Playbooks

Drive rep adoption for new GTM systems

Design for trust: territory-assigned delivery, evidence, and in-CRM context.

Steps

Pilot with champions. 3-5 reps who give honest feedback.
Territory-assigned delivery. Every alert goes to the owner, not a shared channel.
Evidence packaging. Source links, scores, and suggested copy in every alert.
Measure weekly. Alert-to-action rate, pipeline created from signals, rep feedback.
Iterate delivery. Redesign alerts that reps ignore. Double down on what they use.

50%+ adoption within 30 days. Reps request more signals, not fewer.