How to Create a Playbook in Agency Call Pilot (Part 1: Flow Settings)

Learn how to start building a new playbook in Agency Call Pilot. In this video you'll open the Admin dashboard, start a new playbook, and fill in the flow settings: the title, categories, description, pro tip, follow-up guidance and notes. A playbook is the step-by-step plan your team follows, like what to do on day one and what to do a week later. Part 2 covers building the steps and tasks. Chapters 0:00 What a playbook is and how to get to the builder 0:37 The Admin dashboard 0:54 Your playbook library 1:11 The Build your playbook screen 1:57 Flow title 2:12 Main category 2:23 Subcategory 2:44 Description 2:58 Primary pro tip 3:19 Future follow-up guidance and custom notes 3:45 Continue to Step 1 New to Agency Call Pilot? Try it free for 30 days: https://agencycallpilot.com Next: How to Create a Playbook, Part 2: Steps and Tasks -    • How to Create a Playbook in Agency Call Pi...   #AgencyCallPilot #HowTo #Playbooks #InsuranceAgency #AgencyOperations