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Playbook monitoring

Help your team improve how they handle their meetings and monitor how they follow your recipe for success

Pedro avatar
Written by Pedro
Updated over a month ago

Creating predictable pipeline revenue is one of the most important goals of a Sales or CS leader. How do you do this? By pushing efficiency to the limit.

Guiding your team with a script is great, but making sure they follow it, now that's a bit more time consuming.

Playbook monitoring is part of tl;dv's coaching features, and is available through the AI Coaching Hub.

Playbook monitoring blocks let you evaluate each subset of meetings against a meeting framework.

Once you're in the AI Coaching Hub, you can get started by choosing one of the predefined frameworks.

Once you generate the results, you will get your playbook scoring.

You can dig deep into each of the playbook evaluation criteria too and understand where your reps followed or not the guide you chose.

You can customise your Playbook at any point in time, by adding a new question

or by editing or removing an existing one.

Did you know you can also help your team handle better customer objections? Learn more about the Objection Handling monitoring feature.

Found a great example you'd like to be part of your team's onboarding?

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