Playbook Examples

PhilCollins

We have some processes in place but I want to transform them into more succinct playbooks. I would love to see some example playbooks that others have created. I know there is a lot I can learn from this community!

tclarke

Here is a template of some playbooks our CCO made. https://info.clientsuccess.com/hubfs/Templates/ClientSuccess%20Bootcamp%20Webinar_%20Sample%20Playbooks.pdf

Feel free to check out one of her webinars where she discusses how she designs her playbooks. https://www.clientsuccess.com/resources/webinars/customer-success-leadership-bootcamp-course-3/?submissionGuid=44149a81-9dad-42aa-9f2a-16da4943a7af

Enjoy!

[Deleted User]

I was about to tag @Kristi Faltorusso so nicely done @tclarke

[Deleted User]

@Mike Lee, @Rupal Nishar or @Jeremy Donaldson - any example templates you have?

PhilCollins

Thanks @tclarke !! This is very helpful!

timCX2022

To make the examples even better think about bringing the customer into these processes. Where are they at in the journey, what can block loyalty, what could they be thinking etc. are good additions to internal process documentation. We get so focused on ourselves that a simple reminder to your team of what is relevant now when executing this play goes a long way in helping your team demonstrate empathy.

Jason Kobs

@PhilCollins - take a look at this link, might provide some inspiration.  Happy to share the plays w/in any you find relevant.  

Thanks!
Jason 

Warwick Brown

I'm right in the middle of building a playbook in Notion. It's for key account management but you might still find some inspiration. I'm focused on jobs to be done (where they should be spending there time). 

I did a preview of my playbook on LinkedIn which might give you some inspiration.

Below is a screenshot of the topics I'm covering. Might be some you want to include in your own.