Playbooks
Expert-grade work, finished in minutes.
A playbook is a ready-to-run workflow in MorningAI: choose the outcome you need, add your brand's context, and get back the finished deliverable an agency or analyst would take weeks to produce.
136 playbooks 67 new this month
All playbooks 136
SEO & AI Search Growth
A 30-day content plan that shows what to create or update next to win more traffic from Google search and AI answers, with every topic marked new or refresh, built from search demand, pages losing traffic, AI answer gaps, competitors, and your existing pages.
Replaces content agency work ($3K-$10K per brief or rewrite)
Start playbookSearch & Traffic Performance Report
A chart-backed report on how your site is performing in search and overall traffic, ending in specific, prioritized recommendations instead of a vague read of the numbers.
Saves days of analyst time per cycle
Start playbookPress Release
A wire-ready press release in your brand's voice, with headline options, sourced facts and quotes, and the supporting kit to get it seen.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookB2B Buyer Persona
A professionally designed buyer persona your sales and marketing teams can drop into a deck or hand to a new hire today.
Replaces market research firm work ($30K-$150K)
Start playbookExecutive Point of View - Sales Document
A fully branded, two-page executive point of view built to earn a meeting or advance a specific deal with a named buyer.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookRetail Sell Sheet Generator
A buyer-ready retail sell sheet, professionally designed around your product and target account.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookSocial Content Plan
A ready-to-use social plan with a timed calendar, finished captions, visual guidance, and KPI tracking. Once you approve the posts, MorningAI can schedule them on your connected Facebook, Instagram, and LinkedIn pages.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookAgency Billing Audit
A full accounting of where your agency dollars actually went, with a clear recommended action and a next-year target for every job.
Replaces specialist consultant work ($25K-$100K)
Start playbookAgency Fee Should-Cost
An independent, bottom-up estimate of what your agency fee should cost, plus a negotiation brief you can bring into the room.
Replaces specialist consultant work ($25K-$100K)
Start playbookAgency Roster Audit
A full map of your agency roster showing where fees overlap, where relationships are too small to justify their overhead, and where contract terms need fixing, plus consolidation scenarios and negotiation briefs ready to use.
Replaces specialist consultant work ($25K-$100K)
Start playbookBrand Review
A scored review of your content against your brand voice and style guide, with severity-ranked issues and specific before/after fixes.
Saves days of analyst time per cycle
Start playbookCX Experience Benchmark
A side-by-side scored teardown of your customer experience against competitors and category-leading brands, showing exactly where you win and lose.
Replaces strategy consultancy work ($150K-$500K)
Start playbookCX Journey X-Ray
An end-to-end diagnosis of a single customer journey: where satisfaction is made or broken, in customers' own words.
Replaces strategy consultancy work ($150K-$500K)
Start playbookCX Maturity Diagnostic
A baseline read on how mature your customer-experience management is, with a value-at-stake estimate and a sequenced 90-day plan.
Replaces strategy consultancy work ($150K-$500K)
Start playbookCX Scorecard
A KPI system that connects your headline experience metric to the operational levers your team can actually move, delivered as a recurring scorecard.
Saves days of analyst time per cycle
Start playbookCX Standards Book
A customer-experience standards book that turns your brand principles into observable, measurable rules for every touchpoint, plus the audit checklist to certify adherence.
Replaces strategy consultancy work ($150K-$500K)
Start playbookCategory Demand Landscape
A complete demand map of your category: who buys, for what occasions, and what they want the product to deliver.
Replaces strategy consultancy work ($150K-$500K)
Start playbookCategory Needs Miner
A map of the unmet needs in your category, built from what category buyers already say and do in public: what's chronic, what's emerging, and where the best innovation openings are.
Replaces market research firm work ($30K-$150K)
Start playbookCompetitor Strategy Decoder
A category-wide competitive pre-read: a rigorous profile of every named competitor and the comparison views leadership uses to decide.
Replaces strategy consultancy work ($150K-$500K)
Start playbookCompetitor Wargame
A stress-tested view of what your competitors are likely to do next, and the response plan to move on first.
Replaces strategy consultancy work ($150K-$500K)
Start playbookConcept Screen
A ranked, evidence-based read on which product concepts are strongest before you commit development budget.
Replaces market research firm work ($30K-$150K)
Start playbookConcept Writer
A fully written, test-ready product concept, built to the standard that performs best in concept testing.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookDemographic Demand Forecaster
A long-range view of who your category's buyers will be in 5 to 15 years, and what that means for demand.
Replaces market research firm work ($30K-$150K)
Start playbookEvent Marketing - Event Logistics & Onsite Checklist
A complete logistics plan and day-of checklist so your event runs smoothly from setup through strike.
Replaces event agency or producer work ($10K-$50K)
Start playbookEvent Marketing - Run of Show
A minute-by-minute run of show so everyone on your event team knows what happens next and who owns it.
Replaces event agency or producer work ($10K-$50K)
Start playbookIdea Sprint
A large, screened pool of new product ideas, with a shortlist ready to become full concepts.
Replaces innovation consultancy work ($50K-$150K)
Start playbookIndustry Review
A quarterly or monthly briefing on your category's economy, consumer, channel, and competitive landscape, with what changed since last time.
Saves days of analyst time per cycle
Start playbookInnovation Business Case
A gate-ready business case for a new product concept, with sizing, financials, and a clear recommendation, built in a single working session.
Replaces strategy consultancy work ($50K-$150K)
Start playbookBrand House Architecture
Your brand's entire strategy legible on one page, from the idea the brand serves down to the declared role of every product, SKU family, and program in the portfolio.
Replaces brand consultancy work ($50K-$200K)
Start playbookInnovation Gate Review
A clear go, conditional-go, recycle, or kill call on any innovation project or full pipeline, with the reasoning and conditions spelled out.
Saves days of analyst time per cycle
Start playbookInnovation Platform Builder
A focused innovation strategy: 3 to 5 named strategic arenas that direct where your team should and shouldn't spend innovation resources.
Replaces strategy consultancy work ($150K-$500K)
Start playbookJourney Redesign Sprint
A redesigned version of a broken customer journey: the ideal experience, a practical hybrid version your team can actually build, and a staged path to get there.
Replaces strategy consultancy work ($50K-$200K)
Start playbookLaunch Readiness Review
An honest, dimension-by-dimension verdict on whether a launch plan is ready to hit its numbers, with a prioritized list of what to fix before launch day.
Saves days of analyst time per cycle
Start playbookMarketing Budget Optimization
A menu of budget-cut or reallocation scenarios that hit your savings target while protecting the dollars that actually reach consumers.
Replaces specialist consultant work ($25K-$100K)
Start playbookMarketing Budget ZBB Taxonomy
A full classification of your marketing budget into working versus non-working dollars, with a brand-level scorecard you can track over time.
Replaces strategy consultancy work ($150K-$500K)
Start playbookDaily Marketing Briefing
One short marketing briefing to start your day: who is waiting on you, what today's meetings need, and which deadlines this week are at risk, pulled from your connected email, calendar, and files.
Saves hours of team time every week
Start playbookOccasion Deep Dive
A full strategic profile of a single consumption occasion: what consumers need in that moment, where your category falls short, who's winning it today, and what to do about it.
Replaces market research firm work ($30K-$150K)
Start playbookProduction Should Cost
A line-by-line verdict on whether a production estimate or bid is fairly priced, plus a plan for moving commodity work to lower-cost production partners.
Replaces specialist consultant work ($25K-$100K)
Start playbookIntegrated Marketing Plan
The complete, presentation-ready marketing plan a leadership team actually approves: executive summary, strategic argument, tactic detail, timeline, budget, and risks.
Saves weeks of team and agency time
Start playbookVoice of Customer Intelligence
A quantified diagnosis of what customers are actually saying: which issues are biggest, where they hit the journey, and what to fix first.
Replaces market research firm work ($30K-$150K)
Start playbookMarketing Plan Review
An honest, scored review of any marketing plan (what's confused, what's missing, and whether it persuades), plus a corrected version of the plan's strategic core.
Replaces specialist consultant work ($10K-$50K)
Start playbookOne-Page Marketing Plan
Your complete marketing plan on a single slide: objectives, the issues in the way, the big moves, and the tactics that deliver them.
Saves days of team time
Start playbookAccount Plan
A strategic account plan for any customer or target, built from your CRM, email, meetings, and shared documents: where the relationship stands, where it can grow, and the moves that get you there.
Saves days of analyst time
Start playbookAccount Tiering
Your accounts sorted into clear, explainable sales tiers, so every seller knows where to spend time and RevOps can see exactly why.
Saves days of analyst time
Start playbookSDR Target Assignment
A rule-based recommendation of which SDR should own each target account or lead, honoring ownership, territories, and capacity, with each proposed change listed for you to make in your CRM.
Saves hours of manual routing per list
Start playbookRevenue Calendar Review
A coverage check of your upcoming sales calendar against your CRM: important deals with no customer meeting, meetings missing key stakeholders, meetings with no linked deal, and double bookings.
Saves 3-5 hours per rep per week
Start playbookCall Follow-Up
Follow-up for any sales call or meeting: a recap, what each side committed to, next actions, a draft follow-up email, and the activity record and deal updates for you to add to your CRM.
Saves 3-5 hours per rep per week
Start playbookCustomer Health
A health check of your customer accounts, built from your CRM plus email, meetings, and support history, showing which accounts are at risk, including renewals in the next 90 days, and what to do about each.
Saves days of analyst time
Start playbookCustomer Voice Synthesis
What your customers are actually saying, synthesized from calls, emails, notes, and documents: their priorities, pains, objections, and language.
Saves days of analyst time
Start playbookDaily Sales Briefing
A prioritized plan for your selling day: the deals, accounts, and messages that need you first, pulled from your CRM, inbox, and calendar.
Saves 3-5 hours per rep per week
Start playbookDeal Slip Scenarios
A clear picture of which deals may slip out of the period, how much is at risk, and what it would take to hold each close date.
Saves days of analyst time
Start playbookPersonalized Outreach Draft
A personalized outreach message with a real reason to reach out and a clear next step, grounded in what you actually know about the contact and account.
Saves 1-2 hours per account
Start playbookExpansion Whitespace Map
An evidence-based map of where you can grow inside existing customers, by product, team, geography, and use case, with qualified opportunities kept separate from hypotheses.
Saves days of analyst time
Start playbookFind the Internal Answer
A trustworthy answer to any internal sales question, from pricing process and security to implementation, policy, and case studies, with the source behind it.
Saves 3-5 hours per rep per week
Start playbookForecast Narrative
The story behind your forecast numbers, ready to read on the forecast call: what changed, where confidence comes from, and which deals will decide the quarter.
Saves days of analyst time
Start playbookObjection Response Prep
A deal-specific response to a buyer objection, grounded in what this account, these stakeholders, and your prior conversations actually said, not a canned rebuttal.
Saves 1-2 hours per account
Start playbookSales Inbox Sweep
Your inbox turned into a prioritized sales work queue: the customer emails that need a reply now, the buyer signals hiding in threads, and the CRM updates they imply.
Saves 3-5 hours per rep per week
Start playbookLead Triage
A triaged lead queue that tells your team which inbound prospects to call now, which to route, which to nurture, and which to disqualify, with the reason for each.
Saves 1-2 hours per queue review
Start playbookAccount Activity History
The full story of an account, contact, or deal relationship in one readable timeline: who talked to whom, when, and what has changed.
Saves 30-60 minutes per lookup
Start playbookRep Context Profile
A concise, factual working profile of a seller's book, covering territory, pipeline, top accounts, renewals, and current priorities, so every sales task starts with the right context.
Saves 1-2 hours of CRM digging
Start playbookProspect Research Brief
A short, CRM-grounded research brief on a prospect: the relationship you already have, what the company is focused on, and a credible reason to reach out.
Saves 1-2 hours per account
Start playbookSchedule a Sales Meeting
The right sales meeting proposed with the right stakeholders at the right time, with slots, attendees, and agenda ready for your approval.
Saves 2-3 hours per rep per week
Start playbookCRM Hygiene Check
A prioritized CRM cleanup plan: the stale, missing, duplicate, and contradictory data that is actually hurting your forecast, ranked by business impact rather than field completeness.
Saves days of analyst time
Start playbookAI Answer Audit
A clear picture of what ChatGPT, Gemini, Perplexity, and Claude say about your brand when buyers ask: what's right, what's wrong, who gets named instead, and what to fix first.
Replaces SEO/GEO agency work ($10K-$40K per month)
Start playbookCitation Gap Finder
The third-party sources that shape AI answers in your category: which ones carry your competitors instead of you, why, and how you get in.
Replaces SEO/GEO agency work ($10K-$40K per month)
Start playbookAnswer-Ready Rewrite
One existing page rewritten so search engines and AI answer systems can understand, extract, and credit it, without losing your voice or what already works.
Replaces content agency work ($3K-$10K per brief or rewrite)
Start playbookAI Query Content Brief
A go or no-go verdict on whether a high-intent buyer query deserves a new page and, if it does, a brief a writer can build from without another meeting.
Replaces content agency work ($3K-$10K per brief or rewrite)
Start playbookAI Answer Correction
A wrong or outdated claim about your brand in AI answers traced to its source and fixed there, with the correction assets already drafted.
Replaces SEO/GEO agency work ($10K-$40K per month)
Start playbookSearch & AI Visibility Review
One recurring operating view of organic search performance and AI answer visibility: what changed, why it likely happened, and what to do next period.
Replaces SEO/GEO agency work ($10K-$40K per month)
Start playbookClose Plan
A close plan for one opportunity that lays out every milestone between today and signature, who owns each one on both sides, and whether your close date holds up.
Saves days of analyst time
Start playbookFunnel and Pipeline Health Review
A funnel health report and data workbook showing where your deals leak, how long each stage really takes, whether marketing leads become revenue, and what fixing your leakiest stage is worth in dollars.
Saves days of analyst time
Start playbookPipeline Review
A ranked review of the live pipeline in your CRM, covering recent changes, deals that need attention and why, thin coverage or data, and priority actions before the next pipeline meeting.
Saves days of analyst time
Start playbookStakeholder Map
A stakeholder map for any account or deal that shows who holds the power, who you actually talk to, and which missing relationships put the deal at risk.
Saves 1-2 hours per account
Start playbookBoard and Investor Update
A board-ready deck, investor email, and meeting prep sheet built from your real numbers, with results against plan and lowlights given the same room as highlights.
Saves days of analyst time per cycle
Start playbookBrand Manual
A designed brand manual that your agencies, new hires, retail partners, and event crews can work from without asking a question.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookChannel Pricing Guardrails
A channel pricing policy and price ladder that keep your marketplaces from undercutting your own site. It sets which channel carries which pack and price, and who responds when a price drifts out of line.
Replaces specialist consultant work ($25K-$100K)
Start playbookClaims and Compliance Review
A first-pass claims review of your labels, ads, social posts, or web pages, with every stated, implied, and visual claim risk-rated and rewritten to stay punchy without adding claims.
Replaces specialist consultant work ($25K-$100K)
Start playbookGrowth Model Builder
An Excel growth model of your business, channel by channel, that shows which metrics drive revenue most and where to focus.
Replaces specialist consultant work ($25K-$100K)
Start playbookGrowth Model Readout
A strategy readout of your growth model that names the levers worth your year, the channels that can't matter, and the shortest credible path to your target.
Replaces specialist consultant work ($25K-$50K)
Start playbookGrowth Model vs Actuals
A driver-level variance review that shows which assumptions missed, what each miss cost in dollars, and where the year now lands.
Saves days of analyst time per cycle
Start playbookNaming Sprint
A shortlist of names worth taking to your trademark attorney, each with its story, its risks, and dated search notes behind it.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookSeasonal Moments Planner
A 12-month calendar of the seasonal moments worth winning, picked with you step by step and ranked on search demand, your own sales, and product fit, each with a plan and a work-back schedule that shows what has to happen this month.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookSubscription Economics
A subscription economics workbook that shows what a subscriber is worth, what each discount actually costs, and whether subscribers earn you more on your own site or on Amazon Subscribe & Save.
Saves days of analyst time per cycle
Start playbookRecipe, Pairing and Usage Content Engine
A search-led slate of recipes, pairings, and how-tos for your products, each written to a test-kitchen standard and formatted for search engines and AI assistants.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookCompetitive Battlecard
A one-page battlecard for each competitor your reps meet in deals, built on your own win and loss record, with every claim about the rival sourced and dated.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookCustomer Story Builder
A finished customer case study and up to six ready-to-use cut-downs from one interview, with an approval pack built to get every quote and number signed off.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookDistributor and Broker Sell-In Kit
A complete sell-in kit that gets distributor and broker reps pitching your brand: a ten-minute meeting deck, a one-page rep card, and account targets drawn from real data.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookPrice Increase Communication
A complete price increase pack that keeps your accounts and shelf space: a cost story buyers can check, messages by customer group, a notice timeline, letters, and rep talk tracks.
Replaces specialist consultant work ($25K-$100K)
Start playbookRFP and RFQ Response Builder
A clear bid or no-bid call on every RFP and RFQ, followed by a full response draft built from your own approved content, with every requirement tracked and nothing invented.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookRetailer Category Review Deck
A buyer-ready category review deck that leads with the category's growth, makes a specific ask, and shows what it is worth in the retailer's own sales and margin dollars.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookTrade Show Pipeline Plan
A pipeline plan for your next trade show: goals set against your budget, the accounts worth meeting, and a scorecard that shows what the show returned.
Saves days of analyst time
Start playbookWin/Loss Analysis
A win/loss report that shows why your deals were really won and lost, with the CRM's loss reasons set beside what the evidence says and actions your team can own.
Saves days of analyst time
Start playbookDigital Shelf Audit
A scored view of how your products show up on the retailers that matter, built from screenshots or exports of your listings and search results, with a ranked list of fixes.
Saves days of analyst time per cycle
Start playbookLimited Edition Drop Plan
A go or no-go plan for your seasonal limited edition, gift set, or bundle, with the build quantity, price, and drop calendar your team can approve.
Saves days of analyst time per cycle
Start playbookMarketplace Item Launch Plan
A week-by-week runbook for one new item's first 90 days on one retailer, ending in a clear call to scale, hold, or fix.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookPDP Optimizer
A paste-ready copy pack that rewrites one product page for one retailer, each block labeled with where it goes in the seller portal.
Replaces content agency work ($3K-$10K per brief or rewrite)
Start playbookPost-Promo Analysis
A ranked scorecard of the promotions you already ran, showing what each event really earned once baseline sales, the post-event dip, cannibalization, and actual costs are counted.
Saves days of analyst time per cycle
Start playbookPromo Recap Builder
A polished one-page promo recap your boss can read in thirty seconds, with honest lift and payback numbers and specific next steps.
Saves days of analyst time per cycle
Start playbookPromo Tentpole Planner
A full-year deal calendar covering Prime Day, retailer deal windows, category moments, and your own brand moments, with a run or decline verdict on each event and the math behind it.
Saves days of analyst time per cycle
Start playbookRetail Media Plan
A retail media plan and budget workbook that shows where each dollar goes across Amazon Ads, Chewy Ads, Walmart Connect, and Instacart.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookReview Intelligence
A review intelligence report that turns what shoppers write about your products and your competitors' into ranked themes, routed fixes, and copy you can use.
Replaces market research firm work ($30K-$75K)
Start playbookTrade Promotion Plan
Next period's promotion calendar by retailer, planned with you in four short check-ins, with a forecast profit and return for every event before it's committed and a funding summary finance can test line by line.
Replaces specialist consultant work ($25K-$100K)
Start playbookEmail A/B Test Review
A clear record of what your past email A/B tests actually proved, with real winners separated from noise and a ranked list of what to test next.
Saves days of analyst time per cycle
Start playbookEmail Account Audit
A full health check of your email account, read from its live data, with every area rated and a short, ranked list of the fixes that matter most.
Saves days of analyst time per cycle
Start playbookEmail Campaign Builder
An email campaign built with you step by step, from audience to copy to test, then created in Klaviyo as an unscheduled draft your team only needs to review and schedule.
Replaces marketing agency work ($5K-$10K per deliverable)
Start playbookEmail Deliverability Check
A plain answer on whether your emails are reaching the inbox, what is causing any problem, and a ranked plan to fix it.
Saves days of analyst time per cycle
Start playbookEmail Flow Audit
An audit of every live email flow in your Klaviyo account, showing where people drop off and revenue leaks, with your weakest emails rewritten and missing flows built as drafts.
Replaces marketing agency work ($5K-$15K per deliverable)
Start playbookEmail List Growth Review
A net view of how your email list really grows, showing which sign-up forms and sources bring in buyers and where new subscribers leak away, with ranked form fixes and new copy.
Saves days of analyst time per cycle
Start playbookEmail Program Builder
A complete lifecycle email program for your brand: a flow map and build order, every email written and coded, reorder timing set from your own Shopify data, and a 90-day campaign calendar.
Replaces marketing agency work ($10K-$25K per deliverable)
Start playbookEmail Segment Builder
A set of email segments your team will actually send to, each with one clear job, a live count, and exact conditions, with the ones you approve created in Klaviyo.
Saves days of analyst time per cycle
Start playbookCampaign Asset System
A production-ready asset set: your approved key visual adapted to every placement you need, each one brand-checked and logged on a contact sheet and a spec sheet.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookCampaign Copy Deck
A complete campaign copy deck: every line for every channel written from one agreed message, counted to fit, and packaged with an upload-ready spreadsheet.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookCreative Brief Builder
A single-minded, one-page creative brief built with you in six short check-ins: a sourced insight, one proposition, a production-ready deliverables table, a stress-test score, and three creative directions. You choose at each step, or say "just build it" to get the full brief with recommended choices.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookCreative Testing Matrix
A paid social creative test plan that tells you why an ad wins: paired cells sized to your budget, ready variants, and a readout once results come back.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookGlobal Campaign Localization
A localization pack for your approved master campaign, built with you in three check-ins: you lock what stays fixed, approve the approach on a pilot market, then settle each market's flags. Every market gets two local copy options with a literal back-translation beside each line, so your global team can approve text it cannot read.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookSeasonal Creative Concepts
A seasonal creative pack built around one visual route you choose, with a shot list, ready-to-use image prompts, and sample images that set your brand apart from the category.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookSeasonal Media Flighting
A week-by-week plan for where each seasonal dollar runs across paid, email, social, and retail media, timed to when shoppers start looking and when costs peak. You agree the season map, channel roles, weekly flight, and pacing rules one step at a time, or say "just build it" to skip ahead.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookStore Weekly Business Review
A one-page Monday trading review for your Shopify store that says how the week went, why sales moved, which products your stock can safely promote, and who acts next.
Saves days of analyst time per cycle
Start playbookWeekly E-Commerce Report
A weekly e-commerce report built from your Shopify store and Google Analytics, plus your Amazon sales and ads reports if you share them, delivered as an Excel workbook your team can dig into and a Word write-up for a 30-minute team review.
Saves days of analyst time per cycle
Start playbookWeekly Marketing Report
A weekly marketing report that turns social, website, search, and email results into one story, delivered as an Excel workbook and a Word write-up for a 30-minute team review.
Saves days of analyst time per cycle
Start playbookWeekly Sales Report
A weekly sales report from your CRM or a CSV export, showing where pipeline, forecast, and reps stand against the quarter, delivered as an Excel workbook and a Word write-up for a 30-minute team review.
Saves days of analyst time
Start playbookCampaign Post-Mortem
A blameless post-mortem report on a finished campaign: results scored against the goals you approved before launch, the root causes behind them, and the changes your next brief has to carry.
Saves days of analyst time per cycle
Start playbookPersona Feedback Panel
A simulated customer panel read-out on your idea, ad, headline, pack, price, or email: a clear verdict, where your personas agree and split, and a revised version already re-tested.
Replaces market research firm work ($30K-$60K)
Start playbookPersona Reaction Test
A candid, in-character reaction to one piece of creative from a persona you choose, translated into a ranked list of changes you can make today.
Replaces market research firm work ($30K-$50K)
Start playbookCommunity and Reputation Guide
A reply playbook for your reviews and comments: what customers are saying, how your brand answers them, which issues go straight to a named owner, and drafts that clear today's backlog.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookExecutive Thought Leadership Program
A LinkedIn program in your executive's own voice: a voice profile, the points of view they can own, a bank of their real stories, and four weeks of posts ready to paste.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookSocial Performance Review
A monthly or quarterly social performance review that leads with a verdict against your goals, explains why your best and worst posts landed where they did, and ends with clear keep, change, and stop calls.
Saves days of analyst time per cycle
Start playbookBoss Ask Decoder
A boss-ready draft of whatever your manager just asked for, with a plain-English read of what they really want and two smart questions to send back.
Saves 3-5 hours per week
Start playbookMeeting Prep Coach
A one-page prep sheet for your next meeting: who will be in the room, what each person cares about, the three points to land, and answers ready for the questions coming your way.
Saves 3-5 hours per week
Start playbookWeekly Update Writer
A ready-to-send weekly status email built from whatever your week left behind, in a shape your boss can forward up the chain without editing.
Saves 3-5 hours per week
Start playbookTV Commercial Generator
A production-ready TV commercial spec: one :30 concept that breaks your category's conventions, written scene by scene, checked for broadcast, and ready to cut down to :15 and :06.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookTrend-Native Social Video Generator
A ready-to-produce short-form video spec that rides a format your audience already knows, bends it so only your brand could make it, and lands the benefit before the scroll.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookOnline Video Ad Generator
A 30-second online video ad, written scene by scene for feeds where viewers can skip or scroll, built on an idea your category has never shown. It hooks viewers in the first three seconds and works with the sound off.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookSourcing and Impact Story
A sourcing and impact story you can defend, with every claim matched to its proof and ready-to-use copy for your website, social channels, packaging, and retail buyers.
Replaces marketing agency work ($5K-$25K per deliverable)
Start playbookBrand Answer Sheet
One canonical, sourced fact file covering company info, every SKU, pricing, claims, availability, and leadership, so AI systems, retailers, and writers all work from the same version.
Saves days of analyst time per cycle
Start playbookNo playbooks match — try a different category or search term.
How a playbook works
From request to deliverable in three steps.
- Choose the outcome Browse 136 playbooks across marketing and sales, organized by what you need to produce.
- Add your context MorningAI works from your brand setup and connected data — CRM, Search Console, your documents.
- Get the deliverable A finished report, plan, or asset with agency-grade rigor, ready to share or act on.
Run any of these on your brand.
See a playbook produce a real deliverable on your brand in a demo — the same workflow your team would run tomorrow.