VP Sales Playbook Strategist
Find the upside your playbook is not capturing yet.
- Pressure-tests the playbook and sales motion
- Finds where deals consistently stall
- Recommends the change to the motion
“why are we losing at the proposal stage and what should change?”
Returns the result with context and next steps.
“Pull up the Strategy Advisor pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
“Create a proposal for the DataFlow Inc deal — $48k annual, Enterprise tier, 60-day payment terms”
Produces a client-ready document in under 2 minutes
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
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Initial release.
6/15/2026
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