Our Recommended Playbook Settings

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. You can edit the Daily Enrollment Limit by opening up your Playbook and finding the setting in the top right.

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).

You can manage your Playbooks here.