GTM Playbooks
Crafted by top GTM operators. Chat with Caddie about any playbook — expert knowledge at your fingertips.
25 playbooks
Cold Email Writing
Write B2B cold emails and follow-up sequences that actually get replies.
Sales Methodology
Operationalize SPICED, MEDDIC, BANT, Challenger, and Gap Selling into your CRM.
Email Sequences
Design drip campaigns, onboarding flows, and lifecycle email programs.
Content Strategy
Plan content pillars, topic clusters, and keyword strategy by buyer stage.
Copywriting
Conversion-focused copy for landing pages, pricing pages, and feature pages.
Copy Editing
Systematic 7-pass editing framework for tighter, sharper marketing copy.
Social Content
LinkedIn and X/Twitter content calendars, hooks, and repurposing workflows.
Marketing Ideas
139 proven SaaS marketing approaches organized by category with implementation guidance.
Marketing Psychology
70+ psychological principles and mental models applied to marketing.
Paid Ads Strategy
Campaign strategy for Google, Meta, and LinkedIn ads with targeting and creative frameworks.
Launch Strategy
Five-phase product launch playbook with the ORB framework and Product Hunt strategy.
RevOps Strategy
Pipeline architecture, bow-tie model, KPI frameworks, and revenue engine diagnosis.
HubSpot Implementation
HubSpot architecture patterns — lifecycle stages, deal pipelines, properties, and workflows.
Revenue Metrics
Funnel math, pipeline velocity, unit economics, and 2026 B2B benchmarks.
Revenue Forecasting
Forecast methodology, accuracy measurement, and pipeline coverage analysis.
Data Governance
Data model design, property governance, deduplication, and enrichment strategy.
Change Management
Impact analysis, stakeholder mapping, and adoption measurement for GTM changes.
RevOps Crisis Response
Emergency triage when revenue systems break — data audits, root cause, and 30-60-90 plans.
Tech Stack Audit
Stack architecture, capability-first evaluation, and build vs. buy decisions.
Revenue Operating Cadence
Meeting architecture from daily standups to board meetings, plus forecast call structure.
Pricing Strategy
SaaS pricing and packaging — value metrics, tier structures, and price increase playbooks.
CS Operations
Health scoring, renewal management, expansion playbooks, and churn prevention.
GTM Planning
GTM motion selection, ICP definition, territory design, and capacity planning.
GTM Compensation
Comp plan design for AEs, SDRs, CSMs, and leaders with OTE structures and benchmarks.
Marketing Operations
Marketing ops architecture, lead management, attribution, and campaign operations.