Playbooks Library

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Just dipping your toes into Sales plays and tailored sequences? We've got you!

Why use the Playbook Library

From working with hundreds of customers we've gathered a library of playbooks that you can use for your team instead of starting from scratch.

How to access the Playbook Library

  1. Log into Copilot

  2. In the left navigation bar, click on +New Playbook

  3. Click on Playbook library

User interface showing options to add a new playbook or access the library.

  1. Click on any playbook to explore. You can use the tags to filter for relevant motions.

Overview of playbooks for effective sales strategies and customer engagement techniques.