Playbooks

Fourteen playbooks. One for your category.

One playbook per category: what has changed in how buyers ask AI, three strategies to act on, and the outdated habits to drop.

A playbook is a short guide for one category. It explains what has changed in how buyers research with AI, gives three strategies to act on, lists the outdated habits to drop, and names the scan checks that apply. Each one can be saved as a PDF.

First step, if you have not done it: run the free scan. The playbooks refer to its checks by name.

B2B SaaS

Software companies competing for AI shortlists. 6 playbooks.

VERT / CRM Live
B2B SaaS CRM Software Sales platforms competing for a place inside AI-generated buyer shortlists. Read the playbook
VERT / MTK Live
B2B SaaS MarTech Marketing platforms racing to become the cited source on their own category. Read the playbook
VERT / HRT Live
B2B SaaS HRTech People-ops software navigating a buyer journey that now starts in a chat window. Read the playbook
VERT / FIN Live
B2B SaaS FinTech SaaS Financial software where third-party trust signals decide who gets cited. Read the playbook
VERT / SEC Live
B2B SaaS Cybersecurity Security platforms competing for authority in answer engines, not just SERPs. Read the playbook
VERT / DEV Live
B2B SaaS DevTools & Cloud Developer-first products where documentation has become the real landing page. Read the playbook

Consumer & e-commerce brands

Products people ask AI about before buying. 4 playbooks.

VERT / ECM Live
Consumer & e-commerce brands E-commerce & DTC Brands Online stores competing to be the product AI names when shoppers ask. Read the playbook
VERT / APP Live
Consumer & e-commerce brands Consumer Apps Apps discovered through AI recommendations instead of app-store search. Read the playbook
VERT / HSP Live
Consumer & e-commerce brands Hospitality & Travel Hotels, restaurants and venues surfacing in AI trip planning. Read the playbook
VERT / MKT Live
Consumer & e-commerce brands Marketplaces Platforms competing to be the source AI cites for category comparisons. Read the playbook

Local & independent professionals

Practices and services people find through AI. 4 playbooks.

PROF / RES Live
Local & independent professionals Real Estate Agents Agents competing to be named when buyers ask AI who to work with locally. Read the playbook
PROF / LAW Live
Local & independent professionals Legal Practices Small firms and solo practitioners in a market where referrals now start with a chatbot. Read the playbook
PROF / HLT Live
Local & independent professionals Health & Wellness Practitioners whose new patients ask an AI before they ask a friend. Read the playbook
PROF / LOC Live
Local & independent professionals Local Services & Trades Contractors, photographers and event vendors competing for AI recommendations. Read the playbook

Not sure which playbook fits?

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