Playbooks
A playbook is a documented, AI-powered process — the steps, the prompts, the templates, and the decisions all in one place. Build it once, run it forever. Get started — browse all aisles
What's in stock
- Client Onboarding Playbook — the full onboarding sequence: intake form, kickoff agenda, welcome email series, progress check-ins, and a 30-day review template. For agencies, consultants, and service businesses.
- Content Operations Playbook — an end-to-end content process: ideation to publish. Covers topic research, brief writing, AI drafting, editing, SEO review, and distribution. Designed for teams of 1–5.
- Sales Process Playbook — a full B2B sales cycle in Notion: lead sourcing, qualification criteria, discovery call guide, proposal template, objection bank, and a close checklist. Works solo or with a team.
- Hiring Playbook — from job description to offer letter. Includes JD templates, sourcing channels checklist, screening rubric, interview question bank, reference check guide, and offer letter draft.
- Quarterly Business Review Playbook — run a QBR that actually tells you something. Data collection template, AI-assisted narrative, slide structure, and a follow-through action tracker. For founders and ops leads.
- Discovery Call Playbook — 60+ question bank, live scoring rubric, AI post-call debrief, and a 3-email follow-up sequence generated from the actual conversation. Built for B2B.
What's included in every playbook
- Notion template — a ready-to-duplicate workspace with the full process documented
- Step-by-step guide — what to do, when, and in what order
- AI prompt set — the prompts that power each AI-assisted step, pre-loaded into the template
- Decision points — where to make a call, what criteria to use, and what to do in each case
- Example outputs — real examples of what each step produces so you know what good looks like
Common questions
- What is an AI playbook?
- A BotBodega AI playbook is a fully documented, AI-powered business process — the steps, the prompts, the decision points, and the templates all in one Notion workspace. You build it once and run it repeatedly without reinventing the process each time.
- Do I need Notion?
- All playbooks are built in Notion because it handles documents, databases, and tasks in one place. A free Notion account is enough for most playbooks. Some advanced database features require a paid plan — the product page notes this when relevant.
- How long does it take to set up a playbook?
- Duplicating the template takes 5 minutes. Customizing it for your business — adding your own examples, tweaking decision criteria — typically takes 1–2 hours. After that, each playbook run is just following the steps.
- Can my team use a playbook I buy?
- Yes. Every playbook is licensed for personal and team use. Duplicate it into your team workspace and share access. If you need a white-label version to deliver to clients, check the product page for the extended license option.
Join Bodega Pass for access to every playbook — plus new processes added monthly.