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Client Engagement

Stay Connected

Keep the conversation going even when they aren’t in your office.

PlaybookBuilder helps you connect and create value for your clients by allowing you to share your wisdom and insight. Curate videos, tools, and links on your own private platform where your clients can continue to connect with you, even when they are home.

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Power of Connections

Build a knowledge bank.

Most businesses compete on relationship – the power of the connections that are forged with clients. But how to preserve that connection in an increasingly noisy world? PlaybookBuilder helps to share your message, your creativity, your relevant insights and updates all on one simple, yet powerful platform.

Upload, embed or record video right in the application.

Easy drag-and-drop functionality.

Intuitive user interface

Individual, team, or platform-wide reporting.

Powerful Automations

Connect with automated communication.

PlaybookBuilder’s powerful communication suite allows you to build drip-email / text campaigns to totally automate communication. And triggers built into the system will send unique messages based on user behavior.

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Create Versatility

Every winning team has a playbook.

Mobile ready for on-the-go.

Track, measure & manage.

Automate SMS texting or email.

Real Testimonials

“We love PlaybookBuilder and use it to train and implement wellness subspecialties in doctor’s practices across the country.”

Dr. Riley Uglum, National Wellness Alliance