Playbooks

Outcomes, not features.

Expert-grade marketing deliverables — demand landscapes, competitive wargames, launch reviews, budget audits — in under an hour. What a consultancy delivers in months, MorningAI runs in minutes.

44 playbooks

Featured playbook

Audience Insight Brief

An agency-grade consumer or shopper insight brief — who they are, what they need, and what it means for your brand — built from public data instead of a commissioned study.

Produce agency-grade consumer, shopper, and cultural insight briefs from publicly available data — audience deep dives, occasion analyses, category barrier diagnostics, and retailer-facing shopper briefs.

Under 30 minutes Strategy

Replaces a $30K-$150K Market research firm engagement

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PB
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SEO and Organic Growth

A prioritized plan for growing organic search traffic, with the biggest opportunities sized, declining pages caught early, and content briefs ready for your team to write from.

Under 30 minutes Organic Search

Replaces a Days of analyst time per cycle In-house analyst team engagement

PB
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Search & 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.

Under 30 minutes Organic Search

Replaces a Days of analyst time per cycle In-house analyst team engagement

PB
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Press 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.

Under 30 minutes Public Relations

Replaces a $5K-$25K per deliverable Marketing agency engagement

PB
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B2B Buyer Persona

A professionally designed buyer persona your sales and marketing teams can drop into a deck or hand to a new hire today.

Under 30 minutes Research

Replaces a $30K-$150K Market research firm engagement

PB
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Performance Reporting

A recurring performance report — a fast weekly snapshot or a deeper monthly review — that keeps your team and leadership aligned on what happened and what to do next.

Under 30 minutes Research

Replaces a Days of analyst time per cycle In-house analyst team engagement

PB
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Executive 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.

Under 30 minutes Sales Enablers

Replaces a $5K-$25K per deliverable Marketing agency engagement

PB
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Retail Sell Sheet Generator

A buyer-ready retail sell sheet, professionally designed around your product and target account.

Under 30 minutes Sales Enablers

Replaces a $5K-$25K per deliverable Marketing agency engagement

PB
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Social Content Plan

A publish-ready social content plan — a dated calendar, finished captions, visual direction, and a measurement plan — ready to hand to your team for production and scheduling.

Under 30 minutes Social Media

Replaces a $5K-$25K per deliverable Marketing agency engagement

PB
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Agency 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.

Under 30 minutes Spend Optimization

Replaces a $25K-$100K Specialist consultant engagement

PB
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Agency 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.

Under 30 minutes Spend Optimization

Replaces a $25K-$100K Specialist consultant engagement

PB
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Agency 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.

Under 30 minutes Spend Optimization

Replaces a $25K-$100K Specialist consultant engagement

PB
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Brand Review

A scored review of your content against your brand voice and style guide, with severity-ranked issues and specific before/after fixes.

Under 30 minutes Strategy

Replaces a Days of analyst time per cycle In-house analyst team engagement

PB
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CX 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.

Under 30 minutes Customer Experience

Replaces a $150K-$500K Strategy consultancy engagement

PB
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CX Journey X-Ray

An end-to-end diagnosis of a single customer journey — where satisfaction is made or broken, in customers' own words.

Under 30 minutes Customer Experience

Replaces a $150K-$500K Strategy consultancy engagement

PB
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CX 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.

Under an hour Customer Experience

Replaces a $150K-$500K Strategy consultancy engagement

PB
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CX Scorecard

A KPI system that connects your headline experience metric to the operational levers your team can actually move, delivered as a recurring scorecard.

Under 30 minutes Customer Experience

Replaces a Days of analyst time per cycle In-house analyst team engagement

PB
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CX 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.

Under 30 minutes Customer Experience

Replaces a $150K-$500K Strategy consultancy engagement

PB
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Category Demand Landscape

A complete demand map of your category — who buys, for what occasions, and what they want the product to deliver.

Under 30 minutes Strategy

Replaces a $150K-$500K Strategy consultancy engagement

PB
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Category Needs Miner

A map of the unmet needs in your category — what's chronic, what's emerging, and where the best innovation openings are — built from what category buyers already say and do in public.

Under 30 minutes Research

Replaces a $30K-$150K Market research firm engagement

PB
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Competitor Strategy Decoder

A category-wide competitive pre-read — a rigorous profile of every named competitor and the comparison views leadership uses to decide.

Under 30 minutes Strategy

Replaces a $150K-$500K Strategy consultancy engagement

PB
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Competitor Wargame

A stress-tested view of what your competitors are likely to do next, and the response plan to move on first.

Under 30 minutes Strategy

Replaces a $150K-$500K Strategy consultancy engagement

PB
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Concept Screen

A ranked, evidence-based read on which product concepts are strongest before you commit development budget.

Under 30 minutes Innovation

Replaces a $30K-$150K Market research firm engagement

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Concept Writer

A fully written, test-ready product concept, built to the standard that performs best in concept testing.

Under 30 minutes Innovation

Replaces a $5K-$25K per deliverable Marketing agency engagement

PB
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Demographic 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.

Under 30 minutes Strategy

Replaces a $30K-$150K Market research firm engagement

PB
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Event Marketing - Event Logistics & Onsite Checklist

A complete logistics plan and day-of checklist so your event runs smoothly from setup through strike.

Under 30 minutes Strategy

Replaces a $10K-$50K Event agency or producer engagement

PB
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Event 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.

Under 30 minutes Strategy

Replaces a $10K-$50K Event agency or producer engagement

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Idea Sprint

A large, screened pool of new product ideas, with a shortlist ready to become full concepts.

Under 30 minutes Innovation

Replaces a $50K-$150K Innovation consultancy engagement

PB
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Industry Review

A quarterly or monthly briefing on your category's economy, consumer, channel, and competitive landscape — with what changed since last time.

Under 30 minutes Strategy

Replaces a Days of analyst time per cycle In-house analyst team engagement

PB
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Innovation Business Case

A gate-ready business case for a new product concept — sizing, financials, and a clear recommendation, built in a single working session.

Under 30 minutes Innovation

Replaces a $50K-$150K Strategy consultancy engagement

PB
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Brand 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.

Under 30 minutes Strategy

Replaces a $50K-$200K Brand consultancy engagement

PB
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Innovation 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.

Under 30 minutes Innovation

Replaces a Days of analyst time per cycle In-house analyst team engagement

PB
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Innovation Platform Builder

A focused innovation strategy — 3 to 5 named strategic arenas that direct where your team should and shouldn't spend innovation resources.

Under 30 minutes Innovation

Replaces a $150K-$500K Strategy consultancy engagement

PB
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Journey 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.

Under an hour Customer Experience

Replaces a $50K-$200K Strategy consultancy engagement

PB
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Launch 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.

Under 30 minutes Innovation

Replaces a Days of analyst time per cycle In-house analyst team engagement

PB
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Marketing Budget Optimization

A menu of budget-cut or reallocation scenarios that hit your savings target while protecting the dollars that actually reach consumers.

Under 30 minutes Spend Optimization

Replaces a $25K-$100K Specialist consultant engagement

PB
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Marketing 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.

Under 30 minutes Spend Optimization

Replaces a $150K-$500K Strategy consultancy engagement

PB
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Marketing Ops

A cleared-out inbox, ready meeting prep, drafted updates, and a tracked launch timeline — the operational work that otherwise eats a marketing team's week.

Under 30 minutes Strategy

Replaces a Hours of team time every week In-house coordination time engagement

PB
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Occasion 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.

Under 30 minutes Strategy

Replaces a $30K-$150K Market research firm engagement

PB
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Production 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.

Under 30 minutes Spend Optimization

Replaces a $25K-$100K Specialist consultant engagement

PB
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Integrated Marketing Plan

The complete, presentation-ready marketing plan a leadership team actually approves — executive summary, strategic argument, tactic detail, timeline, budget, and risks.

Under an hour Strategy

Replaces a Weeks of team and agency time In-house planning cycle engagement

PB
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Voice 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.

Under 30 minutes Customer Experience

Replaces a $30K-$150K Market research firm engagement

PB
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Marketing 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.

Under 30 minutes Strategy

Replaces a $10K-$50K Specialist consultant engagement

PB
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One-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.

Under 30 minutes Strategy

Replaces a Days of team time In-house planning cycle engagement