Business Playbooks with PlaybookBuilder

PlaybookBuilder® is a cloud-based Knowledge Management platform that houses all the process, tools, training, and best practices of an organization, so it can move fast but keep everyone connected and updated.

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Standard Operating Procedures (SOP)

Your Team Alignment Solution

For most businesses, onboarding, training, and alignment get harder the more people are added to the team. So we built a solution with you in mind. PlaybookBuilder® enables smart organizations to onboard, train, and drive adoption of their content for new team members, existing people, customers, vendors or all of the above. With PlaybookBuilder® you capture and share text, video, links, files, surveys, quizzes and even create QR Codes! Then, drive adoption with automated drip emails, texting, and reports.

Employee Onboarding

With a click of a button, you can build a productive and successful team. Onboarding new team members are a necessary part of your human resource process. You can keep your current employees productive by automating your onboarding process. New hires quickly become acclimated to your culture and your way of doing things. Your onboarding process becomes more thorough and accurate. Your staff have the tools and knowledge they need to succeed and excel in their role.

Robust Training Portal

Capture and share core processes with along your teams and departments. PlaybookBuilder® is an excellent choice for onboarding new people, scaling your best practices, and charging for your content. PlaybookBuilder® has a library of playbook templates, drip emails, QR code generator, simple creation tools, and robust reports. You will enjoy the ability to text users links, collect payments for paid only content, and integrate your Playbooks with your applications.

Automate Your Process Documents

Easy Onboarding with Automated Employee Handbooks

Your company’s employee handbook is an important part in setting and maintaining work relationship expectations. Your employees need to be able to learn, research, and grow with the how-to knowledge unique to your business. Your risk management requires your employees to adhere to their responsibilities.

Elimate Ineffective Hardcopies

Hard copies are often lost or damaged. Electronic documents, such as PDFs, are not quickly researchable or cross-referenced – not to mention the difficulties in updating them. Staff often lose valuable hours looking for information to do their jobs. And how do you ensure that team members have completed their training? PlaybookBuilder® resolves your onboarding and training headaches.

Standardize Intellectual Knowledge and Learning

In addition to having your all of your core policies and procedures in one convenient location, your effort at documenting your organization allows you a way to standardize your best practices, capture intellectual knowledge, and maintain consistency throughout your business.

Share Content with Vendors and Outsource Professionals

PlaybookBuilder® shares your Playbook with others via text messaging links, and assists with content creation with the inclusion of your device’s camera to develop your Playbook. Share resources, contacts and more with this robust system.

Who We Work With

We are excited to offer individualized consultation and "done-for-you" services to our small to medium business and healthcare-based clients.

Accounting / Bookkeeping
Cybersecurity
Human Resources
Marketing / Sales
Customer Experiences / Patient Experiences
Regulation / Compliance
Security Audits and Assessments

Healthcare: Audiologists, Eye Care Clinics, Family Therapists, Chiropractic Clients, Dentistry, Private Physician and Practitioner Offices, Mental Health Psychologist Offices, Long-Term Facilities and Homes, Home Health Care Providers, Rehabilitation Clinics, Skilled Nursing Facilities (SNF), Adult Family Homes (AFH).

Business Associates: Medical Coders and Insurance Specialists, Medical Equipment Providers, and Medical Records and Health Information Specialists (Coding).

Small & Medium Businesses: Information and Technology, Real Estate, Rental and Leasing, Oil and Gas Service Providers, Educational Services, Non-Profits, and many others.

Your Investment

Start with scheduling a Discovery meeting with us. We will discuss your project needs and how to achieve your desired results.

We will provide you with a quote based upon the needs we identified in the Discovery meeting. From human resources to regulation and compliance, we have you covered in process documentation.

Once the quote has been accepted, you will then need to purchase your PlaybookBuilder subscription based upon the number of users (seats) you need.

Once you have purchased the subscription, we will setup PlaybookBuilder® with your customized employee handbook, organizational chart and roles, and primary processes in the system.

We populate your PlaybookBuilder® system with created content and media to meet your business’ training needs. We offer train-for-all packages, such as our HIPAA training modules.