To make the most out of Andsend, Playbooks are your key to organized and effective communication. By fine-tuning Playbooks, you’ll ensure every message you send is targeted, relevant, and impactful.
How Andsend Generates Messages
By default, Andsend pulls information from:
Contact's company and LinkedIn profile
Conversation history across LinkedIn and email
Recent news from Google
Your contact's LinkedIn activity
Getting the Most Value from Playbooks
Define Your Communication Style:
Be clear about your tone and formality. For example, should your messages be concise and professional or more friendly and conversational?
Utilize "Custom Instructions":
Add important details the AI can’t pull from LinkedIn or your landing page, like product highlights or event info. The more context you provide, the better the message quality.
Group Contacts Strategically:
Organize contacts by intent, such as sales prospects, networking connections, or existing clients. This way, your outreach is always relevant.
Iterate and Refine:
Use the "Regenerate Message" feature to see how different tweaks to your Playbook improve message suggestions. Continuously refine your Playbooks for optimal results.
Do's and Don'ts for "Custom Instructions"
Do:
Add clear, detailed instructions.
Include meeting links and plain-text email signatures.
Provide concise bullet lists of key facts.
Don't:
Use vague, one-sentence instructions.
Overload with large text blocks from websites.
Include irrelevant or overly broad information.
Final tips
Experiment: Start with two playbooks to see how changes affect message generation.
Be specific: The more detailed your playbook, the better Andsend can tailor its suggestions.
Stay updated: Regularly review and update your playbooks to align with your evolving goals and communication style.
Sample Playbooks to Get You Started
Need inspiration for setting up your first Playbooks? Here are a few examples tailored for different outreach goals.
Sales Playbook:
Purpose of reaching out: Initiate conversations with a helpful, value-driven approach.
Tone: Empathetic, professional, personal.
Custom instructions:
Be non-pushy but proactive.
Suggest a 15-minute call when appropriate.
Include your scheduling link: [Calendly link].
Marketing Playbook:
Purpose of reaching out: Invite people to Andsend’s webinar series.
Tone: Generous, value-focused.
Custom instructions:
Share valuable insights.
Provide a sign-up link: [Webinar link].
Key Points:
Highlight industry trends.
Offer practical expert tips.
Show how features save time and resources.
Networking Playbook:
Purpose of reaching out: Build and nurture relationships over time.
Tone: Genuine, adaptive.
Custom instructions:
Avoid pushing any agenda.
Mirror the contact's style.
Keep messages short and human.
Next Steps
Do you still have questions about playbooks? Check out Playbook FAQs.