📚Playbooks

Sypher Playbooks allows you to manage, and execute actionable lists for your sales and marketing teams, ensuring consistent and effective engagement with leads.

🧰 How it works?

After analyzing your data, Sypher identifies common patterns among your leads and compiles them into actionable lists. This strategy lets you know what action to take for each lead in the most effective way possible.

📙 Basic Sypher Playbooks

1. Reengaging Engage leads who have resumed activity on their own after a period of inactivity.

2. Reactivation Engage warm leads, previously interested, who have become inactive.

3. Activation Engage leads that need to be sent to the sales team.

4. Nurturing Engage leads that need to receive content and marketing actions.

5. Sleeping Engage sleeping leads that have been inactive for a long time.

6. Ready-to-buy Engage leads who are ready to buy your product or services.

7. LinkedIn Engagement

   Engage leads that need to be sent to the sales team.

8. High-potential companies

   Engage high-potential companies with top behavior.

9. Website visitors

   Engage website visitors to transform them into potential clients.

📗 Recommended Actions Sypher Playbooks

Sypher push recommended lists based on each lead's activities, or inactivity, and their current stage in the conversion funnel. By targeting leads in this way, you can interact with them using the most effective strategies at the best possible times, improving their path to conversion.

Recommended Actions Playbooks

❤️ Benefits of Using Playbooks

🥇 Precision over spray and pray : By focusing on precision, resources are directed specifically towards well-defined targets or objectives, maximizing the effectiveness and efficiency of efforts.

🥈 Minimize sales and marketing mistakes : Minimize mistakes by providing detailed, step-by-step instructions on how to handle various situations.

🥉 Enhanced decision-making : By outlining best practices and strategies, playbooks help team members make informed decisions quickly. They eliminate the need to reinvent solutions, providing clear directives and options that are already proven to work, thus accelerating the decision-making process and reducing errors.

🏁 Getting started with Playbooks

1. Explore templates: Check out the available templates to see if there’s a playbook that fits your needs and data.

2. Assign and execute: Assign the playbook to the relevant team members and begin executing the steps.

   

⏩ Use Playbooks in Sypher

1. Mark Completion (Done): Once the assigned tasks within the playbook are completed, mark leads as done. This is crucial for tracking progress and ensuring all components of the playbook are executed as planned.

2. Set reminders (Snooze): If any tasks are not immediately actionable or if waiting for dependencies, use the snooze function to temporarily remove them from the active task list. Set a snooze duration that aligns with the expected time when the task will become actionable again.

⏩ Use Playbooks in your CRM

Sypher seamlessly integrates with your CRM, automatically returning all data and lists (directly to HubSpot in this example).

1. Check your CRM lists:

   

2. Create a workflow: Establish a new workflow in your CRM to automate the process.

   

3. Choose a trigger: Select the specific event that will activate your workflow, like when a new contact is added to a specific Sypher list.

   

4. Add actions: Incorporate specific actions into your workflow, such as sending emails or updating records, based on the list you choose.

5. Turn on your workflow: Activate your workflow to start automating tasks based on the defined triggers and actions.