution as part of the workflow. Weekly digests kept executives, Product, and Sales current; breaking-news readouts could go out within hours; deeper teardowns followed within a few days; and monthly business reviews created the forum where PMM could bring a point of view, drive discussion, and turn market movement into product decisions, sales narrative updates, and clearer executive alignment.

Who is this for

Use this if you lead PMM, market intelligence, or a voice-of-customer program and need competitor moves and customer signals to reach executives, Product, and Sales fast enough to shape decisions.

What you will learn

  • How to separate market-moving signals from competitive noise.
  • How to turn competitor and customer inputs into a business POV leaders can act on.
  • How to shorten the path from market change to Product, Sales, and executive response.
  • How to use AI for synthesis without removing PMM judgment from the implications layer.
  • How to build a competitive intelligence distribution rhythm that gets the right signal to the right audience at the right moment.
0 chapters
Alex Rodrigues

Head of Marketing & Growth at Superhuman

Summary

Most SaaS companies know they're leaving money on the table with pricing. The hard part is figuring out how to change pricing without confusing customers, damaging trust, or triggering unnecessary churn.

In this playbook, you'll learn how Superhuman redesigned pricing and packaging for its email app. Rather than spending hundreds of thousands of dollars on a pricing consultancy, the team built the strategy largely in-house, combining stakeholder interviews, customer research, prospect research, and conjoint analysis to design a new packaging model.

But the biggest lesson wasn't about pricing research. It was about execution.

You'll learn how Superhuman narrowed packaging options before quant, why they treated prospect willingness-to-pay data differently than customer data, how they wrote separate requirements for each customer type, and how they rolled out pricing changes while giving customers meaningful choice.

The outcome: Superhuman found a stronger monetization path — and today, most self-serve customers choose the new, higher-priced plan.

If you're designing SaaS pricing, this playbook gives you a practical blueprint for researching, launching, and optimizing a pricing change without breaking customer trust.

Who is this for

This playbook is for SaaS PMMs, growth leaders, and pricing owners who are staring at an existing product and asking: “Is our pricing and packaging still right?”

It is especially useful if your product has expanded, your current packaging no longer reflects the product’s value or roadmap, or leadership believes pricing could help the business capture and deliver more value — but the team needs to make the change without confusing customers or damaging trust.

What you will learn

  • How to choose the right resourcing model before hiring a pricing vendor
  • How to narrow packaging options through stakeholder, customer, and prospect research
  • How to design a quant study that defines pricing and how to interpret the data without over-trusting prospect data
  • How to turn new packaging into product, billing, and customer-segment requirements
  • How to roll out a new structure or price increase with customer empathy to preserve sentiment and prevent churn 
0 chapters
Jeremy Hemsworth

Sr. Director of Product Marketing at Atlassian

Summary

Atlassian's first State of Product report influenced millions of dollars in pipeline, brought 90,000 visitors during launch week, and earned hundreds of thousands of organic impressions via partnership with influencers. The bigger win: a branded point of view that newsletters, analysts, and operators could cite as Atlassian's State of Product report.

Pulling it off meant treating original research as a product marketing campaign, not a research project. The market was already crowded with AI-heavy "state of" reports. Atlassian had developer credibility but was still building its authority with product managers.

So we audited the field, decided to own the report instead of white-labeling someone else's, used a research firm only for survey rigor and respondent recruitment, pressure-tested every question with product, mined the data for a narrative that was both true and commercially useful, and launched the report like a product.

This playbook captures what we learned building it — including the debates over whether a single adjective overstated the data, the question that produced the report's biggest finding, and the launch decisions that turned the asset into one of the company's top campaign drivers.

Who is this for

This playbook is for PMMs and content leaders who need to turn original research into a credible, differentiated market asset, especially in a category where the company has a right to play but does not yet own the conversation.

It will help teams that need the report to do two jobs at once: earn practitioner trust and create commercial momentum through pipeline, MQLs, sign-ups, sales outreach, executive social, and campaign distribution.

What you will learn

  • How to decide whether a state-of report deserves to exist.
  • How to design research that surfaces differentiated, commercially useful insights.
  • How to shape and launch findings into a branded market asset.
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