Sales
Playbooks

Close deals faster with customizable, interactive playbooks.

Close deals faster with customizable, interactive playbooks.

Equip reps with proven scripts and processes for every stage. Standardize best practices, capture structured notes, and guide every conversation with interactive playbooks built into your sales workspace.

A dynamic sales pipeline with interactive playbooks and structured note-taking forms guiding a deal's progress.
Sales
Playbooks

Close deals faster with customizable, interactive playbooks.

Close deals faster with customizable, interactive playbooks.

Equip reps with proven scripts and processes for every stage. Standardize best practices, capture structured notes, and guide every conversation with interactive playbooks built into your sales workspace.

Sales
Playbooks

Close deals faster with customizable, interactive playbooks.

Close deals faster with customizable, interactive playbooks.

Equip reps with proven scripts and processes for every stage. Standardize best practices, capture structured notes, and guide every conversation with interactive playbooks built into your sales workspace.
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Bring consistency to your sales process.

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Remove hesitation and help reps adapt to any situation. Playbooks appear as interactive cards inside Hoop so sellers can follow guidance in the moment and create structured notes that sync across the customer platform.

Establish trust with every lead.

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  • Ask the right questions at the right time on discovery calls and demos.
  • Tailor playbooks by persona, stage, region, and use case so guidance fits the conversation.
  • Present the right playbook to the right rep at the right moment to deepen buyer connection.
A sales workspace with interactive playbook cards guiding reps through calls and allowing structured note-taking.

Unlock reliable sales data at scale.

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Structured notes

Make note-taking effortless during calls so reps capture the details that matter.

Standardized inputs

Use multiple-choice options and text fields to turn messy notes into consistent data.

Reportable insights

Transform conversations into clean, CRM-ready data points that improve forecasting and coaching.

A clean form with multiple-choice options and text fields for sales reps to easily capture structured call notes, feeding into clear reports and dashboards.

Arm teams with up-to-date collateral.

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  • Keep content current as products and markets change.
  • Update a playbook once and give every rep immediate access to the latest version.
  • Reduce clutter by replacing stale, conflicting resources with a single source of truth.
A dynamic dashboard displaying up-to-date sales collateral like battlecards, playbooks, and product sheets, easily searchable and organized for reps.

Ramp teams faster and coach with data.

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Scale best practices

Infuse insights from top performers so new reps learn winning plays quickly.

Built on CRM

Usage data shows what’s adopted and what needs improvement.

Better coaching

Report on playbook usage and outcomes to decide which resources to refine or create next.

A dashboard showing sales team performance metrics, coaching recommendations, and a pipeline with deal stages and rep activity.

Have a question for our sales team?

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Frequently asked questions

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