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Playbook
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For software resellers

Your methodology, approved. Your team and AI, answering from it.

One governed source of truth for your implementation and support know-how.

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No credit card. Sign in with Microsoft. Reseller templates pre-loaded.

The reseller challenge

Your best consultant shouldn’t be your only documentation.

Implementations vary by consultant. New hires need months of shadowing. Your best methodology is scattered across shared drives, Slack threads and individual people.

Inconsistent projects

Two similar clients get different delivery experiences because the process isn’t standardized.

Slow onboarding

Senior specialists repeat the same answers instead of focusing on high-value work.

Ungrounded AI

AI tools produce plausible answers—but not necessarily answers from your approved methodology.

How Playbook works

From tribal knowledge to consistent delivery.

Pre-loaded templates, human-approved updates, and answers you can verify.

01

Start with a reseller starter pack

Discover, scope, migrate, test and go live with templates ready to tailor.

02

Publish, suggest and approve

Consultants suggest fixes; assigned approvers decide what becomes live.

03

Ask from any AI tool

Get cited answers in Playbook, Claude, ChatGPT and Copilot—subject to permissions.

Built for resellers

Protect your IP. Scale your practice.

Keep know-how current without slowing the people who deliver your projects.

Consistent delivery

Every project follows approved implementation phases and process docs.

Faster consultant ramp

New hires get answers before asking a senior consultant.

Permission-aware AI

Agents only access published knowledge their user is permitted to see.

Governed knowledge

Suggestions, approvals and audit history keep your docs from going stale.

Protected methodology

Operational expertise belongs to the business, not scattered files.

Client sharing with Head Coach

Publish client-facing SOPs once and share them with multiple customer teams.

Made by a NetSuite and Acumatica partner

Built by a reseller, for resellers.

GVO knows the cost of scattered delivery knowledge because it operates an ERP implementation practice. Playbook was developed to make knowledge approved, findable and usable by both consultants and AI.

Before publication: replace this proof block with confirmed GVO results and an approved leader quote. Do not publish sample metrics as facts.

Read the GVO case study →
See the workflow

A Governed Playbook Your AI Can Cite.

See how the published knowledge loop works in practice.

Simple plans, predictable pricing

Start free. Stay because it works.

Thirty days free, then choose an annual plan. Annual subscriptions include 10% off list rates.

Annual billing 10% off

Walk On

Start with one trusted knowledge base

—/mo equivalent

Billed annually: —

$99 platform + $25/author + $3/member per month, before discount
  • Approved documents and search
  • Cited answers
  • Core suggestion workflow
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Popular with VARs

Play Maker

Govern knowledge across your team

—/mo equivalent

Billed annually: —

$199 platform + $40/author + $3/member per month, before discount
  • Everything in Walk On
  • Role-based content restrictions
  • Enhanced permissions
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Head Coach

Share your expertise with client companies

—/mo equivalent

Billed annually: —

$599 platform + $60/author + $3/member per month, before discount
  • Everything in Play Maker
  • Multi-company sharing
  • Client suggestions and governance
Start my free 30 days

All prices shown in USD. Calculations are estimates; annual subscription terms and current plan prices govern. No monthly contract is offered by this funnel.

FAQ

Frequently asked questions

Do I need a credit card to start?

No. The planned trial uses Microsoft work-account sign-in without card collection.

What happens after the 30-day trial?

Choose an annual plan. If you do not, your account enters the specified read-only grace period. Final restrictions require product-team confirmation.

What is an author versus a member?

Authors create, edit and approve documents. Members read, search, ask and suggest edits.

Which AI tools are supported?

Claude, ChatGPT, Microsoft Copilot and compatible MCP clients, subject to completed integration setup.

Can I share documents with clients?

Yes, through the Head Coach multi-company sharing functionality.

Can I bring my existing documents?

Yes. Upload your files or ask about assisted initial document import.

Ready to start?

Run your practice from one playbook.

Free for 30 days. Ready in minutes.

Start my free 30 days →