Build, share, and measure playbooks for every core process — video, templates, SMS delivery, QR codes, and reporting built in.
Every week is a different fire. You don't have time for another failed attempt at process — or another piece of software nobody opens. We get it. That's exactly why PlaybookBuilder is built the way it is.
All the tools you need in one platform — without having to duct-tape ten different tools together.
Build playbooks using AI, templates, or just upload your Accountability Chart® and let our software do the rest — then add video, quizzes, files, images, links, QR codes, and task lists.
Don't settle for another software taking up space in the cloud and costing you money every month! Engage your users with automated or spontaneous SMS texting, or email and texting campaigns to their phone or desktop.
Data drives accountability. Create and automate the delivery of detail-rich reports to ensure your Followed By All culture.
PlaybookBuilder is a full suite platform for Visionaries, Integrators, HR leaders, trainers, and Ops — with powerful AI content-authoring tools built in.
Tell us the business you're in, and we tailor everything to how your world actually works.
Pick an area of your business you want to create a playbook for, using AI.
Capture what your best people know and layer it in, so the playbook reflects how your team really does it.
Tired of writing SOPs nobody reads? So are your people. Video, checklists, quizzes, surveys, and links — PlaybookBuilder gives you every format, not just another document.
Record it once and let AI turn the recording into a written, step-by-step procedure your team can actually follow.
Build campaigns the way you would in marketing software: texts, emails, triggers into your other tools, all on a schedule that runs without you touching it. Don't want to build it yourself? Describe what you want and the AI does it.
Data drives accountability. PlaybookBuilder turns engagement into a number you can see — and act on.
See exactly who's trained, who's following, and where the gaps are before they become a problem.
One number that tells you whether your process is actually being used — not just written down.
Detail-rich reports land in the right inbox on a schedule, with no manual pulling required.
PlaybookBuilder adapts to wherever your people are — phone, tablet, or on the job site — with or without wifi.
Sofia is built into every PlaybookBuilder account. She aggregates everything in your playbooks so you get instant search across all of it — then lets you click straight into the source material whenever you need to go deeper.
A brief outline of the features that matter — to us, and to you.
PlaybookBuilder drives engagement — and outcomes — using communication tools borrowed from the world of marketing.
Restrict or grant access based on role, seniority, or geography. Fill your playbook with training but always stay in control.
Visionaries, Integrators, HR leaders, trainers, and Ops all get their own view — with AI-powered authoring tools built in.
New hires get a guided path from their first day, not a folder full of PDFs to figure out alone.
Got a player on the team with a gift for sales? Maybe it's you. But the wisdom lives in their head — turn it into a corporate asset and drive results by cloning your top performer.
Record how your best people actually work, on video, without slowing them down.
Break the recording into a clear, repeatable sequence anyone on the team can follow.
PlaybookBuilder drafts the written playbook from the video automatically — you just review and publish.
Have you ever thought about your intellectual property as a corporate asset you could monetize? Because you can. Build the course, license what you know.
Restrict access by role, seniority, or subscription — and get paid for the knowledge you've built.
We integrate with Stripe for a seamless workflow.
Package what you know once, then license it to every client instead of rebuilding it every time.
When it's time to sell, raise, or franchise, buyers pay a premium for an operation that doesn't depend on you. Documented, trained, and measured playbooks turn tribal knowledge into a transferable asset, the kind that protects your multiple and de-risks the deal.
The fastest way to shrink your valuation is a business that only runs because you run it. Playbooks prove any role can be handed off, so buyers stop discounting for owner dependence.
Every core process documented, trained, and time-stamped means diligence moves faster and cleaner. Fewer surprises means fewer price chips on the way to close.
Completion and engagement reports show a buyer the operation is actually followed, not just written down. Evidence at the table beats promises every time.
