If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.

Sales Playbook

Get or structure a sales playbook with repeatable motions (who, when, how, assets) for discovery, demo, negotiation, and closing. This skill works with knowledge base when connected; otherwise structures a standard playbook from context and notes “Customize with your playbook from knowledge base.”

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                     SALES PLAYBOOK                                │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone)                                       │
│  ✓ Structure motions: discovery, demo, negotiation, closing      │
│  ✓ Per motion: who (owner), when (trigger), how (steps), assets  │
│  ✓ Output: playbook doc with motions list + per-motion detail    │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                       │
│  + ~~knowledge base~~: Pull existing playbook doc, scripts, battlecards │
│  + ~~CRM~~: Stage-specific playbook steps, win/loss patterns       │
└─────────────────────────────────────────────────────────────────┘

Output Structure

• Motions list: Discovery, Demo, Negotiation, Closing (or user-specified motions).
• Per-motion detail: Who (owner), When (trigger), How (steps), Assets (links or docs).
• Source: knowledge base or user-provided. If knowledge base not connected, note “Customize with your playbook from knowledge base.”

Data Sources (per REFERENCE.md)

• knowledge base (if connected): Sales playbook doc, demo script, battlecards, case studies.
• CRM (if connected): Stage definitions, win/loss patterns (optional).
• User input: Motion type focus, custom motions.