Turning Advisors into Super Heroes.

PlayBooks helps Advisors, Accountants, Coaches and Consultants run high-value meetings. Collaborate with clients to build the Game Plans that 10x their business.

Get Started For Free

How it works

Make every Meeting Fun,
Fast and Effective.

With the PlayBooks Meetings Platform everyone can see the strategies, game plans and tasks to move business forward. Showcase your expertise and visibly add value in every meeting.

Showcase your Company's Expertise in every meeting

With PlayBooks Create you can publish your own industry, product, service or customer knowledge as 'Plays' you can add into any meeting.

Leverage a Public Library of Expertise in every meeting

Access the Library of Expertise published by industry experts. Add 'Plays' of advice into any meeting to direct discussions and support decisions.

PlayBooks is used by Business Professionals, Advisors, Coaches, Accountants & Consultants.

Manage all your meetings in one place

Create collaborative agendas

Assign tasks and action points

Record meetings notes and discussions

Build your own knowledge-base of expertise

Save your expertise as 'Plays' to add into any meeting

Connect any video conferencing tool

Automate scheduling with Calendly

Smart, Effective Meetings

Host meetings your clients rave about with a platform to record Agendas, build Game Plans and assign Action Points that hold people accountable.

Game Plans for Business

With a smart Meetings App combined with libraries of expertise you can create Game Plans for Business in every meeting.

Connect Video Conferencing Tools

Simply add your Zoom, Google Meet or Microsoft Teams Meeting Link in the location field of your PlayBooks Meeting.

Automate scheduling with Calendly

When clients schedule an appointment with you through Calendly the meeting and agenda points will be automatically created in your PlayBooks Account.

Add attachments with OneDrive

Add attachments to your PlayBooks Meeting Agendas or Action points using OneDrive.

Intuitive design
promotes action.

The PlayBooks Meetings dashboard has been carefully designed to focus attention, record the key information and visibly showcase the Game Plans you create together.
With new features being released monthly, you'll see regular improvements and your suggestions help shape our product development.

Built for Desktop screen sharing.

We have deliberately designed the PlayBooks Meetings App for Desktop display and Video Conferencing screen sharing. Support for mobile devices is in development.

Globally scalable, for any business.

PlayBooks launched in October 2020 focusing on helping Business Advisors across New Zealand and Australia. But we welcome anyone, anywhere who wants to run smarter meetings to sign up today.

Run Unlimited Meetings For Free.

Sign up for free to host your clients in Meetings powered by PlayBooks and create Game Plans for Business.

Turning Advisors into Super Heroes.

Make every Meeting Fun, Fast and Effective.

Intuitive designpromotes action.

Built for Desktop screen sharing.

Globally scalable, for any business.

Run Unlimited Meetings For Free.

Join the community

Make every Meeting Fun,
Fast and Effective.

Intuitive design
promotes action.