The community leader's toolkit

A working guide to community use cases, the KPIs that prove them, and the CRM wiring that turns activity into pipeline evidence. Fillable, so you can type straight into it.

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What's inside

Five sections you fill in

Five sections that end in a plan you can show your exec.

Where community creates value

Eight use cases, four that pay off before the sale and four that compound after it.

The discovery loop

How one member question becomes an answer that new buyers find on your own domain.

The KPI menu

Four lanes, each with a leading indicator, a channel KPI, the executive metric it ladders to, and where the number lives.

Attach your CRM

How members, posts, replies and event RSVPs land on the contact and account records.

Your 90-day scorecard

Two use cases, three KPIs, one owner, one page. Real form fields, so you can type into it.

FAQ

Common questions

Are the guides free?

Yes. Fill in one short form and the download opens on this page, with a copy sent to your inbox.

Do I need to be a Bettermode customer?

No, though the CRM section shows the wiring using Bettermode's HubSpot and Salesforce sync as the worked example.

How long is it?

A six page worksheet you fill in as you go.

What does fillable mean?

The community leader's toolkit has real form fields you can type into: your two chosen use cases, the three KPIs, the owner, and the review date. Fill it in on screen, or print it and use a pen.

Will this put me in a sales sequence?

No demo sequence fires off this form. There's a checkbox if you want new guides emailed to you, and leaving it unticked still gets you the download.

Who wrote them?

Our GTM team, from running Bettermode's own community: the public Wishlist board, the events space, and the answer surface at bettermode.com/hub. The examples are things we have done or measured.

Ready when you are

One work email, and the download appears on this page straight away.

Get the toolkit