GTM Playbooks
Battle-tested playbooks from GTM operators. Copy, adapt, and run.
ABM
ABM Account Research Checklist
A step-by-step checklist for conducting thorough research on target ABM accounts before outreach.
Get playbookABM Multi-Threading Playbook
A tactical playbook for engaging multiple stakeholders within target accounts to increase deal velocity and win rates.
Get playbookHow to Run an ABM Campaign
A complete playbook for launching an account-based marketing campaign from account selection to pipeline generation.
Get playbookAnalytics & Reporting
How to Build a Sales Dashboard
A guide to designing a sales dashboard that surfaces the metrics your team actually needs to hit quota.
Get playbookHow to Build an Attribution Model
A guide to setting up marketing attribution that accurately measures which channels drive pipeline and revenue.
Get playbookHow to Set Up Competitor Monitoring
A guide to building a competitor monitoring system that surfaces actionable intelligence for your GTM team.
Get playbookHow to Set Up Lead Scoring
A practical guide to building a lead scoring model that helps sales focus on the right accounts.
Get playbookContent & SEO
Blog Post SEO Framework
A framework for optimizing blog posts for search engines from keyword research through publication.
Get playbookContent Audit Checklist
A comprehensive content audit checklist for B2B websites. Covers inventory, performance scoring, and action planning for every page on your site.
Get playbookContent Distribution Checklist
A checklist for distributing content across all relevant channels to maximize reach and engagement.
Get playbookContent Repurposing Playbook
A playbook for turning one piece of content into multiple formats to extend reach and maximize ROI.
Get playbookHow to Create a Content Calendar
A playbook for building a content calendar that aligns publishing with pipeline goals and SEO strategy.
Get playbookHow to Measure Content ROI
A guide to measuring the real business impact of your content marketing efforts beyond vanity metrics.
Get playbookCustomer Success
Customer Onboarding Playbook
A structured playbook for onboarding new customers from contract signature through first value milestone.
Get playbookExpansion Revenue Playbook
A playbook for identifying and executing expansion revenue opportunities within your existing customer base.
Get playbookHow to Reduce Customer Churn
A playbook for identifying at-risk accounts early and implementing retention strategies that protect recurring revenue.
Get playbookQBR Preparation Checklist
A comprehensive checklist for preparing and delivering effective Quarterly Business Reviews with customers.
Get playbookData & Enrichment
Contact Verification Checklist
A checklist for verifying contact data accuracy before loading records into outreach sequences.
Get playbookData Hygiene Playbook
A practical playbook for maintaining clean, accurate, and actionable data across your GTM tech stack.
Get playbookEnrichment Waterfall Setup Guide
A guide for configuring a multi-vendor data enrichment waterfall to maximize coverage and accuracy.
Get playbookHow to Build a Data Enrichment Waterfall
A technical guide to chaining multiple data providers into a waterfall that maximizes enrichment coverage and minimizes cost.
Get playbookEvent Marketing
B2B Event Planning Checklist
A comprehensive B2B event planning checklist covering timelines, logistics, promotion, and post-event follow-up for conferences and hosted events.
Get playbookHow to Run a Webinar That Generates Pipeline
A playbook for planning and executing webinars that create real sales pipeline, not just registrations.
Get playbookOperations & Process
CRM Hygiene Playbook
A CRM hygiene playbook for RevOps teams. Covers data quality rules, deduplication, field standardization, and ongoing maintenance processes.
Get playbookCross-Functional Alignment Playbook
A playbook for aligning Sales, Marketing, and Customer Success teams around shared GTM goals and processes.
Get playbookGTM Launch Checklist
A complete GTM launch checklist for new products and features. Covers positioning, sales enablement, marketing campaigns, and post-launch measurement.
Get playbookGTM Tech Stack Audit Checklist
A GTM tech stack audit checklist for RevOps teams. Evaluate tool utilization, integration health, overlap, and cost efficiency across your stack.
Get playbookSDR & Outbound
B2B Objection Handling Playbook
A complete B2B objection handling playbook with response frameworks for pricing, timing, competition, and authority objections in outbound sales.
Get playbookCompetitive Displacement Playbook
A playbook for targeting and winning accounts that currently use a competitor's product.
Get playbookHow to Build an Outbound Sequence
A step-by-step playbook for designing multi-touch outbound sequences that book meetings consistently.
Get playbookHow to Onboard New SDRs in 30 Days
A structured 30-day playbook for ramping new SDRs to full productivity with clear milestones and checkpoints.
Get playbookHow to Optimize Cold Email Deliverability
A technical guide to improving cold email deliverability so your outbound messages actually reach the inbox.
Get playbookSDR Daily Workflow Playbook
A structured daily workflow for SDRs to maximize productivity and pipeline generation.
Get playbookSDR Onboarding Checklist
Complete SDR onboarding checklist covering tools, training, and ramp milestones. Get new sales reps productive in 30 days or less.
Get playbookSocial Media
Employee Advocacy Program Playbook
A complete employee advocacy program playbook for B2B companies. Covers enrollment, content supply, guidelines, measurement, and incentive structures.
Get playbookHow to Run LinkedIn Outreach at Scale
A playbook for running LinkedIn outreach that generates meetings without getting your account restricted.
Get playbookLinkedIn B2B Posting Playbook
A B2B LinkedIn posting playbook with post templates, hook formulas, engagement tactics, and a growth framework for company and personal profiles.
Get playbookWorkflow Automation
How to Automate Lead Routing
A technical guide to building automated lead routing rules that get the right leads to the right reps instantly.
Get playbookLead Routing Automation Guide
A guide for building automated lead routing rules that assign leads to the right rep within minutes.
Get playbookWorkflow Audit Checklist
A checklist for auditing existing workflow automations to ensure they are accurate, efficient, and still relevant.
Get playbookPlaybooks are good. Automation is better.
GTMStack turns these manual playbooks into automated workflows. Same logic, zero repetitive work.