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? 🙋

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.

👏 Congratulations 👏 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

  2. Talk Track

  3. Pitch Deck

  4. Interactive on the Web App

  5. Follow-up Booking Page


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 insert your follow-up booking page. This enables you and your team to secure the next meeting with the prospects.

You can insert query parameters and tokens in your booking link, so that customer's information is pre-loaded into the booking link, making it much easier for you to book the next meeting with your prospects directly in the meeting.

Here's an example of how you can set up a booking page with query parameters.

https://demodesk.com/book/demodesk-gmbh/check-in?preselectedHost=Host email&customer_email=Guest email&customer_first_name=Guest first name&customer_last_name=Guest last name

🎉 Now your best practice playbook is set! Have fun building an outstanding that helps you deliver the best pitch!

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