7 SaaS Books That Separate Experts from Amateurs

Syed Balkhi, CEO of Awesome Motive, and Tope Awotona, CEO of Calendly, recommend these essential SaaS Books for founders and leaders

Syed Balkhi
Updated on June 28, 2025
We may earn commissions for purchases made via this page

What if the secret to SaaS success lies not just in code but in the pages of a well-chosen book? SaaS remains one of the fastest-evolving sectors, yet mastering its nuances can feel like chasing a moving target. With pricing models, sales tactics, and market dynamics shifting rapidly, how do you keep pace?

Two leaders who’ve navigated this terrain closely—Syed Balkhi, the entrepreneur behind over 30 software brands, and Tope Awotona, CEO of Calendly—have found invaluable guidance in select books. Syed praises Marcos Rivera’s Street Pricing for its graceful clarity on complex pricing, while Tope credits it for unlocking enterprise markets. These voices offer a beacon amid the noise.

While these expert-curated books provide proven frameworks, readers seeking content tailored to their specific SaaS experience, market focus, or business goals might consider creating a personalized SaaS book that builds on these insights. Tailored content can help you focus on what truly matters in your unique context.

Best for B2B SaaS pricing leaders
Syed Balkhi, entrepreneur and CEO behind over 30 software brands, discovered this book while refining pricing strategies for millions of users across his platforms. He notes, "Very few people can explain complex pricing strategies with the graceful clarity of Marcos Rivera." This clarity helped him rethink revenue models with a fresh perspective. Alongside him, Tope Awotona, CEO of Calendly, credits the book with enabling his company to tap into enterprise markets and reclaim value, highlighting its relevance for product-led growth firms aiming to scale. Their endorsements suggest this book is a practical guide for SaaS leaders navigating pricing challenges.
SB

Recommended by Syed Balkhi

Entrepreneur, CEO of Awesome Motive

Very few people can explain complex pricing strategies with the graceful clarity of Marcos Rivera. (from Amazon)

2022·296 pages·SaaS, Product Pricing, Value-Based Pricing, Monetization, Pricing Models

Unlike most SaaS books that focus on generic growth tactics, Marcos Rivera draws from his 20+ years in software leadership to dissect the elusive art of pricing. You learn precise frameworks for value-based pricing, discover common pitfalls in monetization, and explore real SaaS packaging strategies enhanced by interviews with seasoned veterans. For example, chapters on pricing over time guide you through iterative refinement rather than one-size-fits-all fixes. This book suits SaaS founders and product leaders aiming to improve revenue without alienating customers, though those seeking purely theoretical models might find it less appealing.

View on Amazon
Best for SaaS finance professionals
Eric Mersch has held multiple executive titles at publicly traded companies and currently serves as interim CFO to venture-backed and private equity-owned SaaS subscription companies across big data, cybersecurity, and internet infrastructure. His MBA from Harvard Business School and experience as a US Navy submarine officer give him a unique perspective. Drawing on this extensive background, Mersch wrote this book to clarify the fragmented understanding of SaaS business models and to guide leaders in creating strong, data-driven cultures that improve financial performance.
2023·258 pages·SaaS, Software, Strategy, Financial Management, Business Models

What happens when deep financial expertise meets the evolving SaaS landscape? Eric Mersch draws on over two decades in executive finance roles to untangle the complexities of SaaS business models, offering a clear framework for understanding their financial and operational components. You’ll find detailed guidance on building data-driven cultures and interpreting key metrics that drive sustainable growth. Chapters break down SaaS revenue recognition, customer lifetime value, and churn dynamics, equipping you with tangible insights to strengthen your company's performance. This book suits SaaS leaders, CFOs, and managers aiming for measurable business success rather than vague growth theories.

View on Amazon
Best for personalized growth plans
This AI-created book on SaaS growth is crafted based on your experience level and specific business goals. You share what growth areas you want to focus on and your current knowledge, and the book is tailored to guide you through relevant tactics and challenges. This tailored approach ensures you spend time learning strategies that fit your unique SaaS context rather than generic advice. It’s like having a mentor who understands your journey and builds a learning path just for you.
2025·50-300 pages·SaaS, SaaS Growth, Customer Acquisition, Retention Techniques, Scaling Models

This personalized book explores SaaS growth tactics specifically tailored to your business background and goals. It covers essential growth concepts and examines the nuances of customer acquisition, retention, and scaling within the SaaS industry. By matching the content to your unique needs, this tailored guide helps you navigate complex growth challenges with focused insights. The book reveals how to align your growth efforts with your market dynamics and product strengths, fostering a deeper understanding of sustainable expansion. Embracing a customized approach, it addresses your specific interests and skill level, making the learning both relevant and actionable for your SaaS journey.

Tailored Guide
Growth Optimization
1,000+ Happy Readers
Best for designing B2B SaaS pricing
Ulrik Lehrskov-Schmidt is the leading global expert on B2B SaaS pricing, having led hundreds of commercial redesigns across startups and multibillion-dollar enterprises. Holding advanced degrees in analytical philosophy and finance from Harvard University, his unique blend of entrepreneurial experience and academic rigor equips him to guide you through designing pricing models that resonate with customers and sales teams alike. His insights come from deep involvement with top venture capital and private equity clients, making this book a compelling resource for anyone serious about SaaS pricing.
2023·296 pages·Product Pricing, SaaS, Business Models, B2B, Marketing

The breakthrough moment came when Ulrik Lehrskov-Schmidt, a Harvard-trained finance expert and seasoned entrepreneur, recognized that traditional SaaS pricing strategies often miss the mark by ignoring both customer and sales team needs. This book teaches you how to craft pricing models that align product packaging with market demand, helping you identify metrics that fuel customer expansion while navigating budget constraints. By drawing on hundreds of real-world B2B SaaS pricing redesigns, it offers practical methods to validate pricing changes and transition existing customers smoothly. Whether you’re scaling a startup or leading a mature SaaS business, this guide equips you with the tools to optimize pricing models that directly impact growth and sales effectiveness.

View on Amazon
Best for bootstrapping SaaS startups
Rob Walling is a serial entrepreneur and one of the world's leading experts in SaaS, with nearly two decades of experience. Known for launching multiple successful SaaS startups, he offers practical strategies to help founders build and scale businesses without venture capital. His expertise anchors this book, delivering insights drawn from hands-on experience and real-world examples to guide you through the complexities of SaaS entrepreneurship.
2023·200 pages·Startup, SaaS, Pricing Strategy, Product Market Fit, Competitive Strategy

The SaaS Playbook emerges from Rob Walling's extensive experience as a serial entrepreneur deeply immersed in SaaS ventures. Walling, alongside Jason Cohen, distills nearly two decades of navigating startup challenges into a guide focused on building profitable software companies without external funding. You learn precise tactics for achieving product-market fit, structuring pricing to fuel growth, and responding strategically to competition, including when rivals imitate your offerings. The book balances practical frameworks with real-world examples, making it suitable for everyone from seasoned developers to no-code enthusiasts. If you're aiming to bootstrap a thriving SaaS business and avoid common pitfalls, this book offers grounded insights without overpromising.

View on Amazon
Best for SaaS email marketers
Étienne Garbugli is a recognized expert in SaaS email marketing and the founder of Outfunnel. With extensive experience in helping businesses optimize their email marketing strategies, he has a proven track record of increasing customer retention and revenue through effective email campaigns. His insights are drawn from real-world applications and successes in the SaaS industry.
2023·256 pages·Email Marketing, User Retention, SaaS, Email, Campaign Automation

What started as Étienne Garbugli's own challenges optimizing email campaigns at LANDR evolved into a detailed guide on SaaS email marketing. You’ll learn how to design targeted automated campaigns that increase onboarding, reduce churn, and boost monthly recurring revenue through precise timing and user segmentation. The book breaks down complex email sequences like onboarding, upselling, and retention into manageable frameworks, making it accessible even if you’re not a copywriting expert. If you manage or market a SaaS product with clear product-market fit, this book offers practical insights to systematically grow your email program's impact.

View on Amazon
Best for personal scaling plans
This AI-created SaaS scaling book is tailored to your unique business background, skill level, and growth goals. By sharing what aspects of SaaS scaling matter most to you, the book focuses on the precise tactics and challenges you face. Rather than generic advice, it delivers a clear, personalized path to rapidly boost your SaaS growth—highlighting the steps that fit your experience and objectives. This customization helps you learn efficiently and act confidently in scaling your software business.
2025·50-300 pages·SaaS, SaaS Fundamentals, Growth Tactics, Customer Acquisition, Revenue Optimization

This tailored SaaS scaling book explores targeted, actionable steps designed to accelerate your software business growth within 30 days. It covers essential aspects of scaling including customer acquisition, revenue optimization, operational efficiency, and product-market fit adjustment. By tailoring content to your unique background and goals, the book focuses on your interests and addresses challenges relevant to your SaaS stage. You’ll navigate key concepts such as rapid scaling tactics, performance measurement, and growth prioritization, all synthesized to match your experience level. This personalized approach reveals practical sequences and critical decision points that help you build momentum methodically, making complex scaling principles approachable and relevant to your business context.

Tailored Guide
Scaling Acceleration
3,000+ Books Created
Jacco van der Kooij is a recognized leader in sales methodologies and co-founder of Winning by Design, specializing in SaaS sales training. His extensive experience in sales development informs this guide, designed to help you master prospecting and build stronger customer relationships in SaaS sales.
The SaaS Sales Method for Sales Development Representatives:: How to Prospect for Customers (Sales Blueprints) book cover

by Jacco Van Der Kooij, Dan Smith, Winning by Design, Fernando Pizarro··You?

Jacco van der Kooij, co-founder of Winning by Design and a seasoned expert in SaaS sales training, wrote this book to address a critical gap in how Sales Development Representatives approach prospecting. You’ll learn concrete skills like identifying ideal customer profiles, uncovering genuine pain points, and tailoring conversations beyond surface-level pitches. The book breaks down the prospecting process into clear stages, such as qualifying leads and deepening customer understanding, making it especially useful if you’re a sales leader or individual contributor aiming to elevate your outreach effectiveness. It’s a practical read for anyone serious about mastering the nuances of SaaS sales development without fluff or oversimplification.

View on Amazon
Best for understanding China SaaS market
Michael Shang is a software evangelical and SaaS entrepreneur with a multidisciplinary mindset. He co-founded the first IDaaS company in China, which grew to hundreds of millions before being acquired in 2019. With a deep understanding of both startups and mega-platforms, Shang offers a unique perspective on the SaaS industry in China, drawing from his firsthand experiences and observations.
2023·236 pages·SaaS, Business Strategy, Market Analysis, Startup Growth, Platform Development

Michael S. Shang’s firsthand experience as co-founder of China’s pioneering IDaaS company shapes this insightful exploration of the SaaS landscape in China. He doesn’t just recount market trends; instead, he reveals the unique challenges and growth paths for SaaS in China, contrasting them with the U.S. trajectory. You’ll gain a nuanced understanding of acquisitions, mergers, and strategic pivots through Shang’s personal journey, especially in chapters detailing industry dynamics and platform evolution. This book suits anyone aiming to grasp SaaS development beyond Western models, particularly entrepreneurs and investors focused on China’s distinctive market.

View on Amazon

Get Your Personal SaaS Strategy in 10 Minutes

Stop following generic advice. Get targeted SaaS strategies tailored to your goals in under 10 minutes.

Targeted Growth Plans
Precise Pricing Models
Custom Sales Tactics

Trusted by SaaS founders and leaders worldwide

SaaS Growth Blueprint
30-Day SaaS Scale System
SaaS Trend Radar
Insider SaaS Secrets

Conclusion

Across these 7 titles, three clear themes emerge: the critical role of pricing strategy, the necessity of robust sales and marketing tactics, and the value of understanding diverse SaaS markets—from Western startups to China’s unique ecosystem.

If you’re grappling with monetization and customer retention, start with Street Pricing and The SaaS Email Marketing Playbook. For founders bootstrapping their ventures, The SaaS Playbook offers grounded strategies. Meanwhile, A Leap Forward provides insights for those eyeing the Chinese SaaS landscape.

Alternatively, you can create a personalized SaaS book to bridge the gap between general principles and your specific situation. These books can help you accelerate your learning journey and make smarter decisions in the fast-moving SaaS world.

Frequently Asked Questions

I'm overwhelmed by choice – which book should I start with?

Start with Street Pricing if monetization puzzles you, or The SaaS Playbook if you're launching a startup. Both offer practical, actionable advice that lays a solid foundation.

Are these books too advanced for someone new to SaaS?

Not at all. Several, like The SaaS Playbook and The SaaS Sales Method, break down concepts clearly, making them accessible for newcomers and seasoned pros alike.

What's the best order to read these books?

Begin with pricing-focused books like Street Pricing and The Pricing Roadmap, then explore sales and marketing guides, finishing with market-specific insights like A Leap Forward.

Do these books assume I already have experience in SaaS?

They vary. While some, like Hacking SaaS, dive into financial metrics suited for leaders, others provide foundational tactics useful even if you're just starting out.

Which book gives the most actionable advice I can use right away?

The SaaS Email Marketing Playbook offers clear frameworks for email campaigns you can implement immediately to improve retention and revenue.

Can personalized books really complement these expert recommendations?

Yes! While these books offer solid frameworks, a personalized SaaS book can tailor insights to your industry, skill level, and goals, helping you apply lessons effectively. Learn more here.

📚 Love this book list?

Help fellow book lovers discover great books, share this curated list with others!