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The Future of Meetings - Town Hall Event
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Power-up your team of Super Heroes.

PlayBooks helps organisations share Expertise, Best Practices, Sales Collateral, Processes or FAQs for Team Members to use in any meeting.

Schedule a Demo with Josh.

Let's show you how PlayBooks works and discuss how we can help your business run smarter meetings and promote your expertise.

Make your content accessible.

In PlayBooks for Teams; sharing PlayBooks creates a knowledge-base of expertise anyone can use in meetings.

SALES COLLATERAL
Ensure your team are using the latest sales collateral, customer on-boarding instructions, and other resources in every meeting.
CLIENT NOTES
Document the goals and game plans for each Client so everyone's on the same page in every meeting.
BEST PRACTICES
Publish and share expertise to help your clients get the most value from your products and services.
REPORTS
Share company or client reports, insights and recommendations in PlayBooks everyone can access.

Activate your team in 4 steps

Upgrade your account icon
01
Chat to us to upgrade to a Teams Account

Simply submit the form above to chat to us about a PlayBooks for Teams acccount.
We'll get your team all set up, host a Welcome and On-boarding webinar and post out some awesome SWAG!

curate your content icon
02
Design and prepare the content for your PlayBooks.

Think about the resources and information you regularly share with prospects or clients in meetings. Start there to create your first PlayBooks.

03
Curate the 'Plays' with 3-10 talking points

The key here is simplicity. Create talking points to guide the conversation, answer the question or highlight the solution. You can add links to webpages or other resources for more information.

04
Share your PlayBooks with Team Members

Everyone will have access and be able to add your PlayBooks to any meeting they're in.

You can edit PlayBooks so everyone has the same, updated information at the same time.

Now your whole team will be singing from the same song sheet!

Be brilliant in every meeting.

PlayBooks organises and optimises, creating high-performing teams that deliver exceptional client experiences.

PROFESSIONAL SERVICES
Accountants, Lawyers, Financial Advisors and Brokers will have their teams running fast, effective meetings.
TRAINING & COACHING
Training providers and coaches can easily publish and share resources and collateral with every program member.
ADVISORS AND CONSULTANTS
Are empowered to deliver high-value client experiences with expertise, resources and FAQs ready to share in every meeting.
SALES & 
MARKETING
Agency clients will love your efficiency and effectiveness, visibly adding value in every meeting and keeping projects on track.

Get PlayBooks for your Team

Get in touch and one of our team will call you back to discuss the Teams Plan and your business requirements.

Thanks, we have received your enquiry and will call you shortly.
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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.

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Showcase your 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, 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.