Playbook HQ

Winning sales plays to power your growth

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Website activity

Catch interest the moment it happens

Content downloads
Trigger outreach when someone downloads a high-value resource like an ebook or guide.
Blog or newsletter subscribers
Reach out with tailored value that builds on the topics they’ve shown interest in through subscriptions.
High-intent page visits
Engage leads who visit pricing, product comparison, or case study pages before they leave without converting.
Abandoned form
Follow up when someone starts but doesn’t finish your signup or demo request form.
Inbound multithreading
When a senior executive signs up, connect with others in the buying group to build momentum early.

Product usage

Convert trials and freemium users faster

Trial user follow-up
Check in with trial users to see progress, answer questions, and keep momentum going.
Trial ending
Send a timely message as the trial winds down, tailored
to their actual usage.
Feature adoption velocity
Engage when a trial or freemium user quickly adopts multiple key features, showing strong evaluation intent.
Team invites or workspace sharing
Reach out when usage spreads inside an account, as it signals cross-team interest and potential champions.
Check in on freemium users
Reconnect after inactivity or light usage to guide them toward the next step.

CRM activity

Turn CRM updates into deal-moving actions

High lead score follow-up
Follow up quickly when a lead’s score passes a set threshold, as they’re warm and primed for a conversation.
Ghosted opportunity reactivation
Reconnect with stalled deals by referencing the last conversation or pain point discussed.
Renewal-based upsell trigger
Reach out 60–90 days before renewal to explore expansion if adoption is high or new teams are involved.
Reactivating cold inbound leads
Re-engage leads who were once active but have been dormant for months.
Post-call follow-up with summary
Use meeting notes saved in CRM to send a personalized recap and next steps.

Events

Keep the conversation going after events

Webinar attendees follow-up
Thank attendees and continue the conversation
with relevant resources.
Conference MQLs follow-up
Mention the specific event to make the outreach timely
and contextual.

Paid campaigns

Maximize ROI from paid leads

Paid campaign conversions
Reach out within hours of a paid ad conversion
to maximize momentum.
Automated outreach for low-converting MQLs
Let Duo nurture lower-intent leads so reps focus on
high-quality prospects.

Email activity

Spot and act on engagement patterns

Surge in email opens
Reach out when a lead repeatedly opens the same
email in a short time, a sign of active interest.
Email engagement without replies
Trigger a follow-up when there’s consistent engagement (opens/clicks) but no response.

External tools

Enrich your CRM with outside intent

Intent from Demandbase, 6sense and more
Identify accounts researching relevant keyword topics and use Duo to reach out to decision makers.

Unlock your AI sales superpowers

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