gtm-engineer-playbook

Use when preparing to engage a target account, researching a company before outreach, or building pre-call intelligence. Triggers: 'research this company', 'account brief for [company]', 'company research', 'what do I need to know about [company]', 'pre-outreach research'.

Use when designing an autonomous agent, planning agent architecture, building a scheduled automation, or creating a Claude Code agent workflow. Triggers: 'design an agent', 'build an automation', 'agent architecture', 'automate this workflow', 'create a scheduled agent', 'shell script agent'.

Use when analyzing competitors, creating sales battlecards, building competitive positioning, preparing for competitive deals, or updating competitive intelligence. Triggers: 'battlecard for [competitor]', 'competitive analysis of [competitor]', 'how do we beat [competitor]', 'compare us to [competitor]', 'competitive intel', 'win against [competitor]'.

Use when auditing CRM data quality, finding duplicate records, identifying stale leads, cleaning pipeline data, or improving data hygiene. Triggers: 'clean my CRM', 'audit CRM data', 'find duplicates', 'CRM hygiene', 'data quality check', 'stale leads', 'pipeline cleanup'.

Use when building or refining an Ideal Customer Profile (ICP), defining target personas, mapping buyer psychographics, or discovering where prospects gather online. Triggers: 'build my ICP', 'define target customer', 'who should I sell to', 'refine ICP', 'persona mapping'.

Use when preparing for a sales meeting, discovery call, demo, or customer check-in. Triggers: 'prep me for a meeting with [company]', 'meeting brief for [company]', 'pre-call prep', 'I have a call with [contact] at [company]', 'meeting prep', 'call prep'.

Use when creating outreach sequences, writing cold email campaigns, building multi-channel cadences, designing follow-up flows, or crafting signal-triggered messages. Triggers: 'build an outreach sequence', 'write a cold email sequence', 'create a cadence', 'outreach for [signal]', 'email sequence', 'follow-up sequence', 'multi-channel outreach'.

Use when scoring leads, qualifying prospects, prioritizing pipeline, deciding which accounts to pursue, or building a lead scoring model. Triggers: 'score this lead', 'qualify this prospect', 'is this a good lead', 'lead scoring', 'prioritize my pipeline', 'qualification framework'.

Use when searching for buying signals, detecting intent data, scoring prospect readiness, or monitoring accounts for trigger events. Triggers: 'scan for signals', 'find buying signals', 'who is ready to buy', 'intent signals', 'signal scoring', 'account signals'.

Use when generating weekly GTM performance reports, summarizing pipeline activity, reviewing outreach metrics, or creating executive updates. Triggers: 'weekly report', 'GTM report', 'pipeline review', 'weekly update', 'outreach summary', 'Friday report'.