What does your playbook template look like?

User: "Effie Mansdorf"
Updated by Heather Wendt

Just got off of a productive mini GGR Office hours lead by @Daryl Colborne with other great participants, about building a CS team from the ground up. One of the tips that I gave was to start building a customer journey built of specific playbooks. 

My templates are built out of the following steps:

  • Stage
  • Trigger
  • Purpose
  • Process
  • Deliverables

Here is one for a QBR (took out the specific tasks and directions, I hope the generic version makes sense). How do you set up your playbooks?

 

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