Skip to main content

Playbooks & Best‑Practices

Stav Levi avatar
Written by Stav Levi
Updated today

Benchmark Enterprise Cadence (Katie‑only)

Day

Channel

Example CTA

Notes

0

Email 1

“Worth a 15‑min sync?”

60–80 words, soft ask

1

LinkedIn 🖱 Like

Like prospect’s post

Silent social nudge

2

LinkedIn Connect

Personalise 20‑word invite

Keep pitch out of invite

3

Alex call #1

“Qualify & book”

45‑sec max

5

Email 2 ‑ bump

“Thoughts on above?”

Same thread, 1‑liner

7

LinkedIn DM

Short value hook + 1 PDF

Auto‑attaches pitch deck

13

Alex call #2

Follow‑up on email

Only if no response

16

Email 3 – value case

ROI example & customer story

120 words, 1 stat

22

Break‑up email

“Close loop?”

Clear opt‑out link

Target metrics: 18–24 % positive reply rate, 3–5 % meeting‑booked rate, LN < 30/day, email warm‑up ≥ 4 weeks before launch.

Quarterly Health‑Check Checklist

Area

What to review

Target

Data quality

Hard‑bounce rate

< 2 %

Deliverability

Spam or “Promotion” placement

< 7 %

Model tuning

Alex call‑flow updates

≥ 1 new FAQ per Q

Conversion

Meetings / Positive replies

> 30 %

Pipeline impact

SQL $ vs last Q

+15 %

Schedule a 30‑min review with your Alta CSM; they’ll run the built‑in Playbook Audit report and patch weak spots on the call.

 Continuous Improvement Tips

  1. One variable at a time – when A/B testing, change either subject line or body, never both.

  2. Feedback equals training – every time you rewrite Alex’s answer or reject a Katie prospect, Alta retrains. Do it live instead of offline.

  3. Lean on Buying Signals – adding a single intent filter (e.g. “hiring SDRs”) usually lifts reply rate 10–20 %.

  4. Rotation > volume – create two smaller ICP lists (≈1 k each) and rotate monthly instead of blasting 5 k at once.

Did this answer your question?