strategist-playbook

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Business Strategist Playbook

Strategists define direction, align goals to outcomes, and lead Envision. You run stakeholder interviews, synthesize findings, shape recommendations, and build the Envision deck — and you back AEs on complex pursuits. This is the RBA Skills toolkit for your phases.

Pre-Sales — outcomes-driven proof

Reach for	Why
case-study-writer → `case-study-draft`	Outcomes-driven client success stories.
sales-pursuit → `one-pager-builder`	Service and offering leave-behinds.

Sales — shape the pursuit

Reach for	Why
sales-pursuit → `capability-proposal-deck`	Capability presentation for prospect meetings.
rfp-response-assistant (`draft-rfp-section`, `draft-executive-summary`)	Formal written RFP response.
sales-pursuit → `executive-briefing-writer`	Thought leadership tailored to a specific client's situation.

Estimating — scope strategy work

Reach for	Why
estimate-sow-builder → `build-estimate`	Effort and scope for Envision engagements.
estimate-sow-builder → `draft-sow`	Envision and strategy SOWs.

Envision — run discovery, present findings

Reach for	Why
envision-toolkit → `stakeholder-interview-guide`	Structured discovery interviews.
discovery-synthesizer (`discovery-interview-synthesis`, `five-whys-root-cause`, `stakeholder-map`, `persona-draft`)	Turn raw interviews into insights, root causes, and personas.
envision-toolkit → `envision-findings-deck`	Findings-and-recommendations presentation.
market-research-agent (`five-forces-analysis`, `digital-maturity-benchmark`, `competitor-teardown`)	Ground recommendations in market context.

Strategist Tips

Titles must be findings, not topics. "72% of users can't find scheduling" not "Research Findings."
One insight per slide. Combining two findings dilutes both.
The recommendation needs three reasons why — not just what, but why this over the alternatives.
Executive briefings are your best pre-sales tool. A well-timed briefing on a topic the client is already thinking about opens more doors than a cold proposal.

Technical details

Source: Standalone resource
Author: Kassie Gibbons
Maturity: experimental
Security review: No security review
File: resources/strategist-playbook.md

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