The fillable companion to Seed to Series B. It turns the thirteen frameworks from the book into worksheets you fill in for your actual company, at your actual stage.
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Download the PDFEach page maps to a single decision the book walks you through. Read the chapter, then fill in the page.
A fillable PDF. Click any field and type, then save. Or print it and write by hand.
Whether your motion is PLG or sales-led, every tool ties marketing to a real outcome, an activated user or a booked meeting, not download volume.
The same sequence as the book. Work through a page after you finish the matching chapter, or use the whole workbook as a standing diagnostic when a marketing decision is in front of you.
Most founders who fail at marketing do not fail because they chose the wrong tactics. They fail because they made the wrong strategic decisions before the first dollar was spent. Hired before they had positioning. Scaled a channel before they knew if it worked. Spent on campaigns before their foundation could hold the weight.
Seed to Series B: Marketing Decisions Without the Expensive Mistakes is not a tactics book. It is a decision guide for founders navigating the most important marketing choices of their company's early life. Across thirteen chapters, four composite founders work through the decisions that define whether a marketing investment builds a company or burns its runway. This workbook turns those thirteen decisions into worksheets you can fill in.
This is for Series A and B B2B SaaS founders with a real marketing decision in front of them right now. A hire, a channel, a budget, a number you cannot yet defend.
Fill the pages in as your company actually is today, not where you want it to be. If a worksheet feels uncomfortable to fill in, that discomfort is the signal. It is showing you exactly where the next decision lives.
If working through the workbook raised questions you want to pressure-test for your specific company, Tom works with a small number of Series A and B B2B SaaS founders as an embedded Portfolio CMO. He takes the engagements where the decisions in the book are the decisions in front of you.