Bardeen Video University

How to get started with Bardeen

How to configure playbook templates

Individual playbook templates

  • AE to CSM Handoff
  • Competitive Price Monitoring
  • Customer Success Meeting Follow-Up
  • Daily/Weekly Report
  • Growth & Churn Management
  • High-Level Competitive Analysis
  • Inbox Monitoring
  • Lead Sourcing & Outreach
  • Lead Sourcing by Company
  • Lead Status Tracking & Management
  • Meeting Preparation
  • Nurturing & Campaign Management
  • Relationship Management
  • Renewal Management
  • SDR to AE Handoff
  • Seamless Technical Handoffs
  • Target Account Activity Tracking
  • Account Nurturing and Churn Prevention

How to build custom playbooks

1. Autobooks vs Playbooks

2. How to use apps in Bardeen

3. How to use tools in Bardeen

4. How to connect data with Bardeen

How to use the magic box

Frequently asked questions

Fuel your GTM impact with Bardeen today.

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