Log in to your Ciara account, and click on the green "Playbooks" icon in the Ciara skills section.
You will then be directed to a page of you current playbooks where you also have the option to create a new playbook. Press the "new playbook" button to get started.
Fill in the blanks with a name and description for your playbook. You can also choose who you want to be able to see your playbook - either your whole team or just yourself. Then press "ok" to continue.
Now you can create the content for your customized playbook.
Every playbook consists of two components:
- Sections: Sections are small "chapters" of your playbook, e.g. "Introduction", "Next Steps" (No. 1 in the image below).
- Steps: Each Step is one conversation part in a specific Section. You will see the Step Title in the outline in the left column when in a call (No. 2 in the image below). The Step Text will only show up during the call when you select the specific Step and should contain more detailed input for your conversation - e.g. important qualification questions that have to be asked (No. 3 in the image below).
You can create as many Sections and Steps as needed.
Once you're done adding Sections and Steps you can go back to the Dashboard or Playbook Overview (by clicking the arrow or icon on the top left). Your playbook will be saved automatically. You can always go back and edit your playbook!
Congratulations! You now know how to create your own playbook!
Please reach out to firstname.lastname@example.org if you have any troubles creating a customized playbook.
PS: Do you already know our Ciara Playbook Creator? Just fill out this super short Typeform and we will create the customized playbook for you!