Great minds think alike

JacobHart · ‎Jun 13, 2023

We want our sales team to call specific contacts every month to do a 'health check' on the customer (ask questions to find out how the health of the account is doing), so we schedule recuring tasks. To get the right questions answered we have created a playbook for them to follow. However we want the playbook to apear in the scheduled task so they know that is what they are meant to do without needing to click out of the task then into the playbooks

JJonesSheHer · ‎Mar 24, 2021

Playbooks need to be able to be donwloadable or exportable from the contact or company's profile so that all of the notes and information is retained when extracted from HubSpot.

LButterfield · ‎Aug 15, 2024

It would be really good to have conditional logic on Playbooks, where if on question one the rep selects option A it displays question 2, if they select option B it jumps to question 3 etc. We have a wide variety of enquiries coming into Customer Service and Playbooks could be really beneficial to them, but at the moment I would either have to create multiple playbooks or have questions in there that are irrelevant for certain enquiries. This could also be useful to sales reps as well, particularly if there are product-dependent questions they need to ask.

MrBean · ‎Aug 7, 2023

Playbooks are a nice feature (Although it's too bad the advanced data capture features are only for paid seats...). One limitation to the current format is the drawn out Q&A format. Cna be large and blocky. (Makes the process feel longer than it actually is. In terms of using playbooks to enforce process, we would prefer a checklist format. In line with some of the ideas discussed in this book: https://en.wikipedia.org/wiki/The_Checklist_Manifesto Reps often complain that playbooks are too long. Would be nice to have the option to format some of the steps in a playbook as checkboxes. @DMcDaniel

LizO · ‎Jun 10, 2024

Use Case: Sales needs to book time with demo team. Demo team has scheduler page. Sales uses a deals playbook to provide details AND book time in the context of a deal. Right now they have to leave playbook via hyperlink, schedule in another tab, transposed booked time back into playbook. I've attempted to paste in the URL and embed code version from meetings tool into the embed content module of playbooks. No luck. This was really meant for media but why not expand use. I've considered the forms portion of the meeting tool but then we can't leverage the context of the deal record. Sales books this for their prospect (deal based) where the meeting tool is Contact centric. I have 2 clients who could benefit from this and assume many SAAS companies have a similar model of tyring to arrange time with co-workers to close deals/ tickets.

NicoleSengers · ‎Jun 20, 2023

Hi there Playbooks are becoming more used and accessible but its not really possible (without using a required field or tag in the playbook itself or automation based on completed fields - which is inaccurate) to actually see which sales team members are using playbooks, and who has completed which playbooks. Being able to understand playbook usage could help understand what top-performing sales team members use and look at usage as a sales activity report. This would also help if you could look at this as part of the sales journey. This could help in finding out if playbook usage is part of the sales conversion journey. This kind of reporting will also help sales teams who are trying to standardise sales processes and help sales leaders coach their teams.

nnikolas · ‎May 13, 2024

We work with clients again and again on multiple projects. We need to be able to save the same playbook to a record multiple times. Example, let's say there's a project planning playbook where we go through a set of questions that we ask the client and have pre-call research. We want to save this at the company level. We need this now, and for the project that comes up in a month, and we'll need it again a month after that. Currently you have to clear our the data field by field which is confusing. And there's no way to see all of your playbook submissions in one spot.

AAngelillo · ‎Aug 18, 2024

Playbook Upgrades Needed! 1. Call Logging Option: Playbooks should allow us to log as a note, not just as a call. 2. Stage Requirements: We should be able to require playbooks at specific stages, like deal stages, ticket statuses, or lifecycle stages. 3 Copying Playbook Answers**: Playbook answers should be able to copy directly to a property without needing to finish the playbook. Right now, our team has to fill out the left column, then go to the playbook to see the pre-filled info. DOUBLE THE WORK! It would be much easier if they could trigger the copy to the property directly from the playbook, without needing to hit "submit" to save it. 4. Template Pre-population**: It would be helpful if templates could pre-populate while filling out the playbook, so they can be sent out immediately. Currently, this can only be done after submitting and saving the playbook into the property. PLEASE ADVISE

Olioud · ‎Dec 11, 2023

Hello My issue is very simple and probalbly already adressed. I would like to export all the content of a playbook in a PDF, excel or other tool directly.

romi · ‎Aug 27, 2020

The styling on Playbooks makes Playbooks very hard to read and really messes with the usability of this tool. It would be great if you had more control over the fonts and font sizes, etc. But at a minimum please make the size of the fonts relevant to the hierarchy of information so it is more readable and easier to use. i.e. Current Experience 'Update {object} property ({property name)}' - is the largest text on the page 'Heading 3 'and the 'Question/Prompt' are the second largest text on the page 'Heading 4' is the third largest text on the page 'Paragraph' text is the smallest text on the page It would be a lot easier to read and use if it was styled as per the following: 'Heading 3' should be the largest text on the page 'Heading 4' should be the second largest text on the page 'Question/Prompt' and 'Paragraph' text should be the same size 'Update {object property} (property name})' should be a grey tone and italicised

Great minds think alike

Integrate playbooks and tasks

Export Playbook from company or contact profile

Conditional logic on Playbooks

Create a Checklist in Playbooks

Embed Scheduler In Playbooks

Playbooks Reporting to understand usage and sales team metrics

Using a single Playbook multiple times on the same record

Playbook

Export Playbook

Fix the styling on Playbooks

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