Online Playbook Maker

Flipsnack’s playbook maker helps you build interactive, on-brand playbooks for aligning teams, onboarding employees, and documenting processes. Perfect for:

  • Sales playbooks to guide reps
  • ABM and marketing strategy docs
  • Employee onboarding guides
  • Retention playbooks

Create playbook Contact sales
Transparent play button Inbound Sales Playbook Sample

Trusted by the world’s most innovative businesses

What is a playbook?

A playbook is a structured document that outlines how teams should handle specific workflows. It can be a sales playbook with messaging and qualification steps, an onboarding guide with training tasks, or a marketing playbook with campaign workflows. The goal is to keep everyone aligned and reduce guesswork.

From static to dynamic. Your playbook, upgraded

Stop sending out PDFs no one reads. With Flipsnack, your digital playbook is interactive, always up to date, and easy for teams to access and use. Here’s how your business playbook can actually look in action:

A playbook maker for every team that needs clarity

Sales playbooks

Standardize your sales process with a clear, easy-to-follow sales playbook. Upload your own PDF or use a ready-made sales playbook template to include messaging, qualification steps, call scripts, and other workflows your team needs.

Employee onboarding playbooks

Give every new hire a consistent start with a structured employee onboarding playbook. Bring your PDF and make it interactive or customize an onboarding plan template to cover everything from company policies to role-specific tasks.

Marketing playbooks

Replace scattered docs with a single, structured digital marketing playbook. Upload your current PDF or start from a flexible playbook template to organize campaign workflows, ABM strategies, and brand messaging in one place.

Business process playbooks

Keep teams aligned by documenting key processes in one accessible format. Use a business playbook template to build your content from scratch or convert your existing PDF into a repeatable, easy-to-follow playbook.

To say that using Flipsnack has been a success is an understatement. We’ve seen an increase in knowledge and engagement–which is strictly due to Flipsnack! Our training content has never been more organized and easy to access.

Korben Niblett
Director, Education & Content Development

How to create a playbook using Flipsnack

Flipsnack’s playbook maker helps teams create professional digital playbooks. Whether it's a sales playbook or onboarding guide, turn a PDF into an interactive flipbook or start from a template.

Create playbook
  1. 1. Convert your PDF or start with a playbook template

    Upload a static PDF to turn it into an interactive digital playbook, or start from a customizable playbook template tailored for sales, onboarding, marketing, and more. Update content anytime without starting from scratch.

  2. 2. Add interactivity to engage your team

    Make your playbook more useful by adding interactive elements like videos, links, GIFs, tags, spotlights, and others in Design Studio. These features guide attention, clarify next steps, and help teams stay engaged.

  3. 3. Brand your playbook experience

    Add your brand's logo, colors, fonts, and set accent colors for the flipbook player. Create brand-locked templates to keep playbooks consistent, then take it a step further and set a custom domain to make all playbooks unmistakably yours.

  4. 4. Share your playbook instantly and securely

    Distribute your playbooks securely with full control over access. You can choose from private sharing options like password protection and one-time passcodes. Or use single sign-on (SSO) to restrict content to verified teammates or users without extra logins.

  5. 5. Track performance and engagement

    Use Flipsnack’s built-in analytics to see who’s opening your playbook, what they’re reading, and how long they’re spending on each section. Connect Google Analytics for deeper insights and use the data to improve your playbook.

Playbook templates you can make your own

Professional Sales Playbook Example
Business playbook
Process playbook
Onboarding playbook

No PDF? No problem. Choose from professionally designed templates for sales, onboarding, marketing, and more — fully customizable to fit your content and structure. You can also create branded templates with locked logos, fonts, and colors to ensure every team member builds playbooks that look consistent and stay on brand, no matter who’s editing.

More playbook templates

Secure, flexible sharing

Share your playbooks publicly via link, email, or embed, or keep them private with unlisted links, passwords, or one-time passcodes. For full control, use SSO sharing to restrict access to verified teammates and users with easy authentication and full audit tracking.

secure ways of sharing your business playbook

Made for collaboration

Collaborate with your team in shared workspaces, each with its own content, branding, and permissions. As owner, you can assign roles like Editor or Contributor, leave comments directly on playbooks, and control who can access or edit templates, uploads, and settings.

workspaces and assigned roles for collaborators

On-brand, every time

Stay on brand by saving custom playbook templates and locking key elements. Store logos, fonts, and images in a shared asset library your team can access anytime, so every playbook stays consistent and professional.

add logo, fonts, and colors to playbooks for brand consistency

Quizzes & forms

Add quizzes, forms, and questions to your playbooks to increase engagement and gather real-time feedback. Flipsnack makes it easy to track interactions and use those insights to improve training, marketing, or sales outcomes.

BusinessPlaybookFeedbackAlt

Frequently asked questions

A digital sales playbook gives your reps a single source of truth for messaging, qualification, objection handling, and workflows. Flipsnack’s playbook maker lets you create interactive sales playbooks that are always up to date, easy to follow, and accessible from any device — so your team sells with clarity and consistency.

Yes. You can upload any static PDF and turn it into an interactive playbook using Flipsnack. Add links, videos, and more, without starting over. Once published, your playbook is easier to share and update than a traditional PDF.

Absolutely. You can control access using passwords, one-time passcodes, unlisted links, or SSO (single sign-on). With SSO sharing, only users authenticated through your organization’s system (like Okta, Azure AD, or Google Workspace) can view the content, without extra logins.

Yes. Flipsnack is built for scale, with features like team workspaces, brand-locking, advanced sharing controls, and integrations. Shared workspaces let you bring all your playbooks, templates, and brand assets into one platform, while keeping materials organized by team, department, or client.

Yes. All Flipsnack playbooks are fully responsive and optimized for phones, tablets, and desktops. You can choose between flipping or sliding transitions on desktop, and a smooth scrolling experience on mobile. For the best mobile performance, use the Smart View layout to ensure your playbook adapts seamlessly to any screen size.

Yes. You can start from a general onboarding template or use a role-specific employee onboarding template, then tailor it for each team — all while keeping brand consistency and structure.

Make an interactive playbook your team trusts