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FeaturesTeam Playbooks

Your call script, in every rep's ear

Upload your call steps once. Koachly coaches every rep against them live, on every call — even the ones you can't join. Business plan.

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Business plan. No credit card to start.

How it works

Three steps, zero rep setup

  1. 01

    Write your call steps

    Go to Team → Playbooks. Add a name and list the steps — discovery questions, key points to cover, the closing move. Each step is one instruction line.

  2. 02

    Set the playbook active

    One playbook is active at a time. Set it active and every rep on the team instantly gets coached against its steps on their next live call.

  3. 03

    Reps get step-by-step nudges, live

    During a call, Koachly tracks which step the rep is on and shows a private nudge if a step is being skipped — only the rep sees it, not the buyer.

Why it works

The same answer, on every call

Your best reps have found the answers that work. Team playbooks put those answers into the system — so every rep gets the same coaching moment at the same point in the call. No re-training, no shadowing, no hoping it sticks.

FAQ

Questions about team playbooks

Yes. Save as many as you like — for discovery calls, demos, renewals, outbound. Only one is active across the whole team at a time. Switch between them in seconds.

No. Once a manager sets a playbook active, every rep automatically gets coached against it during live calls. No opt-in, no setup required from reps.

Yes. Add a step like "If competitor X comes up, ask about their current cost of X." Koachly surfaces it as a live tip at the right moment.

Managers and Owners on the Business plan. Reps can see which playbook is active but cannot edit it.

Yes. If a rep is using the iOS phone coaching feature, it follows the same active playbook steps as a browser call.

Get live coaching on your next call.

Free plan. Works on Zoom, Google Meet and Microsoft Teams. No credit card.

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Free account. No credit card.