Launched GTM Playbooks for Jira: One-Click Jira Playbooks
GTM Playbooks for Jira applies a complete go-to-market checklist to any Jira issue in one click. 16 built-in playbooks for marketing, sales, and agency teams.
Launching a product shouldn’t mean rebuilding the same checklist every time.
Your team runs a product launch. Then another one three months later. A new client comes in. A sales handoff starts. A website goes live.
And every time, someone has to find an old document, copy a checklist, update the tasks, and hope nothing was missed.
GTM Playbooks for Jira gives your team a better way to handle repeatable work.
With one click, you can apply a complete go-to-market checklist directly to a Jira issue. Your team can then work through the checklist, track progress, and see what’s left to do — without leaving Jira.
Keep your checklists where the work happens
Most teams already use Jira to manage their work.
But important process checklists often live somewhere else:
- Google Docs
- Notion
- Spreadsheets
- Old Jira issues
- Someone’s personal notes
That makes it easy for steps to get missed.
GTM Playbooks for Jira brings those repeatable processes directly into your Jira issues.
Choose a playbook, apply it to an issue, and start working through the steps.
No copying and pasting. No searching for an old checklist. No wondering what “done” means.
How GTM Playbooks for Jira works
It’s simple.
1. Choose a playbook
Pick the checklist that matches the work you’re doing.
For example, if you’re launching a new product, choose Product Launch.
2. Apply it to your Jira issue
Apply the playbook with one click.
The checklist is added directly to the issue.
3. Work through the checklist
Complete each step as the work gets done.
Everyone working on the issue can see the checklist and its progress.
4. See progress at a glance
The issue shows how much of the checklist is complete.
Anyone opening the Jira issue can quickly understand where things stand.
Good to know
Four things worth understanding before you start. The full documentation covers the rest.
- Every playbook is editable. Edit, duplicate, or delete any of the 16 built-ins, or write your own from scratch. Nothing is locked.
- Applied checklists are snapshots. When you apply a playbook, the issue gets its own copy of the steps. Editing the playbook later never rewrites a checklist that’s already on an issue.
- One checklist per issue. Applying a second playbook replaces the first. The app confirms before it does, because progress isn’t recoverable after a replace.
- Everything stays in Jira. The app runs on Atlassian Forge inside your own cloud site. It makes no Jira REST API calls and sends nothing to any external service.
16 ready-to-use GTM playbooks
You don’t have to create your checklists from scratch.
GTM Playbooks for Jira comes with 16 built-in playbooks, each with a complete 10-step checklist.
Marketing
Marketing Campaign Launch Plan, prepare, launch, and review a marketing campaign.
Website Launch Keep the key steps for a website launch in one place.
Product Launch Follow a repeatable process for getting a new product ready for launch.
SEO Audit Work through the essential steps of an SEO audit.
Content/Blog Launch Make sure content is ready before it goes live.
Email Newsletter Launch Keep newsletter planning, review, testing, and launch steps together.
Sales
Sales Handoff Make sure important information moves from one team to another.
Sales Demo Prep Prepare the account, demo, materials, and follow-up before a sales demo.
Deal Closing Checklist Keep the final steps of a deal organized.
Sales Discovery Call Prep Prepare for discovery calls with a consistent process.
Agency & Client Work
Client Onboarding Give every new client a consistent onboarding experience.
Client Offboarding Make sure nothing gets missed when a client engagement ends.
QBR Prep Prepare for quarterly business reviews with a repeatable checklist.
Creative Project Kickoff Get creative projects started with the right information and tasks.
Client Renewal/Upsell Prep Prepare your team before a renewal or upsell conversation.
Customer Onboarding Give new customers a consistent onboarding process.
Stop rebuilding the same checklist
The biggest benefit isn’t just saving a few minutes when creating a Jira issue.
It’s having a repeatable process your entire team can follow.
When someone new joins the team, they don’t have to ask:
“What do we normally do for this?”
When a launch happens again, you don’t have to search for the checklist from the last launch.
And when a manager opens the Jira issue, they can immediately see how much of the process is complete.
The process lives with the work.
Built for repeatable work in Jira
GTM Playbooks for Jira is designed for teams that repeatedly run the same types of projects.
If your team launches products, runs campaigns, works with clients, manages sales processes, or handles customer onboarding, you probably already have a checklist somewhere.
Now you can put it directly in Jira.
Pick a playbook. Apply it to an issue. Work through the steps. Done.
Frequently Asked Questions
What is GTM Playbooks for Jira?
It is an Atlassian app for Jira Cloud that applies pre-built checklist templates — playbooks — to your Jira issues in one click. It ships with 16 built-in playbooks across Marketing, Sales, and Agency, each a complete 10-step checklist. There is no configuration screen, no API key, and no account to create.
Can I create my own playbooks?
Yes. You can create a playbook from scratch, or duplicate one of the 16 built-ins and edit the copy. A playbook needs a name, a category, and a list of checklist items typed one per line. Every built-in playbook can also be edited, renamed, or deleted, because none of them are locked.
What happens to a checklist if I edit the playbook later?
Nothing. Applied checklists are snapshots. When you apply a playbook, the issue gets its own copy of the steps, so editing, renaming, or deleting the playbook afterwards never rewrites a checklist already on an issue. What your team ticked off in March still reads exactly as it did in March.
Where is my playbook data stored?
In Atlassian’s storage, inside your own Atlassian cloud site.
How much does GTM Playbooks for Jira cost?
It is a paid app sold through the Atlassian Marketplace, with a single edition and no feature-limited tier. Atlassian handles pricing, the evaluation period, taxes, and invoices, so current pricing for your site size is shown on the Marketplace listing. An evaluation behaves exactly like a paid install.
Stop rebuilding the same go-to-market checklist every time. Get GTM Playbooks for Jira →