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Use your strategic playbook

Read your positioning, priority actions, channel strategy, and messaging in one place.

Your strategic playbook turns all the research your marketing system has done into a clear plan. Find it under Intelligence → Playbook.

The playbook only appears once your competitor research and audience research have finished, since it is built from both.

What the playbook covers

  • Positioning, how to present your business in your market.
  • Priority Actions, what to focus on first for the biggest impact.
  • Channel Strategy, which channels to invest in and why.
  • Messaging Framework, the themes and language that resonate with your audience.

Resolve the conflicts first

If the research has turned up signals that contradict each other, a Top Conflicts block sits above everything else and holds the rest of the playbook back until you resolve them. Work through it first, because your answers shape the sections underneath.

Edit anything

Every section can be edited. Your version replaces the generated one and survives a refresh, so a correction you make sticks rather than being overwritten the next time research runs.

Keep it current

Press Refresh to rebuild the playbook from the latest research. There is a rate limit on it, so it will tell you if you are refreshing too often.

Each version carries a confidence score, and you can view earlier versions to see how your strategy has evolved. The playbook draws on your competitive intelligence, audience research, and market signals.

Put it to work

Use the playbook as your north star: let its priorities steer which topics you pursue, which campaigns you run, and how you talk about your business across content, email, and ads.

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