Playbook · Templates
Start from a proven procedure
Free SOP templates written to be adapted, not admired — each one a structured playbook of topics and steps you can import into Playbook, assign as training, and put in front of your AI.
Every template is free to read and use — no signup required.
Customer Support
Customer Support templates
Customer onboarding
From signed to successful: kickoff, setup milestones, the first-value moment, and the 30-day health check — a repeatable path instead of heroics per account.
View templateRefund & billing dispute
How to verify a billing complaint, decide refund eligibility, execute safely, and reply — the money-touching procedure every support team should have in writing.
View templateSupport escalation
When to escalate, to whom, and with what context — so hard tickets move up with their history attached instead of starting over.
View templateOnboarding & HR
Onboarding & HR templates
Employee onboarding
A structured first-two-weeks onboarding procedure: accounts and access, role training, first assignments, and a 30-day check — with a quiz to confirm the essentials landed.
View templateLeave request & approval
A clear leave procedure: how to request, who approves, how coverage is arranged, and how records stay accurate — so time off stops being negotiated ad hoc.
View templateIT & Security
IT & Security templates
Employee offboarding & access revocation
The security-critical exit checklist: access revoked in the right order, equipment recovered, knowledge handed over, and a signature confirming it all happened.
View templateIncident response
Detect, declare, communicate, resolve, learn: a right-sized incident procedure for teams without a dedicated SRE org — including the customer-communication script.
View templateFinance & Operations
Finance & Operations templates
Invoice processing & accounts payable
Receive, verify, approve, pay, reconcile — an AP procedure with separation of duties that scales past the founder paying everything personally.
View templateVendor onboarding
Due diligence, security review, contract capture, and payment setup for new vendors — proportional to spend, so small tools stay easy and big contracts stay safe.
View templateSales & Marketing
Sales & Marketing templates
Blog post production
From idea to published and promoted: briefs, drafts, one review pass, and a launch checklist — the procedure that turns 'we should blog more' into a cadence.
View templateLead qualification & discovery call
A consistent path from raw lead to qualified opportunity: scoring criteria, the discovery call structure, and honest disqualification.
View templateCompliance & Safety
Compliance & Safety templates
Data subject request (DSAR) handling
Receive, verify, fulfill, and document privacy requests — access, deletion, export — inside the legal clock, without making it up per request.
View templateWorkplace incident reporting
Immediate response, factual reporting, investigation, and corrective action for workplace injuries and near-misses — with signatures where acknowledgment is required.
View templateMake it yours
A template is a starting point
Import one into Playbook, adapt it with Smart Outline, assign it to your team — and let the same procedure ground your AI's answers.
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