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Playbook Library

Saleswhale is a versatile tool you can use for any industry and scenario. Here are some of our favourite playbooks that can serve as inspiration for your unique use case. Use them as is or customise as you please!

Virtual Event Follow-up

Webinar leads with no sales activity

Webinar leads with no sales activity

Top of the funnel, low-propensity leads who need time to understand your value proposition before engaging further.

Post webinar follow-up

Post webinar follow-up

Use this playbook to sift out “hand-raisers” who are interested in a follow-up sales conversation after a webinar.

Post-webinar leads with low intent

Post-webinar leads with low intent

Low-intent leads from webinars which demonstrated uncertain buying intent, preferably though a proximate intent webinar poll.

Revive Dormant Leads

Revive dormant leads

Revive dormant leads

Reengage dormant MQL leads in your CRM. Revive interest from old leads and convert them to sales opportunity.

Recycled MQLs with no sales activity

Recycled MQLs with no sales activity

High scoring inbound leads who have not been connected with or responsive to your inside sales team

Recycle high-intent webinar leads

Recycle high-intent webinar leads

High-intent leads from webinars which were engaged within SLA by the Sales team, but did not convert to sales opportunities after >30 days.

Website Inbound

Follow up with a Content Offer

Follow up with a Content Offer

Offer an ebook to a lead who downloaded your content before asking them to schedule a demo with your sales team.

Virtual event invitation

Virtual event invitation

Drive registrations to your webinars or virtual events.

Convert website inbound leads

Convert website inbound leads

Welcome inbound leads from your website and get them to a video call with your sales rep.

Content Offer

Reach out to leads below MQL threshold

Reach out to leads below MQL threshold

Inbound leads which showed interest, but didn't score high enough for follow-up by inside sales team.

Revive leads with lapsed SLA

Revive leads with lapsed SLA

High-intent leads from webinars which were handed over to the Sales team, but were not touched within 72 hours.

Reach out to cold leads

Reach out to cold leads

Engage with your cold lead list with a personal touch.