Erin Balsa – The Research Report Playbook

The Research Report Playbook is your ultimate guide to creating impactful, revenue-generating research reports for the B2B SaaS industry. Led by Erin Balsa, a seasoned content marketing leader with over eight years of experience, this course provides the strategies, templates, and confidence you need to excel in research-driven content marketing.

What You Get

With Erin’s vast experience working with renowned B2B SaaS brands like HubSpot, Drift, G2, and monday.com, as well as advising MarTech and edtech companies, this course consolidates years of expertise into actionable lessons. Learn to create reports that generate significant revenue—like her famous Remote Work Report, which drove $680,000 in revenue.

• Strategies for planning, creating, and distributing high-impact research reports.
• A plug-and-play TEMPLATE to simplify your workflow and save time.
• Step-by-step guidance to overcome challenges like data collection, storytelling, and promotion.
• Lessons infused with Erin’s trademark sarcasm and engaging teaching style.

Course Overview

This course breaks down every aspect of research report creation into clear, actionable lessons. With practical insights and tools, you’ll learn how to craft reports that resonate with your audience and drive measurable results.

Lesson 1: Course Intro

Kick off the course with a warm welcome and a clear overview of objectives. Understand how this playbook will transform your approach to research report creation.

Lesson 2: Planning + Project Management

Learn how to organize all the moving parts of a research project. Erin shares her proven strategies for setting expectations, streamlining workflows, and keeping your team aligned.

Lesson 3: Data Collection + Analysis

Discover how to secure a valid audience, craft compelling questions, and analyze raw data to uncover valuable insights. Gain the skills to ensure your data supports a strong and engaging storyline.

Lesson 4: Report Writing + Design

Turn your outline into a polished, professional report. Erin walks you through every step of writing and designing reports that captivate readers and deliver key insights effectively.

Lesson 5: WebDev + Tracking

Learn how to set up campaign tracking, perform quality assurance, and ensure your report is optimized for digital distribution.

Lesson 6: Organic Promotion + PR

Erin shares strategies for generating attention and leads organically. Master the art of leveraging PR to amplify your report’s reach and engagement.

Lesson 7: Paid Promotion

Plan effective ad campaigns and craft persuasive ad copy to ensure your research report reaches the right audience and drives results.

Lesson 8: Sales Enablement

Help your sales team have more productive conversations by equipping them with data-driven insights and tools derived from your research reports.

Lesson 9: Post-launch

Analyze the results of your report, gather feedback, and refine your process to make continuous improvements for future projects.

Lesson 10: Monetization

Learn how to sell research reports to clients and turn your expertise into a lucrative revenue stream. Erin shares actionable tips for monetizing your reports effectively.

Lesson 11: My Writing Process Deep Dive (Bonus)

Get an exclusive look into Erin’s data storytelling process. Follow her step-by-step approach to crafting compelling narratives that keep readers engaged and informed.

Why This Course Matters

Research reports are powerful tools for establishing authority, driving revenue, and building meaningful connections with your audience. With Erin Balsa’s expertise, you’ll gain the skills and confidence to create reports that stand out in the crowded B2B SaaS landscape.

Additional Insights

As a participant, you’ll have access to practical templates, real-world examples, and Erin’s unique teaching style that combines expertise with humor and relatability. This course isn’t just about learning—it’s about transforming the way you approach research report creation and distribution.

By the end of the program, you’ll be equipped to confidently tackle every stage of the process, from data collection to promotion, ensuring your reports deliver value and drive results.

Ready to Elevate Your Content Strategy?

Don’t miss this opportunity to learn from one of the best in the business. Sign up for The Research Report Playbook today and start creating reports that make an impact!