Client-Facing Sales Playbooks

Generate high-impact client playbooks in minutes

Client Playbooks pulls real data from across the web to create customizable sales playbooks agencies use to run better discovery calls, show clear opportunities, and close more deals - without manual research or slide building.

Most agencies still build sales playbooks manually - pulling screenshots, copying metrics, and stitching slides together under deadline pressure. Client Playbooks automates the research and compilation so your team can focus on the conversation, not the prep.

Manual Research Is Quietly Killing Your Pitch

Every strong pitch starts with the same hours of grunt work — pulling site screenshots, checking ad spend, reading reviews, sketching out the prospect's tech stack, then stitching it all into slides under deadline pressure. Done well, it wins deals. Done in a rush, it shows.

For agencies, this work doesn't scale. The team that's best at running discovery calls is the same team you'd rather not have rebuilding the same deck for the tenth time this month. So either prep gets cut and pitches go in generic, or pipeline slows down because the senior people are stuck in research.

The result is the same either way: fewer at-bats, weaker first meetings, and a sales motion that depends on whoever happened to have time on a Tuesday afternoon.

4–8 hours of manual research is typical for a single tailored pitch deck

Tailored, prospect-specific decks close at meaningfully higher rates than generic templates

Why Agencies Use Client Playbooks

Client Playbooks turns prospect research into a repeatable system. Pull together the data signals you'd otherwise gather by hand — site performance, ad presence, reviews, tech stack, social footprint — and let the platform draft a tailored, slide-based playbook for the specific business you're pitching.

Every playbook is fully editable. Choose a template, swap in your services, lock the slides you always include, and send the result as a branded PDF or Slides deck. The research is automated; the judgment, story, and ask are still yours.

Used internally, it gives your senior closers their time back. Bundled into your offer, it becomes a tangible artifact prospects share around the room — the thing that makes a discovery call feel like the start of an engagement, not another agency demo.

Hours of prep replaced with a tailored playbook in minutes — at every at-bat, not just the big ones

A real, prospect-specific deck on the call differentiates your agency from the next pitch built off a template

Everything You Need to Generate a Pitch-Ready Playbook

Client Playbooks combines automated prospect research, AI-drafted slides, and a full visual editor into one platform built for the way agencies actually pitch.

Automated Prospect Research

Pull real public data on any business — site performance, ad presence, reviews, tech stack, social footprint — without opening ten browser tabs.

AI-Drafted, Service-Specific Slides

Generate tailored sections for each service you sell, written for non-technical business owners and grounded in what was actually found about the prospect.

Reusable Templates & Section Locking

Pick from built-in playbook templates or build your own, then lock the intro, methodology, and ask slides so brand and messaging stay consistent.

Themed, Editable Slide Editor

Edit every slide before exporting. Themes wire your brand colors through every template so design stays clean without per-slide fiddling.

White-Label PDF & Slides Export

Export branded playbooks ready to send. On Pro plans, all Client Playbooks branding is removed so the deck looks 100% yours.

Service Profiles That Travel

Describe your services once. The platform reuses those profiles across every playbook so the offer stays consistent across pitches and team members.

API & Webhooks

Trigger playbook generation from your CRM, get notified when a deck is ready, and wire Client Playbooks into the sales workflow you already run.

Built for Agencies, Not Individual Sellers

Multi-template, multi-service, team-friendly — designed for an agency producing playbooks at pipeline scale, not a one-off pitch deck builder.

Plans That Scale With Your Pipeline

Whether you're generating a few high-stakes playbooks a month or running them at every discovery call, there's a plan that fits. Every plan includes the full editor, automated research, and the AI pipeline that makes each playbook prospect-specific.

Pay As You Go

$49/playbook

Create a free account and pay per playbook generated.

Free account Sign up and access the full playbook builder.

$49 per exported playbook Only pay when you export a PDF or Slides deck.

Full editor access Edit all generated content before exporting.

Single brand Use one agency brand across all playbooks.

Growth

$249/month

For agencies generating playbooks regularly to support active sales pipelines.

10 playbooks per month Export up to 10 client playbooks each month.

Additional playbooks $39 per playbook beyond monthly limit.

Multiple templates Choose from multiple professionally designed playbook templates.

Reusable sections Save and reuse common slides and sections across playbooks.

Priority generation Faster data pulls and playbook generation.

API access Programmatically create and manage playbooks from your own systems.

Webhooks Receive real-time events when playbooks are generated or exported.

Add Ons

Additional Playbook: $39

Pro

$499/month

For sales-driven agencies where playbooks are core to the closing process.

30 playbooks per month Export up to 30 client playbooks each month.

Additional playbooks $29 per playbook beyond monthly limit.

Team access Invite up to 5 team members to collaborate.

Custom templates Create and use fully custom branded playbook templates.

White-label exports Remove all Client Playbooks branding from exported files.

Section locking Lock core slides to maintain brand and messaging consistency.

API access Programmatically create and manage playbooks from your own systems.

Webhooks Receive real-time events when playbooks are generated or exported.

Add Ons

Additional Playbook: $29

Frequently asked questions

Client Playbooks is built for agencies that pitch — fast to learn, easy to brand, and useful on the very first deal. Below are the most common questions agencies ask before getting started.

Do my prospects need a Client Playbooks account to view a playbook?

No. You generate, edit, and export the playbook as a PDF or Slides deck and send it to the prospect like any other proposal. Prospects never log in.

Where does the prospect data come from?

From public sources only — the prospect's website, ad presence, public reviews, social profiles, and detectable tech stack. Nothing requires access to the prospect's accounts.

Can I edit the AI-generated content before sending?

Yes. Every slide is fully editable in the visual editor. The AI gives you a strong first draft tailored to the prospect; you tighten the story, swap in your services, and add the ask.

Can I use my own branding and templates?

Yes. Set your colors and logo at the agency level, choose from built-in templates, or create your own. On Pro plans, exported playbooks carry zero Client Playbooks branding.

How long does it take to generate a playbook?

A few minutes. The platform pulls the prospect's data, runs it through the AI pipeline, and lands you in the editor with a complete first draft to refine.

Can I integrate Client Playbooks with my CRM or sales workflow?

Yes. Growth and Pro plans include API access and webhooks, so you can trigger playbook generation from your CRM and get notified when a deck is ready to review.

Is the content written for non-technical readers?

Yes. Playbooks are written for the local business owners and SMB decision-makers your agency pitches — outcome-focused, jargon-light, and easy to act on.

Pitch-Ready in Minutes

Generate Your First Client Playbook Today

Stop spending half a day building each pitch deck. Drop in a prospect, pick a template, and let Client Playbooks turn real public data into a tailored, editable, brand-ready playbook you can send before your next call.

Turn Prospect Research Into a Repeatable Sales Motion

The agencies that grow fastest don't pitch from a generic deck — they show up to every meeting having already done the homework. Client Playbooks lets you do that for every prospect, not just the marquee ones, without burning your senior closers on slide-building.

Use it internally to win more deals from the pipeline you already have, or roll a branded version into your offer as a "free strategy playbook" lead magnet. Either way, prospects arrive at the call already convinced you understand their business.

Learn More Use It as a Lead Magnet

Run prospect research in minutes, not hours — at every at-bat, not just the marquee ones

Branded playbooks double as lead magnets — prospects share them around the room before the call