Playmaker

Overview

Playmaker is the onboarding intake form for each client engagement. You capture collateral links, kickoff details, TAM and ICP, value proposition, personas, and customer stories here. Answers auto-save as you type and feed the generated Playbook strategy document. Open it from the client switcher or jump straight to a client with a shareable deep link.

How to use this page

1. 1
   Open Playmaker for a client

   In Platform, go to Onboarding > Playmaker. Pick the client in the header switcher first, or open a direct link: /platform/onboarding/playmaker/{dealId}. The deep link syncs your session to that client automatically. A legacy ?dealId= query on the base URL redirects to the same deep link. Add ?tab=overview, tam, values, or personas to land on a specific tab.

2. 2
   Work through the tabs

   Use All Fields for the full scrollable form, or jump to Overview (collateral and kickoff checklist), TAM & ICP (targeting and ideal company profile), Values (value prop and customer stories), Personas (target and influencer titles), or History (change log). Click a field to edit; rich-text fields include formatting and links. Section checkboxes mark blocks complete.

3. 3
   Fill sections with AI

   Expand Generate with AI at the top. Add the company name, website URL (required), and optional notes for AI context, then click Fill All with AI. You can also use Fill with AI on individual sections (for example Values or TAM). Review and edit anything the model drafts before marking sections complete.

4. 4
   Share a link with teammates

   Internal users click Copy Share Link in the tab bar. The URL includes the current tab when you are not on All Fields, so you can point a strategist straight to Values or Personas. Paste it in Slack or email; recipients with access to that client open the same Playmaker without re-picking the switcher.

What the buttons do

Copy Share Link

Copies the stable deep link for this client's Playmaker (includes the active tab when set). Internal users only.

Mark all complete

Checks every section checkbox at once when intake is finished. Internal users only.

Hide completed

Filters the form to show only sections still in progress.

Generate with AI

Collapsible panel at the top for company context and Fill All with AI.

Fill with AI

On a section header, drafts that subsection from your website and saved context.

Fill All with AI

Runs AI across every AI-enabled section in one pass (requires website URL).

Section checkboxes

Mark a subsection complete when intake for that block is done. Completed sections can be hidden with Hide completed.

Common questions