Playbooks
Playbooks
“Playbooks” is the third leg of Kyle’s “process, people, and playbooks” frame for how tech gets built — the through-line of The Professionalization of Startups and its sequel Revisiting The Professionalization of Startups. The argument: a generation of operators spent years not just learning but inventing the playbooks and best-practices of modern company-building (PLG, GTM motions, the Figma approach), becoming “nodes within the collective knowledge base around building technology,” and that generation is now “coming into their own as managers and leaders.” Tools like purpose-built PLG CRMs exist precisely to “replicate the hard-won lessons of the past few years.” In The State of Startup Media, producing playbooks is held up as an example of generating new knowledge — “playbooks, open-source code, demo videos — rather than merely curating the old.”
But Kyle’s essays carry an explicit caution. In the “Playing the Playbook Game” retrospective, he notes that many companies now follow “fairly established playbooks,” which raises two questions: how much arbitrage is left in the known-knowns, and how exposed a well-known playbook becomes to manipulation. There is a spectrum “where playbooks can be transformative or manipulative” — as the game becomes well-understood, people start “playing on the weaknesses of the game itself.” His closing advice: “learn from the people, processes, and playbooks that have been explored. But don’t turn them into dogma.”
Within the wiki, “Playbooks” also functions as a hub for a family of domain-specific operating guides — Playbook: Sales, Playbook: Product, Playbook: Growth, Playbook: Marketing, Playbook: Operations, Playbook: Finance, Playbook: M&A, and others — alongside the broader operating concepts (Product, Sales, Growth, Management, M&A) they instantiate. The Quick Capture links below are sources Kyle saved while building out this topic.
Playbook aggregation (Roam project)
Kyle’s running plan for which operating playbooks to build out, prioritized. Open-source reference list of docs: almanac.io.
Skills — Priority 1
- Playbook: Technical Recruiting
- Playbook: Marketing
- Playbook: Growth
- Playbook: Sales
- Playbook: M&A
- Playbook: Product
- Playbook: Finance
Skills — Priority 2
- Playbook: Taxes
- Playbook: Leadership
- Playbook: Government Regulation
- Playbook: Professional Services
- Playbook: Consumer Packaged Goods
- Playbook: Marketplaces
- Playbook: Operations
- Playbook: Supply Chain
- Playbook: Real Estate
Vertical
Playbooks to review
Quick Capture links — June 29th, 2021
- Investing 101 2.0 - https://www.wsj.com/articles/billionaires-secret-buyout-formula-110-instructions-and-an-intelligence-test-1531151197?eminfo=%7b%22EMAIL%22%3a%222iBDIHKg86%2bAqtp%2fUag3Qd6HGpWbRE2a%22%2c%22BRAND%22%3a%22FO%22%2c%22CONTENT%22%3a%22Newsletter%22%2c%22UID%22%3a%22FO_DTA_0EC45B5E-02EF-44E3-AA31-C66682746178%22%2c%22SUBID%22%3a%2271539857%22%2c%22JOBID%22%3a%22814789%22%2c%22NEWSLETTER%22%3a%22DATA_SHEET%22%2c%22ZIP%22%3a%22%22%2c%22COUNTRY%22%3a%22%22%7d
Quick Capture links — June 18, 2026
Links Kyle saved to this topic on June 18, 2026 (manual capture batch).
- https://www.amazon.com/Cracking-Sales-Management-Code-Performance/dp/0071765735 — Cracking the Sales Management Code (Jason Jordan & Michelle Vazzana) — the metrics that actually let you manage sales performance. Sales Operational Skills
Quick Capture links — April 30th, 2020
Links Kyle saved to this topic in his April 30th, 2020 Roam “Quick Capture” log.
- https://www.nfx.com/post/fintech-enabled-marketplaces — NFX on fintech-enabled marketplaces (embedding financial services into marketplaces as a growth/monetization playbook).
- https://thinkandgrowinc.com/startup-board-report/ — Think & Grow startup board report.
- https://thesaasplaybook.substack.com/ — The SaaS Playbook (Substack newsletter). people-to-follow
Where this appears
- The Professionalization of Startups — “process, people, and playbooks” as the frame; operators who invented the playbooks becoming managers and leaders.
- Revisiting The Professionalization of Startups — the retrospective caution: playbooks span transformative to manipulative; don’t turn them into dogma.
- The State of Startup Media — playbooks as an example of producing new knowledge rather than curating the old.
Related concepts
- GovTech
- Growth
- Investing 101 2.0
- M&A
- Management
- Playbook: Finance
- Playbook: Government Regulation
- Playbook: Growth
- Playbook: M&A
- Playbook: Marketing
- Playbook: Operations
- Playbook: Product
- Playbook: Restaurants
- Playbook: Sales
- Playbook: Taxes
- Product
- Product Management
- Professional Services
- Sales
Saved references
- How I Automated All of My Social Media — Pat Walls’ playbook for automating business social accounts. Saved April 17th, 2020.
Referenced in
- Growth note
- Investing 101 2.0 note
- Management note
- Operational Skills note
- Playbook: Finance note
- Playbook: Government Regulation note
- Playbook: Growth note
- Playbook: M&A note
- Playbook: Marketing note
- Playbook: Operations note
- Playbook: Product note
- Playbook: Restaurants note
- Playbook: Sales note
- Playbook: Taxes note
- Product note
- Product Management note
- Professional Services note