Key Steps
Step 1: Access the Playbook Management 0:16
Log into the Andsend platform.
Navigate to Contacts and the 'Manage Playbook' section.
Step 2: Create a New Playbook 0:25
Click on the option to create a new Playbook.
Step 3: Explore the Playbook Template Gallery 0:33
Access the Playbook template gallery.
Review the predefined strategies available for nurturing different kinds of relationships.
Step 4: Select a Relevant Playbook Template 0:46
Choose a Playbook template that aligns with your goal, such as nurturing business relationships.
Step 5: Review the Playbook Description and Guidelines 1:07
Review and make edits to the Playbooks description to suit your goals and strategy, for a comprehensive strategy on handling your business relationships.
Step 6: Done! Your Playbook is now set up!
When you have set up your playbook you can start adding contacts to that Playbook from the Contacts section.
Based on the playbook strategy, we will start generating "actions" to help you strengthen your relationships. You find these actions in the Actions view and select your specific focus.
Step 7: Monitor and Adjust
Review and make changes to your playbook descriptions until you are satisfied with the actions presented to you.
Other Notes
Ensure that the relationships you are nurturing are aligned with your business goals.
Be mindful of the specific needs and preferences of each relationship to tailor your approach effectively.
Tips for Efficiency
Utilize the predefined templates to save time and ensure consistency in your strategies.
Regularly update your Playbook based on feedback and results to keep it relevant.