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    The go-to-market (GTM) playbook / Free to use and share

    Get your free go-to-market playbook for Grok Bot.

    A step-by-step plan to win more customers with Grok Bot. Join the Automated Edge blog (coming soon) in 30 seconds and get a free overview PDF and one setup file. Give the file to Grok Bot and it sets up your team, asking you questions as it goes.

    From the Automated Edge team. Built from the go-to-market playbook we use ourselves.

    Start here

    Choose your playbook.

    A 30-second signup. You get an overview PDF and one setup file for Grok Bot.

    MSPs and IT providers

    Find good-fit clients in the industries you serve. Shape your offer, draft emails to new businesses and keep follow-ups moving.

    Emails to new businesses · Referrals · Local visibility

    Make my playbook

    Dental practices

    Build local referral relationships and plan your practice's growth. Get message templates without sharing patient data.

    Referral partners · Community · Reputation

    Make my playbook

    More industries

    Each one is tailored to how that kind of business finds new work, with its own rules built in.

    12 industries

    Other: any small business

    Not on the list? Tell us whether you mostly sell to businesses or to people, and get a playbook shaped for it.

    New business or referrals · Reviews · Local visibility

    Make my playbook

    More versions coming.

    This is for Grok Bot

    Grok Bot is xAI's agent app (desktop and mobile). It's different from the regular Grok chat: Grok Bot can do jobs for you on a schedule and hand bigger jobs to helper agents. It's a paid app. Check current plans on xAI's site. Get Grok Bot (opens in a new tab)

    What to expect

    Once you give it the setup file, Grok Bot asks you questions, one at a time. Within about 10 minutes it shows you up to 5 real businesses that could become customers or send customers your way, each one checked, and a first draft. The full setup takes about 20 to 25 minutes. Then Grok Bot sets itself up as a small team, where each helper looks after one job. You approve everything before it goes out.

    Want us to show you how it works? We'll set it up with you on a short call.

    Important

    Keep sensitive business data out of Grok Bot

    We do not recommend connecting anything sensitive about your business to Grok Bot: client or patient records, financials, passwords, contracts or internal systems. Grok Bot is a third-party AI service; check the vendor's current data controls for the plan you pay for. For work that touches sensitive data, use private AI that runs under your control. That's what Automated Edge builds.

    Learn about Automated Edge private AI

    The ground rules

    Safe by design

    These rules are part of the playbook. Keep them in place as you make it your own.

    • You approve every message that goes out under your name.
    • No hookups to your customer database, no contact imports, no client or patient data.
    • No passwords in chat. You handle sign-ins and captchas.
    • No bought or scraped lists. Small email batches, a slow ramp-up and a pause on bounces.
    • Grok Bot never opens LinkedIn, Reddit or Facebook. It drafts; you post or send.
    • Free options first; it asks before paying for anything. No fake reviews, no made-up claims.