[ RESOURCES | TEMPLATES & GUIDES ]

Playbooks you can run this quarter, not read next year

Two long-form guides and four copy-ready templates, written for product, CX and revenue leaders. Frameworks first, tools second; everything here works whether or not you run HyperOrbit.

2 GUIDES · 4 TEMPLATES · READ ONLINE · NAME + EMAIL TO OPEN · UPDATED SEPTEMBER 2026
[ 01 | GUIDES ]

Two playbooks, each with its templates inside

Long-form, chaptered, and honest about what is framework and what is product. Read them in order or jump to the chapter you need.

Churn prevention with AI agentsHow revenue teams see churn coming, decide what to do about it, and ship the intervention before the renewal call is booked. A three-layer framework, twelve early-warning signals, three playbooks and a risk-brief template.35-MIN READ · 7 CHAPTERS · 2 TEMPLATES · UPDATED SEPTEMBER 2026Read the guide › Building a competitive intelligence engine from customer signalsExternal and internal signal sources, a revenue-weighted scoring model, an auto-refreshing battlecard system and a 90-day build roadmap. Written for product marketing, revenue and product teams who want intelligence that arrives before the deal, not after the quarter.45-MIN READ · 9 CHAPTERS · 2 TEMPLATES · UPDATED SEPTEMBER 2026Read the guide ›
[ 02 | TEMPLATES ]

Copy-ready shapes for the work

Each template is the format an agent produces in the product, written out so a team can run it by hand first.

[ 03 | WANT ONE WE DON'T HAVE? ]

Tell us the playbook you're missing

The next guides are decided by what teams ask for. Roadmap prioritisation and win/loss are next in line.

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