← all resources

free playbook · the GTM engine

The GTM playbook

How to find your first paying customers without ads, in reading order. Each board is one phase; each card is a stage with its own page and the deep dives under it. Start at the top left and work across.

0 of 15 stages read
phase 1 · who buys

Understand

3 stages, 7 deep dives.

  1. Brief intakestage 1 of 15 · 3 deep dives

    The ICP is only as good as the brief under it. This page lists every field the brief needs, where each one comes from, how much to trust it, and which line of the ICP it feeds.

    open stage 1
  2. Market researchstage 2 of 15 · 2 deep dives

    Before the ICP is drawn: list the competitors, map every channel they distribute through, and note where their customers talk and complain. The gaps in that map are where you start.

    open stage 2
  3. ICP and the trigger windowstage 3 of 15 · 2 deep dives

    Turn the brief into a filter anyone can check from outside: who fits, who you'd turn away, and the trigger window that says when someone is ready.

    open stage 3

hands off a filter of who fits and who doesn't

phase 2 · who's ready

Listen

5 stages, 14 deep dives.

  1. Buying momentsstage 4 of 15 · 2 deep dives

    Who is ready to buy, how you spot them, and how one person moves from a random post on the internet to someone you message. Five words, how a link becomes moments, the tree, then the full map.

    open stage 4
  2. Detectorsstage 5 of 15 · 3 deep dives

    A detector is a rule that watches one place for one moment: where to look, what to match, how strong a match has to be, and how fresh.

    open stage 5
  3. Your own sourcesstage 6 of 15 · 3 deep dives

    Store your own feeds the way a data lake does: transcripts, RSS, newsletters, communities and bookmarks, each pulled once, kept raw and checked for health.

    open stage 6
  4. Signalsstage 7 of 15 · 3 deep dives

    A signal is one real person caught in one trigger: the post, listing or event a detector matched, frozen as it was, judged, and routed.

    open stage 7
  5. Lead scoring and mergingstage 8 of 15 · 3 deep dives

    A qualified lead is one real person who fits the ICP and shows fresh intent. This page covers how signals about the same person merge into one lead, the lead as an object, how a lead is scored and tiered, a library of…

    open stage 8

hands off a ranked list of people who are ready now

phase 3 · one play at a time

Act

3 stages, 12 deep dives.

  1. Playbook librarystage 9 of 15 · 4 deep dives

    Twenty-two distribution playbooks, written out message by message: what to send, on which day, to whom, and when to stop. Paste your site once and every template fills itself in.

    open stage 9
  2. Campaignsstage 10 of 15 · 4 deep dives

    A campaign is one run of one playbook, with its sequence, on one segment, inside a window. It has an offer, a stop rule, arms and a holdout.

    open stage 10
  3. Sequences and stepsstage 11 of 15 · 4 deep dives

    A sequence is a playbook's messages in order: which step goes out, on which day, on which channel, who sends it, and what ends it.

    open stage 11

hands off messages actually sent, each one traceable

phase 4 · keep what paid

Learn

4 stages, 20 deep dives.

  1. Tracking planstage 12 of 15 · 4 deep dives

    What to record at every stage of the pipeline so that, months from now, the data can answer which triggers pay, which detectors are right, which leads reply, and which messages work, and can train models that do it…

    open stage 12
  2. Funnel and metricsstage 13 of 15 · 4 deep dives

    The funnel is the ladder a person climbs from "found" to "paid". This page defines both ladders, the one rule for picking the constraint, every metric once (the formula, the window and the event it reads), how a sign-up…

    open stage 13
  3. Experimentation enginestage 14 of 15 · 8 deep dives

    Every stage has a knob: a prompt, a rule, an offer, an opener, a send time. The experimentation engine picks which knob to test, assigns at random, reads the result against a rule written before launch and records what it learned.

    open stage 14
  4. Improvement loopstage 15 of 15 · 4 deep dives

    Every number the pipeline records gets a line it shouldn't cross. When a metric crosses its line, the loop fires: it diagnoses which part broke, writes one hypothesis, and hands a test to the Experimentation engine.

    open stage 15

hands off one tested change, then the loop

Read marks are saved only in this browser.