Playbook Repository Template

Write every play the same way, keep them in one place your team actually uses, and see which plays work.

Most CS teams have plays. They live in someone's head, a slide from an old enablement session and a doc nobody has opened since it was written, so two CSMs facing the same situation do two different things, and nobody can tell you which approach works because nobody wrote either one down.

This repository puts every play in one place and writes each one the same way: trigger, segment, desired outcome, steps, owner, timing, exit criteria and measure, with a note on the mistake people make most often. It comes loaded with 33 starter plays across lifecycle, risk, renewal and expansion, a blank play template, a run log for every time a play starts on an account, and a Summary tab with runs, exit rate and average days to exit for every play. The guide walks you through one play written end to end, how to roll the library out and how to keep it honest.

What's included

• Playbook Repository template in Excel, plus a make-a-copy link for Google Sheets

• 5 tabs: Start here, Play library, Play template, Run log and Summary

• 33 starter plays in 4 categories (10 lifecycle, 12 risk, 5 renewal and 6 expansion), each with a trigger, segment, outcome, steps, owner, timing, exit criteria, measure and a watch-out note

• A step-by-step PDF guide with a play written all the way through, a seven-step rollout plan, coaching tips, the mistakes to avoid and a Steal This playbook library health check

Who it's for

CS leaders and CS Ops teams building their first set of plays, or cleaning up the ones scattered across their tools.

How it works

Digital download. Your files are ready right after checkout. Open the Excel file, or use the link included with your download to make your own copy in Google Sheets. No physical item will be shipped.

Bundle and save

This template is part of the CS Operating Model Bundle: 9 templates for $89, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.