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Cross-Functional GTM Playbooks

Cross-Functional GTM Playbooks

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Playbook: Build A Community Measurement Framework Finance Can Trust

Learn how to build a community measurement framework that connects community activity to business outcomes, supports budget conversations, and gives finance a clearer view of impact.
# Community
# GTM Strategy
# Format: Playbooks
Mark Birch
Joshua Zerkel
Mark Birch & Joshua Zerkel · Aug 20th, 2026
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Playbook: Define What Community Is Meant to Influence

Learn how to define what community is meant to influence, align programs to business goals, and help stakeholders understand where community creates value.
# Community
# GTM Strategy
# Format: Playbooks
Joshua Zerkel
Joshua Zerkel · Aug 12th, 2026
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Playbook: Build Community Into the Business Operating System

Learn how to integrate community into business workflows so customer context informs planning, product decisions, GTM, and leadership priorities.
# Format: Playbooks
# Community
# GTM Strategy
Joshua Zerkel
Joshua Zerkel · Aug 6th, 2026
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Playbook: How to Speak The Language Of Executive Stakeholders

Learn how to translate community impact for executive stakeholders by connecting member activity, community signals, and business outcomes to the priorities leaders already own.
# Format: Playbooks
# GTM Strategy
Mark Birch
Joshua Zerkel
Mark Birch & Joshua Zerkel · Jul 30th, 2026
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Playbook: Turn Community Signals Into Business Outcomes

Learn how to turn community signals into business outcomes by mapping participation, feedback, events, and peer support to retention, revenue, support, and product impact.
# Community
# Format: Playbooks
Mark Birch
Joshua Zerkel
Mark Birch & Joshua Zerkel · Jul 23rd, 2026
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Playbook: Translate Community Signals for Product, GTM, and Customer Teams

Learn how to translate community signals into useful context for product, GTM, customer success, support, and leadership teams.
Joshua Zerkel
Joshua Zerkel · Jul 16th, 2026
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Playbook: Marketing Your Community Is Part of Building It

Communities grow when positioning, distribution, onboarding, and engagement are treated as part of the community strategy from the beginning.
# Community
# Format: Playbooks
Joshua Zerkel
Joshua Zerkel · Jul 9th, 2026
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Resource

Playbook: Why Community Growth Takes Longer Than You Think

Community engagement rarely happens overnight. Learn how to set realistic expectations, build momentum, and create participation that compounds over time.
# Community
# Format: Playbooks
Joshua Zerkel
Joshua Zerkel · Jul 2nd, 2026
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Playbook: How To Make Customer Listening A Company-Wide Practice

Learn how to make customer listening a company-wide practice that builds shared context across product, GTM, CX, support, leadership, and community.
# Community
# GTM Strategy
# Format: Playbooks
Joshua Zerkel
Audrey Vandenbroeck
Joshua Zerkel & Audrey Vandenbroeck · Jun 25th, 2026
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Playbook: How To Turn Customer Stories Into Usable Signals

Learn how to turn customer stories into usable signals for product, GTM, customer success, support, adoption, retention, and better decisions.
# GTM Strategy
# Format: Playbooks
Audrey Vandenbroeck
Joshua Zerkel
Audrey Vandenbroeck & Joshua Zerkel · Jun 23rd, 2026
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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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Resource

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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Resource

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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Resource

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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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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Resource

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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Resource

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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Resource

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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Resource

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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Resource

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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