What a playbook is
Some moments decide an account: a renewal that suddenly looks shaky, a new executive sponsor, a health score that just went red. In those moments most of us know roughly what to do, but not in what order, and the prep takes longer than it should.
A playbook chains the right prompts from the Prompt Vault in the right order, so you never have to think about what to run next. Each step tells you when to run it and why, and opens the exact prompt, ready for your AI tool.
How playbooks work
- Choose the situation you are in from the list.
- Open each step's prompt, fill the blanks, and run it in your AI tool.
- Tick it off. Your progress is remembered in your browser.
The 11 playbooks
| Playbook | Moment | Steps |
|---|---|---|
| Monday Morning Protocol | Weekly ritual | 5 |
| QBR Preparation | Quarterly review | 6 |
| Renewal at Risk | Renewal risk | 6 |
| Expansion Play | Growth | 5 |
| Low Adoption Intervention | Adoption | 6 |
| Escalation Response | Crisis response | 5 |
| New Account Handover | Onboarding | 6 |
| Negative NPS Recovery | Detractor recovery | 5 |
| Account Just Went Red | Account health | 6 |
| New Executive Sponsor | Executive change | 5 |
| Multi-threading | Relationship risk | 5 |
Start here: Monday Morning Protocol
Five prompts. Twenty minutes. Complete visibility across your entire book of business before 9am on Monday. If you only pick up one playbook, make it this one, and make it a weekly habit.
Free, no login, and nothing you type leaves your browser.
Open Playbooks →