---
title: ROI Playbook Summary and Setup
description: ROI Playbooks are powerful automation tools designed to strengthen client relationships while driving measurable business outcomes. Watch our tutorial and view the instructions to start your playbook today.
---

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# ROI Playbook Summary and Setup

## ROI Playbooks are powerful automation tools designed to strengthen client relationships while driving measurable business outcomes. Watch our tutorial and view the instructions to start your playbook today.

<iframe src="https://player.vimeo.com/video/1112022463?app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" title="ROI Playbooks - Introduction" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### **How to Set Up and Activate ROI Playbooks**

ROI Playbooks are powerful automation tools designed to strengthen client relationships while driving measurable business outcomes. By setting them up correctly, you can put your relationship-building strategy on autopilot and ensure clients receive the right message at the right time.

#### **What is an ROI Playbook?**

An ROI Playbook is a **prebuilt, automated sequence of valuable content**. Once activated, it systematically nurtures client relationships and helps you move them toward specific goals—such as upgrading from tax prep to tax advisory or from bookkeeping to Virtual CFO services.

#### **Step 1: Access Your Playbooks**

1. Go to the **Playbook section** in your admin dashboard.
2. You’ll see preloaded ROI Playbooks available to activate.  
     1. Example: *Upgrade to Tax Advisory Playbook*
     2. Example: *Bookkeeping to Virtual CFO Playbook*
3. Select the playbook you’d like to set up.

#### **Step 2: Review and Adjust the Sequence**

Each playbook comes with a **pre-created sequence of steps** required for success.

- You can review the sequence as-is.
- If needed, you can **edit steps** by clicking the edit icon.
- Use the **Max AI Content Assistant** for quick edits or to generate new SEO-optimized content.

👉 Example: The playbook includes a **Create a Blog Post** step that automatically generates a tailored, optimized blog article for your firm’s website.

#### **Step 3: Configure Settings**

1. **Click on Settings** within your chosen playbook.
2. Ensure the following: 
     1. A **default assignee** is set.
     2. The correct **tags** are active. Tags trigger the playbook for specific clients.
3. To use recommended tags: 
     1. Find them under the **Recommended Tag section**.
     2. Click **Add to Workspace** to apply them to your account.

#### **Step 4: Verify Sequence Settings**

- Review **sequence settings** to confirm they align with your business needs.
- Once everything looks good, click **Save**.

#### **Step 5: Check Website Publishing Settings**

- In the **Create Blog Post** step, make sure your website is selected for publishing.
- If the site is missing:  
    - Add it via the dropdown.

- - A red triangle will appear if the setting is incomplete.

#### **Step 6: Activate the Playbook**

Once the sequence and settings are ready:

1. Toggle the playbook to **Active**.
2. Go to your **Client Hub**.
3. Select a client and apply the relevant **tag**. 
     1. This will automatically enroll them in the playbook sequence.

#### **Step 7: Monitor Progress in Analytics**

- Open the playbook’s **Analytics tab** for a complete overview:  
    - See which clients are in the sequence.

- - Track progress through each step.

- - Measure results and outcomes.

*Note: The analytics section will continue expanding with new features.*

#### **✅ You’ve successfully set up and activated your ROI Playbook!**

With automation in place, you can focus on strategy while your system nurtures clients and drives growth.

#### **Support and Assistance**

If you have questions or would like help setting up your ROI Playbooks, reach out to our support team—we’re always here to help.

 

 

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