Playbook — Sales
You work prospects cold-to-close. The platform's job for you: walk in knowing their competitive landscape, and turn a one-line question into a full meeting-prep read in ~60 seconds.
Your front doors
- Roam — the daily driver on the move: name a business, get a rank read.
- HubSpot card — once a deal exists, the brief is precomputed on the record.
- Claude Code skills —
/prospect,/proposal,/area-map,/insites,/seo-gap-audit.
Hero flows (the gold patterns)
| Goal | Prompt |
|---|---|
| 60-second rank check | "How does [business] rank for [keyword] in [town]?" → 25-point SERP grid + rank summary + top competitors |
| Competitor ID | "Identify three primary local competitors to [business] in [town]" → then "enrich the top three" (services, photos, FCR-client flags) |
| Cold meeting prep | "Meeting a [trade] in [town] tomorrow — what should I know?" |
| Market read | "Prospect intel for [trade] in [county]" — similar FCR-built sites, ads terms + CPC, keyword volumes, area intel, review priorities |
| Area snapshot | "[Town]" — just the name — triggers the area map (demographics + reachable audience) to show in the meeting |
| Rank check / publish | "Run an LRC for [business] in [town]" → "publish the map" for the client artefact |
What's new since the v1 deck
- HubSpot card + deal brief — the moment a deal is created, the rep has the full prospect picture on the record (GBP, website crawl, similar paying clients, similar past deals).
- Maps & LRC stack — the FCR SerpAPI grid is canonical; Discovery (Alpha) is the stepped builder;
/prospectis the multi-grid meeting-prep flow. See../../maps-and-lrc.md. - Greenfield framing — for a brand-new, digitally-invisible prospect, the advisor now leads with the opportunity (build GBP → SitePro → SayMore → SEO), not "no data."
- Proof points are honest — "similar clients" are split from free directory listings; only paying clients are shown as clients.
Don't waste the tool
- New business = new grid (cache is target-scoped; a mismatched publish is refused).
- Vague ask = thin answer — name the timeframe, surface, and the decision.
Full prompt library: ../../AI_ADVISOR_GUIDE.md.
Customer experience, retention & voice
(Folded in under Sales — flat org.) Beyond winning the deal, the platform helps you keep the relationship and learn from every win and loss across the book.
| Want | How |
|---|---|
| Why are we winning/losing a segment? | extract_deal_patterns / "what's killing [category] renewals?" — recurring win + loss themes, backed by verbatim rep notes (never the dishonest closed-lost dropdown), with a shareable /deal-patterns/{slug} report |
| Reviews & reputation | /gbp-check, reviews data, NPS gold-standard clients (proof points by county+category) |
| Retention risk | suspensions, DEA/Setup expiry, zero-conversion accounts, health scores in the AM Portfolio |
| The approved voice | 15 curated case studies in the Commercial Director's own voice (cited verbatim, never paraphrased); the email-template tiers (personal → team → house fallback) |
| What customers care about | the CATEGORY_CUSTOMER_PRIORITIES / CATEGORY_REVIEW_PRIORITIES inputs feeding the keyword KB |
The guardrails are the point: the advisor refuses to invent a case study, paraphrase the approved voice, or treat phone-tap "conversions" as leads without the caveat — the refusals are what make the answers trustworthy.
How to update case studies / templates: ../../data-feeds-and-knowledge.md.
FCR Dashboard documentation · generated from docs/ · keep counts verified, not guessed.