Playbooks

Playbooks

Running ABM campaigns? Personalize your buyer’s experience beyond the landing page

Personalizing landing page for ABM is table stakes today. In this playbook, we’ll cover how you can go beyond and personalize the scheduler and even the thank you page.

Playbooks

HubSpot Reports to measure SDR to AE outbound meeting handoffs

Here are 4 HubSpot reports to measure outbound meetings and your SDR to AE handoff efficiency.

Playbooks

The buddy system: Route meetings to a ramping rep and their buddy

Use this playbook to route a meeting to a ramping sales rep and pair them with their buddy. It's the easiest way to give your new rep exposure without hurting your routing logic.

Playbooks

How to increase meeting conversions from LinkedIn lead gen ads?

Want to book more meetings from your LinkedIn Lead Gen ads? This playbook covers two tactics you can implement today.

Playbooks

How to automate lead enrichment & route to the right rep?

Automate lead enrichment and routing with Apollo + RevenueHero — get fully qualified prospects to the right rep instantly.

Playbooks

How to use n-gram analysis to increase Google Ads conversions?

Use this playbook to run an n-gram analysis to get hidden information about your Google Ads conversions. It's the easiest way to drive more conversions, cut costs, and optimize your B2B paid campaigns.

Playbooks

How to automatically create a deal after a qualified meeting is completed

Automate deal creation every time a qualified meeting happens and save your sales reps 20 minutes after every single qualified meeting.

Playbooks

How to automate “Meeting Canceled” alerts and win back prospects with follow-up emails?

Turn canceled meetings into win-back opportunities with automated alerts and follow-up sequences. This playbook shows you how to set up workflows that keep your team informed, nurture leads, and maximize every chance to re-engage.

Playbooks

How to automatically match a lead to their account owner

Looking to match a lead with their account owner and have the meeting routed to them? This playbook is just for you.

Playbooks

Meeting not booked? Alert sales rep on Slack and follow up with an automated email

Prospects leaving you hanging after filling out that demo request form? That's the B2B version of an abandoned cart. Use this simple playbook to alert your sales reps the second a prospect abandons ship and send them an automated email from your rep to win them back.

Playbooks

Route, assign, and schedule meetings with inbound leads based on territory

Territory based routing? Use this playbook to route, assign, and schedule meetings based on prospect’s location. It takes less than 3 minutes. Seriously, we timed it and included the video at the bottom as well.

Playbooks

How to reduce no-shows and increase meeting hold rates?

Use this playbook to send multiple reminders through email and SMS. It’s the easiest way to reduce no-shows and increase your meeting hold rates.