Playbook Packs — Get Industry-Specific Templates in One Click

Ayesha
Ayesha
  • Updated
This article explains how to import industry-specific playbook templates within the Xenia platform.

What Playbook Packs Are

Playbook Packs are pre-built, industry-specific bundles of best-practice templates that drop into your workspace in one click. Instead of building your operational checklists from scratch, you start from a curated set of templates designed for your type of business — already structured, already named, already organized into a labeled folder.

Three starter packs are available today:

  • Restaurant Starter Playbook — 12 templates including Daily Restaurant Opening Checklist, Food Temperature Log, Daily Restaurant Closing Checklist, and more
  • Retail Operations Playbook — 8 templates including Retail Mystery Shopper, Retail Store Pre-Opening Checklist, Retail Employee Training Checklist, and more
  • C-Store Operations Playbook — 8 templates including C-Store Manager Daily Walk, C-Store Opening Checklist, C-Store Closing Checklist, and more

How to Access Playbook Packs

  1. Go to Operations → Templates
  2. Click + Add New or open the Template Library
  3. At the top of the Template Library, look for the Playbook Packs section
  4. Browse the three available packs — each card shows the pack name, industry tag, template count, and a preview of included templates
  5. Click the pack that matches your operation
  6. Confirm — the full set of templates is added to your workspace instantly, organized in a labeled folder


What Happens After You Apply a Pack

  • A labeled folder appears in your Templates list with all pack templates inside
  • Every template is fully editable — add steps, remove steps, rename, adjust settings, publish or keep as drafts
  • Templates are starting points, not locked configurations — customize them to match your specific operation
  • You can apply more than one pack if you run multiple concepts in the same workspace

Who Should Use Playbook Packs

Playbook Packs are most valuable when:

  • You're setting up a new workspace and want to get operational templates live quickly
  • You're onboarding a new concept or brand into an existing workspace
  • You want a best-practice baseline to review and customize, rather than starting from a blank template

If you already have templates built and published, Playbook Packs add templates alongside your existing ones — they don't replace or modify what's already there.


 

Need Help?
Reach out to our Support Team at Support@xenia.team 

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