Playbooks streamline your sellers workflows by surfacing their prospects in one place with guided instructions and recommended actions
If you are a Sales manager or a Sales Ops it is a great way for you to push a playbook to your team, at scale and suggest the next best action that should be taken. If you are an SDR, an AE or a CSM, it's a great way for you to automate a strategy you're already doing manually.
A playbook is a combination of
people or accounts showing certain triggers (or “signals”) : Buyers who visited the pricing page in the last 7 days, Companies who use competitors, Former champions who moved to my account
a recommended action: the recommended steps to take and email sequence to send
How often are playbooks refreshed?
Currently, playbooks are refreshed at least once a day. If there are updates to rules or territories, an additional refresh will automatically be triggered to reflect these changes