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Turning Advisors into Super Heroes.

PlayBooks helps Advisors, Accountants, Coaches and Consultants collaborate with clients to build Game Plans for growth.

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How it works
The PlayBooks Meetings App
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Run high-value Meetings
with every client.

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

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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.
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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.
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PlayBooks is used by Business Leaders, Teams, 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
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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.
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Game Plans for Business
With a smart Meetings App combined with libraries of expertise you can create Game Plans for Business in every meeting.
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Connect Video Conferencing Tools
Simply add your Zoom, Google Meet or Microsoft Teams Meeting Link in the location field of your PlayBooks Meeting.
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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.
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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.
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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.
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Run Unlimited Meetings
For Free.

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

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About PlayBooks

PlayBooks helps business professionals manage their meetings and the content they share with clients in one Platform.
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PlayBooks is the only Meetings Platform in the world with personal, company and public libraries of expertise you can share in meetings.