Playbook

Overview

The Playbook is the live strategy document for each client engagement: positioning, ICP, personas, call scripts, email templates, launch plan with first-quarter meeting targets, team assignments with Google Workspace profile photos, and responder aliases. Internal users edit and review here; clients see a trimmed view when the playbook is marked visible. You can open it from the client switcher or jump straight to a client with a shareable deep link.

How to use this page

1. 1
   Open the Playbook for a client

   In Platform, go to Onboarding > Playbook. Pick the client in the header switcher first, or use a direct link: /platform/onboarding/playbook/{dealId}. The deep link syncs your session to that client automatically so sections and API calls load the right playbook without changing the switcher yourself first. A legacy ?dealId= query on the base URL redirects to the same deep link.

2. 2
   Review your assigned team

   Open Your Team in the left rail to see strategist, director, onboarding manager, chief customer officer, sales rep, and SDR cards for this engagement. Profile photos pull from Google Workspace when available (synced on each playbook load and refreshed on full regeneration). Team members without a Workspace photo show initials. Unassigned roles display a placeholder card.

3. 3
   Browse sections

   Use the left rail to jump between sections (Your Team, Aliases, Overview, ICP, Calling Script, Post-Call Emails, Launch Plan, and more). Orange comment badges show open notes on a section. Click a section title to scroll the main document to that block.

4. 4
   Set weekly meeting targets in Launch Plan

   Open the Launch Plan section and scroll to Projected Meetings (Weeks 1-12 meeting targets). Each week shows a bar chart, a numeric target, and up/down controls for internal editors. Defaults ramp from 0 in week 1 to 4 meetings by week 8 and stay there through week 12 until you edit and save. Clients see the same chart in read-only mode. Google Doc export includes these targets.

5. 5
   Review responder aliases

   Open the Aliases section to see client-facing outbound identities: display name, photo, role label, and every Primary or Sender inbox tied to that alias. Accounts that share the same linked responder or display name appear on one card with multiple mailto links, so prospects see one person even when outreach uses several inboxes. Alias notes at the bottom come from deal settings when present. If no Primary or Sender inboxes are configured yet, alias notes still appear on their own instead of showing the empty state.

6. 6
   Generate a new playbook (internal)

   If no playbook exists yet, complete Playmaker first, then open the Generate section. Choose model and style settings, add optional request details or a legacy Google Doc URL for context, and click Generate Playbook. This creates the strategy sections, email templates, and cold-calling script in one pass. Full regeneration also refreshes team profile photos from Google Workspace.

7. 7
   Review, comment, and share with the client

   Internal users can leave field-level comments, toggle View as client to preview the client-facing cut, and turn on Visible to client when the document is ready. Use Copy Share Link to copy the stable deep link for Slack or email. Clients see sections without Generate, Active Comments, or History. Use Copy Content or PDF / Print to export; Google Doc export groups aliases the same way as the page and includes weekly meeting targets. Open Campaign jumps to the linked outreach campaign.

What the buttons do

View as client

Internal preview toggle. Shows the same sections and copy a client user would see (hides internal-only tools).

Visible to client

When checked, clients assigned to this engagement can open the Playbook. When off, clients see a Coming soon message.

Show history

Internal toggle to surface the change log for playbook fields across the document.

Copy Share Link

Copies the stable deep link for this client's Playbook so you can paste it in Slack or email. Internal users only.

Generate Playbook

Creates the full strategy document from Playmaker inputs and generation settings (internal only, when no playbook exists yet). Also refreshes team profile photos from Google Workspace.

Projected Meetings (Launch Plan)

Weeks 1-12 meeting target grid with bar charts. Internal users edit the number per week or use the up/down arrows; changes save on blur. Defaults show until edited. Included in Google Doc export.

Week goal up/down arrows

Increment or decrement a week's meeting target by one. Saves immediately.

Copy Content

Copies the playbook JSON to your clipboard for backup or handoff.

PDF / Print

Opens the browser print dialog to save or print the current playbook view.

Open Campaign

Jumps to the Platform campaign tied to this playbook.

Your Team (left rail)

Assigned team grid: strategist, director, onboarding manager, CCO, sales rep, and SDR. Photos sync from Google Workspace on load and regeneration.

Aliases (left rail)

Responder alias cards plus alias notes from deal settings. Notes render on their own when no Primary or Sender inboxes are configured yet.

Section comment badges

Orange speech-bubble counts on the left rail mark sections with open comments. Resolve notes from Active Comments or inline on each field.

Common questions