Best Practices for Playbook Context

Playbook Context is the foundation that transforms Accord Intelligence from a generic AI platform into one of your organization's most powerful revenue enablement and enforcement tools.

Table of Contents

1. The Benefits of Playbook Context
2. What to Include in Your Playbook Context
3. A Template for Your Playbook Context

The Benefits of Playbook Context

• Enforce accurate, up-to-date positioning. Playbook Context ensures your most current and accurate positioning is used in every deal run on Accord. No more inconsistent messaging or outdated value propositions making their way into customer-facing business cases or deal summaries.
• On-brand business cases and summaries. Sellers consistently share tailored business cases, executive summaries and account plans that sound authentically like your organization—without the risk of using third-party AI tools that produce incorrect claims or off-brand messaging.
• Scalable updates across all deals When your positioning changes, new product lines launch, or competitive landscape shifts, a single update to your Playbook Context automatically filters down to all of its Accords, ensuring consistency at scale.

What to Include in Your Playbook Context

Information About Your Company

Add context that provides Accord Intelligence with your brand voice, positioning, and key messaging to ensure all generated content sounds authentically like your organization.

Match your brand voice

• Use the same tone and language your marketing team uses in official communications
• If your brand is conversational, write conversationally
• If your brand is formal and technical, maintain that tone

Include key positioning elements

• What you do (core product/service)
• Who you serve (target market)
• What makes you unique (competitive advantage)
• Your mission or approach

Example: Accord is the AI-Powered Revenue Excellence Platform that transforms sales processes into enforceable playbooks, helping every rep sell like a top performer. We specialize in guaranteed process adoption through our Set-Enforce-Score methodology and are known for making excellence unavoidable because the playbook IS where work happens. Our solutions are designed for B2B software companies with complex

Your Value Props

Your value propositions provide the specific benefits and outcomes that Accord Intelligence will weave into account plans, business cases, and summaries. Include the exact claims and outcomes your organization already uses and stands behind.

Add outcomes, not just features

• ✅ Effective: Increase average deal size by 40% by enforcing value-based selling methodologies
• ❌ Avoid: Advanced playbook templates with customizable sections

Ensure value props are quantifiable and specific

• Include specific metrics, percentages, or timeframes wherever possible
• Use industry benchmarks or customer success data to support your claims
• Provide ranges if exact numbers vary by customer segment or use case.

Structure your value props

Two formats that work effectively:

• Problem > Solution > Outcome: For [specific industry challenge], our [solution approach] delivers [quantifiable outcome for that industry].
• Before/After: Transform [current industry-specific state] into [desired future state] with [specific capability tailored to that sector].

Consider organizing value props by persona

Example for Sales Leadership:

• "Increase average deal size by over 40% by enforcing pristine, multi-threaded value-based playbooks"
• "Generate +$35k average rep productivity by raising the floor and making excellence the standard, not optional"
• "Save up to $100k annually by replacing multiple point solutions and enablement programs with Accord"

Example for Revenue Operations:

• "Improve forecasting accuracy by ensuring your entire team follows GTM standards and execution criteria"
• "Eliminate manual CRM updates with bi-directional sync that captures real deal activity automatically"
• "Get complete pipeline visibility with objective deal progression data, not rep guesswork"

A Template for Your Playbook Context

# Company Information

[Company Name] is a [what you do] that helps [target audience] [achieve what 
outcome].

We specialize in [key differentiator/approach] and are known for [unique value 
proposition]. 

Our solutions are designed for [specific use cases/industries] and focus on [key 
benefits/outcomes].


# Product | Service Description

[Describe your product]


# Solution

[Describe your solutions and outcomes]


# Segment Context

[Target Industry or Segment]

Pain points: [specific challenges faced by industry/segment]

Solutions: [the outcomes your solutions provides]


# Value Propositions 

[Over-arching value proposition]

For [Persona 1]:
"[Quantifiable outcome] by [specific approach/methodology]"
"[Specific benefit] through [unique capability]"
"[Cost savings/efficiency gain] by [consolidation/improvement]"

For [Persona 2]:
"[Quantifiable outcome] by [specific approach/methodology]"
"[Specific benefit] through [unique capability]"
"[Cost savings/efficiency gain] by [consolidation/improvement]"