Create custom Playbooks

Follow these steps to set up custom playbooks:

Step 1: Open the playbook settings

1. Go to Coach Settings.
2. Open the Playbook tab.

Step 2: Create a playbook question

1. Write the question you want the coach to check for.
2. Apply it to the relevant service.
3. Select the meeting type it should be used for.
4. Click Save.

Step 3: Review your playbook questions

1. Check the list of saved playbook questions.
2. Edit or remove questions when needed.

Custom playbooks help your team coach against the questions that matter most in your sales process.

Updated on: 14/05/2026