Features and How-To Guides
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      1. Bebop Knowledge Base
      2. Features and How-To Guides

      In Bebop, what is a sales Playbook?

      A Sales Playbook is your AI-powered research brief that helps you prep fast and sell smart.

      Think of a Bebop Sales Playbook like a supercharged, AI-powered briefing document built specifically to help your sales team win a deal or grow an account.

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      It includes:

      • Company overview and market positioning

      • Key contacts and how to approach them

      • Likely objections + how to counter them

      • Tailored messaging and email templates

      • Deal strategy tips and stakeholder map

      📎 Preview a sample playbook

      How to Create a Playbook

      Option 1: Use Bebop's Wingman Chat on a Company Record

      1. In Company Research, enter the name or URL of a business you want to pitch to, or you are working on a deal with

      2. On the company’s profile, hit “Generate Playbook.” 


      To generate a playbook, you first need to create a Product in your My Bebop profile and upload relevant content documents. This gives Bebop the context it needs to tailor the playbook with the right sales angles and anticipate potential objections for your specific offering.

      Option 2: Use the Playbooks Tab

      1. Go to Playbooks


      2. Select the Product you are selling

      3. Enter the company’s domain (e.g. acmecorp.com).

      4. Click Generate Playbook.

      ✅Ensure you have created a product folder in your 'My Bebop' profile

      ✅ Make sure you've uploaded at least one document into your product folder

      Note: It may take a few minutes for a playbook to generate as Bebop analyzes your product content and tailors insights to the target company. Please be patient—it’s working behind the scenes to deliver a high-quality, customized output.