Playbooks
A playbook is the reusable package for a service: what you sell and how a buyer engages. Publish it once, keep it on the company profile, and send people to a public page instead of a detached proposal.
Marketplace
A public marketplace for service playbooks.
Buyers browse companies, playbooks, and experts. Your team publishes playbooks, resources, and training from the company dashboard.
Companies and experts
Each provider has a company profile in the directory. Expert profiles and a find-an-expert page sit beside the offers.
Resources and training
Resources, training, and expert listings stay on the company that published the playbook, not in a separate library.
Leads, campaigns, and reports
Interest from the marketplace lands in leads and campaigns. Analytics and reports live on the same dashboard, so the buyer does not have to be exported to another system of record.
What a buyer does
Browse companies and playbooks, then open a profile or save a favorite. Sign-up is for a provider who wants to publish and manage a workspace. Public pages stay open.
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01
Browse
Companies and playbooks are public pages.
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02
Open a provider
The profile shows the offers and the people attached to them.
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03
Engage
Leads and orders stay with the company that listed the work.
Publish your first playbook on a real company profile.
We will walk through the marketplace dashboard with the services you already sell.