Let's run through our recommended Playbook settings.
Playbook Settings
Daily Enrollment: 10 to start and scale up to 40 over a few weeks time.
Send Emails to Unverified Emails: Off
Eject from Playbook on Reply: On
For the Daily Enrollment setting, you can enroll unlimited contacts into a playbook. If you surpass the daily enrollment limit, LeadLoft will schedule all other contacts to be engaged in the future.
AI Reply Router
Change Deal Stage on Positive Reply: Interested (or something similar)
Change Deal Stage on Negative Reply: Not Interested (or something similar)
Change Deal Stage on No Reply: No Response (or something similar)
Playbook Steps
Email Type: Automated
# of email Steps: 2 or 4 emails to protect your sender reputation
# of Call Steps: Unlimited
# of Task Steps: Unlimited
Follow Up Delay: Start with a delay of 3-5 days and increase the delay between steps thereafter (e.g. 3, 7, 14, 30).
