AdaptLoop playbooks

Explore the example playbooks we're designing during beta. Each scenario blends feedback from interviews with marketing, sales, and success teams. These stories are illustrative, helping you imagine how AdaptLoop can plug into your go-to-market workflows once you connect your own data.

Who we're building with during beta

B2B SaaS demand teams
Enterprise revenue operations
Customer advocacy groups
Product marketing collectives
Partner marketing squads
Founders documenting early wins

Outcomes teams are targeting with AdaptLoop

These benchmarks come from goals shared by our early design partners. They set the bar for what we're building toward.

~90%
Time saved

Goal vs. agency or manual drafting

$6K+
Production costs avoided

Target savings per completed proof kit

<10 min
Draft creation

Aim from raw conversation to first review

Cohort-based
Rollout approach

Inviting small groups across marketing, sales, and CS

Flagship AdaptLoop playbooks

Browse nine example playbooks inspired by leading brands. Use them as templates for your own customer evidence engine.

Enterprise SaaS Launch Crew•Example workflow · Series C product marketing team

Spin advisory board insights into a launch-ready proof kit

This imagined playbook shows how AdaptLoop could turn a customer advisory board transcript into a core PDF, enablement one-pagers, and social snippets within a single afternoon once data is connected.

PDF + 3 enablement briefs
Primary outputs
Advisory board transcript
Source signal
< 24 hours
Turnaround target
Explore the workflow

Each case study kit includes

  • 1Clean transcripts with highlighted quotes and verified metrics.
  • 2Narrative drafts tuned to your voice, ICP, and storytelling framework.
  • 3Export-ready PDFs plus eight supporting formats for sales, marketing, and success.

Start with your own transcript

Upload a call, webinar, or email thread and AdaptLoop will build you a proof kit just like these.

Revenue Team Deal Room•Example workflow · Enterprise account team

Arm AEs with industry-specific stories before renewal season

A composite of conversations with RevOps leads exploring how AdaptLoop can structure proof kits that map quotes, metrics, and next-step CTAs for every vertical a sales team covers.

Case study + renewal email pack
Outputs
QBR recordings + win/loss notes
Inputs
Shared in CRM workspace
Review loop
Explore the workflow

Each case study kit includes

  • 1Clean transcripts with highlighted quotes and verified metrics.
  • 2Narrative drafts tuned to your voice, ICP, and storytelling framework.
  • 3Export-ready PDFs plus eight supporting formats for sales, marketing, and success.

Start with your own transcript

Upload a call, webinar, or email thread and AdaptLoop will build you a proof kit just like these.

Customer Advocacy Studio•Example workflow · Customer success organisation

Capture regional wins without slowing down the CS team

Based on feedback from success leads who want to celebrate champions faster. This playbook illustrates how AdaptLoop could pull highlights from call summaries and generate regionalised spotlight stories.

Spotlight PDF + carousel
Core kit
CS call notes + email praise
Signal
Marketing & community hubs
Reuse goal
Explore the workflow

Each case study kit includes

  • 1Clean transcripts with highlighted quotes and verified metrics.
  • 2Narrative drafts tuned to your voice, ICP, and storytelling framework.
  • 3Export-ready PDFs plus eight supporting formats for sales, marketing, and success.

Start with your own transcript

Upload a call, webinar, or email thread and AdaptLoop will build you a proof kit just like these.

Product Marketing Lab•Example workflow · Platform launch team

Translate beta interviews into analyst-ready positioning

A forward-looking workflow for product marketers using AdaptLoop to align beta feedback, analyst needs, and press enablement into one synced story engine.

Analyst brief + press release
Outputs
Beta interviews + roadmap notes
Source
Pre-launch + launch week
Timing
Explore the workflow

Each case study kit includes

  • 1Clean transcripts with highlighted quotes and verified metrics.
  • 2Narrative drafts tuned to your voice, ICP, and storytelling framework.
  • 3Export-ready PDFs plus eight supporting formats for sales, marketing, and success.

Start with your own transcript

Upload a call, webinar, or email thread and AdaptLoop will build you a proof kit just like these.

Partner Marketing Collective•Example workflow · Marketplace partnerships

Showcase partner wins with evergreen co-marketing kits

Illustrates how AdaptLoop can streamline co-marketing assets by pulling from webinars, partner portals, and shared win recaps. Everything stays ready for localisation.

PDF + carousel + nurture sequence
Deliverables
Partner webinars + shared wins
Source
Marketplace + shared folders
Distribution
Explore the workflow

Each case study kit includes

  • 1Clean transcripts with highlighted quotes and verified metrics.
  • 2Narrative drafts tuned to your voice, ICP, and storytelling framework.
  • 3Export-ready PDFs plus eight supporting formats for sales, marketing, and success.

Start with your own transcript

Upload a call, webinar, or email thread and AdaptLoop will build you a proof kit just like these.

Operations Enablement Hub•Example workflow · GTM operations

Document process improvements for internal storytelling

An internal proof scenario demonstrating how operations teams could capture process upgrades and communicate impact across the organisation.

Process recap + exec summary
Outputs
Ops notes + stakeholder interviews
Signal
Leadership + enablement
Audience
Explore the workflow

Each case study kit includes

  • 1Clean transcripts with highlighted quotes and verified metrics.
  • 2Narrative drafts tuned to your voice, ICP, and storytelling framework.
  • 3Export-ready PDFs plus eight supporting formats for sales, marketing, and success.

Start with your own transcript

Upload a call, webinar, or email thread and AdaptLoop will build you a proof kit just like these.

Ready to build your own success stories?

Generate a complete case study kit in minutes. AdaptLoop gives you narrative drafts, quotes, metrics, and nine export formats on demand.

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