playbooks

Start every meeting with confidence
using playbooks

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Trusted by 1,000+ organizations globally

Check out our example playbooks

Playbooks for all business scenarios

Imagine having personality reports for every prospect, team member and hiring candidate...

Sales meeting playbooks

Better understand how buyers and stakeholders prefer to communicate and make decisions.

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Internal meeting playbooks

Identify the personality of team members to communicate effectively to your boss and your peers.

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Hiring interview playbooks

Quickly understand the personality of your hiring candidate to ask better questions.

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Playbooks for managers, co-workers, or team members

Communicate with team members using empathy

Understand how to deliver feedback, provide support, or deliver bad news to team members by understanding their unique personalities.

Identify group strengths and blind spots

Become aware of areas where the team will excel and where they may fall short based on the team's personality makeup.

Understand meeting styles to get the best out of your team

Different personalities have different preferences. Understanding how different personalities like to meet and how to set expectations with them results in more effective and collaborative team meetings.

case study

GoTeam sees increases in synergy, trust and productivity with Crystal

Read how GoTeam used personality data insights to enhance hiring processes, sales efforts, and team collaboration.

Read case study

Playbooks for prospects, buyers, or customers

Gain insights into your buyer's personality

Different personalities prefer to communicate in different ways. Insights about your buyer's personality offers a competitive edge when starting any sale.

Adapt how you engage multiple buyers

One-size-fits-all sales approaches won't work when you need to engage multiple buyers. Understand how you can tailor your communication to resonate with different stakeholders.

Understand the personalities in your meeting

Know the personality type behind every meeting attendee and compare their traits to yours and others so you get a feel of the room.

Here's what our customers have to say

Hear what business professionals from different industries and sizes say about our personality data.

"Crystal has been great for getting to know my teammates and preparing for meetings. I feel like I have a secret advantage in forming fast relationships during the call."

Ryan Klaus

Product Leader, Promethium

"Crystal is like a cheat sheet in the sales process. You can use the right communication style for every prospect, even in the first call."

Ben Jackson

VP of Sales, Flywheel

“The first 5 minutes of any meeting is absolutely crucial. That’s where Crystal helps my team the most."

Marie Hale

Chief Executive Officer, @revenue

"The first 5 minutes of any meeting is absolutely crucial. That's where Crystal helps my team the most."

Brett Johnson

AVP of Global Engagement, High Radius

"When I started personalizing my emails with Crystal's advice, I started getting way more responses. Much better ones, too!"

Isaac Garcia

Founder, Salesinsider.io

"I don't know where we would be without Crystal Knows as far as our company culture and our hiring process. I absolutely love it."

Kayla Edwards

HR Director, Window World of North Atlanta

"Crystal is like magic. It gives us x-ray vision — allowing us to see and understand someone really quickly, just based on their LinkedIn profile."

Matt Kesby

Founder, GoTeam

"With Crystal, I would say I'm at least 30%-35% quicker at building meaningful relationships"

Heather Heefner

Founder & Owner, Dart Design Studio

"As someone who’s focusing on understanding people’s pains, talking to them in a language that's meaningful to them absolutely encourages and improves the relationship.”