Workflow Playbooks

How to create reusable workflow templates for recurring marketing processes, share them across clients, and build a library of proven approaches over time.

What Playbooks Are#

A playbook is a structured, reusable workflow for a marketing process you run repeatedly. Think of it as a checklist with phases - the steps you follow every time you onboard a client, launch a campaign, or run a quarterly review.

Playbooks are different from Coppermind's EOS core processes (which document what a client's team does internally). Playbooks capture what you do as the CMO - your repeatable methods that work across clients.

Creating a Playbook#

"Create a playbook called 'Client Onboarding' with these steps:
- Prep: Review any existing brand materials
- Prep: Set up the client mind and brand voice
- During: Run the brand DNA interview
- During: Ingest the first 3 meeting transcripts
- Followup: Send the onboarding summary email
- Review: Check knowledge health after 2 weeks"

Each step has a phase that tells you when in the process it happens:

Listing Your Playbooks#

"Show me my playbooks"

Returns all active playbooks with their step counts and creation dates. Playbooks can be client-specific or cross-client (available to use with any client).

Using a Playbook#

When you're about to start a process:

"Pull up my Client Onboarding playbook"

This returns the full playbook with all steps in order, grouped by phase. Walk through it as a guided checklist.

Cross-Client Playbooks#

Playbooks created without a specific client mind are available across all your clients. This is where the real leverage is - a proven campaign launch process that works for any client.

"Create a cross-client playbook called 'Campaign Launch'"

Getting Suggestions#

Coppermind can suggest playbooks from one client that might work for another:

"Suggest playbooks that might work for Acme"

Suggestions are based on industry similarity, company size, and playbook quality. If a suggestion is not relevant, dismiss it and it will not resurface:

"Dismiss that playbook suggestion"

Updating and Archiving#

Playbooks evolve as you refine your process:

"Update my Client Onboarding playbook - add a step: Prep - check competitor landscape"

When a playbook is no longer relevant:

"Archive the old campaign launch playbook"

Archived playbooks are hidden from the default list but not deleted. You can view them by asking to include archived playbooks.

Real-World Examples#

Client Onboarding Playbook#

Prep:

• Review any brand materials the client has shared
• Create the client mind and configure brand voice
• Set up EOS cadence if the client uses it

During:

• Run the brand DNA interview (tone, values, audience, anti-patterns)
• Ingest the first 3-4 meeting transcripts
• Set up competitive intelligence tracking

Followup:

• Send the "here's what I learned" summary to the client stakeholder
• Verify knowledge health shows at least "fair" across all dimensions

Review:

• After 2 weeks, check knowledge health again
• Run a meeting prep to verify the quality is useful

Quarterly Business Review Playbook#

Prep:

• Pull client health scorecard
• Review sentiment trend
• Compile rock progress and scorecard metrics
• Check open commitments and aging issues

During:

• Present quarterly results
• Discuss what worked and what did not
• Align on next quarter's rocks and priorities

Followup:

• Store decisions and commitments from the review
• Update rocks for the new quarter
• Send the quarterly summary email

Review:

• Confirm all action items are captured
• Verify the new quarter is configured in EOS

Building Your Playbook Library#

Start with 2-3 playbooks for your most common activities. As you refine them over time, they become a documentation of your methodology - which is especially valuable during client handoff. When a client engagement ends, your playbooks show exactly how you operated, not just what you delivered.