--- title: PlaybookBuilder Reviews meta_title: 'PlaybookBuilder Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 102 reviews by the users' company size, role or industry to find out how PlaybookBuilder works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 102 scale: '5' date_modified: '2026-06-22' parent_category: name: Training eLearning url: https://www.g2.com/categories/training-elearning --- # PlaybookBuilder Reviews **Vendor:** PlaybookBuilder **Category:** [Training Management Software](https://www.g2.com/categories/training-management-systems) **Average Rating:** 4.7/5.0 **Total Reviews:** 102 ## About PlaybookBuilder Build Business Processes with the Power of AI. Whether you’re looking to onboard new people, scale or sell, or simply drive the performance of your organization, PlaybookBuilder – now with ChatGPT can help. ## PlaybookBuilder Pros & Cons **What users like:** - Users love the **ease of use** of PlaybookBuilder, facilitating smooth navigation and effective onboarding for new team members. (14 reviews) - Users praise Playbook Builder for its **effective course creation** , streamlining processes and enhancing team alignment and training. (7 reviews) - Users value the **effective training capabilities** of PlaybookBuilder, enhancing learning through diverse media and ongoing support. (6 reviews) - Users commend the **excellent customer support** of PlaybookBuilder, enhancing their overall experience and satisfaction with the tool. (5 reviews) - Users value the **customizability** of PlaybookBuilder, enabling tailored organization of processes and training materials effortlessly. (5 reviews) - Users value the **easy access** and intuitive navigation of PlaybookBuilder, enhancing team organization and resource sharing. (5 reviews) - Helpful (5 reviews) - Onboarding (5 reviews) - Customization (4 reviews) - Organization Tools (4 reviews) **What users dislike:** - Users find the **difficult setup** process time-consuming and lacking sufficient assistance for a smoother experience. (3 reviews) - Users find the **learning curve steep** with PlaybookBuilder, requiring time to adapt to its structure and UI. (3 reviews) - Users find the **initial learning curve and complexity** of PlaybookBuilder challenging, feeling overwhelmed by another software addition. (3 reviews) - Users express a desire for **missing features** like MFA, communication options, and improved training tools in PlaybookBuilder. (3 reviews) - Users find **limited capabilities** in PlaybookBuilder, citing cumbersome assignment processes and overwhelming software integration. (2 reviews) - Users find the **poor interface design** a bit challenging and feel it needs modernization for better usability. (2 reviews) - Users face frequent **video functionality issues** , leading to integration challenges and delays in using PlaybookBuilder smoothly. (2 reviews) - Additional Costs (1 reviews) - Admin Issues (1 reviews) - Authentication Issues (1 reviews) ## PlaybookBuilder Reviews ### 1. Easiest Way to Deliver Work Instructions to the Shop Floor **Rating:** 5.0/5.0 stars **Reviewed by:** Wesley F. | Chief Operations Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about PlaybookBuilder?** It has been the easiest way to get Work Instruction to the shop floor. We has struggled with Share Point or Printed books - both having major Cons. PlaybookBuilder offer a solution on any connect device **What do you dislike about PlaybookBuilder?** The only complaint I have is the QR code for allowing accounts is not customizable. Meaning, I can only let people in through the same path, then go back and edit their access. I would like a QR code for each group. **What problems is PlaybookBuilder solving and how is that benefiting you?** As stated, it is the best delivery system I seen for getting real time Work Instruction to the floor. The ability to edit a work instructing and PUSH it to the group it pertains and track they actually opened it is GREAT! ### 2. My new essential tool for process + culture building **Rating:** 5.0/5.0 stars **Reviewed by:** Megan D. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2025 **What do you like best about PlaybookBuilder?** We’ve recently started building out our playbook in Playbook Builder, and it’s already proving to be an essential tool for aligning our team and bringing our processes to life. Instead of scattered documents and inconsistent training, we now have a central hub where every team member can see exactly how their seat and functions fits into the bigger picture. Playbook Builder makes it simple to translate our Vision/Traction Organizer, core processes, and accountability chart into something practical and actionable. It’s helping us create clarity, streamline onboarding, and build consistency across the organization — all key EOS principles. Even though we’re still in the early stages of development, the impact is clear: this tool is helping us build a strong foundation for our culture and team growth. The ability to combine videos, visuals, and step-by-step workflows makes it far more engaging than static SOPs, and it reinforces our core values every time someone uses it. The support team has been excellent (shout out to Amber!), and we’re excited to keep building. If you’re running on EOS, Playbook Builder is a must-have for scaling your systems and strengthening your culture. **What do you dislike about PlaybookBuilder?** It takes some upfront time to really understand the best way to structure content, especially when aligning with EOS core processes. It’s powerful, but there’s a bit of a “blank canvas” feeling at first. **What problems is PlaybookBuilder solving and how is that benefiting you?** Before Playbook Builder, our internal systems and processes were scattered across static, outdated documents, shared drives, and individual knowledge. It was hard to keep everything consistent, make sure new team members were trained the same way, and create clarity around roles and responsibilities. Playbook Builder gives us one centralized hub where we can document everything — from our core processes to onboarding journeys — and tie it directly back to our EOS framework. We can show each team member exactly how their seat fits into the bigger picture, using our Vision/Traction Organizer, accountability chart, and core values as the foundation. The biggest benefit so far is cultural alignment. As we grow, this tool is helping us preserve what makes our team unique while giving everyone a clear roadmap for how we do things. It’s turning our systems into something living and dynamic instead of static SOPs that get ignored. Even though we’re still in the early stages of building it out, we’re already seeing a stronger sense of shared ownership and accountability — and that’s creating the kind of clarity and consistency that drives both team engagement and client experience. ### 3. Unifies Teams with Clear Processes and Seamless Adoption **Rating:** 5.0/5.0 stars **Reviewed by:** Ellen K. | Chief Operating Angel and Co-Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2025 **What do you like best about PlaybookBuilder?** Getting all my employees to understand the true Process and get us all to a point to be Followed By All! **What do you dislike about PlaybookBuilder?** If you're not a fan of AI, this platform might not be the best fit for you, as that could be a drawback. **What problems is PlaybookBuilder solving and how is that benefiting you?** I appreciate having all the information gathered in a single place. ### 4. Great platform for creating On the Job Training checklists **Rating:** 4.5/5.0 stars **Reviewed by:** Janie G. | Sr. Employee Engagement and Talent Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2024 **What do you like best about PlaybookBuilder?** It's easy to navigate and easy to upload videos and documents. **What do you dislike about PlaybookBuilder?** Assigning playbooks can be cumbersome however, it sounds like changes are coming in future updates. **What problems is PlaybookBuilder solving and how is that benefiting you?** We needed a way to streamline onboarding and effectively train new employees on their roles. Playbook Builder has given us both options in one product. We also needed to gather tribal knowledge and train all employees consistently across our many locations. **Official Response from Jon LoDuca:** > Hi Janie! Good news, you CAN mass add users, clone assets and them from Playbook area to Playbook area. Here's are a few good links: ### 5. The single most important tool for a growing company with more complex training needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** Playbook Builder has been a game-changer for our company. In the past, we had no written processes which meant that we were at the mercy of our employees and at risk of losing important data if any employee left the company. We tried saving information in multiple ways but it was too complex and hard to update and search for. Once we started using Playbook Builder to write up our processes, it has been a breeze to update and maintain and to allow new employees to learn and train on different processes. It is so intuitive and easy to use that employees at every level are able to add processes in the form that works best for them (written instructions, screenshots, videos etc). This has really enhanced our training and made role transitions so much easier. We use it on a daily basis and continue to expand the content we have there every day. **What do you dislike about PlaybookBuilder?** The cost is higher than other competitors but the functionality and features make it worthwhile. **What problems is PlaybookBuilder solving and how is that benefiting you?** It has made succession planning a non-issue. ### 6. Playbook Builder: It's not about process, it's your company's know-how **Rating:** 4.5/5.0 stars **Reviewed by:** Jim D. | Founder, CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about PlaybookBuilder?** Playbook Builder is incredibly easy to use and you can get started very quickly. The secret is to first tak a moment and think about your team members that everyone goes to for answers and help. What they have in their heads is some of the most important information in your company. Playbook Builder allows you to take special knowledge and make it available to other team members. This is allows you to scale, work faster, and spread best practices. They also have excellent customer support and a new set of increasingly sophistitocated AI tools to help you get going on new playbooks. **What do you dislike about PlaybookBuilder?** Playbook Builder's entry level price after the free period is not trivial. If you understand why and how to use Playbook Builder, it's a no-brainer. If you are looking a free or super low cost Wiki-like tool, then consider DIY models using open source tools. **What problems is PlaybookBuilder solving and how is that benefiting you?** Helping to keep the company's key internal processes documented and understood by all, not just one person who could walk out the door tomorrow. **Official Response from Jon LoDuca:** > Thank you so very much for the feedback Jim! We are thrilled that you are having a great experience! ### 7. Robust tool for repeatable training! **Rating:** 4.5/5.0 stars **Reviewed by:** Joshua P. | Technical Liaison Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** As a technical directory, this tool allow me the ability to capture, articulate, and outline core aspects of our product that can be pushed throughout sales and marketing within our organization. Nothing replaces face to face training, yet this tool provides access to top level information that can spur a conversation, while also having a resource at their fingertips when they need a refresher. You can create training campaigns, communicate new or critical information through an alert system, create surveys to gauge the efficacy of the training, and utilize the reporting tool to determine the users progress. **What do you dislike about PlaybookBuilder?** Our culture is built on Care, Trust, Quality, Passion, & Growth; this happens best with face to face engagement. It is easy to get complacent in our digital worlds managing so many software platform, and it is easy to lose sight of the power of colaborative conversation. This is less of a knock on PlaybookBuilder, and more of a biproduct emerging technologies coupled with societal shift to more issolated work arrangements. The software itself has all the tools necessary to have a repeatable training and information source. **What problems is PlaybookBuilder solving and how is that benefiting you?** As our company grow, and we add seats in the sales and marketing roles, it has become challenging to coach these teams up on the vast product knowledge they need to be successful in their roles. PlaybookBuilder is the platform that has given them the top level information required for them to get traction and move quickly with more wins! **Official Response from Jon LoDuca:** > Really appreciate the feedback Joshua...and I happen to love your remarks about digital never being a great replacement for face to face. ### 8. "A Game-Changer for Business Processes and Training" **Rating:** 4.5/5.0 stars **Reviewed by:** Talina B. | Assistant to CEO/Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** PlaybookBuilder has been a fantastic tool for organizing and sharing our business processes and training materials. The platform strikes a perfect balance between being user-friendly and feature-rich. The ability to integrate videos, use customizable templates, and even generate QR codes has streamlined our onboarding and training programs significantly. **What do you dislike about PlaybookBuilder?** Some of our users experienced challenges with the platform's video features, impacting the integration of multimedia content. However what keeps us using Playbook Builder is the team's quick response and helpful solutions! **What problems is PlaybookBuilder solving and how is that benefiting you?** When we started using PlaybookBuilder, our goal was to streamline our onboarding and training process, but it ended up solving so much more. One of the biggest challenges we faced was ensuring consistency in how processes were documented and shared across the team. PlaybookBuilder provided a centralized platform where we could easily organize and update all our workflows and training materials. The customizable templates and video integration features were game-changers for us. They allowed us to create engaging, step-by-step guides that new hires could follow without constant supervision. This not only saved us time but also ensured everyone got the same high-quality training experience. Another issue we struggled with was retaining knowledge when employees left the company. PlaybookBuilder became our go-to tool for preserving critical information. Now, instead of starting from scratch when someone leaves, their expertise is documented and readily available for the next person stepping into the role. The platform is intuitive and scalable, which meant we could adapt it to fit our unique needs as we grew. Updating processes was quick and easy, allowing us to stay flexible in a fast-paced environment. Overall, PlaybookBuilder didn’t just solve one problem; it gave us the tools to improve our entire operational efficiency. I’d highly recommend it to any business looking to streamline processes and empower their teams. **Official Response from Jon LoDuca:** > Hey Talina! Thanks so much for the feedback! ### 9. I am happy our company chose Playbook to create our welcome and training videos and lessons. **Rating:** 4.5/5.0 stars **Reviewed by:** Diane R. | HR Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about PlaybookBuilder?** PlaybookBuilder has been great for uploading our welcome messages, quizes and team videos. I like that we can add many sections for each topic we need to address. **What do you dislike about PlaybookBuilder?** It is not quite as user friendly as I had hoped. I would like to see more assistance being provided during the initial set up. I have not had the opportunity to utilize customer support but will be reaching out soon with various questions I have regarding how to receive quiz results, etc. **What problems is PlaybookBuilder solving and how is that benefiting you?** PlaybookBuilder has enabled me to add a lot of my onboarding tasks into Playbook freeing up my time to spend with new hires assisting them with various needs and questions. As I get questions from new hires it helps me to understand better what I need to include in Playbook. ### 10. Great Resource For Preserving Company Knowledge **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** Playbook builder is great for both training new employees, as well as being a handy step-by-step guide so over time knowledge is not lost. I use it as a guide even for tasks I've done dozens of times before, because everyone forgets a small step here and there from time to time. It is easy to implement, and easy to maintain on the fly as processes change. **What do you dislike about PlaybookBuilder?** The UI takes a bit to get used to, and there are some features that could be better implemented for training purposes (proof of knowledge or tests, etc. don't always function as intended.) **What problems is PlaybookBuilder solving and how is that benefiting you?** It centralizes knowledge across an entire department, so you don't need to have a manager available to help trainees with project work. It also works as a "safety-blanket" for experienced workers that may sometimes gloss over simple but critical steps. ### 11. Excellent tool for HR teams and training **Rating:** 5.0/5.0 stars **Reviewed by:** Cheyanne C. | Marketing, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2024 **What do you like best about PlaybookBuilder?** I love that we can store all of our trainings, certifications, SOPs, etc., on here. This software makes onboarding new employees a breeze! This easily integrated with our processes, their customer support is incredible and we are frequently in this product. Our team is able to see who completed what, who watched what video, and my favorite part is the quizzes! **What do you dislike about PlaybookBuilder?** There isn't much that i dont like, other than from the admin view it does feel a little outdated, interface wise. **What problems is PlaybookBuilder solving and how is that benefiting you?** Playbook helped us to streamline our onboarding and gave our team a place to reference SOPs and trainings. **Official Response from Jon LoDuca:** > Thanks so much for the review and feedback Cheyanne! ### 12. Build an encyclopedia of resources for your team **Rating:** 5.0/5.0 stars **Reviewed by:** Susan M. | Purpose Leadership/Culture Development, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** Ease of use as an Administrator and as a user. Logical in its set up and navigation, easy for the team to access and find the information they need. Love that it allows for easy organization and the ability to post videos, links, documents, etc. Customer support is responsive and helpful. **What do you dislike about PlaybookBuilder?** I wish that you had more options for delayed communications, i.e, delivery every other week, once a month, etc. **What problems is PlaybookBuilder solving and how is that benefiting you?** Allowing to organize documents, announcements, process and procedures by department. Easily gives one stop shopping to our team for access to resources that they need to do their jobs. **Official Response from Jon LoDuca:** > Great feedback Susan! We'll discuss your idea for communication options as a team. ### 13. A "Must Have" **Rating:** 5.0/5.0 stars **Reviewed by:** Marci D. | Chief Ops Officer, Chief Compliance Officer, CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** The software helps businesses start on 2nd base. There are very good templates and it is extremely intuitive and user friendly. Playbook Builder is now one of our key vendors and one of the top 5 most imporant software programs we use. It was extrememely easy to get started. Every team has been able to tailor it to their area. I was very impressed with the software. **What do you dislike about PlaybookBuilder?** They really need MFA/2FA. This will hinder us from inputting as much as we'd like. **What problems is PlaybookBuilder solving and how is that benefiting you?** This is a tool to capture and summarize items from every department. **Official Response from Jon LoDuca:** > Marci thank you so much for the feedback! We treasure the opportunity to serve you all. We'll update about the MFA soon I hope....but wanted you to know I caught it. ### 14. Great Training Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Brooke W. | Director of Marketing and Training, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about PlaybookBuilder?** The ease of use and ease of implementing to a new team/staff. The ability to create profiles for deptartments so they only see what pertains to them. **What do you dislike about PlaybookBuilder?** Only downside would be it is one more software we have added. Too many apps/programs can be overwhelming to a seasonal team. **What problems is PlaybookBuilder solving and how is that benefiting you?** It allows us to keep all our training processes in one place. It helps our deptartment managers stay organized, and our training manager see progress by dept and individual. ### 15. Playbook has been great! **Rating:** 4.0/5.0 stars **Reviewed by:** Spencer L. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** Playbook makes the usability for other team members very nice. And the ability for staff to easily access items with QR codes is great **What do you dislike about PlaybookBuilder?** I wish the look of fonts and style had a little more customization. I also wish there was a little bit of an easier way to navigate some of the stored files **What problems is PlaybookBuilder solving and how is that benefiting you?** Keeps all my training information all placed into one spot ### 16. Playbook builder has made it super easy to build our communication & learning platform! **Rating:** 4.0/5.0 stars **Reviewed by:** Angel V. | Career Path Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** Using this as a landing platform, it has taken my onboarding physical time with new hire from 4 hours to about 30 minutes. That's a WIN WIN. **What do you dislike about PlaybookBuilder?** Attaching files to quizzes within the step. Playbook app keeps freezing or taking forever to load. **What problems is PlaybookBuilder solving and how is that benefiting you?** Again, this has decreased my one on one time by 90%. Also, creates a place for team members to locate important documents. ### 17. Playbook is a gamechanger! **Rating:** 5.0/5.0 stars **Reviewed by:** Jay P. | Maintenance Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** I like the ability to customize, add videos and create a quiz after going through each training area to be sure the person that is taking the training understands certain aspects. **What do you dislike about PlaybookBuilder?** Playbook is built out well enough that I haven't found any downsides that affect me yet. **What problems is PlaybookBuilder solving and how is that benefiting you?** Keeping everything in one spot and having it so easily accessible. **Official Response from Jon LoDuca:** > Thanks Jay! ### 18. Great platform, we finally put our process in one place. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** We struggled finding a reliable location for each departments process to live in, playbook builder provided us with a great structure that can host links, videos, as well as be edited as often as we like. **What do you dislike about PlaybookBuilder?** I don't really have any issues with PlaybookBuilder itself, the main issue is expecting employees to interact and reference it regularly. **What problems is PlaybookBuilder solving and how is that benefiting you?** Each department wanted written out expectations and a detailed outline of what they're doing in a video project timeline, PBB was that solution. **Official Response from Jon LoDuca:** > Thanks for the feedback! Remember to use the Alerts and Campaigns features to drive engagement! ### 19. Great platform for training videos **Rating:** 5.0/5.0 stars **Reviewed by:** Michael B. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** I love the versatility of playbook builder. It allows us to document and organize all of our training videos and instructions for new hires into each department. It also is great for onboarding resources. **What do you dislike about PlaybookBuilder?** Sometimes it is a little glitchy when trying to add access to new users. The emails for new user invitations don't show up immediately. **What problems is PlaybookBuilder solving and how is that benefiting you?** The employees can just login and learn whatever they want from our library of videos. **Official Response from Jon LoDuca:** > Hi Michael! thanks so much for the review. FYI we do now have Single Sign On for Microsoft...so if you're running on MSFT, we can make user management super slick and easy. Please take a look at the link below to learn how. And thanks again! ### 20. Great Option for an Organization **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren P. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** The ability to add different steps, links, videos, and files within each playbook. **What do you dislike about PlaybookBuilder?** It would be helpful to have quizzes once completed sent to a desired email address of admin. **What problems is PlaybookBuilder solving and how is that benefiting you?** It is helping automate many of our processes. **Official Response from Jon LoDuca:** > Lauren! Your wish is my command! You CAN auto alert with an email. In the quiz settings area, you can add your email and be notified. :) and thanks so much for the review!!! ### 21. Easy to set up, easy to assign playbooks. Valuable learning tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Recreational Facilities and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about PlaybookBuilder?** The Ability to add photos and videos along with written procedures to appeal to a variety of learning styles. **What do you dislike about PlaybookBuilder?** Just the time it takes for the initial setup. **What problems is PlaybookBuilder solving and how is that benefiting you?** Structured training across departments and employees **Official Response from Jon LoDuca:** > Thanks for the feedback! We treasure it! ### 22. Use for internal training **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** We use it across multiple departments Able to assign perople to different playbooks **What do you dislike about PlaybookBuilder?** What I like least about Playbook builder is I'm not able to see who finished what. **What problems is PlaybookBuilder solving and how is that benefiting you?** Team training ### 23. easy to use and navigate **Rating:** 5.0/5.0 stars **Reviewed by:** cheyenne r. | logistics, Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2024 **What do you like best about PlaybookBuilder?** Everything is in one place and well organized **What do you dislike about PlaybookBuilder?** customer support is not speedy and difficult to contact **What problems is PlaybookBuilder solving and how is that benefiting you?** It helps me find processes with my company i am not familiar with ### 24. Useful but time consuming **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about PlaybookBuilder?** The ease of the steps and breaking up processes **What do you dislike about PlaybookBuilder?** Many steps to complete to set up a process **What problems is PlaybookBuilder solving and how is that benefiting you?** Consolidating templates and informing new employees ### 25. playbook builder is a one stop shop for procedure and forms **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2024 **What do you like best about PlaybookBuilder?** playbook builder is a one stop shop for procedure and forms **What do you dislike about PlaybookBuilder?** the search function is clunky and has to be exact to find **What problems is PlaybookBuilder solving and how is that benefiting you?** everyone has access to all of the items in one space ### 26. Easy way to document company processes and ensure everyone does it the right way. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about PlaybookBuilder?** Ease of creating processes. Customer support. **What do you dislike about PlaybookBuilder?** Playbook builder is Semi expensive, although it's still a good value if people really follow the processes. **What problems is PlaybookBuilder solving and how is that benefiting you?** Training new employees. ### 27. I can't imagine any other way to do this. **Rating:** 4.5/5.0 stars **Reviewed by:** Brad G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about PlaybookBuilder?** PB has found the ideal balance between being simple and comprehensive. We are commercializing our IP to support others in our sector and PB gives us everything we need to do it with minimal training and great support. **What do you dislike about PlaybookBuilder?** I haven't found a downside to PB other than it makes so many things possible it is hard to stop scope creep in developing our playbooks. **What problems is PlaybookBuilder solving and how is that benefiting you?** We have a large volume of IP in the area of exit planning and most importantly execution. Making our toolboxes and resources available to other exit planning professionals in a way that they will be simple and easy to put into use has become an achievable goal thanks to PB. We have a mountain of material and being able to chunk it down and deliver it in an easy to follow, intuitive way has been a game changer through PB. Also, commercializing our IP is the ultimate goal and PB makes that possible much faster and with minimal effort. ### 28. Playbook Builder make me look like a Rock Star! **Rating:** 5.0/5.0 stars **Reviewed by:** Ken B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2023 **What do you like best about PlaybookBuilder?** Since we have been using playbook builder, I don't have to spend my time telling the same story. Playbook does it for me! I can do what I love to do and not laboring with pthe tedious tasks of sending emails and reminders, just to name a few. Our employees require specialized training and Playbook gives them the ability to become the best at what they do because they can learn and keep on learning. Absolutely love it, honestly I hope my competitors never find out about it! **What do you dislike about PlaybookBuilder?** Playbook builder is intuitive I don't have to give a course in it, in fact they offer free training. What I don't like is the fact that doesn't have a CRM function. Maybe some day! **What problems is PlaybookBuilder solving and how is that benefiting you?** Playbook Builder gives my people constent and continuos training. When technology and techniques change we can up date it in real time. When a new tool is introduced we are able to give video traning and guidence. ### 29. Excellent Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Adi K. | Process consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about PlaybookBuilder?** I love the layout - very modern and appealing. I love how easy it is to create videos straight form the platform or upload already existing videos. I love how easy it is to send communications to the team about changes and updates and ensure that the processes are followed by all. I also love how it is branded to the particular company in terms of a unique URL and the logo, etc. **What do you dislike about PlaybookBuilder?** I do not see any downside to it. I really think that all the features are very useful. You do need to do the tutorials in order to learn how to use all the features. Some are intuitive but some will require learning. PBB has a great help section as well as a series of webinars that will walk you through using it. **What problems is PlaybookBuilder solving and how is that benefiting you?** PBB is a process documentation and implementation platform. It allows me to easily document the processes and procedures for my clients and also to ensure that the processes are being followed by all. ### 30. The building block and solution we needed for our company - internally and externally **Rating:** 4.5/5.0 stars **Reviewed by:** Levi C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about PlaybookBuilder?** I like the ease of use, administration, and tracking this provides. It is incredibly intuitive, and I did not have to train my employees on how to create content/modules. It's essentially an easy-to-use "Canvas" if you're familiar with EdTech, but much more usable and gamified. It also allows us to see our new employees' progress on onboarding. Importantly, we are also leveraging this to create a new addition to our business model around building educational content, giving it to our existing community, and selling it to external customers, expanding our geographical target market. Finally, the support team at PBB is accessible, friendly (human, funny, and real), and responsive. **What do you dislike about PlaybookBuilder?** I have expressed two complaints to PBB support; they were responsive and helpful. The first was very small - when I copied/pasted text, it wouldn't mesh with the existing text color. The second was how you upload and save videos - if you don't click the right buttons in order, you will lose the video you just recorded. To be fair, this issue was a user error, but they were responsive and appreciative of the feedback when I shared it. **What problems is PlaybookBuilder solving and how is that benefiting you?** We needed an engaging way to train new employees in different states in a way that we could view their progress and engage them. We previously used manuals and documents, and now we leverage videos, quizzes, roleplaying, and external resources. We can track their progress to ensure they are consuming all the material and passing the quizzes we create. ### 31. Playbook Assessment **Rating:** 3.0/5.0 stars **Reviewed by:** Femi O. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about PlaybookBuilder?** I like the fact that I can see all my contents in a tab format and it also has the quiz option to ensure participants recall. I like that the UI, it's in friendly. **What do you dislike about PlaybookBuilder?** I don't like that the number of steps to completely is much and sometimes discouraging. The admin does not have the priviledge of seeing what the content looks like from a user perspective. I am always seeing the pencil icon that I can edit content. I would love the freedom toggle between edit mode and view mode. I would prefer dark mode feature availble **What problems is PlaybookBuilder solving and how is that benefiting you?** Playbook builder allow me to place all required information in page that is friendly. All our content for learning are clearly visible and users are able to see the modules. So far, none of our candididate have issue locating the contents. ### 32. Process and Training made simple **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron P. | EOS Implementer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2022 **What do you like best about PlaybookBuilder?** The ease of recording and grouping different training and onboarding processes is unmatched. From continuous learning around core values and the company vision to allowing different departments or functions the access to the core processes they need to follow and even sharing our IP with the world. Powerful resource. **What do you dislike about PlaybookBuilder?** If you are not prepared to spend real time creating strong content for your modules then the PBB platform will be lost on you and your team. The power comes from spending real time identifying and documenting your processes. **What problems is PlaybookBuilder solving and how is that benefiting you?** Keeping my teams on the same page, driving culture, putting all core processes in one place that allows us to train, grow and keep track of the processes. Teams are better trained, more informed and more efficient. ### 33. Complete but Not Overly Complex **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2023 **What do you like best about PlaybookBuilder?** Playbook Builder gives you a complete environment to empower your employees to drive your business forward and to provide top-notch customer experiences. The playbook page gives you the opportunity to present all of the materials from vidoes, complete documents, and additional resources needed for giving adult learners a variety of ways to consume your important core processes. **What do you dislike about PlaybookBuilder?** While the Playbook page presents all of the needed materials for a specific topic, it can be confusing as to where to begin and in what order the material should be used. **What problems is PlaybookBuilder solving and how is that benefiting you?** Your employees are easily provided with onboarding, orientation and ongoing support to handle their tasks and to give your customers the support and assist they needed. **Official Response from Jon LoDuca:** > Thanks so much for the feedback! Really appreciate the review and feedback about the topic focus. We're working on a new feature you'll love that will address that....give me us a little time for it. ### 34. Very easy to learn and filled with a lot of integrated tools that everyone is used to using **Rating:** 4.5/5.0 stars **Reviewed by:** Craig C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about PlaybookBuilder?** Ease of use, including the ability to push out to team leaders for review and ultimately companywide for rollout and training purposes. **What do you dislike about PlaybookBuilder?** My only complaint is video capacity. We find that most users can follow a video and retain the messaging. We record our "Lunch -n- Learns" but have found that some of these videos exceed the 1GB maximum upload. **What problems is PlaybookBuilder solving and how is that benefiting you?** Single repository and structured file management of our onboarding processes and training modules. PlaybookBuilder helps capture redundant SOP's for current and future employees to review and reference. ### 35. Playbook for a Contact Center **Rating:** 5.0/5.0 stars **Reviewed by:** Luis G. | Business Development Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about PlaybookBuilder?** The ability to standardize our processes and improve our quality of work by providing better training and quick answers to all of our team members' inquiries and doubts. **What do you dislike about PlaybookBuilder?** Since we just recently started to use it, there is nothing I dislike, but I would love to have more interactive tools and AI assistance tools that would increase engagement in training. **What problems is PlaybookBuilder solving and how is that benefiting you?** Creation of training content, Standardizing operations procedure and creating a guide to facilitate access to product and operation knowledge of all the members of our company. ### 36. Novel + Valuable **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2023 **What do you like best about PlaybookBuilder?** It's an intuitive, yet powerful way for customers to not only tell their stories and build their processes, but also to do it with heart and soul. **What do you dislike about PlaybookBuilder?** I'm still relatively new to the platform, so there's nothing yet that I dislike. **What problems is PlaybookBuilder solving and how is that benefiting you?** I'm suggesting the platform for my clients who struggle with core processes. It saves them time and helps them create processes that actually get used. ### 37. Great for clients and employee training! **Rating:** 4.5/5.0 stars **Reviewed by:** Brooke C. | Client Experience Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2023 **What do you like best about PlaybookBuilder?** It is a great tool for clients and employees. I love how organized it makes processes for onboarding new employees and how it lets you multiply your knowledge to share with your clients. Smart tool and a must-have for anyone who is looking to simplify the day to day. Clients and employees both love our playbooks. **What do you dislike about PlaybookBuilder?** I do wish there were a few more customization options with the design (layout, font, color). However, I do think limiting design choices makes it more user-friendly. **What problems is PlaybookBuilder solving and how is that benefiting you?** Before the playbook, we had to repeat our knowledge and information to our clients via word of mouth or an email that could get lost in their inboxes. Now we have a resource that is available to our clients 24/7. ### 38. Process made easy on an innovative platform **Rating:** 5.0/5.0 stars **Reviewed by:** Judy T. | Independent Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2023 **What do you like best about PlaybookBuilder?** Take the old binder that is never up to date to an interactive and transparent process manual that can remain current straightforwardly and effortlessly. **What do you dislike about PlaybookBuilder?** My clients don't want to commit the time to get it done right the first time. They want an excellent finished product without them having to invest the time to get there. **What problems is PlaybookBuilder solving and how is that benefiting you?** Playbook makes it easy to get everyone on the same page, with the same information, without the time a manager would have to invest with new employees or at the annual trying to get everyone onboard. As things change, you can keep everyone in the loop and know who has and hasn't received the information; learning for new employees is self-directed and interactive. It's a total game changer. ### 39. Awesome, all-in-one place for all of your business processes and protocols. **Rating:** 5.0/5.0 stars **Reviewed by:** Carissa R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about PlaybookBuilder?** The fact that PlaybookBuilder is searchable is by far the best thing about it. The organization of the whole program is fantastic. Plus, Jon is super helpful! **What do you dislike about PlaybookBuilder?** Nothing so far! We are still working on uploading all of the content. **What problems is PlaybookBuilder solving and how is that benefiting you?** Once we are up and running, we hope it will make it easier for everyone to stay on the same page and work efficiently. ### 40. PlaybookBuilder bring processes to the surface and simplifies access to those steps. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Plastics | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about PlaybookBuilder?** I feel like the communications tools of alerts, and the ability to send surveys to specific teams or users in Playbook has been very beneficial. The ability to add videos to help visualize each step and process has also been excellent! **What do you dislike about PlaybookBuilder?** There have been some functionality issues that have come up while working in Playbook Builder, but the people at Playbook have been very quick to respond and fix these problems! **What problems is PlaybookBuilder solving and how is that benefiting you?** PlaybookBuilder solves problems of missing files and processes and people not knowing where to find something. It makes it easier to find company processes through the playbooks that the company can build out. ### 41. PlaybookBuilder is an amazing tool that helps our company capture proven core processes! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff S. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about PlaybookBuilder?** I like the variety of content that can be created for our employees. It allows us to connect with staff and is an effective strategy for adult learners. **What do you dislike about PlaybookBuilder?** We haven't encountered any issues or workflows that we dislike. **What problems is PlaybookBuilder solving and how is that benefiting you?** Onboarding and educating adult learners can be difficult, especially with a decentralized team. PlaybookBuilder helps us reduce the stress of content education ### 42. It is a great tool, user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Albert R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about PlaybookBuilder?** I like how simple it is to make a presentation, scripts and training manuals, it will help us improve a lot of our proceses **What do you dislike about PlaybookBuilder?** I have not had a bad experience yet, I like this tool **What problems is PlaybookBuilder solving and how is that benefiting you?** It is helping create a better training manual and makes testing a lot better,I like that we can add a quiz or test after the modules. ### 43. The all in one SOP and training platform. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about PlaybookBuilder?** PlaybookBuilder is intuitive and easy to use. I can easily add, edit and send SOPs or training modules to staff and review their participation. PlaybookBuilder allows us to keep our team in the know about what changes are happening at our company. **What do you dislike about PlaybookBuilder?** A helpful feature would be the addition of video recording within the PlaybookBuilder platform. Being able to create training videos and screen recordings within the system would add a lot of value to our SOPs. **What problems is PlaybookBuilder solving and how is that benefiting you?** PlaybookBuilder recently integrated AI features into its software, saving us a lot of time and energy in creating new modules for staff. ### 44. Ingenious idea. **Rating:** 5.0/5.0 stars **Reviewed by:** Kiara F. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about PlaybookBuilder?** The Playbook Builder is very user-friendly, and the processes are objective and straightforward. The ability to have all the processes and procedures in one place represented as videos is an excellent idea for retaining information. **What do you dislike about PlaybookBuilder?** I haven't had the chance to notice anything that I dislike at this particular moment, I will continue to navigate, and then we can let our success director know. **What problems is PlaybookBuilder solving and how is that benefiting you?** All the processes are in one place, and not only that; it's a creative tool that contributes to sharing knowledge very effectively. Its technology also allows AI recommendations. ### 45. The Best Training and Employee Engagement/Resource Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah M. | Human Resources Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about PlaybookBuilder?** Our company recognizes that not every piece of onboarding is fun. PlaybookBuilder allows us to make onboarding and orientation EASY for users, even if not every component is fun. It is easy to build each Playbook and add interactive quizzes and videos. In addition, I appreciate the reporting available, so I can directly see the level of engagement within our team. We utilize PlaybookBuilder as our resource hub, allowing each team member to search for the resource they need and be directed to that Playbook section immediately. Newsletter updates can be placed directly into PlaybookBuilder, and communication alerts can be set up to inform team members of new information available. We also utilize PlaybookBuilder to send weekly surveys for employee engagement, which helps our leadership team identify where our team could use extra support. **What do you dislike about PlaybookBuilder?** Playbook Builder has been great about receiving feedback and is always working to improve the platform to ensure all needs are met for the company. I've suggested increasing the capabilities of "checklists" by adding checklist items to the team members home page for easy viewing and accessibility. **What problems is PlaybookBuilder solving and how is that benefiting you?** PlaybookBuilder helps us onboard and orient new employees efficiently. We have also been provided sufficient storage space to house all the reference material available for users. Collaborative onboarding and orientation have never been easier! ### 46. Playbook builder is the missing link in LMS **Rating:** 5.0/5.0 stars **Reviewed by:** Scot C. | Manager/ President , Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about PlaybookBuilder?** Playbook builder makes sense in how it works. I tried Trainual and demos of others and none campare to playbookBuilder. The intuitive layout is the best. **What do you dislike about PlaybookBuilder?** The only downside is they don't input my data for free. Haha. Seriously love this software just need to get all my processes documented!! **What problems is PlaybookBuilder solving and how is that benefiting you?** Saving me time while training staff better. More consistent. ### 47. I enjoyed how playbook was able to separate my assigned readings / PP's while still being cohesive. **Rating:** 4.0/5.0 stars **Reviewed by:** arin p. | Registered Nurse, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about PlaybookBuilder?** I like how organized the playbook is. I like the way that it is able to look organized while also keeping all of the information in one place. Overall, I would recommend to a friend. Playbook builder is easy to navigate and easy to use. I have used it once a week for the last few weeks at least when accessing information regarding healthbar. I have used powerpoints, posters, general information, onboarding, and templates all easily accessable to me by a few clicks. **What do you dislike about PlaybookBuilder?** There is not much that I dislike about playbook. Playbook requires wifi and an internet source which is to be expected. I do not like how not all of the links work but that could be a fpart of my employer. I feel that it could be beneficial to add different colored tabs to help differentiate different sub categories of information. By doing this, it is able to easily identify certain tabs with a click of a button. I just find this easier when looking at the screen. All tabs are currently at the right side of the screen instead of the top. **What problems is PlaybookBuilder solving and how is that benefiting you?** Playbook builder is helping build a uniform an cohesive system that all employees can use in a friendly way. The links could be slightly easier to get to but overall not bad. It benefits me to be able to access playbook builder whenever I need to on any web browser. I have found that google chrome has been the easiest browser to use when accessing playbook builder ### 48. Phenominal **Rating:** 4.5/5.0 stars **Reviewed by:** Ovais K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about PlaybookBuilder?** I totally like the concept and it can prove a great tool for our company to have a great resource which can make our job easy as an organization. **What do you dislike about PlaybookBuilder?** So far so good, I don't have any such dislikes. **What problems is PlaybookBuilder solving and how is that benefiting you?** it saves our date and our employee can easily access it when ever they want. ### 49. The loom upon which to weave an operational tapestry **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2023 **What do you like best about PlaybookBuilder?** Finding a place to store and organize the details that make a business unique and successful is always a challenge. Constantly switching between software and not knowing if the rest of the team is looking at any of it is not ideal. PlaybookBuilder lets me weave it all together beautifully and clearly while tracking and encouraging engagement from the rest of the team. It's an operational dream! **What do you dislike about PlaybookBuilder?** Getting started with your first Playbook can feel intimidating. Learning curves are always uncomfortable. Luckily, Jon and the team at PlaybookBuilder are passionate about supporting their clients through the process! **What problems is PlaybookBuilder solving and how is that benefiting you?** PlaybookBuilder helps me to put all of the important stuff in one place, and it allows my team to know just where to look anytime they have a question. It also allows me to make changes quickly and easily, because as we know, iteration never ends. ### 50. Playbook Builder makes the complex simple. **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole M. | Fractional Integrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2022 **What do you like best about PlaybookBuilder?** The world can say that process should be useful, accessible and engaging. The act of doing it, is daunting and complex. Playbook Builder cuts through the complexity and allows you to bring your processes to life. The simple, yet customizable interface allows for busy leaders to smoothly capture the most vital information and processes in their business and creates organizational change in how people engage with the process. It gives freedom of medium, yet supports in containing it in an easy to view and understand format. It also creates a culture of strong documentation by making the solution easy to use for all. **What do you dislike about PlaybookBuilder?** It takes commitment. Like a snowflake, every business is different, and it takes a true owner to ensure that Playbook Builder is maximized within the organization. It is a tool that enables success, not the cure for poor internal documentation! **What problems is PlaybookBuilder solving and how is that benefiting you?** Playbook Builder demystifies the documentation process and makes it possible for entire organizations to lean into the process, creating empowerment through the team while taking the burden of the job off of leadership alone! - [View PlaybookBuilder pricing details and edition comparison](https://www.g2.com/products/playbookbuilder/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-23+13%3A04%3A00+-0500&secure%5Bsession_id%5D=f8d144eb-51b8-47c5-bac0-e56ea83a29e9&secure%5Btoken%5D=1321c8213cf9d91b19abac6f1e45239c9a40bd96d8326debda64960431fc66bb&format=llm_user) ## PlaybookBuilder Features **Training & eLearning** - Content Delivery and Tracking - Customer Training - Manager Portals - Content Storage and Management **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Summarization **Agentic AI - Onboarding** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Content** - Forms Library - E-Forms **Platform Additional Functionality** - Self-Service Portal - Automated Team Introductions - Compliance Training - Automated Onboarding Workflows - Onboarding Notifications **Platform Data** - Time-to-Productivity Reporting - Onboarding Process Reporting - Visualization **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Performance - Mobility - Reporting - Dashboards **Recruiting and Onboarding** - Onboarding ## Top PlaybookBuilder Alternatives - [Trainual](https://www.g2.com/products/trainual/reviews) - 4.7/5.0 (1,022 reviews) - [TalentLMS](https://www.g2.com/products/talentlms/reviews) - 4.6/5.0 (750 reviews) - [Absorb LMS](https://www.g2.com/products/absorb-software-absorb-lms/reviews) - 4.6/5.0 (915 reviews)