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  • The brief
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  • Idea portfolio
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  • This week · 6
  • This quarter · 10
  • Big bets · 3
  • Wildcards · 2
  • How we can help
Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. TeamDynamix
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growth playbook · Oct 23, 2026

teamdynamix.com (opens in a new tab)

TeamDynamix growth playbook

Diagnosis

TeamDynamix has momentum: a Gartner Challenger placement, 50% more large enterprise wins, fast ITAM growth after Sassafras and a new DEX product. Its hiring shows how it plans to grow: a newly created Growth Marketing Manager for new logos, cross-sell and channel, SDRs working behavioral scoring, an NY/PA enterprise seller for government, higher education and healthcare, and consultants and engineers for iPaaS and AI.

The gaps are at the end of the funnel: the demo page takes 10.9 seconds on mobile and real visitors fail Core Web Vitals, the analytics tag loads twice, story filters split the proof, and cooperative contracts and Azure-credit buying are barely mentioned.

This playbook fixes speed, data and proof first, then builds DEX and ITAM cross-sell, a Cherwell and Ivanti switch campaign, partner kits, iPaaS recipes and a savings calculator.

Growth Score

7/10

Biggest Opportunity

Turn the installed base into growth with DEX and ITAM, and make every campaign land on a fast demo page with the right proof and buying path.

Biggest Risk

ServiceNow, Freshservice, HALO and Jira compete hard on AI ITSM, and a slow, generic demo experience wastes the demand the new hires are paid to create.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Make the demo page and homepage load fast on mobile: the demo page takes 10.9 s, the homepage pulls a 7.8 MB photo

    Replace the 7.8 MB homepage photo and compress the /demo/ thumbnails today.

    High impact First result in 2 weeks
  2. 2

    Clean the conversion data before the new growth role reports on it: one analytics tag, no indexed thank-you page

    Check the GA4 debug view for duplicate page_view events on the homepage.

    High impact First result in 1 week
  3. 3

    Merge the duplicate filters in the customer story library and tag every story by product

    List every taxonomy term and its story count.

    Medium impact First result in 1 week

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 11Fill-ins · 5Reconsider · 1
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    TeamDynamix is hiring a Growth Marketing Manager who will be judged on cost per opportunity and lead-to-opportunity conversion, and SDRs who work the warm leads. Every campaign ends on the Request a Demo page, and Google's mobile test shows it taking 10.9 seconds to show its main content (performance 41, 5.2 MB). The homepage weighs 11.9 MB, and 7.8 MB of that is a single stock photo uploaded at 7,901 pixels wide. Real visitors feel it too: at the 75th percentile, mobile pages take 3.1 s to paint and 2.3 s just to start arriving, so the site does not pass Core Web Vitals.

    High impactLow effort First result in 2 weeks Growth Marketing Manager

    First action

    Replace the 7.8 MB homepage photo and compress the /demo/ thumbnails today.

    How to measure it

    Demo page conversion from campaign traffic

    Now
    –
    Target
    +20%
    By
    60 days

    Steps

    1. 1

      Baseline

      Demo-form conversion by source and device for the last 90 days.

      Marketing Operations 1 day

    2. 2

      Swap the photo

      Re-export the 7,901 px stock image at 1,600 px WebP.

      Web team 1 hour

    3. 3

      Compress thumbnails

      Customer-story images on /demo/ and the homepage to WebP under 80 KB.

      Web team 1 day

    4. 4

      Lazy-load below the form

      Story carousels and review quotes load after the form.

      Web team 1 day

    5. 5

      Cache the HTML

      Cloudflare cache rules for marketing pages, purged on publish.

      DevOps Software Engineer 2 days

    6. 6

      Slim the markup

      Remove duplicated menu and widget markup from the Elementor templates.

      Web team 1 week

    7. 7

      Retest

      PageSpeed on /, /demo/ and the top ten landing pages.

      Web team 1 day

    8. 8

      Measure

      Conversion and cost per opportunity, before and after.

      Growth Marketing Manager 4 weeks

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Growth Marketing Manager

    Smallest test

    Fix the photo and thumbnails today and rerun PageSpeed on both pages.

    Why it works

    Fix the weight first: replace the 7,901-pixel photo with a 1,600-pixel WebP, compress the customer-story thumbnails on /demo/ (one is 514 KB), and lazy-load everything below the form. Then cut time to first byte by letting Cloudflare cache the HTML of marketing pages (they are served uncached today) and slimming the 800 KB to 1 MB of Elementor markup per page. Retest both pages and track demo-form conversion from paid and email campaigns before and after.

    IT buyers clicking a campaign on a phone or a busy laptop leave when a page stalls, and every one who leaves is paid-for pipeline lost. A faster demo page lowers cost per opportunity without spending another dollar on media.

    Ready to use

    ChecklistDemo page speed fixes

    [ ] 7,901 px homepage photo replaced with 1,600 px WebP
    [ ] /demo/ thumbnails under 80 KB each
    [ ] Below-the-form content lazy-loaded
    [ ] Cloudflare caching HTML for marketing pages
    [ ] Duplicate Google Analytics tag removed
    [ ] PageSpeed retest: LCP under 2.5 s in the lab
    [ ] Demo conversion compared before and after

    Risks and how to handle them

    • Cached pages show stale content or break forms

      Bypass the cache for form posts and logged-in users; purge on every publish.

    • Design team attached to the large hero image

      Keep the same image, just at the size screens actually use.

    Evidence

    • PageSpeedGoogle PageSpeed for the Request a Demo page (/demo/): mobile lab performance 41, Largest Contentful Paint 10.9 s, 5.2 MB, with customer-story thumbnails up to 514 KB. Chrome UX Report for real visitors to teamdynamix.com (75th percentile, mobile): LCP 3.1 s ("needs improvement", so the site does not pass Core Web Vitals), time to first byte 2.3 s (poor); INP 145 ms and CLS are good. HTML pages are 800 KB to 1 MB each and Cloudflare reports them as not cached ("BYPASS").Source
    • PageSpeedGoogle PageSpeed mobile lab test of the homepage (October 22, 2026): performance 47, Largest Contentful Paint 12.5 s, total page weight 11.9 MB, of which 7.8 MB is one stock photo uploaded at 7,901 x 3,644 pixels; the Google Analytics tag file (same measurement ID) is requested twice, once directly and once through Google Tag Manager.Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
    • HiringSales Development Representative (remote US, posted October 15, 2026): supported by "events, content distribution, webinars, and a robust digital presence"; "We use marketing automation and behavioral scoring to identify 'warm leads'"; SDRs "Collaborate with marketing to nurture and engage marketing-qualified opportunities" and help "Higher Ed and 501(c) organizations achieve operational efficiencies".Source
  • 02

    The Growth Marketing Manager will report sourced pipeline, cost per opportunity and lead-to-opportunity conversion. But the homepage loads the same Google Analytics tag twice (once directly, once through Tag Manager), which can double-count page views and events, and the demo form's thank-you page sits in the sitemap, so search visitors can land on it without filling the form and look like conversions.

    High impactLow effort First result in 1 week Marketing Operations

    First action

    Check the GA4 debug view for duplicate page_view events on the homepage.

    How to measure it

    Demo conversions matching CRM records

    Now
    –
    Target
    95%+
    By
    30 days

    Steps

    1. 1

      Confirm the duplicate

      GA4 debug view and Tag Assistant.

      Marketing Operations 1 hour

    2. 2

      Remove one install

      Keep Tag Manager only.

      Web team 1 hour

    3. 3

      Noindex the thank-you page

      And drop it from the sitemap.

      Web team 1 hour

    4. 4

      Switch the goal

      Form submission event, not page view.

      Marketing Operations 1 day

    5. 5

      Reconcile

      One month of form fills vs CRM leads.

      Marketing Operations 2 days

    6. 6

      Annotate

      Mark the change date in reports.

      Marketing Operations 1 hour

    First result
    1 week
    Cost
    $0
    Owner
    Marketing Operations

    Smallest test

    Run Tag Assistant on the homepage today.

    Why it works

    Keep one Google Analytics install (through Tag Manager), remove the thank-you page from the sitemap and mark it noindex, and count demo requests from the form submission event and the CRM, not page views. Reconcile a month of form fills against CRM leads to confirm the numbers match.

    Decisions about budget and channel mix are only as good as the data, and both fixes take an afternoon.

    Risks and how to handle them

    • Historical trend breaks

      Annotate the change and compare like for like.

    Evidence

    • PageSpeedGoogle PageSpeed mobile lab test of the homepage (October 22, 2026): performance 47, Largest Contentful Paint 12.5 s, total page weight 11.9 MB, of which 7.8 MB is one stock photo uploaded at 7,901 x 3,644 pixels; the Google Analytics tag file (same measurement ID) is requested twice, once directly and once through Google Tag Manager.Source
    • Your websiteSitemap (769 URLs): 390 blog posts; comparison pages for ServiceNow, Freshservice, HALO, Atlassian, Ivanti and Cherwell; 13 industry landing pages; no pricing page (one blog post covers "pricing model flexibility" at the University of Michigan); the demo form's thank-you page (/demo-thank-you/) is listed in the sitemap.Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
  • 03

    TeamDynamix has 82 customer stories, a strong library. But the filters split it: "IT Asset Management" and "IT Asset Management (ITAM)", "K-12 District" and "K12 Districts", "Services" and "Business Services", and "News" listed as an industry. A buyer filtering for ITAM sees only part of the proof, and the new DEX filter has no story yet.

    Medium impactLow effort First result in 1 week Product Marketing

    First action

    List every taxonomy term and its story count.

    How to measure it

    Customer story page views

    Now
    –
    Target
    +25%
    By
    60 days

    Steps

    1. 1

      Export terms

      Product area and industry.

      Web team 1 hour

    2. 2

      Merge duplicates

      With redirects.

      Web team 1 day

    3. 3

      Retag stories

      Products used and industry.

      Product Marketing 2 days

    4. 4

      Add "switched from"

      Previous tool.

      Product Marketing 1 day

    5. 5

      Link from comparisons

      Relevant stories on each vs page.

      Web team 1 day

    6. 6

      Share with SDRs

      Story finder by tag.

      Sales Development Representative 1 day

    First result
    1 week
    Cost
    Staff time only
    Owner
    Product Marketing

    Smallest test

    Merge the two ITAM terms today.

    Why it works

    Merge the duplicate terms with redirects, tag each story by every product it uses (ITSM, ITAM, iPaaS, CAI, ESM, PPM) and by industry, and add a "switched from" tag (ServiceNow, Cherwell, Jira) so comparison pages and SDRs can pull the right proof.

    Proof that is easy to find gets used, by buyers on the site and by sellers in emails.

    Risks and how to handle them

    • Broken filtered URLs

      Redirect old term URLs.

    Evidence

    • Your websiteResources library (checked October 22, 2026): 82 customer stories in the sitemap. The filters list "IT Asset Management" and "IT Asset Management (ITAM)" separately, "K-12 District" and "K12 Districts" separately, both "Services" and "Business Services", and "News" as an industry; the DEX filter returns product information and blog posts but no customer story.Source
    • Your websitePress releases: DEX launched September 14, 2026, "built natively into the core platform" with ITSM and ITAM for "autonomous self-healing"; the Sassafras acquisition added software asset management; February 26, 2026: "a 50% increase in large enterprise customer wins", "a 60% surge in AI and automation adoption and an 80% increase in ITAM uptake".Source
    • Your websiteMake the Switch page: "TeamDynamix may be able to cover contract overlaps so you can make the switch without draining budgets", with a feature table against ServiceNow, Atlassian Jira, HALO ITSM, Ivanti Neurons and Freshservice. The Cherwell page: "As Cherwell customers contemplate the move to Ivanti Neurons, many are discouraged by the lack of support and incompleteness of product vision."Source
  • 04

    The demo page carries seven review quotes signed only by role and industry, and the same story cards for everyone. TeamDynamix sells to higher education, healthcare, state and local government and corporates, and has 82 named customer stories. An anonymous quote is weaker than a named peer.

    High impactLow effort First result in 1 month Growth Marketing Manager

    First action

    Pick two named stories per industry.

    How to measure it

    Form completion on /demo/

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Pick stories

      Two per industry.

      Product Marketing 2 days

    2. 2

      Get quotes approved

      Named quotes.

      Product Marketing 1 week

    3. 3

      Build the swap

      By form field or UTM.

      Web team 3 days

    4. 4

      Set campaign UTMs

      Industry in every campaign.

      Marketing Operations 1 day

    5. 5

      Test

      A/B against current page.

      Growth Marketing Manager 3 weeks

    6. 6

      Roll out

      All industries.

      Web team 1 week

    First result
    1 month
    Cost
    Staff time only
    Owner
    Growth Marketing Manager

    Smallest test

    Hard-code a higher-ed version for higher-ed campaigns.

    Why it works

    Show the industry selected in the form (or the campaign's UTM) and swap in two named stories and one named quote for that industry. Start with higher education, public sector and healthcare, where the library is deepest, and add a "talk to a customer like you" offer.

    Peer proof at the moment of decision lifts form completion, especially for committee buyers.

    Risks and how to handle them

    • Customers decline naming

      Use the published stories already approved.

    Evidence

    • Your websiteRequest a Demo page: "Named a Challenger on the Gartner MQ for ITSM", "Ranked #1 for Enterprise ITSM on Info-Tech Quadrant", "Ranked #1 for ITAM Info-Tech Quadrant"; seven review quotes attributed only by role and industry (e.g. "CIO, Government"); the same rotating customer-story cards for every visitor.Source
    • Your websiteResources library (checked October 22, 2026): 82 customer stories in the sitemap. The filters list "IT Asset Management" and "IT Asset Management (ITAM)" separately, "K-12 District" and "K12 Districts" separately, both "Services" and "Business Services", and "News" as an industry; the DEX filter returns product information and blog posts but no customer story.Source
    • HiringEnterprise Sales Executive, NY/PA (posted October 6, 2026): sells "ITSM, ESM & PPM together on one, codeless, simple platform" and "now introducing Integration Platform-as-a-Service (iPaaS)" to "corporate, higher education, healthcare, and state & local government organizations"; net-new logos with SDR support and pre-sales engineers; "travel 50% of the time as needed for prospect engagements and industry events".Source
    • HiringSales Development Representative (remote US, posted October 15, 2026): supported by "events, content distribution, webinars, and a robust digital presence"; "We use marketing automation and behavioral scoring to identify 'warm leads'"; SDRs "Collaborate with marketing to nurture and engage marketing-qualified opportunities" and help "Higher Ed and 501(c) organizations achieve operational efficiencies".Source
  • 05

    TeamDynamix holds contracts with New York OGS, OMNIA, E&I, TIPS, OETC, Ohio IUC-PG and BCNET, and the new NY/PA Enterprise Sales Executive sells to state and local government and higher education. The contracts are listed in one paragraph each on the partners page, with no contract numbers, buying steps or contacts.

    High impactLow effort First result in 1 month Enterprise Sales Executive

    First action

    Collect contract numbers and ordering steps for OGS and E&I.

    How to measure it

    Contract-sourced opportunities

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Collect details

      Numbers, scope, ordering.

      Channel Sales 1 week

    2. 2

      Check terms

      What each contract lets you publish.

      Contracts 3 days

    3. 3

      Build pages

      One per contract.

      Web team 1 week

    4. 4

      Add tracking

      Contract field on forms.

      Marketing Operations 1 day

    5. 5

      Use in outreach

      NY/PA and higher-ed sequences.

      Enterprise Sales Executive, NY/PA ongoing

    6. 6

      Measure

      Opportunities by contract.

      Growth Marketing Manager monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Enterprise Sales Executive, NY/PA

    Smallest test

    Publish the OGS page first.

    Why it works

    Give each contract its own page: who can use it, the contract reference, what is covered, how to order, and a named contact, plus a demo form that records the contract. Promote the OGS and E&I pages in NY/PA outreach.

    Public buyers search for vendors on their contracts first, and a ready vehicle removes months of procurement.

    Risks and how to handle them

    • Contract terms limit marketing

      Publish only what each cooperative allows.

    Evidence

    • Your websitePartners page: resellers CDW, SHI International and Liquid PC; Microsoft Marketplace, where the page says "TeamDynaix is eligible for MACC credits and Get it Now"; group purchasing contracts including New York OGS, OMNIA Partners, E&I Cooperative, TIPS, OETC, Ohio IUC-PG and BCNET; technology partners Aisera, Microsoft Azure and Virima; a deal registration form.Source
    • HiringEnterprise Sales Executive, NY/PA (posted October 6, 2026): sells "ITSM, ESM & PPM together on one, codeless, simple platform" and "now introducing Integration Platform-as-a-Service (iPaaS)" to "corporate, higher education, healthcare, and state & local government organizations"; net-new logos with SDR support and pre-sales engineers; "travel 50% of the time as needed for prospect engagements and industry events".Source
    • HiringSales Development Representative (remote US, posted October 15, 2026): supported by "events, content distribution, webinars, and a robust digital presence"; "We use marketing automation and behavioral scoring to identify 'warm leads'"; SDRs "Collaborate with marketing to nurture and engage marketing-qualified opportunities" and help "Higher Ed and 501(c) organizations achieve operational efficiencies".Source
  • 06

    The partners page says TeamDynamix "is eligible for MACC credits" on Microsoft Marketplace, which means customers can spend Azure commitments they already have. It is one sentence on the partners page, with a typo in the company name, and it is not mentioned on the demo or pricing-related pages.

    Medium impactLow effort First result in 1 week Channel Sales

    First action

    Fix the typo today.

    How to measure it

    Marketplace-transacted deals

    Now
    –
    Target
    5 a quarter
    By
    2 quarters

    Steps

    1. 1

      Fix typo

      Partners page.

      Web team 10 minutes

    2. 2

      Write the section

      How MACC buying works.

      Channel Sales 1 day

    3. 3

      Add to pages

      Demo and Make the Switch.

      Web team 1 day

    4. 4

      Brief sellers

      Discovery question.

      AVP of Sales 1 day

    5. 5

      Co-market

      With the Microsoft partner team.

      Channel Sales 1 month

    6. 6

      Track

      Marketplace deals.

      Channel Sales quarterly

    First result
    1 week
    Cost
    $0
    Owner
    Channel Sales

    Smallest test

    Ask in five current deals whether the buyer has an Azure commitment.

    Why it works

    Fix the typo, add a short "Buy with your Azure commitment" section to the demo page and the Make the Switch page, and brief SDRs and AEs to ask about Azure commitments in discovery.

    Using money already budgeted removes a common blocker for new software in large organizations.

    Risks and how to handle them

    • Marketplace fees

      Weigh against faster closes.

    Evidence

    • Your websitePartners page: resellers CDW, SHI International and Liquid PC; Microsoft Marketplace, where the page says "TeamDynaix is eligible for MACC credits and Get it Now"; group purchasing contracts including New York OGS, OMNIA Partners, E&I Cooperative, TIPS, OETC, Ohio IUC-PG and BCNET; technology partners Aisera, Microsoft Azure and Virima; a deal registration form.Source
    • Your websiteMake the Switch page: "TeamDynamix may be able to cover contract overlaps so you can make the switch without draining budgets", with a feature table against ServiceNow, Atlassian Jira, HALO ITSM, Ivanti Neurons and Freshservice. The Cherwell page: "As Cherwell customers contemplate the move to Ivanti Neurons, many are discouraged by the lack of support and incompleteness of product vision."Source
    • HiringEnterprise Sales Executive, NY/PA (posted October 6, 2026): sells "ITSM, ESM & PPM together on one, codeless, simple platform" and "now introducing Integration Platform-as-a-Service (iPaaS)" to "corporate, higher education, healthcare, and state & local government organizations"; net-new logos with SDR support and pre-sales engineers; "travel 50% of the time as needed for prospect engagements and industry events".Source

This quarter 10

The core plays for the next three months.

  • 07

    DEX launched in September 2026, built into the core platform, and the growth role owns "customer upsell and cross-sell". The library has no DEX customer story yet, and the installed base already runs TeamDynamix ITSM.

    High impactMedium effort First result in 1 quarter Customer Expansion Sales

    First action

    Pick 20 customers with high ticket volume.

    How to measure it

    Pilots converted to paid

    Now
    –
    Target
    50%
    By
    2 quarters

    Steps

    1. 1

      Select customers

      20 with high ticket volume.

      Customer Expansion Sales 1 week

    2. 2

      Define success

      Tickets prevented, self-heals.

      Product Marketing 1 week

    3. 3

      Invite

      Personal outreach.

      Customer Expansion Sales 2 weeks

    4. 4

      Run pilots

      60 days.

      Technical Consultant 2 months

    5. 5

      Review

      Results with each customer.

      Customer Expansion Sales 1 week

    6. 6

      Publish

      Three DEX stories.

      Product Marketing 1 month

    7. 7

      Scale

      Campaign to all ITSM customers.

      Growth Marketing Manager 1 month

    First result
    1 quarter
    Cost
    Pilot support time
    Owner
    Customer Expansion Sales

    Smallest test

    Offer the pilot to five customers this month.

    Why it works

    Invite 20 ITSM customers to a 60-day DEX pilot with a success plan (tickets prevented, self-healed issues), run by Customer Expansion Sales and a Technical Consultant. Turn the best three into the first DEX stories and a webinar.

    Existing customers buy faster than new logos, and the pilot produces the proof new buyers need.

    Risks and how to handle them

    • Pilots stall

      Weekly check-ins and a clear end date.

    Evidence

    • Your websitePress releases: DEX launched September 14, 2026, "built natively into the core platform" with ITSM and ITAM for "autonomous self-healing"; the Sassafras acquisition added software asset management; February 26, 2026: "a 50% increase in large enterprise customer wins", "a 60% surge in AI and automation adoption and an 80% increase in ITAM uptake".Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
    • Your websiteResources library (checked October 22, 2026): 82 customer stories in the sitemap. The filters list "IT Asset Management" and "IT Asset Management (ITAM)" separately, "K-12 District" and "K12 Districts" separately, both "Services" and "Business Services", and "News" as an industry; the DEX filter returns product information and blog posts but no customer story.Source
    • HiringTechnical Consultant (posted September 25, 2026): designs solutions "using TeamDynamix products like iPaaS and Conversational AI", trains customers "on iPaaS best practices", contributes "to knowledge base content". DevOps Software Engineer (posted September 22, 2026): owns the Azure pipelines for "our iPaaS (Integration Platform as a Service), CAI (Conversational Artificial Intelligence), and AI Agent products".Source
  • 08

    ITAM uptake rose 80% and the Sassafras acquisition added software asset management; the November ITAM webinar promises to "Cut software costs by 30%+ with real usage data". A customer's own unused licenses are the most persuasive pitch.

    High impactMedium effort First result in 1 quarter Customer Expansion Sales

    First action

    Define the review scope and report template.

    How to measure it

    ITSM customers adding ITAM

    Now
    –
    Target
    +30%
    By
    3 quarters

    Steps

    1. 1

      Scope

      Devices and duration.

      Technical Consultant 1 week

    2. 2

      Report template

      Savings by title.

      Product Marketing 1 week

    3. 3

      Invite

      Top 50 ITSM accounts.

      Customer Expansion Sales 2 weeks

    4. 4

      Run reviews

      30 days each.

      Technical Consultant ongoing

    5. 5

      Propose

      ITAM sized to savings.

      Customer Expansion Sales ongoing

    6. 6

      Measure

      Attach and revenue.

      Growth Marketing Manager monthly

    First result
    1 quarter
    Cost
    Technical consultant time
    Owner
    Customer Expansion Sales

    Smallest test

    Run three reviews.

    Why it works

    Offer ITSM customers a free 30-day usage review on a sample of devices: the report shows unused and under-used licenses with estimated savings. Follow with an ITAM proposal sized to the savings.

    A savings number from the customer's own environment sells itself to finance.

    Risks and how to handle them

    • Savings overstated

      Use measured usage only, with ranges.

    Evidence

    • Your websitePress releases: DEX launched September 14, 2026, "built natively into the core platform" with ITSM and ITAM for "autonomous self-healing"; the Sassafras acquisition added software asset management; February 26, 2026: "a 50% increase in large enterprise customer wins", "a 60% surge in AI and automation adoption and an 80% increase in ITAM uptake".Source
    • Your websiteEvents page: upcoming webinars "Get More from Your ITSM with AI & Automation" (November 4) and "Bridge the Gap Between Asset Management & Service Delivery" (November 10), both presented by TeamDynamix product and solutions staff; the site also promotes TDX Converge, the annual client conference, and a customer community.Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
  • 09

    SDRs work "warm leads" from marketing automation and behavioral scoring. The strongest signals on this site are visits to comparison pages, Make the Switch and the demo page, more than blog reads.

    High impactMedium effort First result in 1 quarter Sales Development Representat…

    First action

    Compare the pages viewed by leads that became opportunities.

    How to measure it

    MQL to opportunity rate

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Analyze

      Pages viewed by won leads.

      Marketing Operations 1 week

    2. 2

      Reweight

      Scoring model.

      Marketing Operations 1 week

    3. 3

      Alerts

      SDR notifications with context.

      Marketing Operations 1 week

    4. 4

      Response target

      One hour for high-intent forms.

      Senior Director of Demand Generation 1 day

    5. 5

      Coach

      Openers by page read.

      Sales Development Representative weekly

    6. 6

      Review

      Monthly score accuracy.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Sales Development Representative

    Smallest test

    Route comparison-page visitors to SDRs for two weeks.

    Why it works

    Weight scoring toward comparison pages, Make the Switch, pricing-model content and the Gartner report download; alert the SDR when an account crosses the line, with the pages it read. Set a one-hour response target for demo and Make the Switch forms.

    Fast, informed follow-up on high-intent visits is the biggest lever for lead-to-opportunity conversion.

    Risks and how to handle them

    • Score inflation

      Decay points over time.

    Evidence

    • HiringSales Development Representative (remote US, posted October 15, 2026): supported by "events, content distribution, webinars, and a robust digital presence"; "We use marketing automation and behavioral scoring to identify 'warm leads'"; SDRs "Collaborate with marketing to nurture and engage marketing-qualified opportunities" and help "Higher Ed and 501(c) organizations achieve operational efficiencies".Source
    • Your websiteMake the Switch page: "TeamDynamix may be able to cover contract overlaps so you can make the switch without draining budgets", with a feature table against ServiceNow, Atlassian Jira, HALO ITSM, Ivanti Neurons and Freshservice. The Cherwell page: "As Cherwell customers contemplate the move to Ivanti Neurons, many are discouraged by the lack of support and incompleteness of product vision."Source
    • Your websiteSitemap (769 URLs): 390 blog posts; comparison pages for ServiceNow, Freshservice, HALO, Atlassian, Ivanti and Cherwell; 13 industry landing pages; no pricing page (one blog post covers "pricing model flexibility" at the University of Michigan); the demo form's thank-you page (/demo-thank-you/) is listed in the sitemap.Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
  • 10

    TeamDynamix says Cherwell customers facing the move to Ivanti Neurons are discouraged, and Make the Switch offers to "cover contract overlaps". The growth role owns account-based marketing.

    High impactMedium effort First result in 1 quarter Growth Marketing Manager

    First action

    Build the target list of 200 accounts.

    How to measure it

    Opportunities from the campaign

    Now
    –
    Target
    25
    By
    2 quarters

    Steps

    1. 1

      Build list

      200 accounts.

      Sales Development Representative 2 weeks

    2. 2

      Write guide

      Migration steps and timeline.

      Product Marketing 2 weeks

    3. 3

      Find proof

      A switched-from-Cherwell story.

      Product Marketing 2 weeks

    4. 4

      Run ABM

      Ads, email, SDR calls.

      Growth Marketing Manager 6 weeks

    5. 5

      Webinar

      Migration session.

      Webinar/Virtual Events Manager 1 month

    6. 6

      Measure

      Pipeline by account.

      Growth Marketing Manager monthly

    First result
    1 quarter
    Cost
    ABM ad budget
    Owner
    Growth Marketing Manager

    Smallest test

    Run the sequence for 50 accounts.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Build a list of organizations running Cherwell or Ivanti (job posts, community mentions, technographics), run a 6-week ABM sequence with a migration guide, a Cherwell-switch customer story and the overlap offer, and invite them to a migration webinar.

    A forced platform decision is the best moment to win a switch, and the overlap offer removes the timing objection.

    Risks and how to handle them

    • Claims about a rival

      Stick to verifiable facts and customer quotes.

    Evidence

    • Your websiteMake the Switch page: "TeamDynamix may be able to cover contract overlaps so you can make the switch without draining budgets", with a feature table against ServiceNow, Atlassian Jira, HALO ITSM, Ivanti Neurons and Freshservice. The Cherwell page: "As Cherwell customers contemplate the move to Ivanti Neurons, many are discouraged by the lack of support and incompleteness of product vision."Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
    • Competitor researchRivals' own pages: Freshservice, "an AI-powered ITSM platform that's quick to deploy, easy to use"; HALO, "Workflow Automation for your Enterprise". ServiceNow is the main comparison on TeamDynamix's own site, which says it "requires developers and consultants for customization".Source
    • Your websiteResources library (checked October 22, 2026): 82 customer stories in the sitemap. The filters list "IT Asset Management" and "IT Asset Management (ITAM)" separately, "K-12 District" and "K12 Districts" separately, both "Services" and "Business Services", and "News" as an industry; the DEX filter returns product information and blog posts but no customer story.Source
  • 11

    The growth role is to "Equip partners with campaign assets" and track partner-sourced pipeline. TeamDynamix lists resellers (CDW, SHI, Liquid PC) and services partners, and has a deal registration form.

    High impactMedium effort First result in 2 quarters Channel Sales

    First action

    Ask two partners what assets they would use.

    How to measure it

    Partner-sourced opportunities

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      Interview partners

      Two resellers.

      Channel Sales 1 week

    2. 2

      Build the kit

      Email, page, webinar.

      Growth Marketing Manager 1 month

    3. 3

      Tracked links

      Per partner.

      Marketing Operations 1 week

    4. 4

      Launch

      Quarterly cadence.

      Channel Sales quarterly

    5. 5

      Review

      Monthly pipeline.

      Channel Sales monthly

    6. 6

      Reward

      Top partners with leads.

      Channel Sales quarterly

    First result
    2 quarters
    Cost
    Co-marketing funds
    Owner
    Channel Sales

    Smallest test

    Run one kit with one partner.

    Why it works

    Build a quarterly campaign-in-a-box for partners: email copy, a co-branded landing page, a webinar slot, and the switch and ITAM-review offers, with tracked links. Review partner pipeline monthly.

    Resellers sell what is easy to sell; ready campaigns earn their attention.

    Risks and how to handle them

    • Low partner use

      Start with the two most active partners.

    Evidence

    • Your websitePartners page: resellers CDW, SHI International and Liquid PC; Microsoft Marketplace, where the page says "TeamDynaix is eligible for MACC credits and Get it Now"; group purchasing contracts including New York OGS, OMNIA Partners, E&I Cooperative, TIPS, OETC, Ohio IUC-PG and BCNET; technology partners Aisera, Microsoft Azure and Virima; a deal registration form.Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
  • 12

    SDRs are told they will help "Higher Ed and 501(c) organizations", and TeamDynamix has deep higher-ed proof (Michigan, Purdue, Penn State, Vanderbilt) plus E&I and IUC-PG contracts.

    Medium impactMedium effort First result in 1 quarter Sales Development Representat…

    First action

    List 100 institutions on E&I with legacy ITSM.

    How to measure it

    Higher-ed opportunities

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      List institutions

      100 targets.

      Sales Development Representative 2 weeks

    2. 2

      Match stories

      Peer by size and type.

      Product Marketing 1 week

    3. 3

      Sequence

      Story, contract, community invite.

      Sales Development Representative 1 month

    4. 4

      Community session

      Customer portals.

      Webinar/Virtual Events Manager 1 month

    5. 5

      Nonprofit variant

      Relevant stories.

      Sales Development Representative 1 month

    6. 6

      Measure

      Opportunities.

      Growth Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Sales Development Representative

    Smallest test

    Send the sequence to 25 institutions.

    Why it works

    Run a campus-focused sequence: a peer story from a similar institution, the cooperative contract, and an invitation to a community session where customers show their portals. Add a nonprofit variant with relevant stories.

    Universities buy on peer references and existing contracts, both of which TeamDynamix already has.

    Risks and how to handle them

    • Academic calendars slow replies

      Time outreach to budget cycles.

    Evidence

    • HiringSales Development Representative (remote US, posted October 15, 2026): supported by "events, content distribution, webinars, and a robust digital presence"; "We use marketing automation and behavioral scoring to identify 'warm leads'"; SDRs "Collaborate with marketing to nurture and engage marketing-qualified opportunities" and help "Higher Ed and 501(c) organizations achieve operational efficiencies".Source
    • Your websitePartners page: resellers CDW, SHI International and Liquid PC; Microsoft Marketplace, where the page says "TeamDynaix is eligible for MACC credits and Get it Now"; group purchasing contracts including New York OGS, OMNIA Partners, E&I Cooperative, TIPS, OETC, Ohio IUC-PG and BCNET; technology partners Aisera, Microsoft Azure and Virima; a deal registration form.Source
    • Your websiteHomepage: "No-code IT Service Management with AI and automation. Power without complexity."; results "30-60% Ticket Deflection with Virtual Agents", "40-90% Faster Resolution", "2-3 Months/Year Of Manual Work Eliminated Per Tech"; "Named a Challenger in Gartner Magic Quadrant for ITSM"; "according to Gartner, 8 in 10 IT buyers overspend on their ITSM platform"; FAQ positions TeamDynamix as "the leading no-code ServiceNow alternative" and says it serves "20+ industries".Source
    • Your websiteEvents page: upcoming webinars "Get More from Your ITSM with AI & Automation" (November 4) and "Bridge the Gap Between Asset Management & Service Delivery" (November 10), both presented by TeamDynamix product and solutions staff; the site also promotes TDX Converge, the annual client conference, and a customer community.Source
  • 13

    The two upcoming webinars are presented by TeamDynamix staff. IT leaders trust peers who run the platform, and the 82 stories show many willing customers.

    Medium impactLow effort First result in 1 quarter Webinar/Virtual Events Manager

    First action

    Invite a customer to the November ITAM session.

    How to measure it

    Registrants per webinar

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Recruit guests

      From story customers.

      Product Marketing 2 weeks

    2. 2

      Plan sessions

      Around results.

      Webinar/Virtual Events Manager 1 week

    3. 3

      Promote

      Email and social.

      Growth Marketing Manager 2 weeks

    4. 4

      Run

      Monthly.

      Webinar/Virtual Events Manager monthly

    5. 5

      Clip

      Short answers.

      Webinar/Virtual Events Manager monthly

    6. 6

      Follow up

      SDR calls.

      Sales Development Representative monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Webinar/Virtual Events Manager

    Smallest test

    Add one customer to one session.

    Why it works

    Add one customer guest to each webinar, built around their results (deflection, resolution time, license savings), and clip each answer for SDR emails and the matching product page.

    Peer speakers lift registrations and give sales reusable proof.

    Risks and how to handle them

    • Guest drops out

      Keep a recorded backup.

    Evidence

    • Your websiteEvents page: upcoming webinars "Get More from Your ITSM with AI & Automation" (November 4) and "Bridge the Gap Between Asset Management & Service Delivery" (November 10), both presented by TeamDynamix product and solutions staff; the site also promotes TDX Converge, the annual client conference, and a customer community.Source
    • Your websiteResources library (checked October 22, 2026): 82 customer stories in the sitemap. The filters list "IT Asset Management" and "IT Asset Management (ITAM)" separately, "K-12 District" and "K12 Districts" separately, both "Services" and "Business Services", and "News" as an industry; the DEX filter returns product information and blog posts but no customer story.Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
  • 14

    TDX Converge is the annual client conference, and the AE role travels to industry events. Prospects learn most from seeing customers use the product.

    High impactMedium effort First result in 2 quarters Events Manager

    First action

    Pick 30 late-stage prospects to invite.

    How to measure it

    Win rate of attending deals

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Design track

      Sessions and workshop.

      Events Manager 1 month

    2. 2

      Recruit customers

      Hosts by industry.

      Product Marketing 1 month

    3. 3

      Invite prospects

      30 late-stage deals.

      Enterprise Sales Executive, NY/PA 1 month

    4. 4

      Run

      At Converge.

      Events Manager 1 day

    5. 5

      Follow up

      Within a week.

      Enterprise Sales Executive, NY/PA 1 week

    6. 6

      Measure

      Win rate.

      Growth Marketing Manager quarterly

    First result
    2 quarters
    Cost
    Event costs
    Owner
    Events Manager

    Smallest test

    Invite ten prospects to the next customer event.

    Why it works

    Invite qualified late-stage prospects to a one-day prospect track: customer-led sessions, a build-it-live workshop and one-to-one time with customers in the same industry. Track deals that attend.

    A room full of happy customers is the strongest close a vendor can offer.

    Risks and how to handle them

    • Customers feel sold to

      Keep the track separate and opt-in.

    Evidence

    • Your websiteEvents page: upcoming webinars "Get More from Your ITSM with AI & Automation" (November 4) and "Bridge the Gap Between Asset Management & Service Delivery" (November 10), both presented by TeamDynamix product and solutions staff; the site also promotes TDX Converge, the annual client conference, and a customer community.Source
    • HiringEnterprise Sales Executive, NY/PA (posted October 6, 2026): sells "ITSM, ESM & PPM together on one, codeless, simple platform" and "now introducing Integration Platform-as-a-Service (iPaaS)" to "corporate, higher education, healthcare, and state & local government organizations"; net-new logos with SDR support and pre-sales engineers; "travel 50% of the time as needed for prospect engagements and industry events".Source
    • HiringGrowth Marketing Manager, B2B SaaS (remote US, a "newly created role", reporting to the Senior Director of Demand Generation): programs "across three key areas: new logo acquisition, customer upsell and cross-sell, and channel marketing"; campaigns across "email, webinars, trade shows, account-based marketing, digital campaigns, social selling, and partner marketing"; works with the Events Manager and the Webinar/Virtual Events Manager; reports on "cost per opportunity, lead-to-opportunity conversion, and pipeline velocity". "Success in this role will be measured by tangible business outcomes".Source
  • 15

    TeamDynamix is "now introducing" iPaaS and hiring Technical Consultants who build integrations and write knowledge-base content. Its public GitHub has one repository, last pushed in 2025. IT teams search for exactly how to connect systems like Workday, Entra ID or Slack to their service desk.

    High impactMedium effort First result in 2 quarters Technical Consultant

    First action

    List the 20 most built integrations.

    How to measure it

    Demo requests from recipe pages

    Now
    –
    Target
    20 a month
    By
    3 quarters

    Steps

    1. 1

      List integrations

      Top 20 by builds.

      Technical Consultant 1 week

    2. 2

      Template

      Recipe page layout.

      Product Marketing 1 week

    3. 3

      Write

      Two a week.

      Technical Consultant 10 weeks

    4. 4

      Review

      Security and naming.

      DevOps Software Engineer ongoing

    5. 5

      Publish

      With demo links.

      Web team weekly

    6. 6

      Measure

      Traffic and demos.

      Growth Marketing Manager monthly

    First result
    2 quarters
    Cost
    Consultant time
    Owner
    Technical Consultant

    Smallest test

    Publish five recipes.

    Why it works

    Turn the integrations consultants already build into public recipe pages: the systems, the flow, a screenshot of the visual builder and the time to build. Start with the 20 most requested connectors, and link each to a demo.

    Recipe pages capture high-intent searches and show "no-code" in practice, which a feature list cannot.

    Risks and how to handle them

    • Customer details exposed

      Use generic examples only.

    Evidence

    • HiringTechnical Consultant (posted September 25, 2026): designs solutions "using TeamDynamix products like iPaaS and Conversational AI", trains customers "on iPaaS best practices", contributes "to knowledge base content". DevOps Software Engineer (posted September 22, 2026): owns the Azure pipelines for "our iPaaS (Integration Platform as a Service), CAI (Conversational Artificial Intelligence), and AI Agent products".Source
    • HiringEnterprise Sales Executive, NY/PA (posted October 6, 2026): sells "ITSM, ESM & PPM together on one, codeless, simple platform" and "now introducing Integration Platform-as-a-Service (iPaaS)" to "corporate, higher education, healthcare, and state & local government organizations"; net-new logos with SDR support and pre-sales engineers; "travel 50% of the time as needed for prospect engagements and industry events".Source
    • App Store and YouTubeTeamDynamix Mobile on the App Store: 3.19 stars from 21 ratings, updated October 21, 2026. YouTube channel: 621 subscribers, 91 videos, about 2.9 million total views. One public GitHub repository (tdx-quickstart-integrations, PowerShell, last pushed August 2025).Source
  • 16

    There is no pricing page, and the homepage argues that 8 in 10 IT buyers overspend on ITSM. Buyers comparing with ServiceNow want to know the shape of the cost before a call.

    High impactMedium effort First result in 1 quarter Product Marketing

    First action

    Agree what pricing details can be published.

    How to measure it

    Calculator-sourced demos

    Now
    –
    Target
    30 a month
    By
    2 quarters

    Steps

    1. 1

      Decide what to publish

      With sales leadership.

      AVP of Sales 1 week

    2. 2

      Write the page

      Cost drivers.

      Product Marketing 1 week

    3. 3

      Build calculator

      Savings inputs.

      Web team 3 weeks

    4. 4

      Check claims

      Sources for each figure.

      Product Marketing 1 week

    5. 5

      Connect to form

      Prefill.

      Marketing Operations 1 week

    6. 6

      Measure

      Demos and deal sizes.

      Growth Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing

    Smallest test

    Publish the cost-drivers page first.

    Why it works

    Publish how pricing works (what drives cost, what is included, typical ranges where allowed) and a calculator built on TeamDynamix's own figures: admin hours saved, 2-3 months a year of manual work per technician, and avoided developer and consultant time. The result feeds the demo form.

    Price transparency qualifies buyers early and turns the "no platform tax" message into numbers.

    Risks and how to handle them

    • Competitors use the ranges

      Publish drivers and ranges, not price lists.

    Evidence

    • Your websiteSitemap (769 URLs): 390 blog posts; comparison pages for ServiceNow, Freshservice, HALO, Atlassian, Ivanti and Cherwell; 13 industry landing pages; no pricing page (one blog post covers "pricing model flexibility" at the University of Michigan); the demo form's thank-you page (/demo-thank-you/) is listed in the sitemap.Source
    • Your websiteHomepage: "No-code IT Service Management with AI and automation. Power without complexity."; results "30-60% Ticket Deflection with Virtual Agents", "40-90% Faster Resolution", "2-3 Months/Year Of Manual Work Eliminated Per Tech"; "Named a Challenger in Gartner Magic Quadrant for ITSM"; "according to Gartner, 8 in 10 IT buyers overspend on their ITSM platform"; FAQ positions TeamDynamix as "the leading no-code ServiceNow alternative" and says it serves "20+ industries".Source
    • Competitor researchRivals' own pages: Freshservice, "an AI-powered ITSM platform that's quick to deploy, easy to use"; HALO, "Workflow Automation for your Enterprise". ServiceNow is the main comparison on TeamDynamix's own site, which says it "requires developers and consultants for customization".Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    TeamDynamix quotes 30-60% ticket deflection and 40-90% faster resolution, and already publishes market studies. Aggregated platform data would turn those ranges into benchmarks by industry and size.

    High impactHigh effort First result in 3 quarters Senior Director of Demand Gen…

    First action

    Check contracts for aggregate data use.

    How to measure it

    Downloads

    Now
    –
    Target
    5,000
    By
    1 year

    Steps

    1. 1

      Legal review

      Aggregate use rights.

      Legal 1 month

    2. 2

      Define metrics

      Five benchmarks.

      Product Marketing 2 weeks

    3. 3

      Analyze

      By segment.

      Data team 2 months

    4. 4

      Write

      Report.

      Product Marketing 1 month

    5. 5

      Launch

      Webinar and press.

      Growth Marketing Manager 1 month

    6. 6

      Use in sales

      Benchmarks in discovery.

      Sales Development Representative ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Senior Director of Demand Generation

    Smallest test

    Publish one benchmark chart.

    Why it works

    With customer consent and anonymization, publish yearly benchmarks: deflection, resolution time, self-service adoption and automation use by industry and size. Launch with a webinar and press, and let customers compare themselves.

    Original benchmarks earn coverage and give SDRs a reason to call every IT leader.

    Risks and how to handle them

    • Privacy concerns

      Aggregate and suppress small groups.

    Evidence

    • Your websiteHomepage: "No-code IT Service Management with AI and automation. Power without complexity."; results "30-60% Ticket Deflection with Virtual Agents", "40-90% Faster Resolution", "2-3 Months/Year Of Manual Work Eliminated Per Tech"; "Named a Challenger in Gartner Magic Quadrant for ITSM"; "according to Gartner, 8 in 10 IT buyers overspend on their ITSM platform"; FAQ positions TeamDynamix as "the leading no-code ServiceNow alternative" and says it serves "20+ industries".Source
    • Your websitePress releases: DEX launched September 14, 2026, "built natively into the core platform" with ITSM and ITAM for "autonomous self-healing"; the Sassafras acquisition added software asset management; February 26, 2026: "a 50% increase in large enterprise customer wins", "a 60% surge in AI and automation adoption and an 80% increase in ITAM uptake".Source
    • Your websiteEvents page: upcoming webinars "Get More from Your ITSM with AI & Automation" (November 4) and "Bridge the Gap Between Asset Management & Service Delivery" (November 10), both presented by TeamDynamix product and solutions staff; the site also promotes TDX Converge, the annual client conference, and a customer community.Source
  • 18

    The NY/PA role sells to state and local government and healthcare, and TeamDynamix has 13 industry pages. Buyers in these sectors want templates and compliance-ready workflows from day one.

    High impactHigh effort First result in 4 quarters Product Marketing

    First action

    Interview five customers in each sector about their first 90 days.

    How to measure it

    Edition opportunities

    Now
    –
    Target
    20
    By
    4 quarters

    Steps

    1. 1

      Interview

      Five per sector.

      Product Marketing 1 month

    2. 2

      Build templates

      Catalogs and workflows.

      Technical Consultant 1 quarter

    3. 3

      Fixed scope

      Implementation package.

      Professional Services 1 month

    4. 4

      Launch pages

      Sector editions.

      Web team 1 month

    5. 5

      Campaign

      Sector ABM.

      Growth Marketing Manager 1 quarter

    6. 6

      Review

      Deal velocity.

      AVP of Sales quarterly

    First result
    4 quarters
    Cost
    Product and services time
    Owner
    Product Marketing

    Smallest test

    Package one public-sector service catalog.

    Why it works

    Package editions: prebuilt service catalogs, forms, workflows and reports for each sector, with a fixed-scope implementation. Market them with sector stories and the cooperative contracts.

    Packaged editions shorten implementation and make the value obvious to sector buyers.

    Risks and how to handle them

    • Too rigid

      Templates stay fully editable.

    Evidence

    • HiringEnterprise Sales Executive, NY/PA (posted October 6, 2026): sells "ITSM, ESM & PPM together on one, codeless, simple platform" and "now introducing Integration Platform-as-a-Service (iPaaS)" to "corporate, higher education, healthcare, and state & local government organizations"; net-new logos with SDR support and pre-sales engineers; "travel 50% of the time as needed for prospect engagements and industry events".Source
    • Your websiteSitemap (769 URLs): 390 blog posts; comparison pages for ServiceNow, Freshservice, HALO, Atlassian, Ivanti and Cherwell; 13 industry landing pages; no pricing page (one blog post covers "pricing model flexibility" at the University of Michigan); the demo form's thank-you page (/demo-thank-you/) is listed in the sitemap.Source
    • Your websitePartners page: resellers CDW, SHI International and Liquid PC; Microsoft Marketplace, where the page says "TeamDynaix is eligible for MACC credits and Get it Now"; group purchasing contracts including New York OGS, OMNIA Partners, E&I Cooperative, TIPS, OETC, Ohio IUC-PG and BCNET; technology partners Aisera, Microsoft Azure and Virima; a deal registration form.Source
  • 19

    TeamDynamix's pitch is that legacy tools cost time: 2-3 months a year of manual work per technician. A prospect's own ticket data can show where.

    High impactHigh effort First result in 3 quarters Growth Marketing Manager

    First action

    Prototype the analysis on three customer exports.

    How to measure it

    Health-check-sourced opportunities

    Now
    –
    Target
    15 a quarter
    By
    3 quarters

    Steps

    1. 1

      Prototype

      Three exports.

      Technical Consultant 1 month

    2. 2

      Security review

      Upload handling and deletion.

      DevOps Software Engineer 1 month

    3. 3

      Build tool

      Upload and report.

      Web team 1 quarter

    4. 4

      Consent and routing

      To SDRs.

      Marketing Operations 2 weeks

    5. 5

      Launch

      Campaigns.

      Growth Marketing Manager 1 month

    6. 6

      Measure

      Opportunities.

      Growth Marketing Manager monthly

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Growth Marketing Manager

    Smallest test

    Offer the check by hand to five prospects.

    Why it works

    Build a tool where an IT team uploads an anonymized ticket export from any ITSM and gets a report: repeat request types that could be automated or deflected, estimated hours saved and the matching TeamDynamix features. Results go to an SDR with consent.

    A personalized diagnosis is a far stronger first step than a generic demo, and it qualifies the account.

    Risks and how to handle them

    • Sensitive data uploads

      Accept anonymized exports only and delete after processing.

    Evidence

    • Your websiteHomepage: "No-code IT Service Management with AI and automation. Power without complexity."; results "30-60% Ticket Deflection with Virtual Agents", "40-90% Faster Resolution", "2-3 Months/Year Of Manual Work Eliminated Per Tech"; "Named a Challenger in Gartner Magic Quadrant for ITSM"; "according to Gartner, 8 in 10 IT buyers overspend on their ITSM platform"; FAQ positions TeamDynamix as "the leading no-code ServiceNow alternative" and says it serves "20+ industries".Source
    • HiringSales Development Representative (remote US, posted October 15, 2026): supported by "events, content distribution, webinars, and a robust digital presence"; "We use marketing automation and behavioral scoring to identify 'warm leads'"; SDRs "Collaborate with marketing to nurture and engage marketing-qualified opportunities" and help "Higher Ed and 501(c) organizations achieve operational efficiencies".Source
    • HiringTechnical Consultant (posted September 25, 2026): designs solutions "using TeamDynamix products like iPaaS and Conversational AI", trains customers "on iPaaS best practices", contributes "to knowledge base content". DevOps Software Engineer (posted September 22, 2026): owns the Azure pipelines for "our iPaaS (Integration Platform as a Service), CAI (Conversational Artificial Intelligence), and AI Agent products".Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 20

    TeamDynamix Mobile has 3.19 stars from 21 ratings, and it was updated this week. Evaluators look at app ratings, and 21 ratings means a few happy users would change the score.

    Medium impactLow effort First result in 1 quarter Mobile product manager

    First action

    Read all 21 reviews and tag the complaints.

    How to measure it

    App Store rating

    Now
    –
    Target
    4.3+
    By
    2 quarters

    Steps

    1. 1

      Tag reviews

      Complaint themes.

      Mobile product manager 1 day

    2. 2

      Fix top issue

      Next release.

      Mobile team 1 month

    3. 3

      Add prompt

      After success moments.

      Mobile team 2 weeks

    4. 4

      Reply

      To every review.

      Support ongoing

    5. 5

      Ask customers

      Admins share the app.

      Customer Expansion Sales 1 month

    6. 6

      Track

      Rating monthly.

      Mobile product manager monthly

    First result
    1 quarter
    Cost
    Mobile team time
    Owner
    Mobile product manager

    Smallest test

    Reply to all existing reviews this week.

    Why it works

    Read the reviews, fix the top complaint, and add an in-app rating prompt after a successful action (ticket resolved, approval done). Reply to every review.

    A small fix plus a well-timed prompt can move a thin rating quickly.

    Risks and how to handle them

    • Prompts annoy users

      Show once per user per quarter.

    Evidence

    • App Store and YouTubeTeamDynamix Mobile on the App Store: 3.19 stars from 21 ratings, updated October 21, 2026. YouTube channel: 621 subscribers, 91 videos, about 2.9 million total views. One public GitHub repository (tdx-quickstart-integrations, PowerShell, last pushed August 2025).Source
  • 21

    The YouTube channel has about 2.9 million views across 91 videos but only 621 subscribers, and the comparison pages rely on text and feature tables. Short clips of building a workflow without code would prove the claim against ServiceNow and Jira.

    Medium impactLow effort First result in 1 quarter Webinar/Virtual Events Manager

    First action

    Pick five existing videos to cut.

    How to measure it

    Demo requests from comparison pages

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Pick videos

      Five with strong demos.

      Webinar/Virtual Events Manager 1 week

    2. 2

      Cut clips

      Two minutes each.

      Webinar/Virtual Events Manager 2 weeks

    3. 3

      Embed

      Comparison and product pages.

      Web team 1 week

    4. 4

      Use in email

      SDR sequences.

      Sales Development Representative ongoing

    5. 5

      Publish shorts

      YouTube and LinkedIn.

      Webinar/Virtual Events Manager weekly

    6. 6

      Measure

      Page conversion.

      Growth Marketing Manager monthly

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Webinar/Virtual Events Manager

    Smallest test

    Embed one clip on the ServiceNow page.

    Why it works

    Cut the best existing demos into two-minute clips (build a workflow, add an integration, deploy a virtual agent), embed them on each comparison and product page, and use them in SDR emails.

    Seeing no-code in action is more convincing than a table that says "Yes".

    Risks and how to handle them

    • Old UI in clips

      Use recent recordings only.

    Evidence

    • App Store and YouTubeTeamDynamix Mobile on the App Store: 3.19 stars from 21 ratings, updated October 21, 2026. YouTube channel: 621 subscribers, 91 videos, about 2.9 million total views. One public GitHub repository (tdx-quickstart-integrations, PowerShell, last pushed August 2025).Source
    • Your websiteMake the Switch page: "TeamDynamix may be able to cover contract overlaps so you can make the switch without draining budgets", with a feature table against ServiceNow, Atlassian Jira, HALO ITSM, Ivanti Neurons and Freshservice. The Cherwell page: "As Cherwell customers contemplate the move to Ivanti Neurons, many are discouraged by the lack of support and incompleteness of product vision."Source
    • Competitor researchRivals' own pages: Freshservice, "an AI-powered ITSM platform that's quick to deploy, easy to use"; HALO, "Workflow Automation for your Enterprise". ServiceNow is the main comparison on TeamDynamix's own site, which says it "requires developers and consultants for customization".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. TeamDynamix did not commission, review or endorse it, and Programmable is not affiliated with TeamDynamix. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how TeamDynamix runs its business.

Something wrong, or do you represent TeamDynamix? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Demo page speed, clean analytics, story filters, industry proof on /demo/, cooperative contract pages and Azure-credit buying.

  2. Days 31 to 6012 ideas

    DEX pilots, ITAM reviews, scoring and response, the Cherwell switch campaign, partner kits, higher-ed play, customer webinars, the Converge prospect track, iPaaS recipes and pricing clarity; app rating and video clips.

  3. Days 61 to 903 ideas

    Commit to the benchmark report, industry editions and the health check tool.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value no-code configuration without developers. The most cited problem: legacy ITSM complexity and cost.

  • Low admin overhead
  • Manual repetitive tickets
  • In their words: “no-code”

Market

Competitive landscape

5 competitors compared: ServiceNow, Freshservice, HALO, Jira Service Management and 1 more.

  • Gap to exploit: Packaged editions for public sector and healthcare
  • ServiceNow: Developers and consultants needed for customization
  • Freshservice: Less depth for complex enterprises

Hiring signals

TeamDynamix is building a measured demand engine.

  • Growth Marketing Manager: New logo, cross-sell and channel, measured on pipeline. Ideas 1, 2, 7, 10, 11.
  • Sales Development Representative: Behavioral scoring; higher ed and 501(c). Ideas 9, 12.
  • Enterprise Sales Executive, NY/PA: Government, higher ed, healthcare; events. Ideas 5, 14, 18.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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