32 lines
1.2 KiB
Markdown
32 lines
1.2 KiB
Markdown
---
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name: field-playbooks
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description: Use when operationalizing regional/field events with consistent playbooks
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and follow-up motions.
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---
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# Field Playbooks Skill
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## When to Use
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- Empowering regional teams to run repeatable executive dinners, workshops, and roadshows.
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- Coordinating co-marketed partner events with shared responsibilities.
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- Standardizing follow-up motions and reporting across territories.
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## Framework
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1. **Persona & Account Targeting** – templates for TAM pulls, ABM lists, partner account splits.
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2. **Invite Journeys** – SDR scripts, marketing automation paths, reminder cadence.
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3. **Experience Templates** – agendas, discussion guides, demo flows, partner presentations.
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4. **Onsite Toolkit** – staffing plan, check-in scripts, gifting matrix, signage guidelines.
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5. **Follow-up Motions** – touch cadences for attendees/no-shows, partner summaries, pipeline logging.
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## Templates
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- Field event brief (objectives, attendees, partners, offers).
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- Invite + reminder copy bank.
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- Follow-up matrix (persona x action x owner x SLA).
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## Tips
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- Localize messaging and menu/venue choices per region.
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- Track partner sourced/influenced pipeline separately.
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- Run quarterly retros with regional leaders to share best practices.
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---
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