Playbooks

Standardize best practices and make them easy to execute

Playbooks are structured guides that standardize your best practices. Create them with a drag & drop editor, distribute to specific teams via Knowledge Plays, and track who's using them. Optional AI generation to get started faster.

Sales Playbook

Discovery

2

Demo

3

Proposal

4

Negotiation

Current step: Demo

Prepare personalized demo
Send agenda
Confirm attendees

Measurable results

Concrete improvements within the first weeks.

+30%

Conversion rate

Thanks to standardized processes

-40%

Onboarding time

New reps productive faster

100%

Consistency

Same process for the whole team

+25%

Adoption

of best practices

Capabilities

Everything you need

Interactive playbooks

Step-by-step guides with embedded content

Checklists

Ensure nothing is forgotten

By deal stage

Content adapted to each cycle stage

By persona

Different playbooks per buyer

Progress tracking

See where your teams are

Templates

Create reusable templates

Use cases

For every team

Sales

Follow the same winning process for every deal

Enablement

Distribute best practices at scale

Onboarding

Guide new hires with structured paths

Frequently asked questions

Yes, you can create custom playbooks with our drag-and-drop editor.
You can link any content from your library directly into playbook steps.
Yes, you see each user's progress and can identify who needs help.

Ready to discover Playbooks?

Book a personalized demo and see how this feature can transform your enablement.

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