Playbook

How to use this page

1. 1

   Open the client strategy document

   Choose a client, then open Platform > Onboarding > Playbook. Use the section rail for Generate, Your Team, Best Practices, strategy, targeting, proof, Calling Script, Post-Call Emails, Auto Emails, Objections, Meeting Handoff, Launch Plan, Calendar, comments, and History.

2. 2

   Review a scheduled takeover Playbook

   If you are the named incoming SDR, select the account labeled Prep with its takeover date in the client switcher. SalesHive opens that account's Playmaker first without replacing your normal selected client. Open Playbook from Onboarding to review the client strategy, assigned team, scripts, email copy, proof, Launch Plan, and approved materials. The preparation lane is read-only, so editing, regeneration, targeted previews, and History changes remain unavailable until activation or another authorized assignment path applies.

3. 3

   Review the strategy and assigned team

   Check approved client facts, proof, pricing, offers, and operating details against direct client context or verified research. Your SalesHive Team groups current Leadership and SDR assignments, connected email accounts, and co-strategists while avoiding duplicate people.

4. 4

   Edit meeting settings in Launch Plan

   Turn off View as client and open Launch Plan. In Meeting Settings, click a heading or detail to edit it. Headings show an underline on hover, the active card receives an orange outline, and the page saves when you leave the field. A card stays in place while you type, so a new body line does not unexpectedly split or rearrange the layout.

5. 5

   Edit confirmation and handoff emails

   Open Meeting Handoff and start with the dedicated Meeting Emails block above Handoff Process. Meeting Confirmation Email is first and goes to the prospect after booking. Meeting Handoff Email is second and goes to the assigned meeting owner with prospect details. Edit the subject or formatted body, use Fields for supported merge tags, and wait for Saved before leaving the page. The larger editors keep formatting controls visible without changing recipients or sending behavior.

6. 6

   Recover a meeting email save

   If an automatic save fails, the card shows Save failed. Keep the edits on the page and choose Retry save. The card returns to Saved only after the latest subject and body are stored.

7. 7

   Check for newer Playmaker input

   Turn off View as client. When Playmaker was updated after the current Playbook was generated, the page shows Playmaker has newer input. Open Playmaker in a new tab if you need to inspect the source answers before updating any copy. The banner does not change the Playbook.

8. 8

   Preview one targeted field

   Select the sparkle beside a Playbook field, Calling Script section, or email variant. Add optional guidance about tone, facts to include, or details to avoid, then choose Preview update. SalesHive generates a Playmaker-grounded proposal without changing the current field. Compare Current and Proposed side by side.

9. 9

   Apply only the update you approve

   Choose Apply update only after the proposed copy is correct. Back returns to the guidance step, and Cancel or Close leaves the field unchanged. If the current field changed after the preview was created, SalesHive refuses the stale proposal and asks you to generate a new preview. Every applied update is recorded in History and can be reverted there.

10. 10

    Use full regeneration carefully

    Generate includes Regenerate Post-Call Emails and Regenerate full Playbook. Full regeneration shows a confirmation because it replaces generated Playbook and campaign copy, including saved edits. Use field-level previews for controlled updates, and use Restore saved copy only when you need to bring back removed Auto-Email Campaign Copy.

11. 11

    Edit email and calling content

    Internal editors can update Calling Script sections plus Post-Call, Auto Email, and meeting-email subjects and formatted bodies. Email toolbars include Font, Size, color, capitalization, headings, lists, links, images, tables, quotes, dividers, and supported merge fields where available. Wait for Saved before leaving a recently edited card.

12. 12

    Add or restore a Post-Call card

    Use Add email to fill a missing Variant A or B and then add later steps through the ten-step maximum. Removed cards appear in Deleted email cards. Restore brings back that exact step and variant without creating a new step.

13. 13

    Review Change History

    Turn off View as client, turn on Show history, and open History in the section rail. Each row shows the tracked field, who changed it, the change source, timestamp, and its From and To values.

14. 14

    Revert one recorded field

    In the Revert Change column, select Revert for the row you want. Confirm Revert change to restore that row's From value. The action changes only that tracked field, reloads the Playbook, and adds a new history row labeled Revert. It does not roll back the whole Playbook.

15. 15

    Review Launch Plan and client presentation

    Use Launch Plan for approval, assignment, editable meeting settings, grouped contact information, and activation details. Use View as client to preview only approved client-visible sections. Client viewers remain read-only and cannot open internal editing, targeted previews, or History.

16. 16

    Copy or print the current Playbook

    Copy Content copies the current structured Playbook, including the same filtered Best Practices shown on the page. PDF / Print opens a printable version. Copy Share Link provides the client-facing route when the Playbook is visible.

What the buttons do

View as client

Previews the approved client-visible Playbook and hides internal editing, targeted previews, and Change History.

Fields

Inserts supported merge tags into email copy, including Company Website in Meeting Handoff.

Retry save

Retries the latest meeting email subject and body after an automatic save failure.

Open Playmaker

Opens the newer Playmaker source input in a separate tab when its answers changed after Playbook generation.

Regenerate field

Opens a targeted preview for one Playbook field, Calling Script section, or email variant.

Preview update

Generates a proposed value for comparison without changing the current field.

Apply update

Applies the reviewed proposal only when the current field still matches the preview baseline, then records a reversible History entry.

Back / Cancel / Close

Returns to preview guidance or closes the targeted update without changing the field.

Regenerate Post-Call Emails

Regenerates the Post-Call sequence through the dedicated generator.

Regenerate full Playbook

Opens a destructive confirmation before replacing generated Playbook and campaign copy, including saved edits.

Show history

Adds History to the internal section rail and loads recorded field-level changes.

Revert

Restores the selected history row's From value after confirmation.

Refresh

Reloads the current Change History rows.

Add email / Restore

Adds the next open Post-Call slot or restores one removed step and variant.

Copy Content / PDF / Print

Copies the current structured Playbook or opens a printable version.

Prep [date]

In the client switcher, opens the scheduled takeover account for read-only Playmaker, Playbook, and Documents preparation.

Common questions