One page per client. The goal: anyone on the team can read a client playbook and walk into a meeting fully briefed. Update these continuously — they’re living documents, not filing cabinets.

How to Use Client Playbooks

1. Create a new page below for each active client (use the template)
2. Update after every interaction — meetings, emails, deliverables
3. Review before any client meeting — 5 minutes of prep beats winging it
4. Link to the Client Database — the playbook is the qualitative context; the DB is the structured data

Client Playbook Template

Copy this structure for each new client:

• 📋 Client Playbook Template

Active Client Playbooks

Create sub-pages below — one per client.