WHAT_TO_SHARE

What to Share for GTM Agents

Purpose: Know exactly what documents/knowledge to share to build effective GTM agents Focus: BDR tactics, outreach approach, qualification criteria

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🎯 Quick Answer: Top 5 Documents You Need

1. BDR Playbook/Process Doc

• Your outreach process step-by-step
• How you find and research prospects
• Tools you use

2. Email/LinkedIn Templates

• Your actual cold email templates
• LinkedIn message templates
• Response templates

3. Qualification Criteria

• What makes a good lead for Brainforge
• Questions you ask
• Red flags you look for

4. Successful Outreach Examples

• 10-20 emails that got responses
• What made them successful

5. Brainforge Positioning for Outreach

• How you describe Brainforge
• Value props you lead with
• What resonates with prospects

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📋 Detailed Checklist

Critical Knowledge (Share These First)

1. BDR Process/Tactics

What I Need:

• How you find prospects (LinkedIn, email lists, referrals?)
• Research process (what do you check before outreach?)
• Outreach sequence (how many touches? what cadence?)
• Tools you use (HubSpot, Apollo, LinkedIn Sales Navigator?)
• How you decide to reach out (what signals?)

Where It Goes:

• gtm/agents/memory/bdr-tactics.md

How to Share:

• Export from Notion/copy from Google Docs
• Paste into the file above
• Or describe it and I’ll create the structure

Questions to Answer:

1. What’s your typical research process for a prospect?
2. What information do you look for?
3. What tools do you use?
4. How do you decide if someone is worth reaching out to?
5. What’s your outreach sequence (first email, follow-ups, etc.)?

2. Message Templates

What I Need:

• Cold email templates (subject line + body)
• LinkedIn message templates (connection request, message)
• Follow-up email templates
• Response templates (for common replies)
• Subject line patterns

Where It Goes:

• gtm/agents/memory/message-templates.md

How to Share:

• Copy actual templates you use
• Include notes on when to use each
• Include variations that work

Questions to Answer:

1. What does your cold email look like? (structure, length, CTA)
2. What subject lines work best?
3. How do you personalize? (what placeholders do you use?)
4. What’s your follow-up cadence?
5. How do you handle responses?

3. Qualification Criteria

What I Need:

• What makes a good lead for Brainforge
• Questions you ask to qualify
• Red flags (what to disqualify)
• Decision criteria (yes/no checklist)

Where It Goes:

• gtm/agents/memory/qualification-criteria.md

How to Share:

• Your qualification checklist
• Examples of qualified vs. disqualified leads
• What questions you ask

Questions to Answer:

1. What company characteristics make a good fit?
2. What decision maker roles do you target?
3. What pain points indicate a good fit?
4. What are red flags?
5. How do you qualify on a call/email?

4. Personalization Approach

What I Need:

• How you find personalization angles
• What signals you look for in research
• Examples of great personalizations
• What makes personalization work

Where It Goes:

• gtm/agents/memory/bdr-tactics.md (as part of process)

How to Share:

• Describe your approach
• Share examples of personalized outreach
• Explain what you’re looking for in research

Questions to Answer:

1. How do you find personalization angles?
2. What do you look for in LinkedIn/research?
3. What makes personalization compelling?
4. What types of personalization work best?
5. How do you balance personalization vs. speed?

5. Positioning for Outreach

What I Need:

• How you describe Brainforge in outreach
• Value props you lead with
• Differentiation you emphasize
• What resonates with prospects

Where It Goes:

• gtm/agents/memory/positioning.md

How to Share:

• Your elevator pitch
• Value prop statements
• How you differentiate from competitors
• What messaging works best

Questions to Answer:

1. How do you introduce Brainforge?
2. What value props do you lead with?
3. How do you differentiate from competitors?
4. What messaging resonates most?
5. How do you adjust messaging by prospect type?

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Supporting Knowledge (Add These During Week 2)

6. Objection Handling

What I Need:

• Common objections you hear
• Your responses
• What works vs. what doesn’t

Where It Goes:

• gtm/agents/memory/objection-handling.md

7. Ideal Customer Profile

What I Need:

• Company characteristics (size, industry, stage)
• Decision maker roles
• Pain points they have
• Buying signals

Where It Goes:

• gtm/agents/memory/ideal-customer.md

8. Successful Examples

What I Need:

• 10-20 emails that got responses
• Research that led to meetings
• Personalization that worked

Where It Goes:

• gtm/agents/examples/successful-outreach/

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🔗 How to Share Documents

Method 1: Direct Share (If in Google Docs)

For Google Docs:

1. Open the Google Doc
2. File → Download → Markdown (if available) or copy text
3. Tell me: “I have a doc called [name] about [topic]”
4. Paste the content or describe it
5. I’ll help structure it in the vault

For Notion:

1. Open the Notion page
2. Export as Markdown (if available) or copy text
3. Tell me: “I have a Notion page called [name] about [topic]”
4. Share the content or describe it
5. I’ll structure it

Method 2: Describe & I’ll Create Structure

If you have docs but want me to create the structure:

1. Tell me: “I have a BDR playbook in [tool] called [name]”
2. Describe what’s in it:
   • What sections it has
   • Key processes it describes
   • Templates it includes
3. I’ll create a structured markdown file
4. You can then fill it in or share specific sections

Method 3: Working Session

If you want to go through it together:

1. Tell me what doc you want to work through
2. I’ll ask clarifying questions
3. We’ll structure it step by step
4. You share content as we go

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❓ Questions to Help Me Understand

About Your BDR Process:

1. Do you have a formal BDR playbook or is it in your head?
2. Is your process documented or do we need to shadow you?
3. What tools do you use? (HubSpot, Apollo, LinkedIn, etc.)
4. How many prospects do you reach out to per week?
5. What’s your typical research time per prospect?

About Your Templates:

1. Do you have standard templates or write fresh each time?
2. How much do you personalize vs. use templates?
3. What’s your response rate typically?
4. What templates work best?

About Your Qualification:

1. How do you qualify leads? (BANT? GPCT? Something else?)
2. What percentage of leads qualify?
3. What are your main disqualification reasons?
4. Do you qualify before or after outreach?

About Your Positioning:

1. How do you position Brainforge vs. competitors?
2. What messaging resonates most with prospects?
3. Do you adjust messaging by industry/role?
4. What value props work best?

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✅ Pre-Sharing Checklist

Before sharing a document, make sure:

• It’s your actual process/templates (not aspirational)
• It includes examples (not just theory)
• It reflects what you actually do (revealed preference)
• It’s recent (not outdated)
• It has context (when to use what)

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🚀 Getting Started

Right Now (5 minutes):

1. List your top 3 BDR-related documents
2. Tell me what they’re called and where they are (Notion/Google Docs)
3. I’ll create the structure for you
4. You can start sharing content

Today (30 minutes):

1. Pick the most important doc (probably BDR playbook or templates)
2. Export/copy it
3. Share it with me (paste or describe)
4. I’ll structure it in the vault

This Week:

1. Share the top 5 critical documents
2. I’ll extract patterns and structure knowledge
3. We’ll use it to build agents

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Remember: I can’t directly access Notion or Google Docs, but I can:

• Read anything you paste into the vault
• Structure knowledge from descriptions
• Extract patterns from examples
• Create templates based on your process

Start by telling me what docs you have, and I’ll help you get them into the vault!