Become an Ops Wizard
Turn your playbook into a plan with our AI playbook generator
Customer Support
When a customer gives feedback that is bad (<⅖) alert product team, based on feedback: - If account or billing related, create ticket in Zendesk and route to support team - If a bug is mentioned, create ticket in Linear and alert product team - If customer question, alert account exec in Slack and have them answer via email - If it’s a VIP customer then mark high priority and escalate if unanswered for >30 min
RevOps
When churn risk is detected (no log-ins in 1 month) then alert account manager, send customer email with 1 month discount offering, add new task in Hubspot. If this isn’t done within 1 day, escalate via Slack to AE’s manager.
Onboarding
When a new customer signs up follow these steps 1. Send an alert to our Sales slack channel 2. Add all deal info into Salesforce 3. Send welcome email 4. Set up call with customer 5. Add to Stripe 6. Create account in Intercom
Simply copy and paste your playbook (we know you all have one living in Google docs, Confluence, etc.) or get started with a template. Include any tasks, decisions, notifications and updates — status, priority, owner, etc.
Generate with AI
