Each playbook is a complete recipe — the CRM trigger that fires it, the video angle that goes inside, the QR landing page, the follow-up sequence, and how to read the signals when they come back. Pick one. Ship it. Adjust to your funnel.
Win attention from accounts that have never opened your email. Cold ABM, event follow-up, champion job changes, new exec landings.
Known CRM contact visits your pricing page, demo page, or case studies 2+ times within 7 days
Read playbook →Target prospect accepts a LinkedIn connection request from a rep — ICP-qualified accounts only
Read playbook →Account is designated ABM Tier 1 — top 25–50 target accounts with no existing relationship
Read playbook →Rep logs a conference or event conversation in CRM and tags the contact 'Post-Event Send'
Read playbook →A saved contact in Sales Navigator shows a job change to a new company that matches your ICP
Read playbook →A C-suite, VP, or Director-level hire joins a target account — detected via LinkedIn, ZoomInfo, or news monitoring
Read playbook →Move open opportunities. Post-demo, post-proposal, stalled-deal revival, end-of-quarter pushes, multi-thread expansion.
Prospect completes a product demo
Read playbook →Proposal or pricing document is delivered to the prospect
Read playbook →Open deal with zero CRM activity — no emails opened, no calls logged, no meetings — for 21+ days
Read playbook →A discovery call, demo, or executive meeting is booked and confirmed in the calendar
Read playbook →A competitor tag is added to a deal in CRM, or a rep logs that a prospect mentioned a competitor on a call
Read playbook →Deal in Proposal Sent or Negotiation stage + close date is current quarter + no activity in 10+ days
Read playbook →Active deal in Discovery or Proposal stage + additional stakeholders identified in CRM + AE approves the expansion
Read playbook →Build advocacy and expansion after the close. Welcome boxes, referral triggers, customer advisory invitations.
Re-engage cold pipeline and churned accounts. 90-day silence, lost-deal revisit, customer return.
Customer status = Churned + churn date was 90–180 days ago + churn reason is not 'budget cut' or 'went out of business'
Read playbook →Lead status = Open or Nurture + no activity of any kind for 90+ days + 4 or more outreach attempts already made
Read playbook →Every playbook on this page can be configured as a campaign in boxli — trigger from a HubSpot or Salesforce workflow, video personalization auto-applied per recipient, follow-up sequence paused on QR scan. Show us your funnel, we'll set the triggers up on your kickoff call.