PlaybookBuilder helps you connect and create value for your clients by allowing you to share your wisdom and insight. Curate videos, tools, and links on your own private platform where your clients can continue to connect with you, even when they are home. Most businesses compete on relationship – the power of the connections that are forged with clients. But how to preserve that connection in an increasingly noisy world? PlaybookBuilder helps to share your message, your creativity, your relevant insights and updates all on one simple, yet powerful platform. PlaybookBuilder’s powerful communication suite allows you to build drip-email / text campaigns to totally automate communication. And triggers built into the system will send unique messages based on user behavior. Client Engagement
Stay Connected
Keep the conversation going even when they aren’t in your office.
Power of Connections
Build a knowledge bank.
Powerful Automations
Connect with automated communication.
Sign up for a free Process Consultation!
Create Versatility
Every winning team has a playbook.
Mobile ready for on-the-go.
Track, measure & manage.
Automate SMS texting or email.
Real Testimonials
“We love PlaybookBuilder and use it to train and implement wellness subspecialties in doctor’s practices across the country.”
Dr. Riley Uglum, National Wellness Alliance
