growth playbook · Oct 18, 2026

Spade growth playbook

Spade raised a $40M Series B in March and is moving from an enrichment API to a data and AI platform: an FIS integration in September and Predictions, a transaction foundation model, in October.

Six of its 13 open roles are commercial, including its first Enterprise BDR and first Product Marketing Manager, three AEs split by fintechs, mid-market banks and credit unions, and enterprise banks, and an Account Manager for expansion.

That says Spade is building a repeatable enterprise sales motion into banks on top of a fintech motion that already works. The gaps are in the proof a bank needs: no comparison or build-versus-buy pages, launch results buried in posts, homepage numbers that read as zero to crawlers, and no way for a bank to see its own data before a meeting.

Growth Score

Biggest Opportunity

Lead every bank conversation with the bank's own data: a free match-rate audit that opens the meeting, answers the build-in-house objection with numbers, and sets up Predictions and the FIS integration as next steps.

Biggest Risk

Large banks default to building in house or to the enrichment bundled with their aggregator, and a young enterprise team without written proof, references and comparison material loses those deals on trust rather than product.

Start here

The three moves to make first. Each one is written up in full below.

A free "match-rate audit" on 10,000 of a target bank's own transactions as the BDR's opening offer
Pick the first 25 accounts on the named list and write the two-sentence offer that goes to their head of data and head of cards.
High impact First result in 3 weeks
A build-versus-buy page and cost model for the in-house case that comes up in every large deal
Ask the CRO for the three most recent deals where build-in-house came up and what the bank estimated it would take.
High impact First result in 1 quarter
A one-page Predictions proof sheet for AEs: +35% on lending, fraud flagged five months early
Ask the data team for the method behind each result in three bullets.
High impact First result in 2 weeks

Your idea portfolio

20 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

7 ideas are marked Unexpected: plays you are unlikely to have tried.
2 of these are things Programmable can build and run for you.

This week 6

Quick wins with a clear first action.

The new Enterprise BDR is working a named list of banks that "already feel the problem", and the PMM is told the build-in-house case comes up in every large account. Nothing answers both faster than showing a bank its own unmatched merchants.
High impactLow effort First result in 3 weeks Enterprise BDR
First action
Pick the first 25 accounts on the named list and write the two-sentence offer that goes to their head of data and head of cards.
How to measure it
Audit offers that become qualified meetings
Now
–
Target
20% of audits delivered
By
8 weeks
Steps
Define the sample
10,000 descriptors with amount and date, no customer identifiers, sent through a secure upload under NDA.
Enterprise BDR 2 hours
Template the report
One page: match rate, geolocation rate, the 20 worst descriptors before and after, truncation examples, and a build-versus-buy note.
Product Marketing Manager 1 day
Automate the run
A script that turns an upload into the report in under 48 hours.
PM, Enrichment 2 days
Write the offer
Two sentences to the head of data and head of cards at each named account.
Enterprise BDR 2 hours
Clear it with security
A short data-handling note and the DPA ready before the first upload.
Chief Revenue Officer 2 hours
Hand over with context
Every audit that books a meeting goes to the AE with the report and the stakeholders attached.
Enterprise BDR ongoing
Track it
Offers sent, audits delivered, meetings booked and pipeline, weekly.
Enterprise BDR 30 minutes a week
First result
3 weeks
Cost
$0 beyond a few hours of data team time per audit
Owner
Enterprise BDR
Smallest test
Offer the audit to five fintechs on the list this week and count how many send a file.
Run this outreach. The sequence sent for you: addresses found and verified, replies routed to your CRM. Usually live within days.
Book a working session
Why it works
Ready to use
EmailAudit offer to a bank's head of data
Risks and how to handle them
Evidence
The homepage proof points for Bilt, Coast and Mercury render as placeholders in the page text. Search snippets, LinkedIn previews and AI answers about Spade are quoting a page that says $0.
Medium impactLow effort First result in 1 week Fullstack Engineer
First action
View the homepage source and list every counter whose number is not in the HTML.
How to measure it
Counters rendering as placeholders
Now
–
Target
zero
By
1 week
Steps
List the counters
Every animated number on the homepage and customer pages, with its real value.
Product Marketing Manager 1 hour
Render the value
Put the final number in the HTML and animate from it on the client.
Fullstack Engineer 3 hours
Check without JavaScript
Fetch the page with JavaScript off and confirm every number reads correctly.
Fullstack Engineer 30 minutes
Fix previews
Refresh LinkedIn and X link previews for the homepage.
Product Marketing Manager 30 minutes
Carry the numbers into metadata
Each customer story's description states its headline number.
Product Marketing Manager 2 hours
Add a check
A test in the site build that fails if a counter renders as zero.
Fullstack Engineer 1 hour
First result
1 week
Cost
$0, under a day of work
Owner
Fullstack Engineer
Smallest test
Fix the Bilt counter first and recheck the page text.
Why it works
Risks and how to handle them
Evidence
The PMM post says the build-in-house case "comes up in every large account". Large banks have data teams who believe they can match merchants themselves; nobody has put the real cost of that in front of them.
High impactMedium effort First result in 1 quarter Product Marketing Manager
First action
Ask the CRO for the three most recent deals where build-in-house came up and what the bank estimated it would take.
How to measure it
Losses to build-in-house
Now
–
Target
halved
By
2 quarters
Steps
Collect the objections
The exact build-in-house arguments from the last ten large deals.
Product Marketing Manager 2 days
Price the build
Roles, months, data sources and upkeep for a merchant graph at Spade's coverage and latency.
PM, Enrichment 2 days
Build the model
A spreadsheet the champion can edit with their own salaries and volumes.
Product Marketing Manager 2 days
Write the page
The cost of building, what it misses (geolocation, transfers, upkeep), and a link to the audit offer.
Product Marketing Manager 2 days
Train the AEs
A five-minute talk track for when the data lead says "we could build this".
Product Marketing Manager 1 hour
Track use
Note in the CRM when the model is sent and the outcome.
Chief Revenue Officer ongoing
First result
1 quarter
Cost
$0
Owner
Product Marketing Manager
Smallest test
Send the spreadsheet alone to the data lead in two open deals and ask for their edits.
Why it works
Risks and how to handle them
Evidence
Predictions launched on October 15 with two strong results (a lending model 35% better than a propensity model, and fraud merchants flagged five months before the issuer's first block), but both are unnamed and live in a blog post.
High impactLow effort First result in 2 weeks Product Marketing Manager
First action
Ask the data team for the method behind each result in three bullets.
How to measure it
Deals with Predictions in scope
Now
–
Target
30% of open bank opportunities
By
6 weeks
Steps
Write the method
How each result was measured, in plain words, with the time period.
Product Marketing Manager 2 hours
Design one page
Problem, result, method, three ways to use it, and the next step.
Product Marketing Manager 1 day
Add to the deck
Two slides in every bank pitch.
Product Marketing Manager 2 hours
Ask for names
Request a name or a reference call from both institutions.
CEO 1 week
Brief the AEs
A ten-minute session on when to raise it.
Product Marketing Manager 30 minutes
Measure
Deals with Predictions added and meetings it creates.
Chief Revenue Officer weekly
First result
2 weeks
Cost
$0
Owner
Product Marketing Manager
Smallest test
Send the one-pager to five open bank opportunities and count replies.
Why it works
Risks and how to handle them
Evidence
Since September 28, FIS debit issuing clients can turn on Spade inside FIS. Many of those issuers are the banks and credit unions the Mid-Market AE is hired to sell to, and the usual integration objection has gone.
High impactLow effort First result in 4 weeks AE
First action
Ask FIS for the approved language and whether a joint webinar is possible.
How to measure it
Opportunities with FIS issuers
Now
–
Target
15
By
end of quarter
Steps
Agree the message
Approved wording and logo use with FIS.
Chief Revenue Officer 1 week
Find the issuers
Mark FIS debit issuers on the target lists.
AE, Mid-Market 1 day
Write the sequence
Three emails: what changes for cardholders, how to turn it on, a statement before and after.
Product Marketing Manager 1 day
Run a webinar
30 minutes with an FIS product lead.
Product Marketing Manager 2 weeks lead
Offer the audit
Each issuer gets the match-rate audit on their own descriptors.
Enterprise BDR ongoing
Report
Replies, meetings and opportunities by issuer size.
AE, Mid-Market weekly
First result
4 weeks
Cost
$0
Owner
AE, Mid Market
Smallest test
Email ten FIS issuers already on the target list with the before-and-after statement.
Why it works
Risks and how to handle them
Evidence
Buyers comparing enrichment vendors search by name, and Spade has no comparison pages. Plaid Enrich and MX are bundled with aggregators, which is a different product from a merchant graph built for authorization at 40 ms.
Medium impactMedium effort First result in 2 months Product Marketing Manager
First action
Write the comparison table for Plaid Enrich from public documentation.
How to measure it
Contact-sales requests from comparison pages
Now
–
Target
10 a month
By
3 months
Steps
Research each vendor
Public documentation only, with links.
Product Marketing Manager 2 days
Write the fit
One paragraph on when each choice makes sense, including when it is not Spade.
Product Marketing Manager 1 day
Build the pages
Three pages with a shared template.
Fullstack Engineer 2 days
Target the searches
"Plaid Enrich alternative", "Ntropy vs", "MX data enhancement" in titles and headings.
Product Marketing Manager 2 hours
Arm the AEs
A link and one sentence for each competitor.
Product Marketing Manager 1 hour
Refresh quarterly
Recheck claims every quarter.
Product Marketing Manager 2 hours a quarter
First result
2 months
Cost
$0
Owner
Product Marketing Manager
Smallest test
Publish the Plaid Enrich page first and watch impressions for a month.
Why it works
Risks and how to handle them
Evidence

This quarter 8

The core plays for the next three months.

Spade sees billions of transactions a month and maintains a graph covering 99.9% of US and Canadian businesses. No one publishes how messy card and transfer data really is, so there is no number for a bank's AI team to quote.
High impactMedium effort First result in 2 months Product Marketing Manager
First action
Ask the data team which three aggregate statistics can be published without customer data concerns.
How to measure it
Meetings where the report was the opener
Now
–
Target
15 a quarter
By
second report
Steps
Pick the statistics
Three to five aggregate numbers, no customer-identifiable cuts.
Product Marketing Manager 1 day
Clear with legal
Confirm contracts allow aggregate publication.
Chief Revenue Officer 1 week
Write and design
Six pages, one chart per finding.
Product Marketing Manager 1 week
Pitch the press
American Banker, Payments Dive, Tearsheet and Fintech Business Weekly.
Product Marketing Manager 2 days
Arm outbound
One statistic per BDR sequence.
Enterprise BDR 2 hours
Repeat quarterly
Same statistics, so trends build.
Product Marketing Manager 1 week a quarter
Who to approach
American Banker
Read by bank executives and technology leads.
Payments Dive
Covers card and payments infrastructure.
Fintech Business Weekly
Widely read newsletter for fintech and banking operators.
First result
2 months
Cost
About a week of PMM time a quarter
Owner
Product Marketing Manager
Smallest test
Publish one statistic as a LinkedIn post from the CEO and measure replies from bankers.
Why it works
Risks and how to handle them
Evidence
The BDR post makes conference and dinner outreach part of the job, from invite lists to seat fill. Bank and fintech buyers attend the same few conferences, and a dinner with peers gets the meeting a booth does not.
High impactMedium effort First result in Next event Enterprise BDR
First action
Shortlist the next two conferences and invite one customer to speak at each dinner.
How to measure it
Pipeline per conference
Now
–
Target
$1M
By
each event
Steps
Pick the events
Two events in the next six months with the most named accounts attending.
Enterprise BDR 2 hours
Book the speaker
One customer per dinner.
Chief Revenue Officer 2 weeks
Invite from the list
40 personal invites for 12 seats.
Enterprise BDR 1 week
Pre-book meetings
15 meetings per event before arrival.
Enterprise BDR 3 weeks
Follow up in 48 hours
A note and the audit offer to every guest.
Enterprise BDR 1 day
Report
Meetings, pipeline and cost per event.
Enterprise BDR 1 hour
Who to approach
Money20/20 USA
The largest US payments and fintech conference.
Fintech Meetup
Built around pre-booked meetings between banks and fintechs.
First result
Next event
Cost
$8,000 to $15,000 per dinner and event
Owner
Enterprise BDR
Smallest test
Host a dinner for eight in New York before the next conference.
Why it works
Risks and how to handle them
Evidence
The Account Manager owns 5 to 10 enterprise relationships worth $2M to $5M and is asked to sell new products into them. Spade now has enrichment, transfer enrichment, the agent layer and Predictions, and most accounts buy one.
High impactMedium effort First result in 1 quarter Enterprise Account Manager
First action
Build the map for the three largest accounts.
How to measure it
Net revenue retention in enterprise accounts
Now
–
Target
130%
By
4 quarters
Steps
Map the teams
Every team in each account that touches transaction data.
Enterprise Account Manager 1 day per account
Match products to teams
One use case per unused product.
Enterprise Account Manager 2 hours per account
Prepare a proof
A relevant result for each use case (for example the Predictions lending result).
Product Marketing Manager 1 week
Book the conversation
One expansion meeting a month per account.
Enterprise Account Manager monthly
Price it
Expansion pricing rules agreed with the CRO.
Chief Revenue Officer 1 day
Review quarterly
Products per account and expansion revenue.
Enterprise Account Manager quarterly
First result
1 quarter
Cost
$0
Owner
Enterprise Account Manager
Smallest test
Run the expansion conversation with one account this month.
Why it works
Risks and how to handle them
Evidence
The PMM is hired to own win/loss and competitive intelligence "kept current from live deals". Without interviews, the team only knows what lost deals said on the way out.
Medium impactMedium effort First result in 2 months Product Marketing Manager
First action
List the last 20 decisions and email the buyers for a 30-minute call.
How to measure it
Win rate
Now
–
Target
+10 points
By
3 quarters
Steps
Pick the deals
20 recent decisions, wins and losses.
Product Marketing Manager 1 hour
Book the interviews
Offer a gift card or donation for 30 minutes.
Product Marketing Manager 2 weeks
Ask the same questions
Why they bought, who else they looked at, what almost stopped them.
Product Marketing Manager 10 hours
Code the reasons
A simple tag set for reasons and competitors.
Product Marketing Manager 1 day
Publish to the team
One page and a 20-minute session.
Product Marketing Manager 1 day
Change something
One positioning or enablement change per quarter.
Product Marketing Manager quarterly
First result
2 months
Cost
$1,000 to $2,000 a quarter in incentives
Owner
Product Marketing Manager
Smallest test
Interview three recent losses this month.
Why it works
Risks and how to handle them
Evidence
Spade has already shown it flagged high-risk transactions tied to the Paddle case months before the FTC acted, and Predictions flagged fraud merchants five months early for one issuer. Fraud and risk teams are buyers Spade reaches through those stories.
Medium impactMedium effort First result in 3 months Product Marketing Manager
First action
Draft the first note from the Paddle post and the Predictions fraud example.
How to measure it
Risk and fraud subscribers at target banks
Now
–
Target
300
By
6 months
Steps
Write the first note
One pattern, one case, one check.
Product Marketing Manager 1 day
Clear with legal
No customer data and no unproven claims.
Chief Revenue Officer 2 days
Build the list
Risk leaders on the named list, plus a signup page.
Enterprise BDR 1 week
Send monthly
Same day each month.
Product Marketing Manager 1 day a month
Route replies
Any reply from a named account goes to the AE.
Enterprise BDR ongoing
Measure
Subscribers, replies and meetings.
Product Marketing Manager monthly
First result
3 months
Cost
$0
Owner
Product Marketing Manager
Smallest test
Send the first note to 50 risk leaders and count replies.
Why it works
Risks and how to handle them
Evidence
The fintech motion "has proven success" and the docs are public, but every path starts with "Contact sales". Fintech engineers want to test enrichment on their own data before they talk to anyone.
High impactHigh effort First result in 1 quarter PM
First action
Decide the free allowance and the usage threshold that triggers an AE handoff.
How to measure it
Sandbox-sourced fintech opportunities
Now
–
Target
8 a month
By
2 quarters
Steps
Set the allowance
Free enrichments, rate limits and data rules.
PM, Agent Platform 2 days
Build signup and keys
Self-serve signup with a work email check.
Fullstack Engineer 2 weeks
Show results in the Console
A before-and-after view of the developer's own descriptors.
PM, Agent Platform 2 weeks
Define the handoff
Usage threshold that routes the team to the Fintech AE.
Chief Revenue Officer 1 day
Launch to developers
Docs, a launch post and fintech developer communities.
Product Marketing Manager 1 week
Review monthly
Signups, active teams and opportunities.
PM, Agent Platform monthly
First result
1 quarter
Cost
About six weeks of engineering
Owner
PM, Agent Platform
Smallest test
Hand out sandbox keys manually to ten fintech developers who visit the docs.
Why it works
Risks and how to handle them
Evidence
The Enterprise Banks AE post opens with the pitch: every bank has an AI strategy and none of it works without clean transaction data. That pitch is a workshop, not a demo.
High impactMedium effort First result in 6 weeks AE
First action
Write the workshop agenda and the one-page readiness checklist.
How to measure it
Workshops that become opportunities
Now
–
Target
60%
By
end of quarter
Steps
Write the agenda
Two hours: AI plans, data gaps, audit results, 90-day plan.
AE, Enterprise Banks 1 day
Build the checklist
One page the bank fills in before the session.
Product Marketing Manager 1 day
Offer it
To banks that completed the audit or replied to outreach.
AE, Enterprise Banks ongoing
Bring a data scientist
A Spade data scientist joins every session.
Chief Revenue Officer per workshop
Leave the plan
A written 90-day plan within three days.
AE, Enterprise Banks 1 day per workshop
Track it
Workshops, opportunities and cycle time.
AE, Enterprise Banks monthly
First result
6 weeks
Cost
$0 beyond team time
Owner
AE, Enterprise Banks
Smallest test
Run the workshop with one bank already in the pipeline.
Why it works
Risks and how to handle them
Builds on
Evidence
Spade has 14 published customer stories, but a regional bank asks one question: which bank like us uses this? The Account Manager owns the relationships that can answer it.
Medium impactLow effort First result in 1 quarter Enterprise Account Manager
First action
Ask the three happiest enterprise customers to join.
How to measure it
Active references
Now
–
Target
10
By
end of quarter
Steps
Invite customers
Start with healthy enterprise accounts.
Enterprise Account Manager 2 weeks
Tag them
Type, size, use case and products.
Product Marketing Manager 2 hours
Set the limits
No more than two calls a quarter each.
Enterprise Account Manager 30 minutes
Give AEs a request form
Deal, stage and the reference type needed.
Product Marketing Manager 2 hours
Thank them
A thank-you after each call and a yearly customer dinner.
Enterprise Account Manager ongoing
Measure
Win rate of deals with and without a reference.
Chief Revenue Officer quarterly
First result
1 quarter
Cost
$2,000 a quarter in thank-yous
Owner
Enterprise Account Manager
Smallest test
Recruit two references and use them in the next two late-stage deals.
Why it works
Risks and how to handle them
Evidence

Big bets 3

Larger plays that can change the trajectory.

The FIS deal put Spade inside a processor its debit issuers already use. Every other large processor and core is a channel to hundreds of banks and credit unions that would otherwise need a direct sale.
High impactHigh effort First result in 3 quarters CEO
First action
List the processors and cores serving the most accounts on the Mid-Market target list.
How to measure it
Processor and core partners live
Now
–
Target
3
By
4 quarters
Steps
Rank the platforms
By overlap with the target list.
Chief Revenue Officer 1 week
Package the integration
What the FIS integration needed, as a standard.
PM, Enrichment 4 weeks
Set the economics
Revenue share and pricing for partner-sourced banks.
CEO 2 weeks
Pitch the top three
Using FIS as the reference.
CEO 1 quarter
Launch jointly
A launch with each partner to its clients.
Product Marketing Manager per partner
Hire a partner manager
Once two partners are signed.
CEO 1 quarter
Who to approach
Fiserv
A large card processor and banking core serving many US banks and credit unions.
Jack Henry
Banking core and payments provider for community and regional banks and credit unions.
Galileo
Card issuing processor used by fintechs.
First result
3 quarters
Cost
A partner manager and integration engineering time
Owner
CEO
Smallest test
Hold a first meeting with one processor using the FIS case.
Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.
Book a working session
Why it works
Risks and how to handle them
Evidence
Predictions could have flagged fraud merchants five months before one issuer acted. Spade sees the same merchants across many customers, so a pattern found at one institution can warn the others.
High impactHigh effort First result in 3 quarters PM
First action
Ask three risk leaders at current customers whether they would share outcomes for earlier alerts.
How to measure it
Participating issuers
Now
–
Target
10
By
4 quarters
Steps
Test demand
Interviews with risk leaders at five customers.
PM, Agent Platform 3 weeks
Settle the legal model
Data sharing terms and consortium rules, with counsel.
CEO 1 quarter
Build the alert
Merchant, evidence, confidence, suggested action.
PM, Agent Platform 6 weeks
Close the loop
Issuer outcomes feed back to the model.
PM, Agent Platform 4 weeks
Launch with founding members
Three to five issuers.
Chief Revenue Officer 1 month
Publish results
Aggregate early-warning results each quarter.
Product Marketing Manager quarterly
First result
3 quarters
Cost
A quarter of product and data science work, plus legal
Owner
PM, Agent Platform
Smallest test
Send a manual monthly alert list to two customers and track what they confirm.
Why it works
Risks and how to handle them
Evidence
Spade covers 99.9% of US and Canadian merchants and counts NAventures, National Bank of Canada's corporate venture arm, as a Series B investor. Canada's market is concentrated in a few large banks, which suits an enterprise sale.
High impactHigh effort First result in 3 quarters CEO
First action
Ask NAventures for one introduction to the cards or data leadership at National Bank of Canada.
How to measure it
Canadian banks in pipeline
Now
–
Target
4
By
3 quarters
Steps
Ask for the introduction
Through NAventures, to cards and data leaders.
CEO 2 weeks
Check Canadian coverage
Match-rate audit on Canadian descriptors.
PM, Enrichment 2 weeks
Prepare compliance answers
Canadian data residency and privacy questions.
Chief Revenue Officer 3 weeks
Land one reference
A pilot with clear success measures.
AE, Enterprise Banks 2 quarters
Expand the list
The other large banks and major credit unions.
Enterprise BDR after the reference
Decide on a seller
Hire a Toronto-based AE once two opportunities are open.
CEO 1 quarter
First result
3 quarters
Cost
Founder time now; one AE later
Owner
CEO
Smallest test
Run the audit on Canadian descriptors from a current customer and share the result with NAventures.
Why it works
Risks and how to handle them
Evidence

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

Cardholders search strings like "SQ *" or "PAYPAL *" every day to work out a charge, and bank support teams answer the same question. Spade's merchant graph answers it in 40 ms.
Medium impactMedium effort First result in 3 months PM
First action
Check search volume for "what is" plus common descriptor prefixes and pick the first 200 to target.
How to measure it
Monthly organic visits to the lookup
Now
–
Target
20,000
By
2 quarters
Steps
Pick the scope
Card descriptors only, rate-limited, no personal data stored.
PM, Enrichment 2 days
Build the page
Input, result, and a short "how banks use this" section.
Fullstack Engineer 2 weeks
Create pages for common prefixes
One page per frequent descriptor pattern.
Product Marketing Manager 1 week
Protect the graph
Limits per IP and no bulk export.
PM, Enrichment 3 days
Add the API offer
Shown to repeat users from company networks.
Product Marketing Manager 1 day
Measure
Visits, lookups and inquiries.
PM, Enrichment monthly
First result
3 months
Cost
About three weeks of engineering
Owner
PM, Enrichment
Smallest test
Publish 20 static pages for the most searched descriptor prefixes and watch traffic.
Why it works
Risks and how to handle them
Evidence
Card and rewards leaders copy what works at Bilt, Cash App and Mercury. Spade powers parts of those programs and has their stories, but tells them as case studies, not as lessons other programs can apply.
Medium impactMedium effort First result in 2 months Product Marketing Manager
First action
Ask Bilt and Mercury whether they will co-write one teardown each.
How to measure it
Meetings attributed to the series
Now
–
Target
12
By
2 quarters
Steps
Pick six mechanics
One per customer story.
Product Marketing Manager 1 day
Recruit co-authors
A named lead at each customer.
Enterprise Account Manager 3 weeks
Draft and approve
One round of edits each.
Product Marketing Manager 1 week each
Publish and post
Customer and CEO post on LinkedIn the same day.
Product Marketing Manager 1 day each
Use in outbound
The matching teardown goes to similar prospects.
Enterprise BDR ongoing
Measure
Reads by target account and meetings.
Product Marketing Manager monthly
First result
2 months
Cost
$0
Owner
Product Marketing Manager
Smallest test
Publish one teardown from an existing case study.
Why it works
Risks and how to handle them
Evidence
A bank posting jobs for "transaction data scientist", "personalization" or "AI platform" leads has just funded the work Spade makes possible, and its new hires will need clean data in their first quarter.
Medium impactLow effort First result in 3 weeks Enterprise BDR
First action
Set up a weekly search of target-bank careers pages for the five trigger phrases.
How to measure it
Meetings per 100 triggered emails
Now
–
Target
6
By
6 weeks
Steps
Define the triggers
Five phrases that signal funded transaction-data work.
Enterprise BDR 1 hour
Search weekly
Target-bank careers pages and job boards.
Enterprise BDR 1 hour a week
Find the hiring manager
The team lead named or implied in the post.
Enterprise BDR 15 minutes each
Write the note
Reference the role, offer the audit, one result.
Enterprise BDR 15 minutes each
Add to the playbook
Record what works for future BDRs.
Enterprise BDR ongoing
Measure
Replies and meetings versus other outbound.
Enterprise BDR weekly
First result
3 weeks
Cost
$0
Owner
Enterprise BDR
Smallest test
Send ten triggered emails this week.
Why it works
Risks and how to handle them
Evidence

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

Agency

2 of the 20 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Outreach1The sequence sent for you: addresses found and verified, replies routed to your CRM.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

Tools for the rest

Info

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

Build this list in Info for idea #20 (opens programmable.info in a new tab)

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Find the companies

Talk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event

Other companies we have researched, each read from what they are hiring for.

See every playbook and website review

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

Days 1 to 308 ideas
Give the new BDR and AEs their tools: the match-rate audit, build-versus-buy model, Predictions proof, FIS issuer outreach, comparison pages and fixed homepage proof; start the first report and conference dinners.
Programmable can ship 1 of these in days.
Days 31 to 609 ideas
Build the repeatable engines: expansion maps, win/loss, the risk note, the developer sandbox, bank workshops, references, and the wildcard lookup, teardowns and hiring triggers.
Days 61 to 903 ideas
Commit to the platform bets on the first 60 days of evidence: processor and core partners, a shared risk feed and Canada.

Spade growth playbook

Diagnosis

A free "match-rate audit" on 10,000 of a target bank's own transactions as the BDR's opening offer

A build-versus-buy page and cost model for the in-house case that comes up in every large deal

A one-page Predictions proof sheet for AEs: +35% on lending, fraud flagged five months early

This week 6

How to run it: A free "match-rate audit" on 10,000 of a target bank's own transactions as the BDR's opening offer

Steps

Why it works

Why it works

Ready to use

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Fix the homepage stats that read "$0B+", "$0" and "0 in 3" to crawlers and AI assistants

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: A build-versus-buy page and cost model for the in-house case that comes up in every large deal

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: A one-page Predictions proof sheet for AEs: +35% on lending, fraud flagged five months early

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: "It's already in your FIS platform": outreach to FIS debit issuers, co-written with FIS

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Comparison pages for Spade vs Plaid Enrich, Ntropy and MX

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

This quarter 8

How to run it: A quarterly "State of merchant data" report: what 25-character descriptors hide, by category

Steps

Who to approach

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: Pre-booked dinners at Money20/20 and Fintech Meetup, run by the BDR

Steps

Who to approach

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them

Evidence

Evidence

How to run it: An expansion map for every enterprise account: which Spade products each one has not bought yet

Steps

Why it works

Why it works

Risks and how to handle them

Risks and how to handle them