Business Playbooks
Real-world playbooks, templates, and standard operating procedures for running an agency on DevSphere OS. These are educational operating guides \u2014 how successful teams work, and how DevSphere OS supports each step. Every playbook uses only real platform capabilities; where the platform assists rather than automates, the playbook says so.
How to use these
#Playbook categories
Playbooks for winning work — qualifying leads, running discovery, send
BrowsePlaybooks for running delivery well — kickoffs, planning cadence, prio
BrowsePlaybooks for website delivery — the project SOP, launch checklist, cl
BrowseRoutines for running SEO on DevSphere OS — the monthly rhythm, content
BrowseRoutines for social content — planning, a publishing calendar, interna
BrowseRoutines for a healthy pipeline — managing stages, keeping data clean,
BrowseFinancial routines — managing invoices, reviewing expenses, checking p
BrowsePeople routines — onboarding new hires, running performance reviews, a
BrowseSupport routines — triaging tickets, escalating well, and communicatin
BrowseLeadership rhythms — the weekly review, monthly business review, and q
BrowseRoutines for the platform's automations and approvals — reviewing job
BrowseContent routines for the CMS — publishing content, updating the homepa
BrowseReady-to-use checklists and templates for the routines your team runs
BrowseStandard operating procedures organized by cadence — what to do daily,
BrowseStill need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.