Your Agentic Playbook tells Arrows how your team sells: the stages, what has to happen before a deal moves forward, what a good follow-up looks like.

But Arrows also needs to know what you sell. Who your buyers are. Why customers pick you over the alternatives. Until now, the only place to put that was your playbook itself. So teams repeated the same company background in every playbook, and the playbooks got long and hard to maintain.

Starting today, there’s a better place for it.

A new About section

In Organization settings, there’s a new field called About the organization. Use it to describe your company in a few paragraphs: what you sell, who you sell to, and how you win.

Arrows reads this, along with your playbook, whenever it works on a deal. Every gameplan, every email draft, and every pre-call brief starts from the same understanding of your company.

Why it helps

Your playbooks stay focused. A playbook should be about process: what happens at each stage and what good looks like. Company background in a separate place keeps playbooks shorter and easier to update.

You write it once. If you have more than one playbook, say one for new business and one for renewals, you don’t have to repeat your product description in both. Update the About section, and every playbook gets it.

Arrows’ work sounds like it knows you. A follow-up email that explains your product the way your team does lands better than a generic one.

What to put in it

Write it the way you’d brief a new rep on day one. For example:

  • What you sell. “We make scheduling software for multi-location clinics.”
  • Who you sell to. “Operations leaders at clinic groups with five or more locations. The economic buyer is usually the COO.”
  • How you win. “We’re faster to roll out than the big platforms, and we handle multi-location reporting out of the box.”
  • Who you compete with. The alternatives buyers usually look at, and how you’re different.

Keep it short. A few clear paragraphs are more useful than a long document.

What this looks like on a deal

Say a buyer asks on a call how you compare to a larger competitor. After the call, Arrows drafts the follow-up.

Without the About section, it can only repeat what was said on the call. With it, the draft explains the difference in the words your team uses: faster rollout, multi-location reporting built in.

Getting started

Open Organization settings and find About the organization. Write a few paragraphs about your company and save. Then look through your playbooks and remove any company background you repeated there.