POST-CALL PLAYBOOKS
Automate Your Post-
Call Workflow
with Playbooks
Keep things moving after every call. With Playbooks,
follow-up tasks can be dynamically adjusted based
on call status and outcomes.
Post-Call Playbooks Triggers The Right Action to Take Based on Call Status and Outcome
Status Playbooks
When prospects answer a call, automatically schedule
high-touch activities
When calls are ghosted or go to voicemail , set up another
call
or schedule tasks across other channels
Outcome Playbooks
Define outcomes when calls are answered based on your
outbound process and the buyer journey
Trigger high-priority, manual actions for positive outcomes like ‘meeting booked’ or ‘asked for information’
Set up time-triggered nurtures for prospects who say ‘Not
Interested’, ‘Using Competitor’ or ‘Call Me Later’
