Resources

GTM PLAYBOOK
Library.

Free, step-by-step GTM workflows you can implement in HubSpot/Salesforce + your outbound stack. No email required.

Stage:
System:

All Playbooks

BROWSE THE LIBRARY

Acquire Buffer

The “Content Repurposing” Engine

Automatically transform long-form content into multiple formats. Turn one blog post, webinar, or podcast into social posts, email snippets, and short-form video clips without manual effort.

Content
Expand ChurnZero

The “Expansion Signal” Spotter

Automatically identify customers ready for upsell or cross-sell. Monitor usage patterns, growth signals, and engagement triggers to surface expansion opportunities at the perfect moment.

Customer Success
Analyze ChurnZero

The “At-Risk” Account Alert

Proactively identify accounts showing signs of churn or deal stall. Monitor engagement signals, usage patterns, and communication gaps to trigger early intervention before it's too late.

Customer Success
Analyze Gong

The “Closed-Lost” Autopsy

Automatically analyze lost deals to extract learnable patterns. Compile loss reasons, competitive factors, and process gaps into actionable intelligence that improves future win rates.

RevOps
Expand ChurnZero

The “Closed-Won” Handoff

Automate the transition from sales to customer success. When deals close, trigger onboarding workflows, compile handoff documents, and ensure nothing falls through the cracks.

Customer Success
Analyze Gong

The “Commitment Tracker” Bot

Automatically extract commitments from calls and emails, track them to completion, and alert when follow-ups are overdue. Never let a promise slip through the cracks.

Customer Success
Analyze Fireflies.ai

The “AI Call Debrief” Summary

Automatically generate comprehensive call summaries, extract action items, and update CRM fields after every sales call. Turn 30-minute note-taking into 30 seconds of review.

Sales
Convert DocuSign

The “Contract Accelerator”

Streamline the contract process from proposal acceptance to signature. Auto-generate contracts, route for approvals, and remove friction from the final mile of deals.

Legal
Convert GPT-4

The “Proposal Factory” System

Auto-generate personalized proposals from CRM data and conversation insights. Reduce proposal creation from hours to minutes while maintaining quality and consistency.

Sales
Convert Aligned

The “Deal Room” Automation

Automatically create and populate personalized deal rooms when opportunities hit specific stages. Give buyers a central hub with all relevant content, stakeholders, and next steps.

Sales
Convert Crayon

The “Competitive Intelligence” Brief

Generate deal-specific competitive analysis on demand. When a rep faces a competitor in a strategic deal, deliver tailored intelligence within minutes—not days.

Sales
Convert Gong

The “Objection Library” AI

Build an AI-powered objection handling system that learns from your best reps. Surface proven responses in real-time and continuously improve based on what actually wins deals.

Sales

What's Inside Each Playbook

Trigger conditions
Required inputs
Step-by-step workflow
Automation logic
QA checklist
KPIs to track

What Teams Say

"If you actually want to add intelligence to your GTM, SixtySixTen is the company. 10 out of 10."

Harsh

CEO, Outreachify

"I gave him a level one automation idea, and he took it to 10x. You're going to save money and time."

Kai

CEO, Lode Services

Done-For-You

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