Playbook Templates - Tried and Tested Playbooks for Free Download

For teams ready to
[streamline] at scale.

customer success playbook template

Customer Success / KAM

Templates Available: Cross-sell Playbook, Implementation Playbook, Onboarding Playbook, Renewal Playbook, SK Renewal Playbook.
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human resource management system playbook template

HR, Recruitment & LMS

Employee Offboarding, Engagedly - Employee Onboarding Playbook, Engagedly - Performance Management Playbook, New Hire Onboarding, Payroll Playbook.
Download Free Templates
finance and operations playbook template

Finance & Operations

Templates Available: SK Customer Invoicing for SaaS Playbook, SK Customer Invoicing for Services Playbook.
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sales and marketing playbook template

Sales & Marketing

Templates Available: Ensure a smooth transition, maintain positive relationships, and preserve knowledge with this template.
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it and security playbook template

IT, Security & Compliance

Templates Available: SK SOC Compliance Playbook.
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Others

Templates Available: Manufacturing, Pharma, BPO, ITES, Banking, FinTech, Healthcare, Law, etc.
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More templates coming soon!

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