How to use a Playbook

Let's accelerate your call prep and iron out your takeaways!

1. Create a Playbook
   • Under the Sales tab, click on Playbooks. Then, either create a new playbook from scratch or modify an existing template based on the sort of call you want to plan.
   • Add a mix of questions you want to make sure to ask, helpful text to guide you or a teammate during calls, and useful pictures, links, or other assets that you might want to access during a call.
   • NB: Accounts that have Sales Enterprise can update property values directly from a Playbook, which is incredibly useful and cuts down on post-call data entry. Accounts with Sales Pro just save all questions and answers to a Note activity on the relevant record (Contact, Deal, Company, etc.).
2. Use the Playbook.
   • On an individual Contact or other Record, look for the Playbooks field in the right sidebar (you may have to scroll down, but you can rearrange these sections if you want).
   • Click on or search for the Playbook you want and activate it. If you have too many Playbooks to easily keep track of, you can edit some settings on the Playbook to recommend it at certain points of the Customer Lifecycle or on certain records.
   • Keep notes in the different fields as you have your call or meeting and log the activity when you are done. NB: if you are making notes for an activity that is already in your CRM (like a call you placed through HubSpot or a meeting someone scheduled on your meeting link), you can attach a Playbook's notes to avoid creating a duplicate activity.
3. 🎉 Enjoy never having to send a "Hey, sorry I forgot to ask X..." email again! 🎉