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Sales Playbooks

3 step-by-step guides with actionable steps

Speed to LeadLead NurturingCold Outreach
1

Speed to Lead Playbook

Respond to every lead in under 60 seconds and dramatically improve conversion rates.

30 days to implement

Implementation Steps

1

Audit Current Response Time

Measure how long it currently takes to respond to new leads across all channels.

2

Set Up Instant Notifications

Configure real-time alerts for all lead sources to your sales team.

3

Create Response Templates

Develop pre-written responses for common lead sources and inquiries.

4

Implement Automation

Use AI to send immediate, personalized responses 24/7.

5

Track & Optimize

Monitor response times and conversion rates, adjust approach based on data.

Expected Outcomes

  • Sub-60-second response time
  • 2-3x improvement in contact rate
  • Higher lead-to-meeting conversion
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2

Lead Nurturing Playbook

Build a systematic approach to nurturing leads who aren't ready to buy yet.

60 days to implement

Implementation Steps

1

Segment Your Database

Categorize leads by stage, interest, industry, and engagement level.

2

Map Content to Stages

Create or identify content for each stage of the buyer journey.

3

Build Nurture Sequences

Design automated email sequences for each segment.

4

Set Re-engagement Triggers

Define behaviors that trigger sales outreach or sequence changes.

5

Measure Pipeline Impact

Track how nurtured leads convert compared to non-nurtured.

Expected Outcomes

  • Increased pipeline from existing leads
  • Shorter sales cycles
  • Higher win rates on nurtured leads
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3

Cold Outreach Playbook

A systematic approach to reaching new prospects who don't know you yet.

14 days to launch

Implementation Steps

1

Define Your ICP

Document the characteristics of your ideal customer profile.

2

Build Prospect Lists

Use tools to identify companies and contacts matching your ICP.

3

Craft Your Messaging

Develop personalized email templates and call scripts.

4

Set Up Sequences

Create multi-touch outreach sequences across email, phone, and LinkedIn.

5

Track & Iterate

Monitor open rates, reply rates, and meeting bookings. A/B test messaging.

Expected Outcomes

  • Predictable meeting generation
  • Expanded addressable market
  • Reduced dependence on inbound
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