/field-playbooks
Use when operationalizing regional/field events with consistent playbooks
$ npx -y skills add gtmagents/gtm-agents --skill field-playbooks --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/field-playbooks
Context preview
The summary Claude sees to decide when to auto-load this skill.
Use when operationalizing regional/field events with consistent playbooks
SKILL.md
field-playbooks.SKILL.mdname: 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.
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