Playbook

How to use this page

1. 1

   Open the client strategy document

   Choose a client, then open Platform > Onboarding > Playbook. Use the section rail for Generate, Your Team, Best Practices, strategy, targeting, proof, Calling Script, Post-Call Emails, Auto Emails, Objections, Meeting Handoff, Launch Plan, Calendar, comments, and History.

2. 2

   Review the strategy and assigned team

   Check approved client facts, proof, pricing, offers, and operating details against direct client context or verified research. Your SalesHive Team groups current Leadership and SDR assignments, connected email accounts, and co-strategists while avoiding duplicate people.

3. 3

   Check for newer Playmaker input

   Turn off View as client. When Playmaker was updated after the current Playbook was generated, the page shows Playmaker has newer input. Open Playmaker in a new tab if you need to inspect the source answers before updating any copy. The banner does not change the Playbook.

4. 4

   Preview one targeted field

   Select the sparkle beside a Playbook field, Calling Script section, or email variant. Add optional guidance about tone, facts to include, or details to avoid, then choose Preview update. SalesHive generates a Playmaker-grounded proposal without changing the current field. Compare Current and Proposed side by side.

5. 5

   Apply only the update you approve

   Choose Apply update only after the proposed copy is correct. Back returns to the guidance step, and Cancel or Close leaves the field unchanged. If the current field changed after the preview was created, SalesHive refuses the stale proposal and asks you to generate a new preview. Every applied update is recorded in History and can be reverted there.

6. 6

   Use full regeneration carefully

   Generate includes Regenerate Post-Call Emails and Regenerate full Playbook. Full regeneration shows a confirmation because it replaces generated Playbook and campaign copy, including saved edits. Use field-level previews for controlled updates, and use Restore saved copy only when you need to bring back removed Auto-Email Campaign Copy.

7. 7

   Edit email and calling content

   Internal editors can update Calling Script sections plus Post-Call, Auto Email, and meeting-email subjects and formatted bodies. Full email toolbars include Font, Size, color, capitalization, and supported merge fields. Wait for Saved before leaving a recently edited card.

8. 8

   Add or restore a Post-Call card

   Use Add email to fill a missing Variant A or B and then add later steps through the ten-step maximum. Removed cards appear in Deleted email cards. Restore brings back that exact step and variant without creating a new step.

9. 9

   Review Change History

   Turn off View as client, turn on Show history, and open History in the section rail. Each row shows the tracked field, who changed it, the change source, timestamp, and its From and To values.

10. 10

    Revert one recorded field

    In the Revert Change column, select Revert for the row you want. Confirm Revert change to restore that row's From value. The action changes only that tracked field, reloads the Playbook, and adds a new history row labeled Revert. It does not roll back the whole Playbook.

11. 11

    Review Launch Plan and client presentation

    Use Launch Plan for approval, assignment, grouped contact information, and activation details. Use View as client to preview only approved client-visible sections. Client viewers remain read-only and cannot open internal targeted previews or History.

12. 12

    Copy or print the current Playbook

    Copy Content copies the current structured Playbook, including the same filtered Best Practices shown on the page. PDF / Print opens a printable version. Copy Share Link provides the client-facing route when the Playbook is visible.

What the buttons do

View as client

Previews the approved client-visible Playbook and hides internal editing, targeted previews, and Change History.

Open Playmaker

Opens the newer Playmaker source input in a separate tab when its answers changed after Playbook generation.

Regenerate field

Opens a targeted preview for one Playbook field, Calling Script section, or email variant.

Preview update

Generates a proposed value for comparison without changing the current field.

Apply update

Applies the reviewed proposal only when the current field still matches the preview baseline, then records a reversible History entry.

Back / Cancel / Close

Returns to preview guidance or closes the targeted update without changing the field.

Regenerate Post-Call Emails

Regenerates the Post-Call sequence through the dedicated generator.

Regenerate full Playbook

Opens a destructive confirmation before replacing generated Playbook and campaign copy, including saved edits.

Show history

Adds History to the internal section rail and loads recorded field-level changes.

Revert

Restores the selected history row's From value after confirmation.

Refresh

Reloads the current Change History rows.

Add email / Restore

Adds the next open Post-Call slot or restores one removed step and variant.

Fields

Inserts supported merge tags, including Company Website in Meeting Handoff.

Copy Content / PDF / Print

Copies the current structured Playbook or opens a printable version.

Common questions