Adoption Playbook

Structured guide for designing and executing customer adoption programs.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·Updated June 14, 2026

Adoption Playbook Skill

When to Use

Launching onboarding/adoption initiatives for new segments or products.
Refreshing adoption strategies after major roadmap or packaging changes.
Standardizing enablement for CS, product, and marketing partnerships.

Framework

Persona & Journey Mapping – goals, blockers, success metrics, critical milestones.
Play Matrix – channel x milestone view of actions, owners, cadences, and triggers.
Content Library – templates for comms, workshops, office hours, and enablement assets.
Measurement Plan – activation, usage, sentiment, expansion metrics with thresholds.
Feedback Loop – qualitative signals, experiment backlog, and improvement tracker.

Templates

Journey table (milestone, trigger, action, owner, KPI).
Adoption campaign brief with creative/copy checklist.
Weekly adoption standup agenda and notes doc.

Tips

Anchor each milestone on a clear customer outcome, not just feature usage.
Pair with build-adoption-program command for automated blueprints.
Archive playbook iterations to show impact in QBR/EBR storytelling.

More on the bench

Vendor Management

Evaluate, compare, and manage vendor relationships. Trigger with "evaluate this vendor", "compare vendors", "vendor review", "should we renew", "RFP", or when the user is making procurement or vendor decisions.

sales-gtm-revops+1

Qbr Builder

Create Quarterly Business Reviews with account health scores, usage analytics, ROI analysis, expansion opportunities, and risk mitigation

customer-success+1

Escalation

Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.

customer-success+2

Sharebench · Public bench

Connect via MCP.

Add the public bench to any AI tool. Your agents read every artifact you see — no signup needed.

1Pick your tool

# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

2Ask your agent for an artifact

Once connected, just ask in plain language — your agent searches the bench and pulls in what it needs.“Pull the brand voice from sharebench and rewrite this draft.”