Custom Role Playbooks

The Exact Playbook for Every Role on Your Team

Stop sending your team to YouTube. Give them a written, role-specific guide: the exact prompts, shortcuts, and workflows they should be using every single day.

$800 per role type  ·  Delivered in 5 business days

What Is a Playbook?

A Permanent Reference Guide Written for One Specific Job

A playbook is a written document — typically 15–25 pages — that captures exactly how someone in a specific role should be using Claude Code, GitHub Copilot, or Microsoft Copilot in their daily work.

It's not generic advice. Every prompt, workflow, and example is built around the actual tasks that role performs at your company. Engineers get code review prompts. PMs get PRD templates. Ops gets email drafting workflows. It looks like real work because it is.

Teams reference it on day one. New hires use it for onboarding. It gets more valuable over time as you add examples from actual wins.

📋 Sample: Software Engineer Playbook Excerpt
Daily Code Review Prompt

"Review this code for bugs, edge cases, and security issues. Explain each problem found and suggest the fix with example code. Format as a numbered list sorted by severity."

Debug Workflow

"I'm getting this error: [paste error]. Here's the relevant code: [paste code]. Walk me through the most likely cause and give me 3 things to try."

PR Description Generator

"Here are my commits: [paste]. Write a clear PR description covering: what changed, why it changed, testing approach, and any migration notes."

A Playbook for Every Role

Each playbook is written from scratch for your company — we don't sell generic templates. The role types below reflect the most commonly requested; we can build for any role.

📋

Product Manager

Claude Code · Microsoft Copilot

Covers PRD drafting, stakeholder updates, user research synthesis, roadmap prioritization, and the dozen other writing tasks that take PMs hours every week.

What's Inside

  • PRD and spec drafting templates
  • User research interview synthesis
  • Roadmap communication generators
  • Stakeholder email and update drafts
  • Meeting agenda and follow-up templates
  • Competitive analysis framework prompts
⚙️

Operations

Microsoft Copilot (M365)

High-impact for non-technical teams. Covers the full Microsoft 365 suite — email triage, meeting summaries, process documentation, Excel analysis, and SOP generation.

What's Inside

  • Outlook email management workflow
  • Teams meeting summary automation
  • Excel data analysis prompts
  • SOP and process doc generators
  • Word document drafting templates
  • Copilot Pages workflow guide
🎨

Designer

Claude Code · Microsoft Copilot

Research synthesis, copy generation, brief writing, feedback summarization, and cross-functional communication — the tasks that pull designers away from design work.

What's Inside

  • User research synthesis workflows
  • UX copy generation and iteration
  • Design brief templates
  • Feedback consolidation prompts
  • Handoff documentation generators
  • Stakeholder presentation frameworks
🤝

Sales & Customer Success

Microsoft Copilot · Claude Code

Proposal drafting, personalized outreach, call prep, follow-up emails, and CRM documentation — everything that takes time away from actual selling.

What's Inside

  • Personalized email outreach templates
  • Proposal and quote drafting workflows
  • Call prep and discovery question generators
  • Follow-up and nurture email sequences
  • CRM note summarization prompts
  • Objection handling response bank
📣

Marketing

Claude Code · Microsoft Copilot

Content creation, campaign briefs, performance analysis, competitive intelligence, and the endless stream of copy requests that land in every marketing team's inbox.

What's Inside

  • Blog and social content generation
  • Campaign brief templates
  • Performance reporting summaries
  • Competitor analysis frameworks
  • Email marketing workflows
  • Ad copy iteration prompts

Need Playbooks for the Whole Team?

Order 3 or more playbooks and get 20% off. Most companies order for engineering, product, and ops first — then add more as they see results.

$2,400+ $1,920+ for 3 roles
20% discount applies automatically for 3+ playbooks · Delivered in 5 business days
Order a Bundle

Playbook Questions

How is this different from a generic Claude prompting guide?

Every prompt in the playbook is written for your team's actual tasks — not generic examples. We learn about your workflow, your tools, and your company before we write a word. A generic guide gives you "write a professional email." We give you "respond to a feature request from an enterprise customer in our tone, following our escalation matrix."

What do you need from us to build the playbook?

A 30-minute call with someone who does the role day-to-day. We ask about the 10 most common tasks, the most time-consuming work, any existing templates or workflows, and what "good" looks like for the role. That's it.

What format is the playbook delivered in?

PDF (print and digital), Google Doc (editable), and Notion page — your choice. Most teams use Google Docs so they can add their own examples over time. We recommend adding a section for "team wins" where you capture prompts that worked especially well.

What if the tools get updated and the playbook becomes outdated?

We offer a free content refresh within 6 months of delivery if a major tool update makes a significant portion of the playbook obsolete. After 6 months, a refresh is available at a reduced rate. Claude and Copilot both version frequently, so we track changes and proactively flag if an update materially changes how something works.

Can we order a playbook for a role not listed here?

Yes. The six roles above are most common but we can build for any role. Legal, finance, HR, engineering management, executive — just describe the role and what tools they use and we'll scope it out.