Playbooks are a flexible new way to present personality insights to your team, clients, and anyone else.
Today, we’re thrilled to announce a new feature in Crystal called
. This powerful tool allows you to present personality insights and advice for a specific individual or group, with a specific purpose (like a sales meeting, team-building exercise, conflict resolution, etc).
Why did we build Playbooks?
Over the past few years, of the thousands of customers who have used Crystal’s premium tools, we have noticed a few patterns:
Many of our best customers share Crystal data with other people, rather than use it just for themselves.
These use cases include enabling sales teams, creating customer personas, evaluating potential hires, developing leaders, and coaching teams.
Many of these customers have been combining our assessments, predictions, and reports in
creative ways to achieve their goals (they’ve been “hacking” it together).
After analyzing tons of product usage data and having hundreds of conversations, it became obvious that our product had a missing piece:
Our customers wanted a better way to put together personality insights and share them with other people.
So, we got to work on the wireframes for what would eventually become
What is a Playbook?
A Playbook is a customizable web page that gives you personality insights and advice for a specific group of people and a specific situation. It can tell you things like:
How to negotiate pricing with a new client.
How a potential new hire might relate to their new colleagues and boss.
How leaders can resolve a conflict within their team.
How your key customer personas think, behave, and make decisions.
If you’re familiar with the
feature in Crystal, you know that you can take any group of people and get general relationship/group insights.
, and there are currently 27 Playbook templates for different situations with more on the way.
How can I make a Playbook?
To create your first Playbook, log into the Crystal dashboard and click PLAYBOOKS on the top navigation menu.
If you already have a Crystal account, you may see that we have created a Playbook for you already.
That will bring you to the new Playbook Builder. On the left side of the screen, you’ll see a list of all your Crystal profiles (both assessments and predictions). You can select as many people as you'd like to people to include in your Playbook.
Once you have selected your profiles, you’ll notice that the box on the right side of the page automatically updates to show you a list of Playbook Templates that you can use. These templates include a variety of common situations that our customers use Crystal for.
When you select a template, you’ll see one last page before creating the Playbook. On this page, you can change the name of the Playbook and preview the sections that you will be including.
If you’re ready to create the Playbook, click “CREATE PLAYBOOK”. Then sit back and watch the magic happen.
Your Playbook is shareable, downloadable, and printable. You can share the URL with anyone and they will be able to see a read-only version. Or if you prefer documents, you can download it as a PDF file.
You can access any Playbook you’ve created by going back to the PLAYBOOKS page (top navigation menu).
How do I pay for Playbooks?
We have decided to make Playbooks available to all
, with new tiered pricing plans based on “Playbook Profiles.”
A Playbook Profile simply represents a Profile that is used in a Playbook. For example:
A one-person Playbook for “How to negotiate with Tracy” is 1 Playbook Profile.
A two-person Playbook for “How Walter and James can resolve a conflict” is 2 Playbook Profiles.
A ten-person Playbook for “Team analysis of the Council on Foreign Relations” is 10 Playbook Profiles.