Sales playbooks
Ready-made Sales setups — each installs the agents, workflows, and documents for the job, then runs it with your approvals.
9 playbooks
Beta Customer Discovery
- Trigger
- On the “Beta discovery run” schedule.
- Job
- Listen for problem posts, qualify, draft helpful replies and DMs, and approve.
- Outcome
- A qualified beta-customer list with helpful outreach drafts.
~2.6 h saved / week
2 Agents
1 Team
1 Workflow
Churn-save drafter
- Trigger
- When you start the “Churn-save drafter” workflow.
- Job
- Intake the cancellation, match an offer, draft the reply, and approve.
- Outcome
- A policy-bound save offer and exit-interview reply ready for approval.
~1 h saved / run
2 Agents
1 Team
1 Workflow
Closed-lost deal resurrection
- Trigger
- On the “Review closed-lost resurrection candidates” schedule.
- Job
- Load closed-lost history, research changed conditions, draft exact outreach.
- Outcome
- A verified reactivation cohort with personalized outreach drafts.
~5 h saved / week
3 Agents
1 Team
2 Workflows
Cold email & sales pipeline assistant
- Trigger
- On the “Weekly outreach run” schedule.
- Job
- Qualify prospects, draft outreach, revise.
- Outcome
- A qualified pipeline with personalized outreach drafts.
~4.5 h saved / week
2 Agents
1 Team
2 Workflows
Lifecycle email & lead-magnet drafter
- Trigger
- On the “Lifecycle email run” schedule.
- Job
- Plan and draft lifecycle email sequences.
- Outcome
- Approval-ready lifecycle email sequences.
~3.5 h saved / week
2 Agents
1 Team
1 Workflow
Sales call insight miner
- Trigger
- On the “Review sales call insights” schedule.
- Job
- Load an approved transcript cohort, extract call-level evidence.
- Outcome
- Verified sales-call patterns with bounded follow-up actions.
~5 h saved / week
3 Agents
1 Team
1 Workflow
Stalled-deal nudger
- Trigger
- On the “Stalled-deal sweep” schedule.
- Job
- Scan for stage stalls, research what changed, draft per-deal follow-ups.
- Outcome
- A prioritized deal queue with tailored follow-ups ready for approval.
~2.3 h saved / week
2 Agents
1 Team
1 Workflow
Warm Social Outbound
- Trigger
- On the “Weekly warm outbound run” schedule.
- Job
- Gather engagers, qualify against the ICP, draft warm DMs, and approve.
- Outcome
- A qualified prospect list with personalized warm DM drafts.
~2.6 h saved / week
2 Agents
1 Team
1 Workflow
Weekly pipeline review
- Trigger
- On the “Weekly pipeline review” schedule.
- Job
- Compile the week's movement, draft the brief with risks and focus picks.
- Outcome
- A verified pipeline brief with risks and weekly focus.
~2 h saved / week
3 Agents
1 Team
1 Workflow
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