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Cross-Functional GTM Playbooks

Cross-Functional GTM Playbooks

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Playbook: How to Design Community Experiences People Actually Want to Return To

This playbook explains how to design community experiences that create return behavior by focusing on relevance, facilitation, specificity, and follow-through.
# Format: Playbooks
# Community
Leslie Barber
Joshua Zerkel
Leslie Barber & Joshua Zerkel ¡ Jun 15th, 2026
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Playbook: How to Measure Community Resonance Without Getting Stuck in Vanity Metrics

This playbook explains how to measure community resonance by tracking contribution, trust, repeat participation, and peer interaction instead of relying only on top-line reach metrics.
Leslie Barber
Joshua Zerkel
Leslie Barber & Joshua Zerkel ¡ Jun 9th, 2026
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How Community Adds Value Across GTM

Learn how community helps GTM teams create better context for marketing, sales, brand, product, customer success, and leadership.
# Community
# GTM Strategy
Joshua Zerkel
Joshua Zerkel ¡ Jun 8th, 2026
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Playbook: How to Build More Depth Inside a Growing Community

This playbook explains how to build more depth inside a growing community by creating smaller, more intentional experiences that increase trust, contribution, and repeat participation.
# Community
# Format: Playbooks
Leslie Barber
Joshua Zerkel
Leslie Barber & Joshua Zerkel ¡ Jun 5th, 2026
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Playbook: How to Measure Community Engagement During a Migration

Learn how to measure community engagement during a migration by tracking meaningful behavior, interpreting quiet signals, and adjusting your strategy over time.
# Community
# Format: Playbooks
Patricia Feitosa
Joshua Zerkel
Patricia Feitosa & Joshua Zerkel ¡ Jun 4th, 2026
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Playbook: How to Build New Participation Habits After a Community Migration

Learn how to build new participation habits after a community migration through clearer entry points, repeated reminders, visible activity, and lower-friction member journeys.
# Community
# Format: Playbooks
Patricia Feitosa
Joshua Zerkel
Patricia Feitosa & Joshua Zerkel ¡ May 28th, 2026
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Playbook: How to Prepare Members for a Community Migration

Learn how to prepare members for a community migration by understanding behavior, preserving continuity, reducing friction, and clearly communicating value.
# Community
# Format: Playbooks
Patricia Feitosa
Joshua Zerkel
Patricia Feitosa & Joshua Zerkel ¡ May 26th, 2026
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Playbook: How To Explain The Difference Between Community And Audience Inside Your Company

A guide to explaining the difference between community and audience so internal stakeholders can better understand community strategy and support it effectively.
# Community
# Marketing & Growth
# Format: Playbooks
# Format: Resources
Ashley Williams
Joshua Zerkel
Ashley Williams & Joshua Zerkel ¡ May 19th, 2026
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Playbook: How To Build A Community Function That Supports Multiple Business Goals

A practical guide to designing a community function that supports marketing, product, customer success, and other business goals without losing strategic focus.
# Community
# GTM Strategy
# Format: Playbooks
# Format: Thought Leadership
Ashley Williams
Joshua Zerkel
Ashley Williams & Joshua Zerkel ¡ May 12th, 2026
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Playbook: How To Turn Internal Skeptics Into Community Champions

A step-by-step playbook for community leaders who need to win internal buy-in, educate stakeholders, and turn skepticism into long-term support.
# Community
# GTM Strategy
# Format: Playbooks
# Format: Resources
Ashley Williams
Joshua Zerkel
Ashley Williams & Joshua Zerkel ¡ May 7th, 2026
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Resource

Playbook: Identifying the Customer Signals That Actually Influence Strategy

A practical framework for identifying which customer engagement signals should influence product strategy, GTM decisions, and executive planning.
# GTM Strategy
# Format: Playbooks
Joshua Zerkel
Joshua Zerkel ¡ Apr 21st, 2026
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Playbook: Preventing Signal Overload While Maintaining Context

A leadership framework for prioritizing customer signals and avoiding signal overload across Product, Marketing, Sales, and Customer Success.
# GTM Strategy
# Format: Playbooks
# Format: Thought Leadership
Joshua Zerkel
Joshua Zerkel ¡ Apr 21st, 2026
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Playbook: Building Psychological Safety in Communities

A guide to building psychological safety in communities so members feel comfortable asking questions, sharing ideas, and participating openly.
# Community
# Format: Playbooks
Brittney Aston
Joshua Zerkel
Brittney Aston & Joshua Zerkel ¡ Apr 21st, 2026
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Playbook: Turning Engagement Signals Into Cross-Functional Decisions

A practical framework for translating customer engagement signals into strategic decisions across Product, Marketing, Sales, and Customer Success.
# GTM Strategy
Joshua Zerkel
Joshua Zerkel ¡ Apr 20th, 2026
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The Context First Framework: Turning Customer Signals Into Strategy

The Context First Framework explains how organizations identify customer signals, interpret them across teams, and turn them into strategic decisions.
# GTM Strategy
# Format: Playbooks
Joshua Zerkel
Joshua Zerkel ¡ Apr 16th, 2026
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Playbook: Designing Clear Participation Paths in Communities

A practical guide to designing participation paths in communities so members understand how to engage, contribute knowledge, and help one another.
# Community
# Format: Playbooks
Brittney Aston
Joshua Zerkel
Brittney Aston & Joshua Zerkel ¡ Apr 13th, 2026
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Playbook: Designing Clear Orientation in Online Communities

A practical guide to designing community orientation so members immediately understand where they are, how the space works, and how to begin participating.
# Community
# GTM Strategy
# Format: Playbooks
Brittney Aston
Joshua Zerkel
Brittney Aston & Joshua Zerkel ¡ Apr 6th, 2026
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Playbook: Turning Customer Context Into Repeat Revenue

Discover how shared customer context helps marketing, sales, and success teams identify repeat buyers and generate new revenue.
Irwin Hipsman
Joshua Zerkel
Irwin Hipsman & Joshua Zerkel ¡ Mar 31st, 2026
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Playbook: Building a Repeat Buyer Program From Your Customer Database

Learn how to build a repeat buyer program that identifies former customers, nurtures relationships, and generates faster B2B sales cycles.
Irwin Hipsman
Joshua Zerkel
Irwin Hipsman & Joshua Zerkel ¡ Mar 26th, 2026
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Why AI Can’t Replace Shared Customer Reality

Why GTM still depends on human signals from community, even as AI tools become central to forecasting and execution.
# AI
# GTM Strategy
Joshua Zerkel
Joshua Zerkel ¡ Mar 24th, 2026
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What Community Leaders Need to Say When Teams Are Misaligned

How community leaders can show up effectively in GTM planning and avoid common misalignment traps.
# Community
# GTM Strategy
# Format: Playbooks
Joshua Zerkel
Joshua Zerkel ¡ Mar 19th, 2026
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Playbook: Measuring GEO and Shared Context Over Time

A practical framework for measuring GEO impact and tracking how shared customer context compounds across GTM teams over time.
# GTM Strategy
# AI
# Format: Playbooks
# Marketing & Growth
# Product
# Sales & Revenue
Anna Yuan
Jeremie Gluckman
Joshua Zerkel
Anna Yuan, Jeremie Gluckman & Joshua Zerkel ¡ Mar 17th, 2026
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Playbook: Building a Reddit Engagement System That Creates Shared Customer Context

A practical guide to building a Reddit engagement system that supports GEO and turns public conversations into shared customer context across GTM teams.
# GTM Strategy
# AI
# Format: Playbooks
Jeremie Gluckman
Anna Yuan
Joshua Zerkel
Jeremie Gluckman, Anna Yuan & Joshua Zerkel ¡ Mar 12th, 2026
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Playbook: Turning External Conversations Into Cross-Functional Alignment

A practical guide to turning Reddit and external customer conversations into shared context that aligns marketing, product, sales, and support teams.
# GTM Strategy
# Format: Playbooks
Jeremie Gluckman
Anna Yuan
Joshua Zerkel
Jeremie Gluckman, Anna Yuan & Joshua Zerkel ¡ Mar 10th, 2026
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Playbook: Building Internal Champions for Community Work

Learn how internal champions form when teams experience community as a source of real-time customer context.
# Community
# GTM Strategy
# Format: Playbooks
Holly Firestone
Joshua Zerkel
Holly Firestone & Joshua Zerkel ¡ Mar 4th, 2026
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Playbook: Translating Community Value Into Internal Alignment

A practical playbook for translating community interactions into shared internal context that informs product, GTM, and executive decision-making.
# Community
# GTM Strategy
# Format: Playbooks
Holly Firestone
Joshua Zerkel
Holly Firestone & Joshua Zerkel ¡ Mar 2nd, 2026
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Playbook: Supporting Members After A Community Migration

A practical playbook for supporting community members after a migration, covering orientation, engagement reset, and post-launch onboarding.
# Community
# Format: Playbooks
# Customer Success & Support
Ryan  Paredez
Dani Weinstein
Ryan Paredez & Dani Weinstein ¡ Feb 27th, 2026
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Playbook: Communicating Through A Community Migration

A practical playbook for communicating clearly with members during a community migration, covering timing, clarity, access, and internal alignment.
# Community
# Format: Playbooks
# GTM Strategy
Ryan  Paredez
Joshua Zerkel
Ryan Paredez & Joshua Zerkel ¡ Feb 26th, 2026
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Playbook: Preparing Your Community For A Migration

A step-by-step guide to preparing a community migration, covering scope, cleanup, stakeholder alignment, and readiness signals.
# Community
# Format: Playbooks
# GTM Strategy
Ryan  Paredez
Joshua Zerkel
Ryan Paredez & Joshua Zerkel ¡ Feb 24th, 2026
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Playbook: Operating Community in a Community-Everywhere World

A practical guide to operating B2B community programs across platforms, in-person spaces, and distributed conversations.
# Community
# AI
# Format: Playbooks
# GTM Strategy
Dani Weinstein
Joshua Zerkel
Dani Weinstein & Joshua Zerkel ¡ Feb 20th, 2026
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