GTM Playbooks

Repeatable plays, checklists and reference material for Syncfusion’s go-to-market teams (marketing, sales, partners and customer success) across Essential Studio, Bold BI, Bold Reports, BoldSign, BoldDesk, BoldCreate and BoldDocServer.

Start with INDEX.md. It lists every document by motion, product and stage.

How it’s organized

Folder	What’s in it
demand-gen/	Paid search, SEO/AEO, content, webinars, email
sales/	Discovery, demos, objection handling, competitive, licensing
launches/	Product and feature launches
partners/	Partner recruitment, enablement, co-selling
customer-success/	Onboarding, renewals, expansion, churn risk
products/<product>/	Plays that only apply to one product
_reference/	Shared facts: personas, positioning, pricing logic, competitors
_templates/	Start every new document from one of these

Three kinds of document

• Play: a situation with a trigger, a goal and steps that need judgment.
• Checklist: a procedure you tick off.
• Reference: facts the plays link to (personas, positioning and so on).

Contributing

1. Look in INDEX.md for an existing doc before writing a new one.
2. Copy the right template from _templates/ and fill in every frontmatter field.
3. Name the file in kebab-case after the situation (renewal-at-risk.md).
4. Open a pull request. Plays need one reviewer, and typo fixes can be merged directly.

Every document has an owner and a review date. Anything not reviewed in 90 days is flagged as stale.

Using Claude? It follows CLAUDE.md, so just ask it to “add a play for…” or “review stale docs”.

Publishing

The same markdown is published as an internal team site (Astro + Starlight) on Cloudflare Pages, or as a zipped folder of HTML that opens from disk. To view it locally, run scripts/preview.sh and open http://localhost:4321 in your browser. To publish, run scripts/deploy.sh; for the zip, scripts/build-portable.sh. Setup, Cloudflare Access (required before sharing the URL) and all commands are in site/README.md.