Who reached out?
Every lead, in one list
Every call, form and booking in one list, tagged with where it came from, with notes and status so nothing falls through.
The usual way: Calls in one place, forms in another, bookings in a third.
It's finally here · The Playbook Stack
See every- metric.
- lead.
- booking.
- task.
- post.
- metric.
- lead.
Your marketing, at your fingertips. Leads, bookings, tasks, posts and analytics in one place.
Works with
- Google Ads
- Meta Ads
- Google Analytics
Replaces your task app and lead spreadsheets.
The Playbook Stack in 30 seconds: leads, to-dos, numbers, posts, bookings and what needs you today.
What you'll see when you open it
Your marketing, at your fingertips.
What are you guys working on?
Every task, tracked
Your to-dos and ours in one spot, so nothing slips.
The usual way: Texts, sticky notes and things that slip.
How are the numbers?
Your numbers, in plain English
Your lead trend and best sources, updated through the day.
The usual way: A PDF at the end of the month.
What's going out on social?
See it live before it goes live
Preview each post the way it'll look live, comment, and approve in a tap.
The usual way: A PDF or spreadsheet of captions to sign off on.
Can people book us?
Booking that looks like you
Your logo, colors and questions. Every booking lands in your leads.
The usual way: A generic link that looks nothing like you.
What do I need to do today?
Never miss a beat
What's waiting on you and what's new, up front the second you open it.
The usual way: Digging through emails and texts to find what matters.
Why Playbook
Built for businesses that want to see their marketing work, not just hear about it.
We built Playbook on one rule: you see everything we see. The Stack is the thing that makes it possible.
A year in the making
Built to run our own client accounts. Now open to every business, not just our clients.
Before
Calls in Google Ads, bookings in Calendly, and a PDF at the end of the month to tie it together.
Now
Every call and booking in one list, the day it lands.
Who it's for
Any business that gets leads, takes bookings, or has a team to keep on the same page. If customers call you, fill out a form or book you, this is where it lands.
Made for owners, not just marketers.Plain English, no dashboards to decode.
Run by the team doing the work.Not another tool you have to learn and run yourself.
One login instead of five.Leads, tasks, posts, bookings and numbers, together.
The Playbook Stack
Four products. Each one builds on the one below it.
Start with a booking page or take the whole stack. Every tier includes everything below it.
| What's included | PlaybookBookingslook pro, stop the back and forth |
PlaybookLeadssee where every lead came from |
PlaybookTeamyour whole team in one place |
PlaybookPortalthe full system |
|---|
What's next
Next up: one inbox for texts and email.
Coming soon
Texting
Text leads and customers from your business number. Review requests go out on their own.
Coming soon
Email campaigns
Send campaigns and see who opened, from the same inbox.
FAQ
Questions, answered.
What is the Playbook Portal?
It's one login where you can see everything we do for your marketing: every lead, what we're working on, how your numbers look, every social post before it goes out, and your bookings. It works on your phone, so you can check in whenever you want instead of waiting for a monthly report.
Where do my leads come from?
Everywhere you get them: website forms, phone calls and bookings all land in one list. Every lead is tagged with where it came from, whether that's Google Ads, Meta ads on Facebook and Instagram, Google search, AI search like ChatGPT, or a referral. Calls from your Google Ads count as leads too. You can also compare this month to last and see which source moved.
What numbers can I see?
Your lead trend and which sources are pulling their weight, updated through the day. With Playbook Portal you also get Google Analytics, Meta and Google Ads in one dashboard, plus monthly report pages. Everything is in plain English, so you don't need to know what a CTR is to know if it's working.
How do social post approvals work?
The month's posts show up before they go out, previewed the way they'll look on the platform. Leave comments, ask for changes or approve them, and each post goes out on the day you approved it for. No more signing off on a PDF of captions.
Do I have to log in every time you need something?
No. If we need something from you, like a photo, an approval or an answer, you get one email and you just reply to it. Log in when you want to look around, not because you have to.
Can my team use it too?
Yes. With Playbook Team and up, everyone on your team gets their own login. To-dos have an owner and a due date, you can leave comments and share docs, so follow-ups stop slipping between people.
Which part of the stack do I need?
Playbook Bookings if you just want a booking page in your name. Playbook Leads if you get leads from more than one place or run ads and want to know which ones work. Playbook Team once more than one person is working your leads. Playbook Portal when you want all your numbers in one place. If we run your marketing on a retainer, you get the whole stack.
Can other businesses see my data?
No. Each business only sees its own leads, numbers and posts, and you decide who on your team gets a login.
What happens on the walkthrough?
It's 30 minutes on Zoom with our team. We open the portal together, show you how it would look for your business, answer your questions, and figure out which part of the stack fits. No pressure.
See it for yourself
See how it would look for your business.
Pick a time that works. We'll open it together and you can ask anything.