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Walk through your playbook

Your playbook is everything Edithly knows about your product: what it does, who it's for, proof points and brand. Check it once so every material comes out right.

Walk through your playbook · waiting time is sped up

Steps​

  1. Open your product and click Playbook at the top.
  2. On Details, click through each section on the left: Core details, Positioning, Proof, Links & CTA and Branding.
  3. Fix anything that's wrong or missing, then click Save.
  4. Look at the other tabs:
    • Strategy: your market size, ideal customer and outreach plan.
    • Suggested Prospects: real companies that match your ideal customer. Click Use in Generate on one to start materials for it.
    • API Integration: connect Apollo, Clay, Zoho CRM or HubSpot.

Good to know​

  • Proof matters most. Add real customer results under Proof. Edithly uses them in every pitch.
  • Branding: upload your logo and set your colours under Branding so decks and one-pagers match your brand.
  • Suggested Prospects unlocks after the Strategy tab is filled in.

Next​