STAGE-BASED ACCOUNT PLAYBOOKS
Execute the Right Outbound Strategy For the Right Account at the Right Stage
Account Playbooks let you define the activity volume, channel, velocity, and messaging your SDRs need to execute for accounts at each stage of the buying journey.
Trusted by 5000+ Sales Teams
NO TWO ACCOUNTS ARE ALIKE
3% of Your Cold Accounts Are In-Market. Most of Them Aren’t
Traditional sales outreach tools only focus on demand capture. Klenty’s Stage-Based Playbooks was built for the other 97% of accounts who need outreach that adapts to need, timing, and fit.
DON'T JUST CAPTURE DEMAND, CREATE IT TOO
Trigger Unique Playbooks for Each Account Stage Based on Entry/Exit Criteria
Set your entry/exit criteria for each account stage and define the activities that need to happen as soon as accounts meet the criteria- across emails, calls and tasks.
NOT ALL TASKS ARE BUILT THE SAME
Control the Velocity and Urgency of Playbook Execution at Each Account Stage
Set Account Action Windows for each account stage. For instance, ensure reps execute playbooks for accounts in ‘Decision-Maker Contacted’ or ‘Meeting Booked’ stages instantly or within 24 hours.
SKIP THROWING AWAY ACCOUNT CONTEXT
Orchestrate Custom Playbooks Based on Labels. Account-By-Account.
Label accounts as ‘interested’, ‘right contact identified’, or ‘good fit, not now’, and execute the right sequence of activities for an entire account before moving on to the next.
