Cover of the Bettermode community leader's toolkit

Free worksheet

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

Here is the shape of it before you hand over your email.

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

Questions about the guides

Are these actually free?

Yes. One short form per guide, and it lands in your inbox. No sales call required.

Do I need to be a Bettermode customer?

No. The growth and visibility playbooks work whether you run Discourse, Circle, Discord, or nothing yet. Only the toolkit's CRM section is specific to how Bettermode syncs member activity into HubSpot and Salesforce.

How long are they?

Thirteen pages, nine pages, and a six page fillable worksheet. Each is meant to be read in one sitting.

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?

You get the download email, and the form subscribes you to our newsletter, which you can leave in one click. No demo sequence fires off these forms.

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