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.
76 playbooks 32 new this month Most run in under 30 minutes
All playbooks 76
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.
Saves days of analyst time per cycle
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 playbookPerformance 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.
Saves days of analyst time per cycle
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 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.
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 — what's chronic, what's emerging, and where the best innovation openings are — built from what category buyers already say and do in public.
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 — 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 playbookMarketing 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.
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 — where the relationship stands, where it can grow, and the moves that get you there — built from your CRM, email, meetings, and shared documents.
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 fair, rule-based assignment of target accounts and leads to your SDRs that respects ownership, territories, and capacity — applied in your CRM when you say so.
Saves hours of manual routing per list
Start playbookRevenue Calendar Review
Your calendar turned into a revenue schedule — which meetings matter most this week, what each one needs to achieve, and where preparation is missing.
Saves 3-5 hours per rep per week
Start playbookCall Follow-Up
Everything a sales call set in motion — commitments, open questions, next steps, and a recap email — captured accurately while the conversation is still fresh.
Saves 3-5 hours per rep per week
Start playbookCustomer Health
An evidence-based read on how healthy each customer relationship really is — the drivers, the trend, and what to do about it.
Saves days of analyst time
Start playbookCustomer Voice Synthesis
What your customers are actually saying — their priorities, pains, objections, and language — synthesized from calls, emails, notes, and documents.
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 straight 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 — pricing process, security, implementation, policy, case studies — with the source behind it.
Saves 3-5 hours per rep per week
Start playbookForecast Narrative
The story behind your forecast numbers — what changed, where confidence comes from, and which deals will decide the quarter — ready to read on the forecast call.
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 playbookLog Sales Activity
A clean, correctly linked CRM activity record for the call, email, or meeting you just finished — ready to log the moment you approve it.
Saves 3-5 hours per rep per week
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 playbookRenewal Radar
An early-warning view of every upcoming renewal — which ones are on track, which are at risk, and what to do about each while there is still time to change the outcome.
Saves days of analyst time
Start playbookRep Context Profile
A concise, factual working profile of a seller's book — 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 — 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 playbookOpportunity Update
Your deal record brought in line with what the customer actually said — a precise set of proposed field changes backed by evidence, applied only when you approve.
Saves 3-5 hours per rep per week
Start playbookWeekly Sales Recap
A weekly sales recap that explains what changed in the business — revenue movement, customer progress, risks, and next week's priorities — without reading like an activity log.
Saves 1-2 hours per rep per week
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 playbookContent Opportunity Finder
A 30-day content roadmap that says exactly what to create, refresh, merge, or leave alone — built from search demand, AI answer gaps, and the pages you already have.
Replaces content agency work ($3K-$10K per brief or rewrite)
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 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 76 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.