LIVE PLAYBOOKS
Live playbooks for conversations that matter
Prepare before the call, stay on track during the conversation and generate a useful report afterwards.
What is a playbook?
A playbook is a reusable guide for a specific type of conversation or presentation. It contains the topics, questions and signals that matter.
It is not a rigid script. It helps the user ask better questions and avoid missing important topics.
Two modes
Conversation Playbooks
Used for:
- Sales calls
- Interviews
- Client intake
- Research interviews
- Retrospectives
- Customer success calls
Main goal: Track what was discussed, what the other person said and what should be asked next.
Presentation Playbooks
Used for:
- Product demos
- Investor pitches
- Training sessions
- Internal presentations
- Sales pitches
Main goal: Track whether the intended message was delivered clearly and completely.
How it works
Set up your project, speakers and goals before the call.
Choose from templates or create custom playbooks for your use case.
See playbook cards update in real-time as you cover topics.
Get insights about what was discussed and what needs follow-up.
Example Sales Discovery Playbook
Missing card: Decision maker
“Before I prepare a proposal, can I ask who else would be involved in deciding whether this is useful for your team?”
Post-call report
- Summary
- Covered topics
- Missing topics
- Questions asked
- Unanswered questions
- Objections
- Buying signals
- Suggested follow-up
- Coaching feedback