Business Playbooks

Comprehensive playbooks for business operations: sales, marketing, corporate, research, design, and development.

Use this skill when: Client asks about any business task — prospecting, social media, presentations, market research, branding, coding, etc.

How to Use

Identify the category from the user's request
Read the relevant playbook
Follow its instructions

Playbook Index

Sales

| Task | Playbook | |------|----------| | Lead research, prospecting, cold outreach | sales/prospecting.md | | CRM, contacts, deals, pipeline | sales/crm.md | | Sales emails, WhatsApp, drip sequences | sales/messages.md | | Proposals, quotes, pricing, SOWs | sales/proposals.md | | Payment reminders, collections | sales/collections.md | | Call scripts, phone sales | sales/calls.md |

Marketing

| Task | Playbook | |------|----------| | Social media posts, scheduling | marketing/social_media.md | | Copywriting, blog posts, captions | marketing/content_copy.md | | Paid ads, campaigns, targeting | marketing/advertising.md | | SEO, analytics, reporting | marketing/seo_analytics.md | | Email marketing, newsletters | marketing/email_automation.md | | Marketing strategy, planning | marketing/strategy.md |

Corporate

| Task | Playbook | |------|----------| | Calendar, meetings, scheduling | corp/agenda.md | | Project management, tasks, tracking | corp/projects.md | | Reports, dashboards, data analysis | corp/reports_data.md | | Presentations, slides, decks | corp/presentations.md | | Legal docs, finance, contracts | corp/legal_finance.md | | Customer service, support tickets | corp/customer_service.md |

Research

| Task | Playbook | |------|----------| | General research, fact-finding | research/general.md | | Market research, competitive analysis | research/market.md | | People research, background checks | research/people.md |

Design

| Task | Playbook | |------|----------| | Image creation, editing, graphics | design/image.md | | Video editing, clips, thumbnails | design/video.md | | Branding, logos, brand guidelines | design/branding.md |

Code

| Task | Playbook | |------|----------| | Software development, coding | code/development.md | | UI/UX design, prototypes | code/design_ui.md | | Infrastructure, DevOps, deployment | code/infrastructure.md |

Quick Category Detection

| Keywords | Category | |----------|----------| | lead, prospect, CRM, deal, pipeline, proposal, quote, collection | Sales | | social, post, ad, SEO, content, email blast, newsletter, campaign | Marketing | | meeting, calendar, project, report, presentation, contract, support | Corp | | research, analyze, market, competitor, background | Research | | image, logo, video, brand, design, graphics | Design | | code, build, deploy, API, database, frontend, backend | Code |