Playbooks

Power your sellers with signal-based playbooks

Make it easy for every seller to execute the sales plays everyone should be doing. Because they work.

Identify highly engaged customers that could benefit from other product lines and have shown interest towards those

Ask for a G2 review

Ask your most engaged customers for a review.

Feature correlated to enterprise plan

Reach out when a user is using a feature that’s a leading indicator to an Enterprise use case

Spike in user engagement

Engage an account when there are 5+ user signups in less than a week

Product signups multi-threading

Find and engage the buyer after a user signs up

Approaching limit of plan

Reach out to users when 80% of seats or credits are used to discuss the benefits of a bigger plan

Hit a plan limit

Follow up immediately with users who have hit a paywall

Tier 1 product sign-ups

Send a personalized note for new signups from your top accounts

3rd-party topic intent

Add and contact relevant personas from Accounts with 3rd party intent

Linkedin competitor engagement

Engage with Contacts commenting your Competitors LinkedIn posts

Intent on Linkedin

Engage with Contacts creating or engaging on relevant LinkedIn posts

Personalize your outreach by mentioning the strategic priorities mentioned in 10k filings

Reach out to companies when they announced a big round or a new product launch

Anonymous website visits

Add and contact relevant personas from Accounts visiting your site anonymously

Hiring relevant roles

Go after accounts hiring for roles that indicate a need for your solution

Job change monitoring

Engage with former champions/customers who have moved to a different company

Multi thread with engaged accounts

Personalized outreach to relevant Personas at accounts that engage with Content or Website

Enterprise Consolidation

Find and engage the buyer on an account to offer to merge the workspaces created by multiple users

Senior SDR at Lucid

Abandoned Demo Requests

Follow up with leads who started filling up the “contact us” form but did not submit / show up

Hayden Anderson,

Account Executive at AI software company

Reactivated Closed Opps

Identify the companies you’ve talked to in the past, currently showing engagement.

Taylor Beidleman,

Senior SDR at Lucid

Rip And Replace

Identify companies about to renew with your competitors. Engage with the decision maker with one click.

Senior Account Executive at Lucid