From analysis to playbook

How a workspace turns its analysis into ranked plays, where to sell against each rival and what to buy to close a gap, each with its evidence and one next step.

Published 17 September 2026Updated 27 October 20264 min readRead as markdown
  • Actionable positioning recommendations
  • Playbook
  • Battlecards

Analysis is worth what it changes

A workspace can produce a baseline, a benchmark and a sized market, and still leave the client exactly where they started. The distance between a finding and a decision is where most consulting value is either created or lost. The Playbook in a Haycion workspace exists to close that distance: it turns the analysis into a short, ranked list of things to do, each with the reason and the first step.

Ranked plays

A play is on one of two sides. A sell play says where the client can win against a rival: lead with a category where the client outscores them, go after a segment where buyers hear a competitor’s name instead. A buy play says what to buy to close a gap that rivals score higher on. You can view all plays, or only the selling or buying side.

Each play carries its source, so you know what kind of evidence it rests on: the market, the SWOT, visibility, the battlecards or the client’s offering.

Evidence you can check

The reasoning in a play is built from facts the workspace has stored: a Strength Matrix score, a segment’s size and growth, a buyer-question result, a product with no published price. A play may only quote the numbers and the names in the facts it cites. Every figure in it traces back to something you can open, not to the model’s general sense of the market.

One next step each

Every play ends in one action from a fixed set: start a comparison, open a battlecard, see the buyer questions, see a visibility fix, edit what the client sells, or research vendors. The action opens the right place with the play’s details filled in: a comparison with the competitors and criteria preselected, a vendor search titled with what to buy.

Comparisons and battlecards

Two of those actions make the client’s case in writing. A self-assessment scores the client against the competitors you choose, on the criteria the play was built on, and can be published on the client’s AI agent profile so assistants read it. A battlecard is written per rival and per persona: the elevator pitch, the pain points the client solves, the common objections with rebuttals, the key differentiators and why the client wins.

Value propositions per persona

The company baseline describes each persona’s goals, needs, challenges and pain points. Alongside them sits how to win that buyer: what to lead with, the value proposition, its key benefits, and the proof points that back it. Because they are tied to the priority-ranked personas, the messaging conversation starts from the buyer who matters most.

Visibility fixes

The AI visibility work produces its own list: what to add or fix so that AI assistants read and describe the client accurately. Each fix says why it matters, how much effort it takes and which pages it applies to, and comes with a snippet to paste. The highest-impact fixes are listed first. The AI visibility guide covers where they come from.

What the client receives

How it shows its work

Every play cites its facts, and its numbers come from them. Every battlecard is tied to a rival and a persona. When the client asks “why this”, the answer is already written, and when the field moves, a rebuild writes plays that reflect it.

What a result looks like

A first Playbook for a mid-market client usually holds a handful of plays. Two or three sell plays name the categories and segments to lead with, and one or two buy plays name the gaps worth closing before the next pitch. The first comparison and the battlecards for the closest rivals are ready for the next sales conversation.

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Questions advisors ask

What is a play?

A ranked next step for the client. A sell play says where to win against a rival; a buy play says what to buy to close a gap that rivals score higher on. Each one shows its source, its reasoning and one action.

Where do the numbers in a play come from?

From facts the workspace has stored: Strength Matrix scores, segment sizes, buyer-question results, the client's offering. A play may only quote the numbers and names in the facts it cites, so every figure traces back to its source.

What can a play's action do?

One of a fixed set: start a comparison, open a battlecard, see the buyer questions, see a visibility fix, edit what the client sells, or research vendors. The action opens the right place with the play's details filled in.

Are the value propositions generic?

No. They are written per persona, with the benefits that persona cares about and the proof points that back each one.

When do the plays change?

When you rebuild the workspace. The plays are rebuilt from what the workspace knows at that moment, so a rebuild after the field moves gives you plays that reflect it.