Playbooks are not just an organizational tool - they directly influence the quality of the AI-generated messages. Save time by setting up a well-structured Playbook to ensure that every message is relevant, engaging, and aligned with your communication goals.

1. Define Your Communication Style

Set the tone and formality of your messages. Should they be:

Professional & concise or friendly & conversational?
Value-driven or direct and action-oriented?

2. Use Custom Instructions (Most Important!)

Tell the AI exactly what you want in your messages. Include:

Your goal: e.g., booking a meeting, sharing an offer.
How to present your offer: soft introduction, direct pitch, etc.
Any key questions to ask.
Follow-up strategy: e.g., mention X in follow-ups, reference Y if no response.
Avoid vague instructions: The AI needs clear, concise guidance to generate high-quality messages.

3. Group Contacts Strategically

Organize contacts into different playbooks by purpose for more relevant messaging:

Sales prospects – Lead generation & outreach.
Networking – Building relationships over time.
Event invitations – Webinar & conference outreach.
Existing clients – Upselling & retention.

4. Refine & Iterate

AI messaging improves with fine-tuning. Regularly:

Test tweaks to tone and structure.
Use "Regenerate Message" to compare different versions.
Monitor response rates and update instructions accordingly.

Custom Instructions: Do’s & Don’ts

DO:

Write clear, specific instructions.
Use concise bullet points
Include key details like meeting links & email signatures.

DON’T:

Use vague, one-sentence instructions.
Copy large text blocks from websites.
Add irrelevant or overly broad information.

Example Playbooks to Get You Started

Sales Playbook

🎯 Purpose: Start conversations in a non-pushy way.
📝 Tone: Professional, empathetic.
🛠 Custom Instructions:

Open with a value-driven message.
Ask an open-ended question.
Suggest a 15-minute call.
Include your Calendly link.

Marketing Playbook

🎯 Purpose: Invite contacts to an Andsend webinar.
📝 Tone: Engaging, informative.
🛠 Custom Instructions:

Share valuable insights from the webinar.
Provide a sign-up link.
Highlight key industry trends.

📌 Networking Playbook

🎯 Purpose: Build relationships naturally.
📝 Tone: Genuine, adaptable.
🛠 Custom Instructions:

Mirror the recipient’s style.
Keep messages short and conversational.
Avoid pushing any agenda.

Example of good custom instructions:

Final Tips

Start Small: Create two Playbooks and refine them as you go.
Be Specific: The more details you provide, the better the AI performs.
Stay Updated: Regularly adjust your Playbooks to match your evolving strategy.