Playbooks

Power your sellers with signal-based playbooks

Make it easy for every seller to execute the sales plays everyone should be doing. Because they work.
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Rip And Replace
Identify companies about to renew with your competitors. Engage with the decision maker with one click.
Hunter Romano,
Senior Account Executive at Lucid
ABM
Inbound
Reactivated Closed Opps
Identify the companies you’ve talked to in the past, currently showing engagement.
Taylor Beidleman,
Senior SDR at Lucid
Inbound
Enterprise Consolidation
Find and engage the buyer on an account to offer to merge the workspaces created by multiple users
Senior SDR at Lucid
PLG
Abandoned Demo Requests
Follow up with leads who started filling up the “contact us” form but did not submit / show up
Hayden Anderson,
Account Executive at AI software company
Inbound
Linkedin competitor engagement
Engage with Contacts commenting your Competitors LinkedIn posts
ABM
Intent on Linkedin
Engage with Contacts creating or engaging on relevant LinkedIn posts
ABM
Inbound
3rd-party topic intent
Add and contact relevant personas from Accounts with 3rd party intent
PLG
Hit a plan limit
Follow up immediately with users who have hit a paywall
PLG
Approaching limit of plan
Reach out to users when 80% of seats or credits are used to discuss the benefits of a bigger plan
PLG
Product signups multi-threading
Find and engage the buyer after a user signs up
PLG
Spike in user engagement
Engage an account when there are 5+ user signups in less than a week
PLG
Feature correlated to enterprise plan
Reach out when a user is using a feature that’s a leading indicator to an Enterprise use case
PLG
Ask for a G2 review
Ask your most engaged customers for a review.
PLG
Cross-sell
Identify highly engaged customers that could benefit from other product lines and have shown interest towards those
PLG
Multi thread with engaged accounts
Personalized outreach to relevant Personas at accounts that engage with Content or Website
Inbound
PLG
Job change monitoring
Engage with former champions/customers who have moved to a different company
ABM
Hiring relevant roles
Go after accounts hiring for roles that indicate a need for your solution
ABM
Inbound
PLG
Anonymous website visits
Add and contact relevant personas from Accounts visiting your site anonymously
ABM
Inbound
Big news
Reach out to companies when they announced a big round or a new product launch
ABM
10k filings
Personalize your outreach by mentioning the strategic priorities mentioned in 10k filings
ABM
Tier 1 product sign-ups
Send a personalized note for new signups from your top accounts
PLG
David Horn
Lucidchart logo

MadKudu Playbooks filter out all the noise. Instead of searching through countless sources, you get real-time information delivered right to your Inbox.

– David Horn, Account Executive at Cockroach Labs