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Introducing Drift Playbooks


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Introducing Playbooks: pre-packaged campaigns in Drift designed to help you crush your marketing goals.

If a good lead is on your website right now, why should they have to wait days to get connected to your sales team?

Using our first Playbook, Get More Sales Meetings, when a visitor comes to your website, our intelligent sales assistant, LeadBot™, will capture that visitor’s contact information and qualify the lead for you based on the questions that matter to your business.

If the visitor is a good fit, LeadBot™ will then pass that lead on to sales and then handle scheduling a meeting. This all happens in seconds while someone is live on your website, not after they have left and continued with their day.

No more chasing down prospects with follow up emails after they have left your website and you have lost their attention. And no more arguing with the sales team about whether they are following up with your leads fast enough or in some cases, at all.

Learn more at

Published in: Marketing
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Introducing Drift Playbooks

  1. 1. Get More Sales Meetings DRIFT PLAYBOOKS Introducing Playbook #1
  2. 2. For the past decade, this has been the state of sales & marketing software.
  3. 3. SaaS companies have rushed to produce every tool imaginable…
  4. 4. …but they’ve left it up to you, the customer, to hack it all together and make it work.
  5. 5. Given the on-demand, real-time world that we live in, why are we still wasting time with these tedious sales tools?
  6. 6. At Drift, we decided to take a new approach. With Playbooks, entire campaigns are pre-packaged and ready to launch.
  7. 7. Not only do Playbooks simplify the lead qualification process for marketers, they simplify the buying process for customers. Old Way New Way
  8. 8. Our very first Playbook (available now) is Get More Sales Meetings. Here’s how it works…
  9. 9. Using Drift's intelligent sales assistant, LeadBot™, marketers can now qualify leads for Sales without sales reps having to lift a finger.
  10. 10. Sales reps just have to connect their calendars. After that, a single marketer can book sales meetings for multiple reps.
  11. 11. Step 1: Set up routing rules (e.g. East Coast leads get this calendar). Get More Sales Meetings Playbook #1
  12. 12. Step 2: Write a script for LeadBot (or use the one we give you). Get More Sales Meetings Playbook #1
  13. 13. Step 3: Grab your #DriftLink and put it on your site, add it to a CTA button, share it on social or via email, etc. Get More Sales Meetings Playbook #1
  14. 14. Step 4: Sit back and let LeadBot work its magic. The best leads on your site will be automatically connected to your sales team. Get More Sales Meetings Playbook #1
  15. 15. No, seriously…the bots do all the work. So you can enjoy your summer without having to worry about missing out on new leads.
  16. 16. (Just make sure to check your Drift dashboard every once in a while to see how many meetings LeadBot has booked.)
  17. 17. That’s how you put your sales funnel on autopilot with Drift.
  18. 18. Click here to learn more about Drift Playbooks.