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Guide on how to create winning Playbooks
Guide on how to create winning Playbooks

This guide provides valuable insights into setting up a scalable playbook for your team based on best practices.

Alina Stoehr avatar
Written by Alina Stoehr
Updated over a week ago

We designed this guide to give you a best-practice example of how to set up a scalable playbook by leveraging the full potential of Demodesk. Make sure to bookmark this article, so you can check it whenever you want inspiration for designing a world-class playbook.

Why use a Playbook? πŸ™‹

A Playbook is a ready-made structure for your meetings that is prepared once and can be used as a template for all Demodesk meetings. This makes meetings consistent, repeatable and saves valuable time since and your team is able to use shared templates.

πŸ‘ Congratulations πŸ‘ on having your first playbook, now let's make it outstanding.

The following topics will be covered to take your Playbook to another level:

1. Agenda Items

Agenda Items help you to structure the content of your playbooks and list the most important topics that need to be covered in the meeting. Talk tracks can be added under each agenda item (more information in No.2) to ensure all the required critical information is recorded during the meeting.

2. Talk Track

You can design and insert your talk tracks in the speaker notes. A well-organized talk track helps you deliver a perfect pitch, e.g. you can include a sales methodology like MEDDICC and include relevant tokens to record the information during a meeting.

Tip: Adding Tokens allows you to sync information directly between Demodesk and your CRM. This way all the important information will already be filled in your CRM right when the meeting is finished. Follow these steps if you want to know more!

3. Pitch Deck

Here you can add presentation materials such as PDF, Google Docs, and Google Slide.

At this point, you can also add customized google slides to give your presentation a personal touch without messing up the original slides. With the right settings enabled, we will create a duplication of the presentation in your Google Drive folder, where you can edit the slides without changing the master Playbook.

Moreover, Tokens will allow you to fill in the information automatically and thus save even more time.

4. Interactive on the Web App

Conversations that are not very engaging for the participant often result in a loss of attention.

One of our main goals is to engage your customer in every possible way, and the most powerful tool for that is allowing your customer to co-browse with you!

You can have your website or your web application ready and give control to participants during the meeting.

It's perfect for the beginning, to help your participants log in and set up their accounts in real-time, but also later on when showing specific parts of your product.

Tip: Add your own website to the Playbook (go to Add in the top left corner and then choose website) to allow your customer to browse around!

5. Follow-up Booking Page

Another crucial element is to incorporate your follow-up booking page within a playbook. This feature empowers you and your team to efficiently schedule upcoming meetings with your prospects at your desired point in time during a meeting. By doing so, you can streamline the booking process and ensure a seamless continuation of interactions with potential clients.

⚑Pro Tip: Eliminate the back and forth of email exchanges with customers to determine the best meeting time. Instead, create your personalised custom booking link on Demodesk. This link empowers your customers to effortlessly select a suitable timeslot from your availability. Please refer to this article to learn how to create custom booking links on Demodesk.

A. Query Parameters

The first approach entails including a website in the playbook with a URL containing the booking link consisting of query parameters and tokens.

By utilising query parameters and tokens in your booking link, you can pre-load customer information directly into the link. This functionality significantly simplifies and speeds up the booking process with your prospects during your meetings. Furthermore, by inserting your email, you automatically set yourself as the preselected host. This ensures a smoother and more personalised experience for both you and your potential clients.

Here's an example of how you can set up your booking page URL with query parameters: email&customer_email=Guest email&customer_first_name=Guest first name&customer_last_name=Guest last name

This URL is displayed in the image below. If you require assistance in creating your URL, feel free to reach out to or contact your Demodesk CSM.

B. Direct Addition

Alternatively, you have the option to add a booking page directly by using the "add" button while editing a playbook. You can then easily insert your personal or company shared booking page, as demonstrated below. However, please note when using this approach, if a personal meeting page is chosen, all other members using the playbook will use the same personal link that was inserted, rather than their individual links.

πŸŽ‰ Congratulations, your best practice playbook is now established! Enjoy creating your exceptional playbook that will assist you in delivering the most compelling pitches

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