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

Draft Response

Draft a professional customer-facing response tailored to the situation and relationship. Use when answering a product question, responding to an escalation or outage, delivering bad news like a delay or won't-fix, declining a feature request, or replying to a billing issue.

customer-success+2

Qbr Builder

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

customer-success+1

Email Sequence

When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program. Also use when the user mentions "email sequence," "drip campaign," "nurture sequence," "onboarding emails," "welcome sequence," "re-engagement emails," "email automation," or "lifecycle emails." For in-app onboarding, see onboarding-cro.

Alireza Rezvani

marketing-growth-copy+2

Sharebench · Public bench

Connect via MCP.

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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

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