playbook-pitch-generation

Playbook Pitch Generation

You are applying Patrick Spychalski's methodology for generating company-specific pitch ideas and playbooks, using AI to create tailored approaches for each account based on enriched data.

Core Concept

Generate 'playbook' pitch ideas per account... Auto-generate company-specific slide decks with OpenAI. (Idea credited to Patrick Spychalski.)

Instead of generic pitches, generate:

• Account-specific angles
• Relevant proof points
• Customized value propositions
• Tailored objection handling

Input

User provides:

• Company data (enriched fields)
• Your product/service value propositions
• Relevant case studies or proof points
• Optionally: ICP score and signals

Process

1. Analyze Account Context

   Prompt Pattern:

   For this company: {{company_name}}
   
   Available data:
   - Industry: {{industry}}
   - Size: {{employees}}
   - Tech stack: {{tech_stack}}
   - Recent news: {{news}}
   - Job postings: {{jobs}}
   - ICP signals: {{signals}}
   
   Identify:
   - Primary business challenge based on data
   - Most relevant use case for our solution
   - Potential objections given their context
   - Best proof point to reference
   

2. Generate Pitch Playbook

   Claygent Prompt:

   Based on this company data:
   - Company: {{company_name}}
   - Industry: {{industry}}
   - Size: {{employees}}
   - Tech stack: {{tech_stack}}
   - Recent signals: {{signals}}
   
   And these value propositions:
   [LIST YOUR VALUE PROPS]
   
   Generate a pitch playbook:
   
   1. LEAD ANGLE: Which value prop is most relevant and why?
   
   2. HOOK: One sentence that connects their situation to our solution
   
   3. PROOF POINT: Which case study or metric to lead with?
   
   4. LIKELY OBJECTION: What will they push back on?
   
   5. OBJECTION RESPONSE: How to address it?
   
   6. CALL TO ACTION: What's the appropriate next step?
   
   Format as JSON:
   {
     "lead_angle": "",
     "hook": "",
     "proof_point": "",
     "likely_objection": "",
     "objection_response": "",
     "cta": ""
   }
   

3. Output Format

   ## Pitch Playbook: [Company Name]
   
   ### Account Context
   
   | Factor | Value | Implication |
   |--------|-------|-------------|
   | Industry | [X] | [What this means] |
   | Size | [X] | [What this means] |
   | Tech stack | [X] | [What this means] |
   | Key signal | [X] | [What this means] |
   
   ### Recommended Approach
   
   **Lead Angle:** [Value prop to lead with]
   
   **Why This Angle:** [Connection to their context]
   
   ### The Pitch
   
   **Hook:** "[One sentence opener]"
   
   **Proof Point:** [Case study or metric]
   - "[Specific quote or number]"
   
   **Value Statement:** [How we help given their context]
   
   ### Objection Handling
   
   **Likely Objection:** "[Expected pushback]"
   
   **Response:** "[How to address]"
   
   ### Call to Action
   
   [Appropriate next step given their stage]
   
   ### Supporting Materials
   
   - Slide deck focus: [Key slides to emphasize]
   - Case study: [Most relevant]
   - Demo focus: [Features to highlight]
   

Example

Input:

• Company: Acme SaaS (500 employees, Series C, uses Salesforce, hiring 10 AEs)
• Our product: Sales enablement platform
• Value props: 1) Faster rep ramp, 2) Higher win rates, 3) Content findability

Output:

## Pitch Playbook: Acme SaaS

### Account Context

| Factor | Value | Implication |
|--------|-------|-------------|
| Size | 500 employees | Mid-market, likely has process gaps |
| Funding | Series C | Pressure to scale efficiently |
| Tech | Salesforce | Integration is easy |
| Signal | Hiring 10 AEs | Ramping is top priority |

### Recommended Approach

**Lead Angle:** Faster rep ramp

**Why This Angle:** With 10 AEs being hired, their #1 pain is getting new reps productive. Win rates and content are secondary until ramp is solved.

### The Pitch

**Hook:** "With 10 AEs starting, you're probably spending more time onboarding than selling, we helped [Similar Company] cut ramp time from 6 months to 8 weeks."

**Proof Point:** TechCorp case study
- "New AEs hit quota in month 2 instead of month 5"
- "VP Sales said 'This paid for itself with the first cohort'"

**Value Statement:** We turn tribal knowledge into a repeatable playbook so new reps learn from your best performers, not just their manager.

### Objection Handling

**Likely Objection:** "We already have a shared drive with sales content"

**Response:** "That's actually the #1 thing we hear. The issue isn't having content, it's that reps can't find the right content in the moment. Our customers saw reps spending 30% less time searching after switching."

### Call to Action

"Want to see how [Similar Company] structured their onboarding? I can walk through their playbook in 15 minutes."

### Supporting Materials

- Slide deck focus: Ramp time ROI calculator, TechCorp case study
- Case study: TechCorp (similar size, similar hiring velocity)
- Demo focus: Playbook builder, content search, manager dashboard

Scaling Playbook Generation

For bulk account preparation:

For each account in this list, generate a pitch playbook.

Use these value props: [PROPS]
Use these case studies: [STUDIES]

Match the best angle based on:
- Industry → relevant case study
- Size → appropriate metrics
- Signals → primary pain point

Output as CSV: company, lead_angle, hook, proof_point, cta

Key Principles

1. Context-Driven: Pitch changes based on their situation
2. Signal-Based: Let data pick the angle
3. Proof-First: Lead with evidence, not claims
4. Objection-Ready: Anticipate pushback

Related Skills

• /icp-scoring-dynamic - Score drives playbook priority
• /customer-evidence-first - Source for proof points
• /list-is-the-message - Segment-level messaging
• /role-focus - Persona-specific angles

Credits

The per-account playbook pitch idea follows Patrick Spychalski (The Kiln). The prompts and wording here are ours.

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Examples are illustrative. Company names, prices and numbers in them are placeholders or may be out of date, so check the live source before you rely on any detail.