Transform Use Case Playbooks

All use case playbooks under the Transform Maturity Model pillar. (We recommend working through the Groundwork use cases before moving to Transform).

Report & Analyze Performance
This is a Data/Ops/IT use case in the Transform pillar. Use this playbook to establish unified reporting and analytics to measure account-based metrics, engagement, pipeline progression, and performance, enabling data-driven decision-making and strategy optimization.…
Acquire & Enrich ICP & Buying Committee
This is a Data/Ops/IT use case in the Transform pillar. Use this playbook to enhance data by acquiring and enriching account and/or contact information, ensuring accuracy, completeness, and improved segmentation for better engagement and decision-making.…
Qualify & Manage Opportunities
This is a Sales use case in the Transform pillar. Use this playbook to focus on improving efficiency, fostering collaboration, and ensuring readiness to support growth and better planning by aligning their sales processes with real buyer journeys, moving from reactive selling to proactive, and data-driven execution.…
Prospect Intelligently
This is a Sales use case in the Transform pillar. Use this playbook to empower sellers to engage the entire buying committee with predictive insights and customer aligned messaging, increasing meeting rates, and pipeline creation. https://us.v-cdn.net/6036580/uploads/OOLATAC4UNZB/prospect-intelligently-use-case-playbook.pdf
Engage Through Digital Advertising
This is a Marketing use case in the Transform pillar. Use this playbook to drive awareness and engagement by delivering the right message at the right time across multiple digital advertising channels while reducing waste.…
Automate Personalized Email
This is a Marketing use case in the Transform pillar. Use this playbook to boost your email programs by delivering AI-powered, high-value messaging and calls to target accounts. https://us.v-cdn.net/6036580/uploads/R1ZHPLQ3RQ9J/automate-personalized-email.pdf
Optimize Inbound
This is a Marketing use case in the Transform pillar. Use this playbook to enhance the inbound conversion experience for visitors to your site. https://us.v-cdn.net/6036580/uploads/EALPJF2JJU1X/optimize-inbound-maturity-model.pdf

Upcoming Events

BLUEPRINT Series Session 7 | 2026 AI Marketing Strategy: All Action, No Hype
While everyone talks about AI, few marketing leaders know how to activate it for revenue growth. As LLM search reshapes buyer discovery and anonymous research dominates the funnel, your 2026 AI marketing strategy needs to move beyond dashboards to orchestrated action. This isn’t another AI thought leadership session.…

Transform Use Case Playbooks

Categories

Popular Tags

Transform Use Case Playbooks

Discussion List

Categories

Popular Tags