Overview
Playmaker is the onboarding intake form for each client engagement. Capture shared client materials, kickoff details, TAM and ICP, value proposition, personas, and customer stories here. Answers auto-save and become source material for the downstream Playbook. AI drafting uses direct client context and verified research only, marks recommendations, and leaves unsupported required details as Client input needed. Client viewers use Playmaker as a focused document, while staff retain the shared platform navigation.
How to use this page
Open Playmaker for a client
In Platform, go to Onboarding > Playmaker. Pick the client in the header switcher first, or open a direct link: /platform/onboarding/playmaker/{dealId}. Client viewers see a focused document view without the broader application navigation rail. Staff retain the shared platform navigation so they can move between their workspace and the onboarding document.
Add shared client materials
On the Overview tab, use Client Materials to upload TXT, PDF, or CSV files or add external links. Add an optional note so the team knows how to use the material. The shared library also appears at Onboarding > Documents, and the Responder switch marks material the AI email responder may consult.
Work through the tabs
Use All Fields for the full scrollable form, or jump to Overview, TAM & ICP, Values, Personas, or History. In Overview, add Call Recordings, a DO NOT CONTACT List, Content, and Email Copy / Call Scripts when available. Fields auto-save as you edit.
Draft strategy sections with AI
Use the drafting panel to add the website URL and optional direct company context, then select Fill out every strategy section. Playmaker researches once and drafts all six strategy sections. It uses only direct client context and verified research for factual claims. Unsupported required details are written as Client input needed, while strategy suggestions are explicitly labeled Recommended or Hypothesis to validate. Review and edit every draft before relying on it.
Get help with one section
Choose Help me fill just this section from a supported strategy section when you need a focused draft. Personas and Customer Stories also offer this option. The same evidence-only grounding applies to focused drafts.
Share or review
Internal users can select Copy Share Link in the tab bar. Incoming SDRs opening Playmaker from Takeover Preparation may have a view-only intake until reassignment takes effect.
What the buttons do
- Choose File / Add link (Client Materials)
- Adds shared onboarding material to the same library available from Onboarding > Documents.
- Responder switch
- Marks a shared file or link as reference material the AI email responder can consult.
- Want us to fill this out for you?
- The default-open drafting panel for direct company context and a whole-strategy draft.
- Fill out every strategy section
- Researches once, then drafts all six strategy sections from the same evidence brief. Unsupported required facts remain Client input needed.
- Help me fill just this section
- Drafts one supported strategy section using direct client context and verified research only.
- Copy Share Link
- Copies the stable deep link for this client's Playmaker, including the active tab when set. Internal users only.
- Mark all complete
- Checks every section checkbox at once when intake is finished. Internal users only.
- Save-status footer
- Shows Saving, Changes saved, Save failed, or Changes are auto-saved, plus the Ctrl+S shortcut.