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Home / Enablement Hub / Insights / Guides and eBooks / Data Protection Playbook #1

Data Protection Playbook #1: Customer Pre-Adoption and Exploration Stage

Access the Playbook
11th November 2025
Unlock the first Data Protection Playbook for Partners

Unlock the first Data Protection Playbook for Partners

Confidently position, sell, and deliver data protection solutions that bring data security, continuity and compliance closer together for your customers. 

In today’s hybrid cloud world, data protection is a business imperative.

SMBs face relentless threats: ransomware, insider risks, compliance complexity and operational downtime. Yet many partners struggle to connect cybersecurity and continuity investments to measurable business value.

Crayon’s new Data Protection Playbook series will give you the frameworks, conversation guides and solution mapping you need to help your customers protect what matters most, while growing your own business.

What's inside the first Data Protection Playbook?

What's inside the first Data Protection Playbook?

What triggers a small or medium sized business to begin exploring their Data Protection needs?  The first Playbook in this new series breaks down the Pre-Adoption and Exploration stage in the customer lifecycle.

You’ll get:

  • The Data Protection Maturity Model: Assess where your customers (and your own business) sit on the curve. Our model provides an ‘at-a-glance’ visual of how the solution and service scope for partners expand as customers mature from basic backups to fully orchestrated data resilience.
  • Actionable Plays: Use proven hooks and business-outcome framing to accelerate deals and deepen relationships.

 

  • Persona-Based Conversation Guides: Tailor your approach for C-levels, IT managers, compliance owners and application owners. Frame how Data Protection addresses their unique concerns, and how to attach investment to the metrics that matter most to their roles and responsibilities.
  • IT Stakeholder Expertise: Understand how the ‘home base’ area of expertise for IT leaders can influence how they think about Data Protection, and how to modify your approach to hook their interest.
  • Vendor & Service Mapping: Identify the solution foundations, focus and fit for customers that are in the Pre-Adoption and Exploration stage. Practical charts and tables that map where Microsoft, Veeam, AvePoint, Wasabi, Netwrix, Acronis and others meet early Data Protection needs for your customers.

 

Next Up in the Data Protection Playbook Series.

Next Up in the Data Protection Playbook Series.

Download the first Data Protection Playbook: Pre-Adoption and Exploration Stage to be notified as each new Playbook is released:

Stage 1: Customer Pre-Adoption and Exploration Stage

Stage 2: Consolidate and Extend

Stage 3: Automate and Optimise

Stage 4: Orchestrate and Assure

Data Protection is a Growth Opportunity

Data Protection is a Growth Opportunity

Effectively protecting SMB data requires more than deploying individual tools.  It requires coordinated solutions and services that align to business objectives, IT priorities and operational actions.

If you’re ready to get underway, download the Data Protection Playbook: Pre-Adoption and Exploration Stage today.

Have immediate opportunities? Confirm your interest in a 40 minute workshop call with our Data Protection team, and we’ll be in touch to get the ball rolling.

We have successfully received your sign-up! Please check your inbox to download the Data Protection Playbook #1!

Related tags:
Data security operational data resilience Data Continuity Data Protection WasabiuSecureSecurity AssessmentsPartner BusinessSecurityAvePointContinuityRisk and ResilienceAcronisMicrosoftVeeam
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