Our Recommended Playbook Settings

See what Playbook settings our team recommends.

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).

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You can manage your Playbooks here.
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