Overview
Playmaker is the onboarding intake form for each client engagement. Capture call recordings, a DO NOT CONTACT list, collateral, kickoff details, TAM and ICP, value proposition, personas, and customer stories here. Answers auto-save and become the source material for the downstream Playbook strategy document. Playmaker can draft its six strategy sections from evidence-focused company research and direct client context, while your team completes private setup details.
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}. Add ?tab=overview, tam, values, or personas to land on a specific tab.
Work through the tabs
Use All Fields for the full scrollable form, or jump to Overview, TAM & ICP, Values, Personas, or History. Click a field to edit. In the Overview collateral section, add Call Recordings, a DO NOT CONTACT List, Content, and Email Copy / Call Scripts when available. Rich-text fields include formatting and links. Section checkboxes mark blocks complete, and the save-status footer stays aligned with the page content while you scroll.
Draft the strategy sections with AI
The drafting panel opens at the top of the page. Add the website URL and optional company context under Anything we should know?, then select Fill out every strategy section. It researches the company once and drafts all six strategy sections. Review and edit every draft, then complete kickoff contacts, email domains, and other private setup details yourself. Unsupported gaps appear as Client input needed and strategic suggestions are labeled as recommendations.
Get help with one section
Choose Help me fill just this section from any supported strategy section when you only need a focused draft. Personas and Customer Stories also offer this option. A website URL is required so Playmaker can research the company.
Share a link with teammates
Internal users can select Copy Share Link in the tab bar. The URL includes the active tab when you are not on All Fields, so teammates with access can open the same client and section directly.
Review a scheduled takeover as view only
When an incoming SDR opens Playmaker from the SDR Hub's Takeover Preparation section, a banner explains that the intake is view only until reassignment takes effect. Existing fields can be read, but AI fill, completion controls, and saving are unavailable.
What the buttons do
- Copy Share Link
- Copies the stable deep link for this client's Playmaker, including the active tab when set. Internal users only.
- Want us to fill this out for you?
- The default-open drafting panel for company context and a whole-strategy draft. It can be collapsed when you do not need it.
- Fill out every strategy section
- Researches once, then drafts all six strategy sections from the same evidence brief. It reports sections that could not be filled.
- Help me fill just this section
- Drafts one supported strategy section from evidence-focused company research and saved context, including Personas and Customer Stories.
- Mark all complete
- Checks every section checkbox at once when intake is finished. Internal users only.
- Hide completed
- Filters the form to show only sections still in progress.
- Save-status footer
- Shows Saving, Changes saved, Save failed, or Changes are auto-saved, plus the Ctrl+S shortcut.