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, responder aliases, and a Meeting Handoff section that covers how to run and advance meetings. Internal users edit and review here; clients see a trimmed view when the playbook is marked visible. The call-script and email sections have a light formatting toolbar (bold, italic, strikethrough), so a strategist can italicize a stage direction and an SDR reading it live can tell an instruction from what to say. The per-section internal note field (the AI rationale beneath each script block) now uses the same toolbar, so guidance you leave for the team can be emphasized too and never gets read aloud as part of the spoken script. Field-level comments support threaded replies and resolve/reopen, so a reviewer can answer a note in place and clear it once handled. You can open the Playbook from the client switcher or jump straight to a client with a shareable deep link.
How to use this page
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.
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. A playbook can also show extra people after the sales rep card (for example a second sales rep) when that has been configured for the client. 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.
Browse sections
Use the left rail to jump between sections (Your Team, Aliases, Overview, ICP, Personas, Stories, Meeting Handoff, 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.
Review the Meeting Handoff section
The Meeting Handoff section sits just above the Calling Script and covers how meetings are run and advanced. As an internal editor, shape an Intro paragraph, then a Handoff Process block (always visible) of editable cards. Below it are three blocks you can remove and restore to default: Meeting Management (How To Hold Strong Sales Meetings) and First Meeting Best Practices (Cold Introductory Call Flow), each a set of cards, plus a two-column row of Decision-Making Questions and Recommended B2B Sales Books (one item per line). Each card has an eyebrow, title, and bullet list; use Add card to add one, the trash on a card to remove it, and the trash in a block header to hide a whole block (Restore default content brings it back). Every field saves when you click out. Clients see the formatted cards and lists in read-only mode. Each field has a comment button for notes.
Edit and format a call-script or email section
As an internal editor, click into a Calling Script or Post-Call Email section to edit it. Each section has a small formatting toolbar: Bold, Italic, and Strikethrough. Use italics or bold to mark stage directions and asides (for example an instruction like "pause, then ask") so an SDR reading the script live can tell what to say from what to do. Changes save automatically when you click out of the field. The formatting carries through to the dialer's live script tab and the PDF export. Sections written as plain text before this still render unchanged.
Format the internal note under a section
Beneath each Calling Script section is an Internal note field labeled "not shown to client". This is where the AI rationale for the section lives, and where you can leave guidance for the team. It now uses the same light toolbar (bold, italic, strikethrough) as the section itself, so you can emphasize a note without it ever being read aloud as part of the spoken script. Type your note, format as needed, and it saves when you click out. Use the clear button beside the note to empty it. Notes stay internal: clients never see them, even in the client view.
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.
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.
Generate a new playbook (internal)
If no playbook exists yet, open the Generate section. For most clients you need a completed Playmaker value proposition first, or generation is blocked. Platform-only clients are exempt, so their playbook (and per-client migration agent) can be generated even without a Playmaker value prop. 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.
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, and the section toolbars and internal notes are hidden for them. 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.
Resolve, reopen, and reply to comments
Open a field's comment panel from the speech-bubble icon on any field, or use the Active Comments list in the left rail to jump to an open note. In the panel, each top-level comment has a Reply button to start a threaded reply: type in the composer that appears, then click Reply to post it (Cancel closes it). Replies nest under their parent with a left border and can be resolved or deleted but not replied to again, so threads stay one level deep. Use Resolve on any comment or reply to mark it handled: the text gets a strikethrough and dims, a Resolved date appears, and the note drops out of the Active Comments list and the section badge counts. Resolved comments stay visible in the panel for history. Reopen (the same button, now labeled Reopen) restores a resolved comment back to the active views. In the Active Comments list, each note also has a green Resolve button next to Open Thread for one-click clearing.
What the buttons do
- Bold / Italic / Strikethrough
- The formatting toolbar on each call-script and email section, and on the per-section internal note field (internal editors only). Bold or italicize text to mark stage directions and asides so an SDR does not read them aloud; strikethrough to cross text out while keeping it visible. Formatting saves on blur and shows in the dialer and PDF export.
- Internal note field
- The editable AI rationale beneath each Calling Script section, labeled "not shown to client". Now a formatting-enabled box (bold, italic, strikethrough) for team-only guidance. Saves on blur; never visible to clients.
- Clear internal note
- The button beside a section's internal note that empties the note field.
- View as client
- Internal preview toggle. Shows the same sections and copy a client user would see, hiding internal-only tools, the section formatting toolbars, and the internal notes.
- 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 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 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, with call-script formatting preserved.
- 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, plus any extra team members configured for this playbook (such as a second sales rep), shown after the sales rep card. 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. Counts reflect only open notes; resolving a comment decrements its section badge and removes it from the Active Comments list. Resolve or reopen notes from the Active Comments list or a field's comment panel.
- Meeting Handoff section
- Sits above the Calling Script. Internal editors shape an Intro, a Handoff Process card block (always visible), and three removable, restorable blocks: Meeting Management, First Meeting Best Practices, and a two-column Decision-Making Questions and Recommended B2B Sales Books. Add card adds a card, the trash removes a card or hides a whole block, and Restore default content brings a hidden block back. Saves on blur. Clients see formatted read-only cards and lists.
- Resolve / Reopen (comment)
- Mark a comment handled or restore it. In the comment panel each top-level comment and reply has a Resolve button (it toggles to Reopen once resolved); in the Active Comments list each note has a green Resolve button next to Open Thread. Resolved comments get a strikethrough and dimmed style with a Resolved date, and drop out of the active list and section badge counts, but stay visible in the panel thread. Reopen puts them back.
- Reply (comment thread)
- Starts a threaded reply under a top-level comment in the comment panel. Opens a composer pre-addressed to the commenter; post with Reply or cancel. Replies nest under the parent (one level only) and can be resolved or deleted.