Overview
Playbook is the live client strategy document with evidence-grounded generation, scripts, email copy, launch planning, controlled client access, and an internal approved-launch baseline. Internal editors can edit email-card subject lines and formatted bodies directly, including active saved Meeting Confirmation and Meeting Handoff templates on both current and legacy Playbooks, plus current Post-Call and Auto-Email cards.
How to use this page
Open the client strategy document
Choose a client in the switcher, then open Platform > Onboarding > Playbook. Use the section rail to move among strategy, targeting, proof, meeting handoff, scripts, email copy, launch planning, and calendar details.
Review and edit the strategy
Read generated content against approved client material. Keep client facts, proof, pricing, offers, and operational details grounded in direct client context or verified research.
Edit meeting email templates
Open Meeting Handoff to review active saved Meeting Confirmation Email and Meeting Handoff Email cards, including on a legacy Playbook that predates the display marker. Internal editors can update the subject or formatted body. Changes save automatically after a short pause or when the field loses focus. Use Fields to insert the supported merge tags. This changes copy only, not recipients or sending behavior.
Edit post-call and campaign email cards
Internal editors can update each Post-Call Email or Auto-Email Campaign Copy card. A card saves after a brief pause and when you leave a field. Its status reads Saving while the edit is being stored and Saved when the latest change is complete.
Review email copy as a client
Client viewers remain read-only. They see the formatted meeting and campaign email cards alongside the handoff process.
Manage post-call email cards
Internal editors can remove or regenerate Post-Call Email cards without rebuilding the rest of the Playbook. Removing a card cancels pending post-call emails from that card, while sent and in-progress deliveries remain unchanged.
What the buttons do
- Meeting Confirmation Email / Meeting Handoff Email
- Active saved cards, including on legacy Playbooks. Internal editors can change subject, formatted body, and supported Fields merge tags. Client viewers see the formatted read-only cards.
- Post-Call Email / Auto-Email Campaign Copy card
- Editable subject and formatted-body card that saves after a brief pause or when you leave the field. Its label shows Saving or Saved.
- Fields
- Inserts a supported merge tag into the meeting email body.
- Regenerate Post-Call Emails
- Rebuilds the saved Post-Call Email sequence without activating a campaign or sending email.
- View as client
- Previews the approved client-visible Playbook experience.