Service · The Systems Effect
PlaybookBuilder Setup and Consulting
PlaybookBuilder setup and consulting from a PlaybookBuilder Certified Advisor. We film your experts, build your playbooks and SOPs by role, and get your team using it.
PlaybookBuilder, filled with your real work
PlaybookBuilder is a training and playbook platform with video hosting, templates, SMS delivery and reporting on who is engaged. What it will not do is write the content. Templates describe a generic company, not yours. We capture the knowledge from your people and build it in.
A PlaybookBuilder Certified Advisor
The Systems Effect is a PlaybookBuilder Certified Advisor. We trained in the inaugural Certified Advisor class and deploy client content into PlaybookBuilder. We do not resell software.
Why video-first fits
PlaybookBuilder is built video-first, a natural fit for people who would rather talk than type. A filmed walkthrough becomes the training itself. If you run EOS, it describes itself as the Process software used by EOS Corporate, and its vocabulary matches how your leadership team already talks about seats and core processes.
What we do
- Plan before we build. We map the roles and the first processes worth capturing.
- Film and interview your experts. We capture the work from the people who do it.
- Build the playbooks. A playbook for each role, process or program, with the SOPs and video inside.
- Assign and launch. Each person is assigned the playbooks for their seat, and reporting shows who is engaged.
- Keep it current. A review rhythm keeps playbooks updated when the work changes.
Who this is for
- You bought PlaybookBuilder and it is mostly empty.
- Your knowledge lives in people who explain better than they write.
- You run EOS and need your core processes documented and followed.
Read our honest PlaybookBuilder review or compare business playbook software. Teams on Trainual can see Trainual setup and consulting.
How it runs
From their heads to a trained team.
- Discover and documentWeeks 1 to 2
Interview the people who know
Owners, managers, front line.
- 2 to 3 sessions a week
Capture the work
Screens, jobs, every decision.
- Procedure setup and build-outAbout 30 days a job
Build the playbook
Checked by whoever does the job.
- Launch
Train your team
Loaded and walked through.
- A living playbookEvery month
Keep it current
Audited as the business changes.
Some knowledge only shows up on site. So do we.
- Lake County, IN and Chicago
- On site nationwide
- Travel at cost
Pricing
What it costs
Systems Sprint
Starting atAbout 30 days per role$3,500
One role's chapter and its SOPs, done by a date.
FitsOne role, or one person about to leave.
Optimization and Implementation
Starting atOne system, about 60 to 90 days$12,500
One system mapped, fixed and rolled out across its roles.
FitsOne broken system, like dispatch or one EOS core process.
Systems Partner
RecommendedStarting atThree-month blocks, billed monthlyStarting at $13,500 a block$4,500/mo
Your whole playbook, built and kept current.
FitsThe whole business, a sale in 1 to 3 years, or every EOS core process.
Every plan: we run and record the interviews. About 2 hours a week from each person we interview.
- Discovery call
- Free
- Upkeep after a project
- Starting at $1,500/mo
- Custom software from The Software Effect
- Custom pricing
- On-site days and travel
- Agreed first, billed on top
Your PlaybookBuilder subscription is billed by PlaybookBuilder. We do not resell software.
Questions
What people ask first.
Who can set up PlaybookBuilder for my company?
The Systems Effect, a PlaybookBuilder Certified Advisor. We plan the structure, film and interview your experts, build the playbooks by role, and keep them current.
Is PlaybookBuilder worth it?
For most teams whose knowledge sits in people who would rather talk than type, yes. It does not write the content, which is the part we do. Our full review covers where it falls short.
Is PlaybookBuilder good for EOS companies?
It describes itself as the Process software used by EOS Corporate, and its vocabulary matches EOS seats and core processes. Your Implementer teaches the model, and we document the core processes. See EOS process documentation.
What does PlaybookBuilder setup cost?
One role is starting at $3,500. A Partner across roles is starting at $4,500 a month, in three-month blocks. The subscription is billed by PlaybookBuilder.
How much of our time does this take?
About two hours a week from the people who know the most. We handle the rest.
Do you only work with PlaybookBuilder?
No. We also implement Trainual and work across platforms. The method is the same: the knowledge comes from your people.