Must-Have Playbooks for Business Scaling | Business Playbooks

Leadership & Culture
7 mins
Must-Have Playbooks for Business Scaling | Business Playbooks
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Published by
Mike Bandar
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Table of Contents

    Do you have a well-crafted business plan for your operational processes? An organized, focused, and productive plan that explains how to accomplish tasks that can help your employees stay efficient and accountable.

    What is your approach to serving clients or communicating your organization's message to them? How does your organization handle onboarding and offboarding employees?

    There is an easy solution: craft a business playbook and make it accessible to your employees at all times.

    💡 Pro Tip: If you want to jump to the creation of playbooks tailored to your business, go straight to our Free AI Playbook Generator.

    To succeed, businesses should clearly understand how they will operate and achieve their goals. An organizational playbook can serve as a tool for documenting this plan. 

    Business Playbooks provide guidance and help teams stay on track. This article tends to elaborate on all the essential business playbooks that are requisite for the smooth functioning of your organization.  

    This article will cover:

    • Sales Playbook
    • ABM Playbook
    • Company Playbook
    • Marketing Playbook
    • Channel Playbook
    • Templates

    Let’s explore them one by one;

    Must-have playbooks for business scaling: marketing playbook ABM playbook, channel playbook, sales playbook, company playbook

    Sales Playbooks for Business Scaling

    Did you just secure a wild turnover? Sales are skyrocketing, and you are on your path to double, triple or even 10X your revenue. And now all you want to do is invest more in your sales department.

    Here’s the catch: hold your horses as you first need to craft the whole plan for the smooth progression of your business. You have first to comprehend the fundamentals of scaling your sales operation. 

    According to Tas Group, win rates cross 50 percent for two-thirds of organizations that have a properly streamlined sales process. In addition, organizations with well-defined procedures are 33 percent more likely to be high achievers. 

    In a nutshell, a sales book is a reference book, or more precisely, a cheat sheet for products and services of your organization. 

    You can use it to educate anyone or your sales team about the challenges your potential customers face, how to position and align your product to customer pain points, and how to deal with objections. 

    ABM Playbooks for Consistency between Accounts and Teams

    The main job of an effective marketer is to get the right message to the right individual at the right minute in the right way. This is exactly what account-based marketing (ABM) offers in B2B settings. In the last half-decade, new technologies have made it possible for marketers to implement the strategy at scale, leading to the coining of the term and associated buzz.

    The core characteristic of ABM is identifying a subset of high-potential accounts and collaborating with sales to custom-design engagements, thereby closing deals on accounts that maximize marketing budgets. In essence, this is a strategic B2B marketing approach that aligns sales and marketing efforts in order to engage customers more meaningfully and profitably. 

    Company Playbooks for Organizational Recognition 

    A robust playbook, engaged players, and accountable coaching are all characteristics of great teams. Most great companies have a few key defining characteristics. Maintaining your company playbook is key to becoming productive and remaining elite. Here’re some important things to consider about your workplace, employer, mission, and your brand.

    • How is your compensation strategy contributing to employee retention
    • Sculpting your company culture and leadership is what attracts top talent
    • Are you taking actions that promote community and inclusivity?

    According to a recent study by Harvard BR, organizations with effective management enjoy 15 percent more growth rates than others. 

    The Marketing Playbooks for Marketing Guidelines

    A marketing playbook specifies key messages, communication types, best practices, and optimization techniques to maximize return on investment for various marketing objectives. The purpose of a playbook is to provide businesses and brands with guidance on how to manage their marketing expenditures over the course of a 12-18 month period.

    Businesses can maximize their marketing communications opportunities by developing a playbook that takes into account:

    • Communication priorities and best practices
    • Identifying how different communication channels are used, interacted with, and responded to by consumers or businesses.
    • Campaign planning, resource allocation, and workflow definition.
    • Setting objectives and evaluating the channel with relevant KPIs.
    • A consistent and integrated strategy for maximizing campaign impact.
    • Identifying technologies and tools that can help plan, measure, and execute various techniques.

    Customer Service Playbooks for Client’s Assistance

    Customer service positively impacts businesses. According to Qualtrics XM Institute, 94 percent of customers who rated the company’s CX as ‘Very Good’ are likely to suggest the company to others.   

    Using Customer Success Playbook provides CSMs (Customer Success Managers) with a strategy for assisting their clients in reaching a scalable goal or objective. To achieve more with their clients, CSMs can create repeatable processes using playbooks.

    Customer Success business playbooks are a list of proactive, best practice actions CSMs have to do! At different points in the prospect's journey, you can delegate tasks to one or more accounts to assist them in adopting your product. Playbooks provide teams with the ability to establish repeatable, targeted, and scalable customer journeys at every stage of the customer journey. 

    Channel Playbooks for Third Parties

    All channel sales professionals and executives will benefit from An Insider's Guide to Channel Management. Many items can be discussed in this business playbook, including game theory, artificial intelligence, new technologies, as well as how to create, develop, measure, manage, and maintain a sales channel. It serves as a roadmap to avoid making major mistakes in channel management execution and become a profitable channel player.

    Imagine that your company sells or delivers products through third parties. To ensure that these parties have the information they need for successful and efficient sales, you need to create a reseller or channel playbook.

    Grab and customize pre-made plybook templates ready for you


    Business playbooks will keep you sane and help streamline your business if you're tired of constantly putting out fires and attending to complicated questions. Successful businesses are indeed in need of business playbooks for the smooth functioning of their operations. 

    Waybook has tons of pre-made playbook templates ready for you. Just grab and customize them according to your brand image. In addition, It also assists you in keeping all your documentation in one place. Start from one of our dozen of ready-to-use templates.

    With the user-friendly interface and structures, you can directly employ the tool to create documentation. So, it’s an all-in-one tool to scale your business processes. 

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