19 documents · RAG retrieval is pending Supabase.
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Travel Sales Playbook 2026
travel-playbook-2026.pdf · 38 pages · 1.2 MB · attached to 1 agent
2026 Travel Packages — Pricing Sheet
travel-pricing-2026.pdf · 14 pages · 957.0 KB · attached to 1 agent
Case Study — Riverbend Cruises (+38% attach)
case-riverbend.pdf · 6 pages · 527.3 KB · attached to 1 agent
Hospitality Playbook — After-Hours Reservations
hospitality-playbook.pdf · 24 pages · 703.1 KB · attached to 1 agent
Loyalty Tier Perks — All Brands
loyalty-tiers-2026.pdf · 9 pages · 214.8 KB · attached to 1 agent
Inbound Buyer Qualification Playbook
real-estate-playbook.pdf · 18 pages · 468.8 KB · attached to 1 agent
Local Comps — Bay Area Q2 2026
comps-bay-area-q2.pdf · 52 pages · 1.6 MB · attached to 1 agent
SaaS SDR Outbound Playbook v3
saas-sdr-playbook-v3.pdf · 32 pages · 1.1 MB · attached to 1 agent
Battle Card — vs. Apollo, Outreach, Salesloft
saas-battle-card.pdf · 8 pages · 351.6 KB · attached to 1 agent
Case Study — Northwind: 3.2x SDR productivity
case-northwind.pdf · 6 pages · 566.4 KB · attached to 1 agent
Patient Scheduling Playbook (HIPAA)
patient-scheduling.pdf · 22 pages · 527.3 KB · attached to 1 agent
HIPAA Compliance Quick Reference
hipaa-quickref.pdf · 6 pages · 175.8 KB · attached to 1 agent
Cart Recovery Playbook
cart-recovery-playbook.pdf · 14 pages · 371.1 KB · attached to 1 agent
Returns, Exchanges & Shipping Policy
returns-policy.pdf · 10 pages · 234.4 KB · attached to 1 agent
Wealth Lead Qualification Playbook
fs-playbook.pdf · 26 pages · 605.5 KB · attached to 1 agent
Compliance — Disclosures & Off-Limits Topics
fs-compliance.pdf · 6 pages · 156.3 KB · attached to 1 agent
Case Study — Beacon Wealth (+$28M AUM)
case-beacon-wealth.pdf · 6 pages · 449.2 KB · attached to 1 agent
Auto Dealership BDC Playbook
auto-bdc-playbook.pdf · 18 pages · 468.8 KB · attached to 1 agent
Manufacturer Incentives Q2 2026
incentives-q2.pdf · 12 pages · 312.5 KB · attached to 1 agent