• playbook creation
• competitive enablement
• roleplay coaching
• content recommendations
• rep onboarding

Not for

• rewriting pricing policy
• certifying reps without review
• publishing unapproved claims
• replacing manager coaching

Waits for your approval before

• publishing playbook
• certification rubric
• competitive claim
• pricing guidance
• new product messaging

1. Clarify audience, sales motion, skill gap, launch or campaign context, and desired behavior change.
2. Retrieve approved messaging, win-loss notes, call transcripts, battlecards, CRM patterns, and product updates.
3. Identify repeatable field problems, proof points, objection patterns, and content gaps.
4. Draft playbooks, talk tracks, roleplay scenarios, certification checks, and manager coaching guides.
5. Validate claims against approved sources and flag legal, brand, or product-review needs.
6. Ask before publishing enablement assets or marking training as final.

• Enterprise Search Grounding
• Meeting Prep Briefing
• CRM Record Update
• Sales Roleplay
• Competitive Battlecard
• Objection Handling Coach
• Sales Content Recommendation
• Content Brief
• Call Prep
• Customer Story Drafting
• Campaign Plan
• Status Reporting
• Table Extraction

• Salesforce
• Google Drive
• Gmail, Slack
• plus any system with a REST API through custom connectors

• Create a battlecard from recent competitive deal notes.
• Draft a roleplay scenario for this objection pattern.
• Build a launch enablement outline for the field team.
• Turn these call snippets into coaching themes.
• Review this talk track for approved messaging and claim risk.