{ "name": "GTM Playbooks agent skills", "description": "Every GTM Playbooks playbook as an agent skill: a SKILL.md file with YAML frontmatter (name, description) followed by the steps, tools, cost math, and template outline.", "url": "https://gtmplaybooks.io/skills/", "llms": "https://gtmplaybooks.io/llms.txt", "format": "SKILL.md", "count": 51, "skills": [ { "name": "enrich-leads-apollo-clay", "title": "Enrich Inbound Leads with Apollo and Clay Waterfalls", "description": "Enrich Inbound Leads with Apollo and Clay Waterfalls. Use when marketing passes incomplete lead data to sales, forcing reps to research the basics by hand before every first touch.", "category": "Inbound", "difficulty": "Intermediate", "tools": [ "Clay", "Apollo", "HubSpot" ], "url": "https://gtmplaybooks.io/skills/enrich-leads-apollo-clay/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/enrich-leads-apollo-clay/" }, { "name": "auto-prospect-funding-events", "title": "Auto-Prospect Companies After Funding Announcements", "description": "Auto-Prospect Companies After Funding Announcements. Use when sales teams miss narrow timing windows when companies raise capital and need new vendors.", "category": "Outbound", "difficulty": "Advanced", "tools": [ "Clay", "Claygent", "Apollo", "Smartlead" ], "url": "https://gtmplaybooks.io/skills/auto-prospect-funding-events/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/auto-prospect-funding-events/" }, { "name": "sync-crm-to-google-sheets", "title": "Sync Salesforce Pipeline to Google Sheets Dashboard", "description": "Sync Salesforce Pipeline to Google Sheets Dashboard. Use when executives ask for pipeline reports in spreadsheets, but pulling data manually creates version control chaos.", "category": "RevOps", "difficulty": "Beginner", "tools": [ "Zapier", "Salesforce", "Google Sheets" ], "url": "https://gtmplaybooks.io/skills/sync-crm-to-google-sheets/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/sync-crm-to-google-sheets/" }, { "name": "gong-to-product-feedback", "title": "Route Gong Feature Requests to Product Board", "description": "Route Gong Feature Requests to Product Board. Use when customer feature requests mentioned in sales calls never make it to product teams.", "category": "RevOps", "difficulty": "Intermediate", "tools": [ "Gong", "Zapier", "Slack", "Google Sheets" ], "url": "https://gtmplaybooks.io/skills/gong-to-product-feedback/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/gong-to-product-feedback/" }, { "name": "personalize-outbound-linkedin", "title": "Personalize Outbound at Scale Using LinkedIn Data", "description": "Personalize Outbound at Scale Using LinkedIn Data. Use when generic cold emails get few replies, and reps cannot manually research every prospect on a high-volume list.", "category": "Outbound", "difficulty": "Intermediate", "tools": [ "Clay", "Claygent", "Instantly" ], "url": "https://gtmplaybooks.io/skills/personalize-outbound-linkedin/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/personalize-outbound-linkedin/" }, { "name": "stripe-revenue-to-quickbooks", "title": "Automate Stripe Revenue Recognition in QuickBooks", "description": "Automate Stripe Revenue Recognition in QuickBooks. Use when finance teams manually export Stripe transactions and re-key them into QuickBooks weekly, risking errors.", "category": "Finance/FP&A", "difficulty": "Beginner", "tools": [ "Zapier", "Stripe", "QuickBooks" ], "url": "https://gtmplaybooks.io/skills/stripe-revenue-to-quickbooks/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/stripe-revenue-to-quickbooks/" }, { "name": "lost-deal-analysis", "title": "Analyze Lost Deals with Claygent and OpenAI", "description": "Analyze Lost Deals with Claygent and OpenAI. Use when lost deal reasons in CRM are vague (\"pricing\", \"timing\"). Reps rarely document specifics.", "category": "Research", "difficulty": "Advanced", "tools": [ "Clay", "HubSpot", "OpenAI API", "Google Sheets" ], "url": "https://gtmplaybooks.io/skills/lost-deal-analysis/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/lost-deal-analysis/" }, { "name": "qualify-inbound-with-ai", "title": "Qualify Inbound Leads with AI Before Routing", "description": "Qualify Inbound Leads with AI Before Routing. Use when SDRs lose a meaningful share of their day to unqualified inbound leads (students, competitors, wrong market).", "category": "Inbound", "difficulty": "Intermediate", "tools": [ "Clay", "OpenAI API", "HubSpot" ], "url": "https://gtmplaybooks.io/skills/qualify-inbound-with-ai/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/qualify-inbound-with-ai/" }, { "name": "scrape-competitor-job-posts", "title": "Monitor Competitor Hiring to Spot Market Moves", "description": "Monitor Competitor Hiring to Spot Market Moves. Use when competitor intelligence is reactive. You learn about their new product after launch, not during the build.", "category": "Research", "difficulty": "Beginner", "tools": [ "Clay", "Claygent", "Slack" ], "url": "https://gtmplaybooks.io/skills/scrape-competitor-job-posts/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/scrape-competitor-job-posts/" }, { "name": "linkedin-pod-rotation", "title": "Rotate LinkedIn Engagement Pods for Founder Accounts", "description": "Rotate LinkedIn Engagement Pods for Founder Accounts. Use when founder posts on LinkedIn need early engagement but manually coordinating a pod is tedious.", "category": "Content", "difficulty": "Beginner", "tools": [ "Google Sheets", "Zapier", "Slack" ], "url": "https://gtmplaybooks.io/skills/linkedin-pod-rotation/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/linkedin-pod-rotation/" }, { "name": "warm-intro-tracker", "title": "Track Warm Intro Requests Across Your Network", "description": "Track Warm Intro Requests Across Your Network. Use when AEs lose track of warm intro requests sent via email and LinkedIn. Follow-ups fall through the cracks.", "category": "Outbound", "difficulty": "Beginner", "tools": [ "Google Sheets", "Zapier", "Gmail" ], "url": "https://gtmplaybooks.io/skills/warm-intro-tracker/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/warm-intro-tracker/" }, { "name": "automatically-update-case-studies", "title": "Automatically Update Case Study Metrics from CRM", "description": "Automatically Update Case Study Metrics from CRM. Use when case studies quote metrics that were accurate when published and drift out of date. Marketing has no system to refresh them.", "category": "Content", "difficulty": "Intermediate", "tools": [ "HubSpot", "Google Docs", "Zapier" ], "url": "https://gtmplaybooks.io/skills/automatically-update-case-studies/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/automatically-update-case-studies/" }, { "name": "expense-report-automation", "title": "Parse Receipt Emails and Auto-Create Expense Reports", "description": "Parse Receipt Emails and Auto-Create Expense Reports. Use when employees manually forward receipts to finance. Someone re-keys them into expense software.", "category": "Finance/FP&A", "difficulty": "Intermediate", "tools": [ "Zapier", "Gmail", "Google Sheets", "OpenAI API" ], "url": "https://gtmplaybooks.io/skills/expense-report-automation/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/expense-report-automation/" }, { "name": "apollo-to-instantly-sync", "title": "Sync Apollo Saved Searches to Instantly Campaigns", "description": "Sync Apollo Saved Searches to Instantly Campaigns. Use when sales ops manually exports Apollo lists and imports them to Instantly weekly, delaying campaign launches.", "category": "Outbound", "difficulty": "Advanced", "tools": [ "Apollo", "Instantly", "Make" ], "url": "https://gtmplaybooks.io/skills/apollo-to-instantly-sync/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/apollo-to-instantly-sync/" }, { "name": "enrich-event-attendees", "title": "Enrich Event Attendee Lists for Post-Event Follow-Up", "description": "Enrich Event Attendee Lists for Post-Event Follow-Up. Use when event badge scans give you name and company, but no job title, email, or tech stack for targeting.", "category": "Outbound", "difficulty": "Beginner", "tools": [ "Clay", "Apollo", "HubSpot" ], "url": "https://gtmplaybooks.io/skills/enrich-event-attendees/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/enrich-event-attendees/" }, { "name": "content-performance-dashboard", "title": "Build Blog Performance Dashboard from Google Analytics", "description": "Build Blog Performance Dashboard from Google Analytics. Use when marketing pulls blog traffic reports out of GA4 by hand each month, so trends are hard to compare over time.", "category": "Content", "difficulty": "Beginner", "tools": [ "Google Analytics 4", "Zapier", "Google Sheets" ], "url": "https://gtmplaybooks.io/skills/content-performance-dashboard/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/content-performance-dashboard/" }, { "name": "icp-firmographic-analysis", "title": "Analyze Firmographics of Closed-Won Deals to Refine ICP", "description": "Analyze Firmographics of Closed-Won Deals to Refine ICP. Use when your ICP doc was written years ago, and the company profile it describes may no longer match the deals you actually win.", "category": "Research", "difficulty": "Intermediate", "tools": [ "Clay", "HubSpot", "Clearbit" ], "url": "https://gtmplaybooks.io/skills/icp-firmographic-analysis/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/icp-firmographic-analysis/" }, { "name": "monthly-revenue-forecast", "title": "Auto-Generate Monthly Revenue Forecast from Pipeline", "description": "Auto-Generate Monthly Revenue Forecast from Pipeline. Use when finance builds revenue forecasts by hand, applying historical close rates to current pipeline. It eats hours every month.", "category": "Finance/FP&A", "difficulty": "Intermediate", "tools": [ "Salesforce", "Google Sheets", "Zapier" ], "url": "https://gtmplaybooks.io/skills/monthly-revenue-forecast/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/monthly-revenue-forecast/" }, { "name": "intent-signal-monitoring", "title": "Monitor Website Intent Signals and Alert Sales", "description": "Monitor Website Intent Signals and Alert Sales. Use when high-value accounts visit your pricing page repeatedly, but sales never finds out.", "category": "Inbound", "difficulty": "Beginner", "tools": [ "HubSpot", "Zapier", "Slack" ], "url": "https://gtmplaybooks.io/skills/intent-signal-monitoring/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/intent-signal-monitoring/" }, { "name": "multi-channel-campaign-tracking", "title": "Track Multi-Channel Campaigns in One Unified Dashboard", "description": "Track Multi-Channel Campaigns in One Unified Dashboard. Use when marketing runs email, LinkedIn ads, and webinars, but attribution lives in a different tool for each channel.", "category": "RevOps", "difficulty": "Beginner", "tools": [ "HubSpot", "Google Sheets", "Zapier" ], "url": "https://gtmplaybooks.io/skills/multi-channel-campaign-tracking/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/multi-channel-campaign-tracking/" }, { "name": "claygent-tech-stack-research", "title": "Use Claygent to Research Target Account Tech Stacks", "description": "Use Claygent to Research Target Account Tech Stacks. Use when sales needs to know if prospects use competing tools before the first call, but researching each account by hand is slow.", "category": "Research", "difficulty": "Intermediate", "tools": [ "Clay", "Claygent", "BuiltWith" ], "url": "https://gtmplaybooks.io/skills/claygent-tech-stack-research/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/claygent-tech-stack-research/" }, { "name": "automated-invoice-reminders", "title": "Send Automated Invoice Payment Reminders", "description": "Send Automated Invoice Payment Reminders. Use when AR team manually checks which invoices are overdue and sends canned reminder emails. Pure busywork.", "category": "Finance/FP&A", "difficulty": "Beginner", "tools": [ "QuickBooks", "Zapier", "Gmail" ], "url": "https://gtmplaybooks.io/skills/automated-invoice-reminders/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/automated-invoice-reminders/" }, { "name": "scrape-review-sites-for-leads", "title": "Scrape G2 and Capterra Reviews for Competitor Leads", "description": "Scrape G2 and Capterra Reviews for Competitor Leads. Use when people leaving negative reviews on competitor G2 pages are in-market buyers, but finding them manually is slow.", "category": "Outbound", "difficulty": "Advanced", "tools": [ "Clay", "Claygent", "Apollo", "HubSpot" ], "url": "https://gtmplaybooks.io/skills/scrape-review-sites-for-leads/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/scrape-review-sites-for-leads/" }, { "name": "slack-deal-alerts", "title": "Post Real-Time Deal Alerts to Slack by Stage", "description": "Post Real-Time Deal Alerts to Slack by Stage. Use when leadership wants to celebrate wins and coach deals in real time, but they live in Slack, not the CRM.", "category": "RevOps", "difficulty": "Beginner", "tools": [ "HubSpot", "Zapier", "Slack" ], "url": "https://gtmplaybooks.io/skills/slack-deal-alerts/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/slack-deal-alerts/" }, { "name": "blog-post-idea-generator", "title": "Generate Blog Post Ideas from Customer Questions", "description": "Generate Blog Post Ideas from Customer Questions. Use when support tickets are full of recurring customer questions that would make great blog content, but no one mines them.", "category": "Content", "difficulty": "Intermediate", "tools": [ "Zendesk", "OpenAI API", "Google Sheets", "Slack" ], "url": "https://gtmplaybooks.io/skills/blog-post-idea-generator/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/blog-post-idea-generator/" }, { "name": "hubspot-salesforce-duplicate-prevention", "title": "Prevent Duplicate Contacts Across HubSpot and Salesforce", "description": "Prevent Duplicate Contacts Across HubSpot and Salesforce. Use when marketing creates contacts in HubSpot while sales creates them in Salesforce, leading to duplicates and broken reporting.", "category": "RevOps", "difficulty": "Advanced", "tools": [ "HubSpot", "Salesforce", "Zapier" ], "url": "https://gtmplaybooks.io/skills/hubspot-salesforce-duplicate-prevention/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/hubspot-salesforce-duplicate-prevention/" }, { "name": "quarterly-board-deck-automation", "title": "Auto-Populate Quarterly Board Deck Metrics", "description": "Auto-Populate Quarterly Board Deck Metrics. Use when finance spends hours before each board meeting copying metrics from several systems into the board deck.", "category": "Finance/FP&A", "difficulty": "Advanced", "tools": [ "Google Slides", "HubSpot", "Stripe", "Zapier", "Google Sheets" ], "url": "https://gtmplaybooks.io/skills/quarterly-board-deck-automation/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/quarterly-board-deck-automation/" }, { "name": "job-change-alerts", "title": "Get Alerted When Key Contacts Change Jobs", "description": "Get Alerted When Key Contacts Change Jobs. Use when your champion at a customer changes jobs. By the time you notice, they have already bought a competitor.", "category": "Outbound", "difficulty": "Intermediate", "tools": [ "Clay", "HubSpot", "LinkedIn", "Slack" ], "url": "https://gtmplaybooks.io/skills/job-change-alerts/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/job-change-alerts/" }, { "name": "website-visitors-to-outbound", "title": "Turn Anonymous Website Visitors into Outbound Sequences", "description": "Turn Anonymous Website Visitors into Outbound Sequences. Use when marketing and sales cannot tell which ICP companies hit pricing, docs, or blog pages, so high-intent traffic dies without a follow-up.", "category": "Outbound", "difficulty": "Advanced", "tools": [ "RB2B or Vector", "Clay", "HubSpot or Salesforce", "Instantly or Smartlead" ], "url": "https://gtmplaybooks.io/skills/website-visitors-to-outbound/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/website-visitors-to-outbound/" }, { "name": "support-tickets-to-churn-risk", "title": "Score Churn Risk from Support Tickets with an LLM", "description": "Score Churn Risk from Support Tickets with an LLM. Use when CS and RevOps find churn late because ticket themes stay buried in Zendesk/Intercom while CRM health scores ignore qualitative signal.", "category": "RevOps", "difficulty": "Advanced", "tools": [ "Zendesk or Intercom", "n8n or Make", "Claude or OpenAI API", "HubSpot or Salesforce", "Slack" ], "url": "https://gtmplaybooks.io/skills/support-tickets-to-churn-risk/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/support-tickets-to-churn-risk/" }, { "name": "hiring-spike-outbound", "title": "Outbound When ICP Companies Hire AEs or SDRs", "description": "Outbound When ICP Companies Hire AEs or SDRs. Use when competitors and category peers hiring sellers is a timing signal that budgets and territory plans are expanding, but most teams notice weeks late.", "category": "Outbound", "difficulty": "Intermediate", "tools": [ "Clay", "Apify or job-board source", "HubSpot or Salesforce", "Instantly or Outreach" ], "url": "https://gtmplaybooks.io/skills/hiring-spike-outbound/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/hiring-spike-outbound/" }, { "name": "closed-lost-reactivation", "title": "Reactivate Closed-Lost Deals When Fresh Intent Appears", "description": "Reactivate Closed-Lost Deals When Fresh Intent Appears. Use when closed-lost accounts sit untouched while they later raise, hire, or install related tools, and AEs rediscover them too late.", "category": "Outbound", "difficulty": "Intermediate", "tools": [ "Clay", "HubSpot or Salesforce", "Apollo", "Instantly or Smartlead" ], "url": "https://gtmplaybooks.io/skills/closed-lost-reactivation/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/closed-lost-reactivation/" }, { "name": "linkedin-ad-engagers-to-outbound", "title": "Turn LinkedIn Ad Engagers into Sequenced Outbound", "description": "Turn LinkedIn Ad Engagers into Sequenced Outbound. Use when people who like, comment, or click LinkedIn ads are warm, but the engagers never make it into CRM or a sequence unless someone exports by hand.", "category": "Inbound", "difficulty": "Intermediate", "tools": [ "LinkedIn Ads", "Clay", "Apollo", "HubSpot or Salesforce", "Instantly or Smartlead" ], "url": "https://gtmplaybooks.io/skills/linkedin-ad-engagers-to-outbound/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/linkedin-ad-engagers-to-outbound/" }, { "name": "renewal-usage-health-alerts", "title": "Alert AMs Before Renewal When Product Usage Drops", "description": "Alert AMs Before Renewal When Product Usage Drops. Use when account managers learn about churn risk at renewal time because usage and support signals are never joined to contract end dates.", "category": "RevOps", "difficulty": "Intermediate", "tools": [ "Stripe or billing system", "Amplitude, Mixpanel, or Segment", "HubSpot or Salesforce", "Slack", "Zapier or n8n" ], "url": "https://gtmplaybooks.io/skills/renewal-usage-health-alerts/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/renewal-usage-health-alerts/" }, { "name": "clay-waterfall-enrichment", "title": "Build a Clay Waterfall to Find Verified Work Emails", "description": "Build a Clay waterfall that checks email providers in order, verifies each result, and writes clean data to your CRM. Steps, template, and a Clay CLI script. Use when a single data provider misses many contacts, so reps either work incomplete lists or pay for several tools and copy results between them by hand.", "category": "RevOps", "difficulty": "Intermediate", "tools": [ "Clay", "Apollo", "Hunter or Prospeo", "ZeroBounce or NeverBounce", "HubSpot or Salesforce" ], "url": "https://gtmplaybooks.io/skills/clay-waterfall-enrichment/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/clay-waterfall-enrichment/" }, { "name": "intent-signals-to-outbound", "title": "Turn Buyer Intent Signals into Outbound Sequences", "description": "Send buyer intent signals into a Clay workflow that checks ICP fit, finds the right contact, writes an opener, and starts a sequence. Steps and a CLI script. Use when intent data shows which accounts are researching your category, but it sits in a dashboard nobody checks daily, so the signal is stale before a rep acts on it.", "category": "Outbound", "difficulty": "Intermediate", "tools": [ "Clay", "G2 Buyer Intent or Bombora", "Apollo", "HubSpot or Salesforce", "Instantly or Smartlead" ], "url": "https://gtmplaybooks.io/skills/intent-signals-to-outbound/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/intent-signals-to-outbound/" }, { "name": "crm-hygiene-ai-agent", "title": "Keep CRM Data Clean with an AI Hygiene Agent", "description": "Use an AI agent in Clay to standardize job titles, fill missing industry, and flag contacts who left, then write reviewed fixes to HubSpot or Salesforce. Use when CRM records decay as people change jobs and reps type titles and industries in different formats, so segmentation, routing, and reporting quietly break.", "category": "RevOps", "difficulty": "Intermediate", "tools": [ "Clay", "Claygent", "HubSpot or Salesforce", "ZeroBounce or NeverBounce", "Slack" ], "url": "https://gtmplaybooks.io/skills/crm-hygiene-ai-agent/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/crm-hygiene-ai-agent/" }, { "name": "inbound-lead-routing", "title": "Automate Inbound Lead Routing with Enrichment and Fit Scoring", "description": "Route each inbound lead to the right rep: enrich it in Clay, score ICP fit, assign an owner by clear rules, and alert them in Slack. Steps and a CLI script. Use when inbound leads wait in a shared queue or get assigned round-robin regardless of fit, so the best leads reach a rep late and poor-fit leads take up AE time.", "category": "Inbound", "difficulty": "Intermediate", "tools": [ "Clay", "HubSpot or Salesforce", "Apollo", "OpenAI API", "Slack" ], "url": "https://gtmplaybooks.io/skills/inbound-lead-routing/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/inbound-lead-routing/" }, { "name": "champion-job-change-tracking", "title": "Track Champion Job Changes to Open New Accounts", "description": "Track when past champions change jobs, check if the new company fits your ICP, alert the right rep with context, and flag the old account for a new champion. Use when former champions who move to a new company are some of the warmest prospects you have, but most teams notice the move months later, after the new team has picked its tools.", "category": "Outbound", "difficulty": "Intermediate", "tools": [ "Clay", "HubSpot or Salesforce", "Apollo", "Slack", "Instantly or Smartlead" ], "url": "https://gtmplaybooks.io/skills/champion-job-change-tracking/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/champion-job-change-tracking/" }, { "name": "pql-signups-to-sales", "title": "Route Product-Qualified Leads from Sign-Ups to Sales", "description": "Turn product sign-ups into PQLs: enrich them in Clay, score ICP fit plus in-product activity, and route qualified ones to reps in HubSpot or Salesforce. Use when self-serve sign-ups pile up in the product, and sales either ignores them or chases every free account, so the few sign-ups from ICP companies who are actually using the product wait for a rep.", "category": "Inbound", "difficulty": "Intermediate", "tools": [ "Clay", "Segment, Amplitude, or Mixpanel", "HubSpot or Salesforce", "OpenAI API", "Slack" ], "url": "https://gtmplaybooks.io/skills/pql-signups-to-sales/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/pql-signups-to-sales/" }, { "name": "meeting-no-show-rebook", "title": "Rebook Demo No-Shows with a Short Personalized Sequence", "description": "Catch demo no-shows from Calendly or your CRM meeting outcome, write a short personal rebook note in Clay, and start a rebook sequence and rep task. Use when booked demos that end as no-shows usually get one \"sorry we missed you\" email or nothing at all, so meetings the team already worked to create quietly drop out of the pipeline.", "category": "Inbound", "difficulty": "Intermediate", "tools": [ "Calendly or Chili Piper", "HubSpot or Salesforce", "Clay", "OpenAI API", "Slack" ], "url": "https://gtmplaybooks.io/skills/meeting-no-show-rebook/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/meeting-no-show-rebook/" }, { "name": "competitor-tech-churn-outbound", "title": "Launch Outbound When Target Accounts Add or Drop a Competitor", "description": "Watch target accounts for added or dropped competitor tools with BuiltWith data in Clay, then launch timed outbound and keep a tech baseline in your CRM. Use when a target account drops a competitor or adds a tool that pairs with yours, there is a short window to start a conversation, but static tech stack lists only show what is installed today, not what changed.", "category": "Outbound", "difficulty": "Advanced", "tools": [ "Clay", "BuiltWith or HG Insights", "HubSpot or Salesforce", "Apollo", "Instantly or Smartlead" ], "url": "https://gtmplaybooks.io/skills/competitor-tech-churn-outbound/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/competitor-tech-churn-outbound/" }, { "name": "clay-credit-budget-guardrails", "title": "Keep Clay Credit Spend Predictable on Enrichment Tables", "description": "Keep Clay credit spend predictable: dedupe first, gate paid columns with run conditions, order waterfalls cheapest first, and test on 10 rows. Use when Clay tables that enrich every row, re-run on every edit, and call providers in no particular order burn through credits faster than planned, and the overspend usually shows up only when the monthly balance runs low.", "category": "RevOps", "difficulty": "Intermediate", "tools": [ "Clay", "Claygent", "HubSpot or Salesforce" ], "url": "https://gtmplaybooks.io/skills/clay-credit-budget-guardrails/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/clay-credit-budget-guardrails/" }, { "name": "pre-meeting-account-brief", "title": "Send Reps a Researched Account Brief Before Every Meeting", "description": "When a meeting is booked, pull CRM history, enrich the account in Clay, research recent news with Claygent, and send the rep a short brief in Slack. Use when reps walk into first calls after a quick scan of LinkedIn and the CRM, or skip prep entirely when the calendar is full, so they miss recent company news, past conversations, and open deal context the team already has.", "category": "Research", "difficulty": "Intermediate", "tools": [ "Calendly or Chili Piper", "Zapier or Make", "Clay", "Claygent", "HubSpot or Salesforce", "Slack" ], "url": "https://gtmplaybooks.io/skills/pre-meeting-account-brief/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/pre-meeting-account-brief/" }, { "name": "lookalike-accounts-from-closed-won", "title": "Find Lookalike Accounts from Your Closed-Won Customers", "description": "Profile your closed-won customers, find lookalike companies in Clay, exclude customers and open deals by domain, then score and sequence the best fits. Use when outbound lists are usually built from broad filters, while the best predictor of who will buy, the customers you already closed, sits in the CRM unused, so reps spend sequences on accounts that look nothing like your wins.", "category": "Outbound", "difficulty": "Advanced", "tools": [ "HubSpot or Salesforce", "Clay", "Claygent", "Instantly or Smartlead" ], "url": "https://gtmplaybooks.io/skills/lookalike-accounts-from-closed-won/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/lookalike-accounts-from-closed-won/" }, { "name": "inbound-speed-to-lead-after-hours", "title": "Answer Demo Requests Within Minutes, Even After Hours", "description": "Reply to demo requests within minutes at night and on weekends: enrich and screen the lead in Clay, send a guarded first reply, and hand off in Slack. Use when demo requests that come in at night or over the weekend wait until a rep logs on, so the buyer who was ready to talk on Friday evening gets a first reply on Monday, often after they have booked with someone else.", "category": "Inbound", "difficulty": "Advanced", "tools": [ "HubSpot or Salesforce", "Clay", "OpenAI API", "Gmail or Outlook", "Zapier or Make", "Slack" ], "url": "https://gtmplaybooks.io/skills/inbound-speed-to-lead-after-hours/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/inbound-speed-to-lead-after-hours/" }, { "name": "crm-agent-dry-run-approvals", "title": "Run CRM-Writing AI Agents in Dry-Run Mode with Bulk Approvals", "description": "Run AI agents that edit Salesforce or HubSpot in dry-run mode: log each change to a sheet, approve in bulk, apply with drift checks, and keep an undo log. Use when an AI agent that writes straight to Salesforce or HubSpot can change thousands of records before anyone notices a bad rule, and each change can trigger syncs, workflows, and sequences that are hard to trace and harder to reverse.", "category": "RevOps", "difficulty": "Advanced", "tools": [ "HubSpot or Salesforce", "Clay", "Google Sheets", "Slack" ], "url": "https://gtmplaybooks.io/skills/crm-agent-dry-run-approvals/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/crm-agent-dry-run-approvals/" }, { "name": "slack-list-builder-agent", "title": "Build Prospect Lists from Plain-English Requests in Slack", "description": "Request prospect lists in Slack in plain English: an AI agent parses filters, estimates Clay credits, gets approval, dedupes against your CRM, and replies. Use when reps and marketers wait days for RevOps to build a prospect list, or pull their own from Apollo with inconsistent filters, no CRM dedupe, and no check on how many credits the pull will burn.", "category": "Outbound", "difficulty": "Advanced", "tools": [ "Slack", "Zapier or Make", "OpenAI API", "Clay", "Apollo", "HubSpot or Salesforce", "Instantly or Smartlead" ], "url": "https://gtmplaybooks.io/skills/slack-list-builder-agent/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/slack-list-builder-agent/" }, { "name": "new-contractor-licenses-to-outbound", "title": "Weekly New Contractor Licenses into Clay for Outbound", "description": "Turn new contractor licenses in CA, TX, WA, OR, and VA into weekly outbound: an Apify Actor feeds Clay, which dedupes, enriches owners, routes, and sequences. Use when newly licensed contractors are setting up insurance, software, suppliers, financing, and payroll for the first time, but each state board publishes licenses in its own format, so reps find them late or never.", "category": "Outbound", "difficulty": "Intermediate", "tools": [ "Apify", "Clay", "HubSpot or Salesforce", "Instantly or Smartlead", "Zapier or Make" ], "url": "https://gtmplaybooks.io/skills/new-contractor-licenses-to-outbound/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/new-contractor-licenses-to-outbound/" }, { "name": "short-form-inbound-enrichment", "title": "Cut Demo Forms to Email Only and Fill the Rest with Clay", "description": "Cut demo forms to email only and fill company size, industry, role, and tech with a Clay waterfall, plus a fallback for misses, routing rules, and CRM fields. Use when long demo and contact forms ask buyers for company size, industry, role, and tech stack, fields people skip or fill with junk, while routing still needs them to send each lead to the right rep.", "category": "Inbound", "difficulty": "Intermediate", "tools": [ "HubSpot or Salesforce", "Clay", "Zapier or Make", "Slack" ], "url": "https://gtmplaybooks.io/skills/short-form-inbound-enrichment/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/short-form-inbound-enrichment/" }, { "name": "sales-commission-accuracy-check", "title": "Check Sales Commissions Against Billing Before They Are Paid", "description": "Reconcile closed-won deals against Stripe or invoices and your comp plan monthly, flag date, amount, split, and clawback issues, and pay only approved amounts. Use when commissions are calculated from CRM closed-won data that can disagree with what was invoiced and collected, so wrong close dates, amount mismatches, split errors, and missed clawbacks surface after payroll, when they are harder to recover and explain.", "category": "Finance/FP&A", "difficulty": "Advanced", "tools": [ "HubSpot or Salesforce", "Stripe or QuickBooks", "Google Sheets", "Zapier or n8n", "OpenAI API", "Slack" ], "url": "https://gtmplaybooks.io/skills/sales-commission-accuracy-check/SKILL.md", "playbookUrl": "https://gtmplaybooks.io/playbooks/sales-commission-accuracy-check/" } ] }