It is essential for a company to function properly that all its parts are align, guid and working together. In this context, the playbook is able to ensure that this process occurs in the most correct way possible.
In general, the playbook serves as a guide for all actions to be implement in a business, functioning to direct work and investments.
Also in this article, you will see the 5 creation steps and at least 6 advantages of using the Playbook in your strategy.
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Playbook: understand its concept
The playbook is a document that describes a company’s tasks and strategies, which separates the steps and facilitates the path to achieving objectives, and must be built continuously and in accordance with the reality of the business.
The best-known type is the sales playbook , in which the guide is directly related to the sales team.
In this context, the playbook provides the how to do free advertising on the internet with sales ads that are 2 times more effective team with guidance and information for the actions necessary to correctly carry out the sales process.
It is essential because, as a company and its team grow, the number of employees increases, which ends up requiring the organization to standardize its actions so that it does not lose out on service or investments.
The playbook will be able to provide guidance for both, reducing much of their expenses and allowing all of them to carry out their sales process in an equivalent way.
Therefore, if a customer wants to buy a Heliar 60A battery , when calling the company, he will go through some direct guidelines.
When you call back after a while, contacting another employee, they will go through the same process.
The most important information that needs to be contained in a playbook is:
- The purchasing journey;
- The persona profile;
- The routine and work required of the team;
- Indicators and objectives;
- Data considered auxiliary.
It is essential that this document is updated, after all, the market is constantly changing, in addition to being as complete as possible, aiming to make the work as simple and specific as possible, it should be the accumulation of business knowledge.
Step by step to create a playbook
In this scenario, it is essential to understand the steps involved in creating a playbook and how to perform them correctly.
After all, it is at this planning stage that you will be able to guarantee good results.
Some instructions on how to develop an ideal playbook :
1 – Choose the creation method
The first thing to do should be to define your presentation, that is, how the knowlge will be absorb by employees in an easy and quick way.
Therefore, prioritize the use of images, infographics and short texts.
This way, employees will be able to understand the information without having to think too much, making the process easier and ensuring their interest in the content.
It is possible to use different means nowadays, such as PowerPoint presentations , PDF, a brochure or any other material that ensures the company of its learning and facilitates the understanding process.
For example, a Medicine Delivery Company can make a video showing how to carry out the sales process, something more practical, and then add, in topics, key points of the process.
This combination makes employees understand at the time of the action itself what nes to be done and remember what nes to be done in the future in a simplifi way. Just by remembering small points from the presentation.