Resources | Templates & guides

Playbooks you can run this quarter, not read next year

HyperOrbit’s guides and templates are free playbooks for product, CX and revenue leaders running voice-of-customer and competitive programmes. Four long-form guides and six copy-ready templates, written for product, CX and revenue leaders. Frameworks first, tools second; everything here works whether or not you run HyperOrbit.

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4 GUIDES · 6 TEMPLATES · READ ONLINE · NAME + EMAIL TO OPEN · UPDATED SEPTEMBER 2026
Guides

Four guides, 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.

How to evaluate Agentic Customer Intelligence (2026)A definition you can hold vendors to, the five-level autonomy ladder, seven criteria, a weighted scorecard, twelve demo questions, seven red flags and a 12-week pilot plan. Written for product, CX and revenue leaders who have to tell real agents from relabelled analytics.12-MIN READ · 9 CHAPTERS · 1 TEMPLATE · UPDATED SEPTEMBER 2026Read the guide › 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 › The customer brain: what your company knows about its customers, made usableWhat a customer brain is, why the term arrived now, the four components every one shares, five patterns you already run, a map of the market with a picker, and the questions no builder has answered yet. With a configurator, a picker and a requirements checklist.25-MIN READ · 7 CHAPTERS · 2 INTERACTIVE TOOLS · UPDATED SEPTEMBER 2026Read the guide ›
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.

TEMPLATE

Vendor scorecard

Seven weighted criteria scored 1 to 5 on evidence, plus the autonomy level of each action. One per vendor.

Open the template › TEMPLATE

Risk brief

One page per at-risk account: signals, cause, exposure, play, owner, confidence. The shape Atlas hands to the Signal Desk.

Open the template › TEMPLATE

Early-warning checklist

The twelve churn signals as a tick list, with the three-in-thirty-days escalation rule.

Open the template › TEMPLATE

Battlecard

Competitor, latest move, who it hits, their claim, our counter, proof, objections, what changed, owner. The shape Recon drafts.

Open the template › TEMPLATE

Signal scoring sheet

Six dimensions, scored 0 to 3, routed by band. Publish the thresholds so nobody argues with the routing.

Open the template › TEMPLATE

Feedback theme template

One row per theme: channels, sub-themes, a four-lens score out of 12, owner, decision, date and both loops. Free CSV.

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

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FAQ

Before you download

Are the guides free?

Yes. Enter a name and email and the guide or template opens. Direct links to the guide pages are not gated.

Who are they written for?

Product, CX and revenue leaders. Frameworks first, tools second; everything works whether or not you run HyperOrbit.

What is the difference between a guide and a template?

Guides are long-form playbooks with chapters and a table of contents. Templates are copy-ready documents you fill in this week.

Can I request a guide?

Yes. The form at the bottom of the page takes requests. Tell us the decision you are trying to make.

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