Playbooks
Plays that work, step by step.
Opinionated, practical plans for the jobs teams use AtriumKit for, from the first sales call to a new hire’s first week.
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Sales
Send a demo before the first sales call
Record the flows buyers ask about, personalize a link for each prospect, get an alert when they open it, and walk into the call knowing what they looked at.
2 hours to set up, then 2 minutes per prospect
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Solutions engineering · Sales
Run a live demo from presenter mode
Present a recorded demo on a screen share as if it were the live product, with private notes, hidden guides, a speaker view and a backup plan.
1 hour to prepare, then 5 minutes before each call
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Marketing · Founders
Put a product tour on your homepage
Pick one flow, keep it short, embed it where visitors decide, ask for an email at the right moment and fix the steps where people leave.
Half a day
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Support and documentation · Customer success
Turn your top help articles into interactive walkthroughs
Find the articles behind the most tickets, record each task once, embed the walkthrough above a written guide, then keep both current and translated.
30 minutes per article, an afternoon for the first five
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Customer success
Build an onboarding hub for new customers
Put your setup walkthroughs on one branded page, branch them by role, personalize them for each account and see who finished what.
A day for the first version
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Product · Marketing
Launch a feature from one recording
Record the new feature once, then ship a launch demo, a docs guide, a voiceover, translations and embeds for your changelog, blog and launch email.
Half a day, in the week before launch
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Enablement and training
Onboard new hires with recorded SOPs
Record your team’s processes as walkthroughs and written guides, put them in a searchable knowledge base, and keep them current as your tools change.
An hour to set up, then about 15 minutes per process