Playbooks — running accounts at scale - Synscribe Playbook

The disciplined, repeatable procedures for running client accounts. Same quality on every account, whoever’s driving. Self-serve users can do all of this too — the playbooks are the rigorous version at scale. Run the loop: onboard (Month 1) → plan (monthly/weekly) → produce and publish to the quality bar → review with the client → repeat.

Onboarding a new client

The first cycle, start to finish. Begin at the Month-1 flow; the rest are the focused steps it calls.

Onboarding Flow — Month 1 — the map for the whole first cycle
Create a client org
Create the onboarding document
Feature inventory sign-off
Starting the first keywords
Create the kickoff document
The Quality Gate

Running every cycle

Content & distribution

Team & scale