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.