Playmaker

How to use this page

1. 1

   Start your Playbook after signup

   In a new prospect signup workspace, open Onboarding > Playbook. It opens on Team & launch, where a note says SalesHive completes launch preparation; just share the team details you know. Select Progress, then Start your Playbook to open Company & offer, or choose another section or answer-count tile. In Sources, upload files or add links under Client materials for your SalesHive team. Enter what you sell, who you want to reach and the details for your sales conversation. Leave a text field to save, or choose an option where offered. Wait for Saving... to clear and check for errors. This view collects your answers; it does not show the staff drafting, generated strategy, campaign-context or classic-page controls.

2. 2

   Schedule your sales meeting from Your Playbook

   Open Progress and find Schedule your sales meeting. On desktop, Schedule a sales meeting in the section sidebar takes you there. Choose an available date and time in the embedded calendar. Times start in your own time zone; use the time zone menu beside the times to view another zone, or Use my time zone to switch back. The booking uses the zone you picked. Review the name, email and company already filled in under Your details, complete the other required fields and select the confirmation button. Prospects signed in with a personal email address, or visiting from India, see a different SalesHive sales rep's calendar than other prospects. If no times are available, try another date or return later. If No booking times are available right now appears instead of the calendar, try again later. If Checking your booking appears, use Manage booking or check status before trying again.

3. 3

   Choose domain access for your prospect workspace

   In the new prospect view, open Progress and find Organization access. A Client Admin can change Let people with our email domain join, then wait for Organization settings saved. When on, eligible people with a verified address at your saved company domain can confirm and join. When off, an administrator must add them. The setting defaults to on, takes effect only with a company email domain, and never grants shared access through personal domains such as Gmail. If the control is unavailable, ask an organization administrator. If another person changed it first, reload before trying again.

4. 4

   Review the Unified Playbook pilot as staff

   If this deal's saved format is New (switched on for the pilot) and your staff role permits it, either Playbook or Playmaker opens the same sidebar workspace. Other clients, SDRs, SDR Managers and responders keep the classic pages; new prospect signup workspaces use the separate Your Playbook answer view. The workspace opens on Team & launch. The sidebar groups sections under Overview (Team & launch, Sources), Values (Company & offer, Proof & offers), Targeting (Targeting, Personas), Messaging (Calling context, Email context, marked SalesHive completes) and Progress (Progress, Campaigns). In Progress, review Playbook health, the last draft steps and Next up. Select a readiness tile or a sidebar section to review its content. Percentages measure filled answers and generated content, not approval or launch readiness.

5. 5

   Draft or refresh the pilot workspace

   Check Website and Notes for the AI under Sources, then select Draft everything in Progress. It researches the website, fills blank Playmaker answers and attempts to generate the Playbook. Review completed, skipped and failed steps while it runs in the background. A completed section can say "Nothing new to add: answers were already filled in or not publicly known" when it saved no new answers. Review remaining blanks and supply missing client details even when the step completed. When a Playbook already exists, Draft again asks whether to Regenerate Playbook or Keep Playbook. Regenerate rewrites strategy, calling context and email context, with earlier text retained in History. Keep Playbook only fills blank answers. Existing Playmaker answers are kept in either case. Review every draft before use.

6. 6

   Edit pilot answers and generated strategy

   Use Company & offer, Proof & offers, Targeting, Personas or Team & launch. Each section shows its Client Input cards first, then In the Playbook below with the generated text prepared from that input, which SalesHive maintains. Proof & offers groups customer stories into Story 1, Story 2 and Story 3, each with problem solved, solution and customer example. Team & launch, Calling context and Email context start with a note that SalesHive completes them and clients do not need to. Edit an answer or generated field, then leave the field to save; persona role and department choices save on selection. Wait for Saving... to clear and check for an error. Changing an input does not automatically rewrite generated strategy. If a teammate saved first, the latest answer or Playbook reloads and a message asks you to make the edit again.

7. 7

   Add client materials in Sources

   Open Sources. Under Client materials, upload files or add links for the SalesHive team to use in the Playbook. Below it, the Client Input card holds Website, Notes for the AI and other source notes; leave a field to save. Prospects can use Sources too. Materials added here are the same Client Materials shown on the classic Playmaker.

8. 8

   Choose the pilot campaign context to edit

   Open Calling context or Email context. With multiple campaigns, use Campaign to choose whose saved text to review or edit. The initial selection is the Playbook campaign. Use the embedded editor's save controls. In Campaigns, Context opens that campaign's calling context and Open opens its campaign page. Draft again regenerates the primary Playbook campaign, regardless of the context campaign you selected.

9. 9

   Open classic tools from the pilot

   Select Classic Playbook for meeting emails, client visibility, review notes, History and presentation or export tools. Select Classic Playmaker for its full questionnaire. The classic pages and pilot share saved Playmaker answers, Client Materials and the primary Playbook; switching views does not make a separate copy. The remaining classic instructions in this guide apply after opening the matching classic page. Opening a classic page this way does not change the deal's saved format.

10. 10

    Choose the saved format for a deal

    Executives, admins, onboarding managers and strategists (including junior strategists, strategist managers and strategist directors) see a Saved format for this deal panel at the top of the Playbook and Playmaker, in both the classic pages and the sidebar workspace. Select Classic or New; the highlighted button is the saved choice. The choice applies to this deal's Playmaker and Playbook together and takes effect for staff the next time either page opens. The page you are on does not switch, so select Open new format (new tab) or Open classic format (new tab) to see the other view. Saving changes only the layout: existing answers, the Playbook and campaign contexts are kept, and no draft starts. Switch back whenever you're ready. Clients, SDRs, client-view roles, View as client and scheduled takeover preparation do not show the panel.

11. 11

    Work in the selected client's Playmaker

    On the classic page: Choose a client and complete or review the strategy sections. Client Materials is explicitly scoped to this rendered deal.

12. 12

    Open a scheduled takeover prep account

    If you are the named incoming SDR, select the account labeled Prep with its takeover date. SalesHive opens its read-only Playmaker. Supported preparation links keep that account while you review Playbook, Client Materials and Client Briefs, including the brief's PDF download. Use the resource links in Launch Prep to reach Campaign study and practice, Your signature and Prepare your greeting. Those views support practice, signature copying and a saved preparation recording without activating the takeover or granting prospect calling access. Preparation access ends if the takeover is cancelled, ended or assigned to someone else.

13. 13

    Ground the draft in the company website

    Open Draft this from the company website, confirm the Company name and Primary company website, and add Notes for the draft (optional) on what the company sells, its best-fit buyer, important proof or differentiators, and anything SalesHive should avoid claiming or targeting. The website supplies public evidence. Your notes and the documents in the Strategy section of Client Materials take priority.

14. 14

    Fill every strategy section with AI

    Select Fill out every strategy section and keep the page open while Playmaker researches relevant official pages and drafts each section. It drafts only empty fields and fields still holding an old Client input needed note, so answers already filled in are kept. Anything it cannot support from your sources is left blank. The sticky progress panel shows the current section, how many sections are saved, elapsed time and any section that could not be completed. Each successful section says it is complete and saved before the next section starts. At the end, a successful run says “Your strategy sections are ready to review.” If existing answers were preserved, it adds “Your N existing answers were kept.” If sections fail, it says “Almost done” and names them. Review the product, audience, proof and offer language when the run finishes, fill in blank fields with private details, and use a section button to retry any unsuccessful section.

15. 15

    Paste content cleanly

    Paste source material into a rich text field when needed. SalesHive normalizes imported document-specific fonts, colors, headings, and bold styling at paste time, and collapses empty Word or Docs spacer rows plus stacked line breaks so sentences stay adjacent. Existing saved content and formatting you intentionally apply with the editor controls stay as they are until you paste or select Reformat.

16. 16

    Reformat an existing rich text field

    Select Reformat in that field's toolbar to apply Playmaker's standard readable styling to its current content, including collapsing empty spacer rows. It saves through the field's normal auto-save boundary only when the cleanup changes the content.

17. 17

    Use presentation mode for a staff-led kickoff

    Staff can enter the focused presentation view when they need a cleaner kickoff experience. It is reversible, so leaving the mode restores normal Platform navigation.

18. 18

    Keep navigation while working

    Both client and staff viewers retain the shared Platform navigation while using Playmaker. Only staff can temporarily hide it with presentation mode during a kickoff.

19. 19

    Log in with the connected client account

    If a client opens a Playmaker that is not available to their current account, select Log in and use the work email connected to the client account. SalesHive returns the client to that same Playmaker after login.

20. 20

    Add client materials

    Authorized editors can use Client Materials to upload supported files, including PowerPoint PPT and PPTX decks and MP3 call recordings, create a Google or Office file, or add a reference link. To upload with a keyboard, choose Lists or Strategy in Upload files, add optional notes, then press Tab from Notes (optional) to Choose Files and press Enter or Space. Choose one or more files and check Upload results. To save a link, select Add link in Lists, Strategy or Links, enter a complete http(s) URL and an optional name and note, then press Enter in a form field or select Add link. A missing URL shows an error; correct it and submit again. Cancel link closes the form without saving. MP3 recordings can be opened or downloaded but are not transcribed into Playmaker text. The embedded materials library always stays tied to this rendered Playmaker deal. Scheduled takeover preparation viewers can open and download Client Materials, but cannot upload, create, add links, edit, or delete. Internal SDRs also always see a simplified read-only materials table with Updated dates and resource links, without editing controls. To reload the list, refresh the page. Ask your strategist to add or correct materials. Existing screenshots show editor controls that are unavailable in this SDR view.

21. 21

    Confirm that edits are saved

    Open or refresh Playmaker without editing when you only need to review it. Saved server content, including blank rich text fields and the loaded website or notes values, does not create an unsaved state. When you do edit, each field saves independently after a short pause or when you leave the field, and the answer save bar at the top shows Saving answers..., Answers waiting to save, No unsaved changes, or the save error. Select Save answers or press Ctrl+S to save any changes that have not saved yet. If you change a field back to its saved text before it saves, nothing is sent. Switching section tabs or changing Hide completed updates the browser address without remounting the editor, so an in-flight field save can finish normally. If a save fails, your edits stay on the page, the error banner explains the failure, and Retry save sends your unsaved and failed changes again. Select Download answers any time to keep a text copy. SalesHive warns before a real page exit only when edits remain unsaved or a save failed.

22. 22

    Choose a version when a teammate saved first

    If you edit a field that a teammate saved newer text in after your page loaded, SalesHive does not save your edit over theirs. Fields you only viewed never appear in this banner. A banner lists each affected field, and your text stays on the page. For each field, select Use their version to replace your text with the teammate's saved text, or Keep mine to save your text over it. That field stops auto-saving until you choose. Your other fields keep saving normally.

23. 23

    Review earlier answers in History

    Select the History tab to see Change History for this Playmaker, newest first. Each entry shows the field, when it changed, its From and To text and who changed it. History reloads each time you open the tab, so an answer saved on this page since your last visit appears without reloading the page. An entry labelled "Formatting only. The wording did not change." changed only the editor formatting, such as plain text becoming a paragraph, so its From and To read the same. Saved answers appear as text with their formatting and links; History never runs code typed into an answer.

24. 24

    Use a read-only Playmaker preview

    SDR, SDR Manager, and responder lanes see the client-style Playmaker preview and cannot change fields or run AI generation. If you need to make strategist edits, switch out of the SDR or responder view and reopen the same client.

What the buttons do

Start your Playbook

In a new prospect workspace's Progress section, opens Company & offer to begin entering business answers.

Schedule a sales meeting

In the desktop prospect sidebar, opens Progress and scrolls to the embedded sales calendar. On smaller screens, open Progress to find the calendar.

Pilot section navigation and readiness tiles

Opens Team & launch, Sources, Company & offer, Proof & offers, Targeting, Personas, Calling context, Email context, Progress or Campaigns. The workspace opens on Team & launch. Percentages report content completion, not approval.

Draft everything / Draft again

Starts website research, blank-answer filling and Playbook drafting from the pilot Progress section. Draft again offers Regenerate Playbook or Keep Playbook when one already exists. Unavailable while a draft is running.

Regenerate Playbook / Keep Playbook

In the pilot draft dialog, Regenerate Playbook also rewrites the existing generated strategy and contexts. Keep Playbook starts the blank-answer research run while keeping the existing Playbook.

Campaign (pilot messaging)

When multiple campaigns exist, selects whose Calling context or Email context editor is shown.

Context / Open / All campaigns (pilot)

Context opens a campaign's calling context within the workspace. Open goes to that campaign page. All campaigns opens the outbound campaign list.

Classic Playbook / Classic Playmaker

Opens the existing document or questionnaire for the same client, including tools outside the pilot workspace. Available in the desktop pilot sidebar.

Saved format for this deal: Classic / New

Saves which layout staff get for this deal's Playmaker and Playbook. The highlighted button is the saved choice. Shows Saving... while it saves and confirms with a message. Unavailable while a pilot draft is running. Shown only to executives, admins, onboarding managers and strategist roles.

Open new format (new tab) / Open classic format (new tab)

Appears when the saved format differs from the page you are viewing. Opens this deal's page in the saved format in a new tab.

Fill out every strategy section

Researches relevant pages on the primary company website and drafts the empty strategy fields using public evidence plus your higher-priority Notes for the draft and Strategy documents. Answers already filled in are kept. The button stays unavailable while the full run is active.

Open website

Opens the Primary company website in a new tab so you can confirm that the correct official site is selected before drafting.

Playmaker generation status

Sticky progress panel that reports the active section, saved count, elapsed time, progress, and current status. Completed sections are saved automatically.

Help me fill just this section

Drafts only the current strategy section. If some answers there are already filled in, it first asks whether to Replace answers or keep them (Only fill empty fields, or Keep my answers when every field is filled). It is unavailable while a full Playmaker generation run is active.

Rich text editor

Accepts pasted content and keeps the editor's readable formatting. Empty spacer rows from Word or Docs collapse on paste, while editor controls remain available for intentional formatting.

Reformat

Applies Playmaker's standard readable styling to the current rich text field, including collapsing empty spacer rows, and saves it only when the content changes.

Presentation mode

Staff-only control for a reversible focused Playmaker view during a client kickoff.

Exit presentation mode

Restores the regular staff workspace navigation.

Log in

Opens the client-account sign-in flow when the current client account cannot view this Playmaker.

Copy Share Link

Copies the appropriate Playmaker link for the selected client.

Choose Files / Create

Choose Files opens the picker for supported client materials in the selected upload section. Use Tab to reach it, then Enter or Space to open it. Shows Uploading... and stays unavailable while files upload. Create opens a form for a Google or Office file in Lists or Strategy.

Add link

Opens a reference-link form in the Playmaker deal's shared library. Select Add link inside the form or press Enter in a field to save; Cancel link closes it without saving.

Save status bar

The bar at the bottom shows Saving..., Changes saved, Save failed, Changes waiting to save, or Changes are auto-saved. Ctrl+S saves any changes that have not saved yet.

Save answers

In the answer save bar at the top. Saves every answer that has not saved yet. It is unavailable while that save is running.

Download answers

Downloads playmaker-answers.txt, a plain text copy of every filled answer under its field label, including answers that have not saved yet.

Sign in in a new tab

Appears when your sign-in expired during a save. Opens sign-in in a new tab so this page and your text stay open.

Retry save

Appears in the save error banner and resends your unsaved and failed changes without discarding the edits still on the page.

Use their version

Appears in the teammate conflict banner. Replaces your text in that field with the teammate's newer saved text.

Keep mine

Appears in the teammate conflict banner. Saves your text in that field over the teammate's newer version.

Prep [date]

Opens the scheduled takeover account for read-only preparation without activating the takeover or changing your working assignment.

Let people with our email domain join

Under Organization access in prospect Progress. Saves whether eligible verified company-domain users can join. Turning it off requires an administrator to add new members. Personal email domains never grant shared access.

History tab

Opens Change History with each saved change's field, time, From and To text and who made it. Reloads every time it opens. Formatting-only entries are labelled. Retry appears if History fails to load.

Common questions