Great minds think alike

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.  ...read more

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 ...read more

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  ...read more

Playbooks / Conversational guides lack the ability to add conditions. For example, if the customer answers X to question 1, I'd like to go straight to question 7. ...read more

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.  ...read more

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. ...read more

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.     ...read more

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    ...read more

Hi Team, just wondering if we can get the functionality to re-sequence the questions in a Playbook? The scenario is that when we get to review our Playbooks, we have to re-type whole the thing (question/ answers) to match the new order.    Furthermore, I am wondering how possible to get 'Create Task' functionality linked to Playbooks. For example, this will allow the sales team to create a task for a meeting while they are on the phone, filling a call log (in a call Playbook).  ...read more