Playbooks — what the platform does for each team
One AI brain, four front doors (web, HubSpot card, Roam, Claude Code skills), over FCR's full data. These playbooks frame the capabilities by who you are and what you're trying to do — not by the tech.
Origin: the v1 "AI Advisor — one brain, two front doors" deck (April 2026, for Sales/AMs/CS/Campaign Managers). We've since shipped the HubSpot card, precomputed deal briefs, the maps/LRC stack, deal-pattern mining, and more — these playbooks fold the v1 patterns together with everything added since.
By team
| Team | Playbook | The headline use |
|---|---|---|
| Account Managers | account-managers/ | Instant account context, QBR/renewal prep, performance with caveats |
| Sales | sales/ | Cold-to-close prospecting — rank check, competitor ID, market intel, proposals — plus customer experience, retention & voice |
| Marketing, Product & GTM | marketing-product-gtm/ | Keyword KB, category intel, product portfolio, AI grounding, the listings GTM engine |
| Business Planning | business-planning/ | Revenue bridge, MRR/forecast, win-rate, portfolio economics |
| Operations | operations/ | Data syncs, deploys, monitoring, reconciliation |
The shared foundation (read once)
- How it all works:
../fcr-dashboard-architecture-overview.md - The four surfaces (incl. Claude Code skills): same doc, §2
- The AI advisor + gold-pattern prompts:
../AI_ADVISOR_GUIDE.md
These are first cuts — refine the framing per team as you use them.
FCR Dashboard documentation · generated from docs/ · keep counts verified, not guessed.