Playbooks
One-click jobs your team can run any time. Connect your tools and the connector-powered ones read your real data and draft work ready to send.
Powered by your live data
Churn watch & win-backs
Reads your at-risk customers from Stripe (failed payment, past due, recently canceled) and drafts a personal win-back for each.
Recover failed payments
Finds the customers whose card just bounced and drafts a friendly 'update your card' nudge — recover the revenue before they cancel.
Weekly KPI briefing
A snapshot of the numbers that matter — grounded in your real Stripe revenue when connected.
Money review
Revenue, margin, and runway read from your real numbers, with the month's biggest money lever.
More playbooks
Research an account
Name the people or companies you want to reach — Sales researches each one on the live web, with a real signal, the pain, and an angle.
Reply to a message
Paste an inbound DM or email — Sales drafts a reply in your voice, reads how warm they are, and suggests the next step.
Chase quiet conversations
List the deals that went quiet — Sales drafts a fresh nudge for each, with a new angle, never a guilt-trip.
Outreach drafts
Personalised first-touch and follow-up emails in your voice, ready to send from your inbox.
New-customer welcome
A warm welcome series that gets new customers to their first win fast.
Content calendar
A posting plan across your channels — set the theme, dates, and how many weeks.
Content drafts
Ready-to-post drafts in your voice — steer the focus, channels, and what's new.
Pricing review
Your pricing and offer vs. your positioning, with low-risk tests to try.
Process playbook
Turn a recurring task into a repeatable step-by-step you can hand off.