GTM playbooks you can run yourself.
Step-by-step go-to-market playbooks. Each one names the goal, the tools and every step to get there, from outbound and paid media to RevOps and tracking.
OutboundBook meetings when a champion changes jobs
People who used and liked your product are your warmest prospects, especially when they start a new job. In this playbook, agents tag your champions, spot when they move, research the new company and draft a personal note. The account owner approves every message before it goes out, and the account they left gets a new main contact.
8 steps · 1 week
RevOpsTurn every sales call into CRM updates and a follow-up
When a recorded sales call ends, Claude Code agents read the transcript, match it to the deal, propose the CRM changes and draft the recap email. The person who ran the call approves both before anything is written or sent. The CRM stays current without anyone retyping their notes.
8 steps · 1 week
OutboundAnswer every outbound reply while the prospect is still interested
Every reply from email and LinkedIn lands in one queue, where a Claude Code agent sorts it and drafts the answer, with meeting times when the prospect is interested. The rep approves each answer before it goes out. Unsubscribes are honoured straight away, in every tool, without waiting for anyone.
8 steps · 1 week
GTM StrategyStructure an agency so agents do the delivery work
Map the commercial processes and their owners, then put the company in a private repository that Claude Code agents can read: rules, role agents, skills and a knowledge layer. Tools connect through MCP servers and CLIs with their own service identities and keys kept in a vault. Agents draft and run the repeatable delivery work. A named person approves anything client-facing, and access follows who works on which client.
8 steps · 4 weeks
OutboundTurn LinkedIn post engagement into warm accounts
When people like or comment on your team's LinkedIn posts, Claude Code agents enrich them, check the company against your ICP and attach the engagement to the account as a signal. They suggest a next step and draft a message where one fits. The account owner chooses: a personal message, a sequence, or nothing.
8 steps · 1 week
Performance MarketingCut wasted search spend every week
Every week, the search terms report is pulled from Google Ads and joined to your CRM. An agent classifies each term by intent and fit, proposes negative keywords and tighter match types, and drafts new keyword ideas from terms that convert. A person approves every change before it is uploaded through a Google Ads Editor file or a script; nothing is applied on its own.
Performance MarketingMake Google Ads and LinkedIn Ads optimise for pipeline, not form fills
Google Ads and LinkedIn Ads learn from what you send them. This playbook sends the CRM stages that matter, with agreed values, back to both platforms. Claude Code agents audit click-ID capture on every form, check the stage definitions against how the CRM is really used, prepare the uploads and reconcile what each platform received. A person approves the stages, the values and any switch in bidding.
8 steps · 2 weeks
