PlaybookM Docs

Overview

PlaybookM helps marketing teams manage the production system behind revenue work: what is planned, who owns it, what content supports it, how much it costs, and whether it creates enough coverage for business goals.

The docs start with the operating model, then move into setup, weekly workflows, governance, and the product areas most teams use first.

How it works

1. Capture campaigns, activities, content, spend, targets, and owners in one place.
2. Organize work by calendar timing, status, channel, market, audience, and priority.
3. Review coverage against pipeline, proof, budget, and performance goals.
4. Use weekly operating reviews to adjust activity plans before gaps become misses.

Setup checklist

1. Create a workspace and invite the marketing operators who plan, approve, or report on work.
2. Import existing activities from a spreadsheet or add priority campaigns directly in PlaybookM.
3. Connect activities to dates, owners, targets, content, channels, budget, and expected outcomes.
4. Review pipeline coverage, content coverage, spend, and performance views with the team each week.

Adding your first activity

Start with a real marketing activity your team already cares about, such as a launch, webinar, campaign, field event, content asset, partner motion, or nurture program.

1. Open Activities and create a new activity.
2. Add the activity name, owner, planned date, channel, status, and audience.
3. Connect the activity to targets, proof points, budget, and expected outcomes.
4. Review it in calendar, list, pipeline coverage, and reporting views.

Upload your current activities spreadsheet

If your team already tracks marketing activities in a spreadsheet, use the import flow to bring that work into PlaybookM instead of recreating every activity manually.

1. Download the PlaybookM activity import template.
2. Copy your current activity data into the matching template columns.
3. Upload the CSV and review field mapping, required fields, and validation notes.
4. Confirm the import, then review the activities in list and calendar views.

Subscribing to a calendar

Calendar subscriptions give stakeholders a live view of planned marketing activity without requiring them to work inside PlaybookM every day.

1. Open the Calendar view and choose the share or subscription option.
2. Select the activity data that should be visible to subscribers.
3. Copy the generated calendar URL.
4. Add the URL to Google Calendar, Outlook, Apple Calendar, or another calendar app.

Core workflows

Governance

Use roles, shared calendars, import/export controls, and audit-friendly activity data to keep marketing operations visible without forcing every stakeholder into the same workflow.

• Give planners, admins, and viewers the right level of access.
• Share calendar views with stakeholders who only need visibility.
• Keep activity data portable through CSV templates and exports.