Built around roles

A playbook belongs to the role that does the job.

During setup, we map your org chart into teams and the roles on each one, and that map decides who sees which playbooks.

When an account manager signs in, they see the playbooks for account managers, while your controller sees the ones for controllers.

Illustration: an org chart. The firm splits into teams and each team into roles, with playbooks assigned by role. An account manager who signs in sees 3: Weekly client status report, Creative brief and Short email reply.

Illustration

Ready, tuned or built

How a playbook gets to your team.

The tag on a card shows the usual path for that playbook, and on our call we'll confirm what makes sense for your firm.

  1. Ready to run

    Buy

    It runs as is, the same way for all firms, and we keep it current for everyone at once.

  2. Tuned for you

    Boost

    We fit it to your templates, wording and tools, connect it to the apps it sends to, and keep it working.

  3. Built for you

    Build

    We build a new playbook around how your firm works and connect it to the systems it needs.

Show playbooks for

Team

Business development

Roles Business development manager Sales director At setup, your firm's own job titles replace these.

You've got business development managers working the new leads and sales directors writing proposals and logging calls, and both jobs pile up fast when the pipeline's busy.

Business development manager

2 playbooks

Tuned for you

Business development

Inbound lead research

Who runs itBusiness development manager

We run this one on our own inbound leads. Before the first call, you'll have a read on who the prospect is and whether they look worth the time.

You give it
The lead's entry from your web form.
You get back
A brief with a fit score and the reasons for it, the company and its market, buying signals, key contacts, competitors, a suggested opening line and cited sources.

Reads from

  • The web

It runs

Where it goes

  • In RunAlong
  • HubSpot
Tuned for you

Business development

Business card to contact

Who runs itBusiness development manager

You come back from a dinner with a pocketful of business cards that are only useful once they're in the CRM.

You give it
A photo of the card.
You get back
The person's name, title, company and contact details, tidied up.
Reads from
  • Image
Where it goes
  • HubSpot

Sales director

2 playbooks

Tuned for you

Business development

Proposal and RFP response

Who runs itSales director

If an RFP lands with a short deadline, a draft that already looks like your firm leaves senior people more of that time for the pitch itself.

You give it
The RFP or the client's brief.
You get back
A first draft of your proposal in your firm's template and brand, ready for a person to review.
Reads from
  • PDF
  • Word document
  • Google Drive
Where it goes
  • PowerPoint deck
  • Word document
Tuned for you

Business development

Meeting recap to CRM

Who runs itSales director

Whether you took the sales call or a colleague did, the notes follow your format, which keeps the CRM consistent from one call to the next.

You give it
The transcript from your call recorder.
You get back
A structured recap with next steps, plus an updated HubSpot record.
Reads from
  • Call transcript
Where it goes
  • HubSpot

Also handy for Business development

Demonstrated runtime

Putting together a branded proposal deck took 3 to 4 hours by hand and about 6 minutes with a playbook. Then a person reviews it.

Team

Client services

Roles Account manager Account director Account executive At setup, your firm's own job titles replace these.

This is the team your clients hear from week to week, and its playbooks write the updates and plans in your firm's voice and format.

Account manager

3 playbooks

Tuned for you

Client services

Weekly client status report

Who runs itAccount manager

The client's weekly update can start from the notes you've already kept on the account.

You give it
This week's notes, or a file you pull from your project tool.
You get back
A status update for the client covering what got done, what's next and anything you need from them.

Reads from

  • Word document
  • Excel or CSV file
  • Google Docs

It runs

Where it goes

  • In RunAlong
  • Email
  • Google Docs
Tuned for you

Client services

Creative brief

Who runs itAccount manager

Client intake tends to arrive in pieces, and the creatives need the whole picture in one place before they start.

You give it
The client's intake notes, call transcript or emails.
You get back
A structured creative brief in your firm's format.
Reads from
  • Call transcript
  • Word document
  • PDF
Where it goes
  • Word document
  • Google Docs
Tuned for you

Client services

Short email reply

Who runs itAccount manager

When you're between meetings and an email needs a short answer, you can paste it in and keep moving.

You give it
The email you need to answer, pasted in.
You get back
A short reply, ready to edit and send.
Where it goes
  • In RunAlong

Account director

2 playbooks

Tuned for you

Client services

Marketing calendar

Who runs itAccount director

A client's year hangs on a handful of dates, so that's where the planning starts.

You give it
The client, their goals and the dates that matter.
You get back
A draft calendar of campaigns and content.
Reads from
  • Word document
  • PDF
Where it goes
  • Excel file
Tuned for you

Client services

Campaign plan

Who runs itAccount director

There's enough to start planning before the brief is final, and a first pass gives the team something to react to.

You give it
The client, the campaign goal and anything they've already shared.
You get back
A campaign plan you can shape and present.
Reads from
  • Word document
  • PDF
  • The web
Where it goes
  • In RunAlong

Account executive

1 playbook

Tuned for you

Client services

Land & expand strategy

Who runs itAccount executive

The first project gets you in the door, and while the client's still pleased with it, the next conversation is easier to start.

You give it
The client, your notes from recent calls and the work you've done for them so far.
You get back
A plan for growing the account that sets out where else your firm could help and who to talk to first.
Reads from
  • HubSpot
  • Call transcript
  • Word document
Where it goes
  • Word document
  • Google Docs

Also handy for Client services

Team

Delivery

Roles Project manager Creative lead Tech lead At setup, your firm's own job titles replace these.

Delivery work leaves a trail of client-facing documents, from the kickoff deck at the start to the release notes when the work ships.

Project manager

1 playbook

Tuned for you

Delivery

Project kickoff deck

Who runs itProject manager

Once the client has signed, the kickoff is your chance to show you understood the scope.

You give it
The signed proposal or statement of work.
You get back
A kickoff deck in your template, ready to walk the client through.

Reads from

  • PDF
  • Word document

It runs

Where it goes

  • In RunAlong
  • PowerPoint deck

Creative lead

1 playbook

Tuned for you

Delivery

Brand and style guide

Who runs itCreative lead

Does everyone on the account know which blue is the client's blue? Once there's a guide, nobody has to ask.

You give it
The brand assets you already have, like logo files, colors, fonts and examples.
You get back
A brand and style guide your team can work from.
Reads from
  • Image
  • PDF
  • PowerPoint deck
Where it goes
  • In RunAlong

Tech lead

1 playbook

Tuned for you

Delivery

Release notes

Who runs itTech lead

You know what your team shipped, and the client mostly wants to know what it means for them.

You give it
The release, or the range of changes it covers.
You get back
Plain-language release notes, ready to send or publish.
Reads from
  • GitHub
Where it goes
  • GitHub

Also handy for Delivery

Team

Operations

Roles Operations manager Office manager At setup, your firm's own job titles replace these.

Operations does the careful reading on contracts and long documents, and it's usually where a new client's setup starts too.

Operations manager

2 playbooks

Tuned for you

Operations

Contract review

Who runs itOperations manager

The other side sent over their own paper, so the playbook checks it against your standards.

You give it
The contract, as a PDF or Word file.
You get back
A list of flagged issues, each with its citation.

Reads from

  • PDF
  • Word document

It runs

Where it goes

  • In RunAlong
  • Word document
Tuned for you

Operations

New client onboarding

Who runs itOperations manager

Every new client should get the same start, whoever on your team takes them on.

You give it
The signed proposal and the client's main contacts.
You get back
A welcome email and an onboarding plan built from your firm's own steps.
Reads from
  • PDF
  • Word document
Where it goes
  • Email
  • Google Docs

Office manager

1 playbook

Tuned for you

Operations

Document summary

Who runs itOffice manager

A long document waits for someone to find a free hour, which most weeks nobody does.

You give it
The document.
You get back
A short summary of what matters in it.
Reads from
  • PDF
  • Word document
Where it goes
  • In RunAlong

Also handy for Operations

Team

Finance

Roles Controller Bookkeeper At setup, your firm's own job titles replace these.

Where did the month land, and what is the firm agreeing to with this new vendor? Your controller's playbooks start from those 2 questions, while your bookkeeper's playbook starts with a spreadsheet.

Controller

2 playbooks

Built for you

Finance

Month-end reporting

Who runs itController

The report your partners expect at month-end comes together from your accounting system. We connect that system as part of the Build.

You give it
The month you're closing.
You get back
Your month-end report, laid out the way your firm likes it.

Reads from

  • QuickBooks
  • Xero
  • Excel or CSV file

It runs

Where it goes

  • In RunAlong
  • Excel file
  • Google Sheets
Tuned for you

Finance

Vendor contract review

Who runs itController

The easiest time to push back on a new vendor's terms is before anyone signs.

You give it
The vendor's contract.
You get back
The terms that differ from yours, each with its clause.
Reads from
  • PDF
  • Word document
Where it goes
  • In RunAlong

Bookkeeper

1 playbook

Tuned for you

Finance

Spreadsheet summary

Who runs itBookkeeper

Someone built that spreadsheet with a logic of its own, and it's rarely the person who has to explain it.

You give it
The spreadsheet, as an Excel or CSV file.
You get back
A plain-language readout of what the numbers say.
Reads from
  • Excel or CSV file
Where it goes
  • In RunAlong

Also handy for Finance

Team

People

Roles HR lead Recruiter At setup, your firm's own job titles replace these.

If you're the HR lead, your playbook here covers the paperwork when people come and go. The hiring side goes to your recruiter.

HR lead

1 playbook

Tuned for you

People

Onboarding and offboarding checklist

Who runs itHR lead

It's easy for a task to slip between people when someone joins or leaves the firm.

You give it
Who's joining or leaving, their role and the date.
You get back
A checklist built from your firm's steps, with an owner for each task.

Your answers

It runs

Where it goes

  • In RunAlong
  • Email
  • Google Docs

Recruiter

1 playbook

Tuned for you

People

Interview guide

Who runs itRecruiter

When each interviewer asks their own questions, the debrief turns into guesswork. A shared guide, built from the job description, gives the panel the same things to listen for.

You give it
The job description and what you're hiring for.
You get back
The questions to ask, and what a strong answer sounds like for each one.
Reads from
  • Word document
  • PDF
Where it goes
  • Word document

Also handy for People

Team

Leadership

Roles Managing director Partner At setup, your firm's own job titles replace these.

We split leadership's playbooks between the managing director, who keeps an eye on capacity across the teams, and the partners, who look at job margin and the competition.

Managing director

1 playbook

Built for you

Leadership

Team performance and capacity

Who runs itManaging director

A team's room for more work comes down to what's already on its plate, which your project and time-tracking tools can show once we've connected them.

You give it
The team and the period you want to see.
You get back
A team-level view of workload, capacity and performance.

Reads from

  • Project management tool
  • Time tracking

It runs

Where it goes

  • In RunAlong
  • Slack

Partner

2 playbooks

Tuned for you

Leadership

Competitive analysis

Who runs itPartner

Going into a pitch against other firms, you want to know how they describe themselves in public.

You give it
The firms you compete with.
You get back
A competitive analysis with cited sources.
Reads from
  • The web
Where it goes
  • In RunAlong
Built for you

Leadership

Job profitability

Who runs itPartner

Before you quote a similar job, it's worth knowing whether the last one made money. In the Build, we connect the time tracking and accounting that hold the answer.

You give it
The jobs and the period you want to look at.
You get back
Margin by job, with the hours and costs behind each number.
Reads from
  • Time tracking
  • QuickBooks
  • Xero
Where it goes
  • Excel file
  • Google Sheets

Also handy for Leadership

Build

Missing a playbook? We'll build it.

When your firm has a process that's yours alone, or a playbook needs to talk to a system like QuickBooks, we handle it as a Build and wire up whatever it needs. And when a playbook on this page is already close, we can tune it to your firm's style and templates with a Boost.

Tell us about the work