Creating Plays

Equip your team with a playbook for success

While Plan Templates give you a structured baseline for most Plans, Plays let you handle exceptions, special cases, or repeatable internal processes. They’re reusable blocks of content—like Tasks, Criteria, or Meetings—that you can drop into any Plan or Template as needed.

Plays help your team respond to specific deal conditions without cluttering your core templates.

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What is a Play?

A Play is a standalone set of items grouped around a specific use case.

Common examples include:

• Competitive scenarios (e.g., “Compete with Vendor X”)

• Compliance or legal reviews

• InfoSec evaluations

• Internal-only implementation readiness checklists

Each Play can contain:

• Success Criteria

• Tasks (internal or external)

• Meetings

• Sections (to organize multi-step plays)

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Create a new Play

1

Go to Playbook

In the left-hand sidebar, click Playbook

2

Create a Play

Click the + Play button in the top-right corner

3

Enter details and save

Give your Play a title and description that explains how and when it should be used, then click Save.

4

Fill out the play

Use + Add Item to fill in the play with tasks, meetings, and success criteria.

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Add a play to a Plan

1

Go to the Plan

In the left-hand sidebar, click Plans, then find the plan you want to edit and click on it.

2

Click to Add Item

Within the section where you want to add the play, click + Add Item, then select View Playbook

3

Add the Play

In the Playbook dialog, select the play that you'd like to add and click the Add button

All items from each Play will be inserted into your Plan and can be edited if needed.

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Best practices

• Keep Plays focused and situation-specific

• Use clear naming conventions (e.g., “Security Review Checklist”)

• Include both internal and buyer-facing components when relevant

• Use labels to organize by theme (e.g., Competitive, Legal, Compliance)

• Encourage team members to suggest new Plays when common situations emerge

Plays help you move fast without losing precision. Whether it’s responding to a specific blocker or running a repeatable internal process, they keep your Plans flexible and effective.

Next, we’ll talk about monitoring success with the Criteria Metrics report.