Required context
- Target account notes
- ICP criteria
- Recent company context
- Qualification rules
Playbook example · GTM
Account research brief
Company context → qualification evidence → risks → next move → review record.
The anatomy
What this playbook carries.
A playbook is not a prompt template. It is the working method: the inputs, steps, review gate, visible evidence, review record, and version history around recurring AI-assisted work.
Review gate
Owner verifies evidence before next-step recommendation is shared.
Review record
Each record holds what was reviewed, the evidence it was built from, where a human signed off, and the version it proposes.
The record one run leaves behind.
Every reviewed run leaves the same record: what was reviewed, the evidence it was built from, where a human signed off, and the version the next run inherits.
Review record
Account research brief
What was reviewed
Account research brief playbook
Visible context/evidence
Target account notes, ICP criteria
Review gate
Owner verifies evidence before next-step recommendation is shared.
Next version
Version proposed for the next run
Start with one workflow.
Bring this workflow, or one your team already repeats, and shape it into a shared, reviewable playbook with the steps, the review gate, and the version built in.