Squivr Action Plans and Playbooks – User Overview
What Are Playbooks and Action Plans?
Playbooks and Action Plans in Squivr are structured, repeatable guides designed to drive consistency and efficiency across teams. They provide a framework for how to approach key business processes, such as onboarding a new customer, running a sales cycle, or managing renewals.
Serve as templates for best practices
Ensure teams follow consistent steps and milestones
Can be customized to fit organizational workflows
Where are Playbooks and Action Plans?
They are applied directly to records (such as Opportunities, Accounts, or custom objects) and guide users step by step through the defined process.
Contain milestones, tasks, and due dates
Assigned directly to users or teams
Can be tracked and completed to measure progress
Key User Benefits
Guided Workflows: Action Plans provide a clear, easy-to-follow path for completing complex processes.
Consistency: Every user follows the same structure, reducing variability and missed steps.
Visibility: Managers gain insight into progress across teams with standardized playbook-driven action plans.
Flexibility: Plans can be adapted with milestone templates, role-based assignments, and record-level adjustments.
Common Use Cases
Sales Teams: Standardize qualification, proposal, and closing steps.
Customer Success: Ensure onboarding, QBRs, and renewals follow best practices.
Operations: Manage cross-functional processes such as compliance, audits, or implementations.