Scannable sales intelligence, built for action
with Playbooks
Playbooks distil the noise around a target account into crisp, actionable insight. Each brief helps reps cut through hours of research so they can personalise faster, prioritise better, and convert more.
Lead with context
—not guesswork
Your buyers leave behind signals every day: new hires, strategy shifts, product launches, and market moves. Playbooks make sense of it all so that your team knows exactly how to hit each lead.
Why Now
A short, scannable summary that explains the account’s current focus and why it matters right now—anchored in recent strategy signals, transformation themes, and urgency drivers.
Strategic Initiatives
Clear, named themes backed by evidence (job posts, blogs, earnings calls) showing what the company is investing in and why it matters to your solution.
Verified Needs
Company-specific needs tied to team structure, GTM blockers, security or scalability pain, and operational gaps—mapped to real use cases.
Key Contacts
Suggested personas including role, influence level, recent activity, and relevant context for outreach—often pulled from GitHub, LinkedIn, or blogs.
Tooling in Use
Snapshot of the tools already deployed (e.g. Kubernetes, OpenShift), with category, status, and what problems they do—or don’t—solve.
Sources
Every insight in a Playbook is backed by a clear source—so reps know exactly where the data came from.
We link directly to job posts, blogs, earnings calls, GitHub activity, and LinkedIn updates, so you can trust what you’re seeing and use it with confidence. No black-box summaries. No assumptions.
Start with accounts
that matter
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Upload a CSV of target accounts or connect your Salesforce or HubSpot list in seconds—no complex setup required.
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Whether you’re doing outbound, renewals, or expansion, you can focus only on the accounts that matter most right now.
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This flexible entry point fits seamlessly into your pipeline planning, ABM campaigns, or event follow-ups.
Let AI handle the
heavy lifting
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Playbooks come preconfigured to surface the most relevant roles, signals, and use cases—so you don’t have to.
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If needed, RevOps or marketing teams can customise filters for job titles, team types, or buying triggers.
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Once set, the system runs in the background without any manual input or maintenance required.
Get instant insights
in seconds
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Playbooks are delivered via email within minutes of request, ready to use with no formatting or waiting around.*
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You can route them directly into your preferred workspace—Notion, Google Drive, or Microsoft Teams.
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Key fields like initiatives, signals, and personas can also sync into your CRM for full team visibility.
*Fair usage limits apply based on your plan
Built for how sales teams
actually work
Playbooks slot into your GTM workflows where timing matters most, context wins deals, and relevance turns outreach into revenue. They give every team—from SDRs to CMOs—a faster way to align on who to target, what to say, and why it matters right now.
For Account Executives
Playbooks give AEs everything they need to craft relevant outreach, prep for meetings, or follow up with confidence—without spending hours researching. Reps go in knowing what matters to the account right now.
For SDRs & BDRs
SDRs get tailored talking points tied to real initiatives, so every first-touch message is timely, relevant, and more likely to convert. It’s the fastest way to move from generic to targeted.
For Leadership
Playbooks give leadership confidence that outbound is grounded in real signals—not guesswork. Marketing can see how messaging maps to actual company needs, and sales can act on insight that’s timely, relevant, and consistent across the funnel.
