As a FEC owner or operator who just got started on or is in the process of building their unique company playbook, you might be curious about what specific information to gather and include.
Think of the playbook as the key to your FEC’s success. This key unlocks your businesses’ true potential and allows for you, the business owner, to translate your vision to the rest of the team and beyond.
In this post, we'll go over some of the foundational items you should include in your playbook. Remember, this is just a starting point for you and your team.
Our new guide on building a playbook will help you:
We also provide you with templates that'll get the ball rollin'. If you'd like to learn more about how to start building a FEC playbook, click on the image below to download a copy of this complimentary guide!
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This area of your playbook should include any and all information about your company. This includes but is not limited to:
You may also want to celebrate your employees of the month or allow your employees to set their own weekly goals in an area under this tab.
And, you might be surprised to find that prior to building out this section, your team may not have been clear and consistent about how to describe your FEC. That’s why it’s important to include this information in your playbook!
This section should detail all of your product types and possible up-sells, common problems your FEC solves for its customers, a list of industry partners or vendors that help you get the job done, and so forth.
If you have a sales team, or employees responsible for up-sells or managing customer relations, it’s important to get your top performers involved in building out this section.
They’re on the ground talking to customers, gathering information, and selling - even if their job title doesn’t have “sales” in it. Ask them to document what works and what doesn’t. Ask yourself that same question!
What does your setup look like for different events? Do you have an event checklist that addresses what staff must do before, during, and after an event? What about beginning or end-of-day procedures? There is plenty to add here.
Another important procedure to mention is what your business should do in case of an emergency! Power outages, technology malfunctions, wifi problems, and health and safety emergencies are just a few. It’s important to document your plan for how your business will deal with the “unexpected.”
Your marketing efforts are naturally fueled by your customers. More so, they’re fueled by what and how you offer your services to your customers.
That’s why you should include the following items in your FEC playbook:
Remember, at the core of your marketing strategy are your unique buyer personas. A buyer persona is a semi-fictional representation of your ideal customer. They help you, as a marketer, attract and nurture the right leads for your business.
If you haven’t created any buyer personas yet (or, you’d like to update them), here’s how you can start:
Next, work on building your buyer personas based on the information you compiled. This is a great exercise to start during your next team meeting:
This persona will help you align your sales and marketing efforts, create the appropriate messaging, and attract new customers.
What solutions or tools does your company use & why? What are the support services for those solutions, in case anything happens? Be sure to include any and all links necessary.
Listing how-tos is also important. How can a new employee get quickly onboarded to using your version of Party Center Software? Again, include any and all links, descriptions, or workarounds. Put yourself in a new employee’s shoes and be as descriptive as possible!
And there you have it! The foundational elements of a FEC playbook. Please leave a comment below to let us know what you thought of this post. Do you plan on or are you already working on your playbook? Let us know!
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