Answering questions is easy. Closing is the hard part.
Most leads are lost to silence: nobody followed up on day 2, nobody sent the quotation, nobody noticed the hot one. The playbook does all three, every minute, within the limits you set.
In short
What it is
A set of readable rules that chase leads for you — follow up, send the quote, escalate — so nothing sits still.
Who it is for
Sales teams where leads go quiet and nobody has time to chase every one of them.
What you need
A pipeline, and one line describing what a win looks like.
How it works
Four or five steps, start to finish.
You set the goal
“book a site visit”, “get the admission” — one line that steers every conversation.
AI qualifies
asks for what is missing — budget, location, batch — one question at a time, never pushy.
Follows up on its own
no reply for a day? A personal message goes out — WhatsApp, or email, or a task for your team.
Sends the quotation
the moment a lead is qualified, or when they ask for prices — auto-filled with their details.
Hands over hot leads
“call this buyer today” lands on the right person with everything the AI learned.
What you get
- Plain-language rules — “customer silent for 1 day → send a message”, “stuck in Proposal for 3 days → remind”, “AI says HOT → hand to a person”. Every industry pack ships a ready set.
- Nothing gets dropped — WhatsApp when the 24-hour window is open, your approved template when it is not, email if that is what you have, and otherwise a task with the message ready to send.
- Never annoying — quiet hours, a maximum number of follow-ups per lead, and total silence while one of your people is chatting with that customer.
- Preview before you switch on — see how many leads each rule would touch right now. Everything starts OFF.
- Every action on the record — what was sent, on which channel, and why, right on the lead’s timeline.
Is this for you?
Worth it if…
- Leads go cold because follow-up depends on someone remembering
- You send the same quotation again and again
- You want to know which leads deserve a call today
Probably not if…
- You only ever have a handful of leads a month
- Your sales cycle is a single conversation with no follow-up
Questions
Will it message people at night?
No. You set quiet hours, and it respects them.
What if my salesperson is already chatting with that lead?
The playbook stays silent for that customer while a human is on the conversation.
How do I know what it would do before switching it on?
Each rule shows how many of your current leads it would touch right now. Everything starts off until you turn it on.
Can I see why something was sent?
Yes — every action is written on the lead’s timeline with the channel and the rule that caused it.