Playbook Gallery
Win more deals and launch customers faster with proven templates you can customize.
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Enterprise Pilot
Support enterprise customers through evaluation and ensure a smooth transition from pilot to subscription.
Sales
Proof of Concept
Mutual Action Plan
Mutual Action Plan for PLG
A single source of truth for buyers and sellers. Align on goals, stakeholders, and timeline to keep deals on track and make it easy for customers to buy.
Mutual Action Plan
Sales
Sales & Onboarding
A collaborative roadmap from demo to go-live for B2B sales professionals.
Onboarding
Implementation
Sales
Mutual Action Plan
Proof of Concept Playbook
Guide prospects through your POC/POV process and provide a clear path to go-live.
Proof of Concept
Sales
Mutual Action Plan
Mutual Action Plan for Sales & Success
Building strong partnerships with your customers is key to faster, sustainable growth. A Mutual Action Plan (MAP) makes it easy to collaborate with customers throughout your relationship.
Mutual Action Plan
Onboarding
Customer Success
Sales
Partnership Plan
A collaborative process for building partnerships and guiding clients through evaluation, kickoff, and implementation.
Mutual Action Plan
Sales
Enterprise Pilot Playbook
Manage a guided pilot and empower buyers with the information they need as they evaluate your solution.
Proof of Concept
Sales
Pilot Sales Playbook
Use this sales playbook to determine whether a prospect is a good fit, discover their pain points, and identify if your product is the right solution for them.
Mutual Action Plan
Sales
Sales & CS Mutual Success Plan
Drive consistency in your internal sales & CS process and provide a single source of truth for your customers during the buying process.
Customer Success
Mutual Action Plan
Sales
Onboarding
Implementation
Collaborative Onboarding & Success
A collaborative and defined onboarding process that guides new partners’ journey from launch to implementation and growth.
Onboarding
Customer Success
Vendor Onboarding Playbook
Manage your enterprise buying process, align multiple stakeholders, and make it easy for customers to buy from you.
Sales
Mutual Action Plan
Mutual Success Plan
A centralized, collaborative space where CSMs and customers can align on their partnership and ensure that all ongoing responsibilities are owned and fulfilled.
Customer Success
Onboarding
Implementation
Discovery Call Talk Track
Qualify prospects during your initial discovery call, and decide whether to move them down the sales funnel to a demo.
Sales
Rep Onboarding
Mutual Action Plan for Enterprise SaaS
Guide your champion through the evaluation, validation, and purchasing process with a centralized, collaborative plan.
Mutual Action Plan
Sales
Onboarding Playbook for SMB to Enterprise
Increase alignment and accountability throughout the onboarding process to ramp and launch new customers successfully.
Onboarding
Customer Success
Implementation
Onboarding
Successfully onboard new customers and their teams and align on the long-term partnership.
Onboarding
Customer Success
Implementation
Mid-Market Evaluation, Pilot, and Onboarding
Guide your champion at a mid-market organization through the evaluation, pilot, and implementation of a SaaS product.
Implementation
Mutual Action Plan
Customer Success
Proof of Concept
Onboarding
SMB Evaluation & Onboarding Playbook
Guide your champion at an SMB organization through the evaluation and implementation of a SaaS product.
Mutual Action Plan
Onboarding
Implementation
Sales
Mid-Market Evaluation
A proven playbook for converting more mid-market deals, faster.
Mutual Action Plan
Sales