The library covers the proven patterns: speed-to-lead, signal plays, stage-change orchestration, hygiene sweeps, onboarding, and re-engagement. Clone, adjust the specifics, enable. Templates encode the timing and structure that work.
Categories
- Inbound — speed-to-lead, demo-request routing, trial signup.
- Signals — funding play, job-change play, intent surge.
- Pipeline — stage-change prep, stalled-deal nudge, closed-lost recycling.
- Data — hygiene sweep, re-enrichment, dedupe.
- Team — onboarding, handoff, digest.
What's in a template
Full step structure with recommended timing, condition placeholders marked for your values, and inline notes explaining why each step exists. Delete the notes after reading or keep them as documentation.
Customization pattern
Change the specifics (your fields, your routing, your thresholds); keep the structure until you have run data suggesting otherwise. The structures encode learned timing — the 30-day job-change delay, the 2-touch re-engagement cap.
Team templates
Save any workflow as a private team template. Convention: prefix with your team name, version in the description, one owner per template.
