Growth Playbooks
Growth playbooks now live inside Business Intelligence, where Fratelli suggests practical initiatives from your current sales, customer, cash, and product signals.
At a glance
The numbers on your screen, explained
What each Growth Playbooks number means and where it comes from — so you know where to act.
Sales this month is the current revenue context used to decide which growth playbooks are relevant.
Customers buying counts customers with current-period purchases and helps identify activation or retention plays.
Average sale is revenue divided by current sales count and can shape upsell or bundle playbooks.
Overdue invoices can trigger cash-focused playbooks such as getting paid faster.
Sample numbers from a demo workspace.
Inside BI
Find growth playbooks where the analysis already lives
Growth Playbooks is a section of Business Intelligence. It appears when there is enough history to suggest an objective and steps grounded in the current business signals.
- Playbooks sit beside health score, ranked signals, and trend analysis
- Each playbook includes a goal, steps, and estimated impact when available
- Actions can open the right workspace or help plan it with AI
Suggested plays
Use current signals to choose the next initiative
Playbooks can focus on goals such as getting paid faster, reactivating customers, growing valuable accounts, tightening spending, or acting on product movement.
- Steps are concrete rather than generic campaign advice
- Plan it with AI uses the playbook title and steps as context
- Source signals remain nearby for validation
Execution
Move from playbook to the workspace that can carry it out
Because playbooks live in the connected insights workspace, the next step can open customers, invoices, spending, reports, products, or the assistant instead of creating a separate planning silo.
- Customer plays connect to Customer Insights and client records
- Cash plays connect to invoices and reminders
- Product plays connect to pricing and inventory context
Everything included
Everything in Growth Playbooks
Use it for reactivation, cross-sell, onboarding, market entry, and retention initiatives.
Suggested initiatives
Get playbook ideas from the current business intelligence model.
Goal-led structure
Each playbook starts with a goal and the steps to pursue it.
Plan it with AI
Ask AI to help turn a playbook into a concrete plan.
Connected actions
Open the workspace that can carry out the playbook instead of copying notes.
Cash-focused plays
Use collections and spending signals to guide get-paid-faster initiatives.
Customer plays
Use customer value, activity, and retention signals to plan outreach.
Product plays
Tie growth ideas to product movement, demand, margin, or bundle opportunities.
Impact context
See estimated impact when the underlying signal has enough data.
How it works
Growth Playbooks, step by step
- 01
Open Business Intelligence
Review the brief, health score, ranked signals, and changes before choosing a playbook.
- 02
Scroll to Growth playbooks
Use the playbooks section to see objectives that fit the data Fratelli can currently measure.
- 03
Review the steps and impact
Check the goal, estimated impact, and sequence of steps before assigning effort.
- 04
Launch the connected action
Open the linked workspace or use Plan it with AI to turn the playbook into a working plan.
Connected
Works with the rest of Fratelli
The same records flow between these workspaces automatically.
FAQ
Growth Playbooks questions
Can’t find what you need? Our team is happy to help.
No. It is now a section inside Business Intelligence, so the playbooks stay next to the signals and health context that produced them.
They appear once there is enough sales, customer, cash, product, or operating history to suggest something specific.
They are generated from the business intelligence model and include steps tied to current records and measurable signals.
Try Growth Playbooks with the rest of Fratelli
Start free in minutes and bring the rest of your team when you are ready.