services/playbook.md
We sit in on your sales calls. We listen to the recordings too. We break down what you do that wins. Your sales process becomes explicit. Your GTM team can replicate your success. You can configure your agents to scale it.
Usually [3 to 4 weeks]. It works best before your first sales hire starts or in their first month.
From conversations to instructions your agents run
how-it-works.md
We sit in on your live sales calls. We go through recordings of recent wins and losses. Afterward we ask you what you were thinking.
Every call is transcribed with your permission and your buyer's.
We write up what wins. That means the questions that open buyers up and your demo path. It means the objections and the answers that landed. It means how you know a deal is real.
We turn the readout into playbook.md and three skills. We connect them to your CRM and your call recorder. Your rep preps a real call and drafts a real sequence before we finish. You check both.
playbook.md
Everything comes from your calls and your deals. If it isn't working for you today, it stays out.
Who you sell to. The triggers that make them buy now. The signs to walk away early.
Your opening. The discovery questions that work. The demo talk track. Your answers to objections. All in your words.
The sequence that gets meetings. Which touches go in what order across email, LinkedIn, calls and intros. What each touch says.
How you sell at events and dinners. The opening question. The pitch said out loud. What happens after.
How you know a deal is real. How you know it isn't. Your rep stops chasing the wrong ones.
What the founder keeps doing. What the rep takes over. When it happens.
what-you-keep.md
Each file is a set of instructions. It tells an agent what to read, what to do and what to produce. A person approves anything that goes out. We optimize them for your tech stack. They feed your agents from the day we hand them over. The readout is the working document behind them.
What we saw on your calls. It includes quotes and timestamps. It marks what's worth teaching.
How it's loaded
It lives in your gtm/ folder as the source. Agents can search it. They act on the instruction files.
How you sell, built only from real calls. It covers who you sell to and the questions that work. It covers the demo path and the answers to objections. It lists the signs a deal is real or isn't.
How it's loaded
It goes into every rep's Claude or ChatGPT project. The call-prep, sequence and follow-up skills all read it.
One page of prep before any call.
How it's loaded
We install it as an Agent Skill. It connects to your CRM. It reads the account record and past call notes.
A multi-touch sequence for one account or a whole list. It uses the ICP and multi-touch sections.
How it's loaded
We install it as an Agent Skill. Every touch lands in your email or sequencing tool as a draft. Nothing goes out without a person.
A follow-up email written from the call transcript.
How it's loaded
We install it as an Agent Skill. It reads the transcript from your call recorder. It saves the email as a draft in Gmail or Outlook.
Twenty minutes. You'll leave knowing whether you're in a red ocean or a blue one. You'll know what that means for how you sell.
Book a 20-minute call