Stop Rebuilding the Same Checklist Every Time
GTM Playbooks for Jira gives your team 16 ready-made Jira checklist templates — launches, onboarding, handoffs — that apply to any issue in one click and track completion right on the ticket.
Website Launch
7/10 completed- ✓Finalize sitemap and page content
- ✓Complete cross-browser and mobile QA
- ✓Verify SEO metadata and redirects
- ✓Set up analytics and conversion tracking
- Confirm SSL certificate and domain DNS
- Run page speed and accessibility checks
- Notify stakeholders of the go-live date
Does this sound like your team?
Every team that ships repeatable work hits the same five problems.
You rebuild the same checklist every time
Same launch, same onboarding, same handoff — and someone types the steps out from scratch again.
The process lives in a doc nobody opens
There is a checklist somewhere. It's in a doc, or a wiki page, or someone's notes app. Nobody looks at it mid-launch.
Steps get skipped
The tracking pixel, the redirect check, the billing contact. Small steps that only hurt after go-live.
Nobody can see how far along the work is
The ticket says "In Progress." That's all anyone watching it actually knows.
Quality depends on who picked up the ticket
Your best onboarding and your worst onboarding are the same process run by two different people.
How it works
Install, apply, tick off. There is no setup step and no account to create.
Install the app
All 16 built-in playbooks are seeded automatically. There is nothing to configure.
Open the playbook library
Go to Apps → GTM Playbook Library to browse playbooks by category, or to create your own.
Apply a playbook to an issue
Open the GTM Playbooks panel on any Jira issue, pick a playbook, and click Apply playbook.
Tick items off as the work happens
The progress bar updates on the issue for everyone watching it.
Replace or remove when the plan changes
Swap in a different playbook, or remove the checklist when the issue no longer needs one.
16 Jira checklist templates, ready on day one
Every built-in playbook is a complete 10-step checklist written for go-to-market teams. All of them are editable.
Marketing
6- ✓ Marketing Campaign Launch
- ✓ Website Launch
- ✓ Product Launch
- ✓ SEO Audit
- ✓ Content/Blog Launch
- ✓ Email Newsletter Launch
Sales
4- ✓ Sales Handoff
- ✓ Sales Demo Prep
- ✓ Deal Closing Checklist
- ✓ Sales Discovery Call Prep
Agency & Client Work
6- ✓ Client Onboarding
- ✓ Client Offboarding
- ✓ QBR Prep
- ✓ Creative Project Kickoff
- ✓ Client Renewal/Upsell Prep
- ✓ Customer Onboarding
Need something different? Create your own in seconds — name it, pick a category, paste your steps one per line.
Built for the way launches actually run
One click from playbook to checklist
- · Pick a playbook in the issue panel
- · Click Apply playbook
- · The full checklist lands on the issue
Progress everyone can see
- · A live progress bar on the issue
- · Reads "7/10 completed" at a glance
- · No status meeting required
Snapshots, not links
- · Applying copies the steps to the issue
- · Editing the template later changes nothing already applied
- · March's checklist still reads as it did in March
Make every playbook yours
- · Edit, rename, duplicate, or delete any playbook
- · Built-ins included — nothing is locked
- · Build a new one: name it, categorise it, paste your steps
Find the right playbook fast
- · Filter the library by Marketing, Sales, or Agency
- · Category badges on every row
- · Item counts shown per playbook
Change the plan safely
- · Replacing a checklist asks for confirmation first
- · Remove a checklist in one click
- · No accidental wipes of a half-finished launch
Who it's for
Marketing teams
Running launches, campaigns, and content on a repeatable cadence — and tired of rewriting the launch checklist every quarter.
Sales teams
Standardising demo prep, discovery calls, and the handoff to customer success so nothing depends on who owns the deal.
Agencies and client services
Onboarding, reviewing, and renewing accounts with the same quality bar for the tenth client as for the first.
Any Jira team
Whose "process" currently lives in a doc nobody opens.
Nothing leaves your Jira site
The app runs entirely on Atlassian Forge, inside your own Atlassian site. There is no Makeinfo server in the picture at all.
One permission scope
The app declares storage:app and nothing else — the scope Atlassian's own storage requires.
No Jira REST calls
It never reads your issues, projects, users, or fields. It knows only the ID of the issue whose panel is open.
No external egress
The manifest declares no outbound network permissions, so Forge blocks every outside request — including to us.
No account, ever
No sign-up, no API key, no telemetry. There is nothing to connect and nothing to configure.
Read the full privacy policy for exactly what is stored and where.
Pricing
One plan, every feature. Billed by Atlassian through the Marketplace.
GTM Playbooks for Jira
Start with a free evaluation on your Jira site. After that it's a paid subscription, priced and billed by Atlassian.
- ✓All 16 built-in playbooks
- ✓Unlimited custom playbooks
- ✓Unlimited issues with checklists
- ✓Every user on your site included
- ✓No feature-limited tier — there is only one edition
- ✓Email support from Makeinfo
Atlassian handles billing, the evaluation period, and its own small-site pricing rules. If a subscription lapses, your playbooks and every applied checklist stay exactly where they are — nothing is deleted, and access returns the moment you renew.
Your process already exists. Put it where the work is.
You already know what a good launch looks like. Somebody on your team has run it a dozen times. The problem was never knowing the steps — it was that the steps lived somewhere nobody looks while the work is actually happening.
Put the checklist on the ticket. Tick it off as you go. Let anyone who opens the issue see how far along it is. That's the whole idea, and it takes about a minute to try.
GTM Playbook Library
- Agency
Client Onboarding
10 checklist items
- Marketing
Product Launch
10 checklist items
- Sales
Sales Handoff
10 checklist items