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!

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.

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.

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.

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.

Event and webinar follow-up

Event and webinar follow-up

Follow-up with leads generated from an event to surface hand-raisers and save sales reps time from event follow-up.

Engage low-scoring leads

Engage low-scoring leads

Reach out to lowly scored leads who recently engaged with your content, but not ready to hand over to sales yet.

Accelerate MQLs into SQLs

Accelerate MQLs into SQLs

Follow up with unresponsive new MQLs after sales rep attempt, to prevent MQLs from slipping through the cracks.

Re-engage unresponsive leads every 90 - 120 days

Re-engage unresponsive leads every 90 - 120 days

Proactively initiate contact with prospect that previously expressed interest but went dormant.