Operator playbooks
Guides from the people who run these programs.
Operator-written playbooks ready to use.
Available guides
6
Operator-written playbooks ready to use.
New guides ship periodically.
Retail sprint
Retail floor sprint blueprint
Verify associates, deploy training missions, and run surprise drops to drive recommendation share.
- • Verification flows and roster templates
- • Mission and reward mix per week
- • Telemetry checkpoints finance trusts
Distributor automation
Distributor + installer automation kit
Automate proof submissions, stocking alerts, and instant payouts for warehouses and installers.
- • Proof submission routing flow
- • Compliance alert playbooks
- • Wallet + payout handling checklist
Reseller ladder
Reseller certification ladder
Guide SEs and AEs from certification to first deal with mission ladders and telemetry signal paths.
- • Role-based certification map
- • Deal registration boost rules
- • Leaderboards + telemetry views
Executive guide
Getting finance + sales ops buy-in
Frame incentives for CFOs and sales ops leaders with data requirements, integration needs, and ROI checkpoints.
- • Finance data + telemetry exports
- • Integration + IT checklist
- • ROI tracker template
Security prep
Security & compliance review kit
Use this outline to gather the artifacts finance, legal, and IT teams ask for before approving pilots.
- • Data flow diagrams + retention policy
- • SOC 2 + GDPR readiness checklist
- • Stripe payout controls + ledger view
Integration prep
Integration readiness workshop
Map rosters, deal data, and telemetry exports so our engineers can scope exactly what to build.
- • Checklist for CRM, ERP, and comms tools
- • Webhook + SFTP design templates
- • Shared rollout plan with owners + dates
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