How to upload share and manage sales playbooks in Saleshood

Sales teams live and die by their playbooks. If you’re in charge of getting those playbooks into your team’s hands—without the headache of endless email threads or version control drama—this guide’s for you. We’ll cut through the fluff and show you how to upload, share, and keep your sales playbooks organized in Saleshood, the sales enablement platform that’s everywhere these days (for better or worse).

Let’s get your playbooks where your reps can actually use them.

Why Sales Playbooks Matter—And Why Saleshood?

Sales playbooks are only useful if people can find them, trust they’re up-to-date, and actually use them. Saleshood is built to help with that, but it’s not magic. You still need a clear process for uploading, sharing, and managing your content. Otherwise, you’ll just be moving the chaos from your desktop to the cloud.

Step 1: Get Your Playbooks Ready

Before you touch Saleshood, do yourself a favor: get your playbooks in order. Garbage in, garbage out.

What works: - PDF or PowerPoint files are safest. Saleshood supports other formats, but PDFs are the least likely to get weird formatting issues. - Keep file names clear and versioned (e.g., Discovery_Call_Playbook_v3.pdf).

What to ignore: - Don’t upload half-finished drafts thinking “I’ll update it later.” You’ll forget, and so will everyone else.

Pro tip: If your playbook is a living document, consider using a shared Google Doc and linking to it from Saleshood. Just be aware you’re trading convenience for slightly messier permissions.

Step 2: Upload Your Playbook to Saleshood

Now for the main event. Here’s how to get your playbook into Saleshood:

  1. Log in to Saleshood

  2. You’ll need content creator or admin permissions. If you’re not sure, check with your Saleshood admin. (If you don’t know who that is, you might be the admin.)

  3. Go to the Content Library

  4. Click on “Content” or “Library” in the top nav. The interface changes from time to time, but look for the section where your team’s documents live.

  5. Create a New Folder (Optional)

  6. If you’re uploading lots of playbooks (say, one per product or stage), make folders for each. It’ll save you a headache later.

  7. Click “Upload”

  8. You’ll see an “Upload” button—usually at the top right. Select your file(s) from your computer.

  9. Fill Out Details

  10. Name: Make it clear and searchable.
  11. Description: One line is fine. Just enough so people don’t have to open five files to find what they need.

  12. Tags: Use tags like “discovery,” “objection handling,” or the product name. This helps later.

  13. Set Permissions

  14. Decide who can see the playbook. Options typically include:
    • All users (default for most playbooks)
    • Specific teams or roles (helpful for sensitive content)
  15. Don’t overthink this unless you’re dealing with confidential stuff.

What works:
Uploading in bulk if you’re migrating from another system. Just keep an eye on file size limits and batch upload errors—Saleshood isn’t immune to the occasional hiccup.

What doesn’t:
Uploading multiple versions of the same playbook. Unless you want your reps confused, stick to one “current” version per playbook.

Step 3: Share the Playbook With Your Team

Just because you’ve uploaded it doesn’t mean anyone will actually see (or use) it. Here’s how to get your playbook in front of your sales team:

  1. Direct Link Sharing
  2. After upload, copy the share link. Paste it into your team’s Slack, email, or whatever tool they actually use.

  3. Saleshood can generate a link that takes users straight to the document.

  4. Add to Huddles or Learning Paths

  5. Saleshood lets you bundle content into “huddles” (learning modules) or paths (curriculums).

  6. If you want reps to complete training or certify on the playbook, add it here.

  7. Push Notifications

  8. Use Saleshood’s built-in notifications to alert users to new or updated playbooks.

  9. Don’t spam. People ignore constant pings.

  10. Pin or Feature Critical Playbooks

  11. Mark key playbooks as “featured” (if your plan allows). These will show up at the top of the content library.

Pro tip:
Run a quick “where to find the playbook” session at your next sales meeting. It’s not exciting, but it works better than hoping people will stumble onto it.

Step 4: Manage and Update Your Playbooks

Uploading is just the start. Keeping playbooks fresh is where most teams drop the ball.

How to Update a Playbook

  • Replace the File: Find your playbook in the Saleshood library, click “Edit,” and upload the new version. This way, links don’t break and people don’t end up with outdated info.
  • Version History: Saleshood tracks versions, but don’t count on people reading the notes. Make major changes obvious in the document itself (e.g., “Updated June 2024” on the cover slide).

Set Review Reminders

  • Put a recurring task on your calendar to review playbooks every quarter—or whenever your process or product changes.
  • Don’t trust yourself to remember. No one does.

Archive Old Playbooks

  • Once a playbook is out of date, archive or unpublish it. If you don’t, reps will use the wrong one by mistake.
  • Don’t delete unless you’re certain no one needs it for reference.

Usage Analytics

  • Saleshood shows who’s viewed or completed training on each playbook.
  • Use this to spot who’s falling behind or if a playbook is being ignored.
  • Don’t micromanage, but if a playbook gets zero views, ask yourself why.

What works:
Clear naming, visible version dates, and a single source of truth. If it’s not in Saleshood, it’s not official.

What doesn’t:
Letting playbooks rot, or assuming people will magically find the updates.

Step 5: Keep It Simple (and Human)

A few final thoughts to save you pain down the road:

  • Don’t overcomplicate: A fancy folder structure is useless if no one knows where to look. Keep it shallow and obvious.
  • Ask for feedback: Reps will tell you if something’s missing or hard to find—if you actually ask them.
  • Iterate: Your first upload won’t be perfect. That’s fine. Adjust as you go.

Pro tip:
If uploading and managing playbooks feels like a full-time job, you’re probably overthinking it. Focus on making the most useful content easy to find. That’s it.

Wrapping Up

Getting sales playbooks into Saleshood isn’t rocket science, but it does take some planning. Upload what matters, share it where people will see it, and remember to keep things tidy. Don’t try to build a “perfect” system out of the gate. Start simple, pay attention to what works, and tidy up as you go.

You’ll save yourself (and your team) a lot of headaches—and maybe even close more deals.