playbooks

home / skills / gtmagents / gtm-agents / field-playbooks

field-playbooks skill

/plugins/event-marketing/skills/field-playbooks

This skill helps you operationalize regional field events with repeatable playbooks, templates, and follow-up motions across territories.

npx playbooks add skill gtmagents/gtm-agents --skill field-playbooks

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
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---
name: field-playbooks
description: Use when operationalizing regional/field events with consistent playbooks
  and follow-up motions.
---

# Field Playbooks Skill

## When to Use
- Empowering regional teams to run repeatable executive dinners, workshops, and roadshows.
- Coordinating co-marketed partner events with shared responsibilities.
- Standardizing follow-up motions and reporting across territories.

## Framework
1. **Persona & Account Targeting** – templates for TAM pulls, ABM lists, partner account splits.
2. **Invite Journeys** – SDR scripts, marketing automation paths, reminder cadence.
3. **Experience Templates** – agendas, discussion guides, demo flows, partner presentations.
4. **Onsite Toolkit** – staffing plan, check-in scripts, gifting matrix, signage guidelines.
5. **Follow-up Motions** – touch cadences for attendees/no-shows, partner summaries, pipeline logging.

## Templates
- Field event brief (objectives, attendees, partners, offers).
- Invite + reminder copy bank.
- Follow-up matrix (persona x action x owner x SLA).

## Tips
- Localize messaging and menu/venue choices per region.
- Track partner sourced/influenced pipeline separately.
- Run quarterly retros with regional leaders to share best practices.

---

Overview

This skill helps teams operationalize regional and field events using repeatable playbooks and measurable follow-up motions. It packages persona targeting, invite journeys, onsite templates, and post-event cadences so events run consistently across territories. Use it to scale executive dinners, workshops, roadshows, and partner co-marketed programs with clear owner responsibilities.

How this skill works

The skill inspects event requirements and maps them to a five-part framework: persona & account targeting, invite journeys, experience templates, onsite toolkit, and follow-up motions. It provides ready-made templates (event brief, invite + reminder copy bank, follow-up matrix) and prescriptive checklists to assign owners and SLAs. Outputs include invite sequences, staffing plans, agenda drafts, and a follow-up cadence tied to pipeline logging.

When to use it

  • Running repeatable executive dinners, workshops, roadshows, or local field programs
  • Coordinating partner co-marketed events that require shared responsibilities
  • Standardizing invite and reminder flows across SDRs and marketing
  • Creating on-site staffing plans, signage guidelines, and gifting strategies
  • Setting clear follow-up motions for attendees and no-shows tied to pipeline

Best practices

  • Localize messaging, menus, and venue choices to reflect regional preferences
  • Split target lists by TAM, ABM, and partner-sourced accounts for ownership clarity
  • Use the invite + reminder copy bank and automate a three-touch cadence before events
  • Log partner-sourced and partner-influenced pipeline separately for attribution
  • Run quarterly retros with regional leaders to refine playbooks and share learnings

Example use cases

  • Field marketing builds a repeatable playbook for a quarterly executive dinner series across three regions
  • Revenue ops coordinates a partner roadshow with shared account splits and joint follow-up motions
  • Sales and CS teams execute a hands-on workshop with standardized demo flows and onsite staffing
  • A regional lead runs a localized workshop using the event brief and follow-up matrix to ensure pipeline capture

FAQ

Can the playbooks be localized per region?

Yes. The templates are designed to be adapted for local messaging, menu and venue choices, and cultural preferences.

How does follow-up attribution work?

The follow-up matrix assigns owner, action, and SLA per persona and logs results to pipeline with partner source/influence flags for accurate attribution.