DFY Playbooks & Templates Library (All Industries)

Launch In Minutes.Sell Like A Pro.

Deploy End-To-End, Goal-Based AI Sales Campaigns Built For Your Industry—Complete With Sequences, Scripts, Proposals, Widgets, Finder Rules, And Guardrails. Pick A Playbook, Answer A Few Prompts, Upload Your PDFs, And Your Agent Is Ready To Prospect, Engage, Call, And Close On Autopilot.

Play

Why This Matters

Most Tools Give You Features. Playbooks Give You Outcomes. Each Playbook Encodes The Strategy Of A Top Closer—So Your Agent Runs The Entire Campaign (From Lead Sourcing To Booked Calls And Signed Proposals) Without You Stitching Tools Together.

What you get in every playbook

Agent Blueprint

Pre-Configured Goal, Targeting, Tone, And Variables

agent_blueprint

Sequence Orchestrator

Email + WhatsApp/SMS + LinkedIn + AI Voice steps, Timed And Branched.

Sequence orchestrator

Dynamic Proposal Template

on-brand, auto-personalized pricing/benefits/proof

dynamic proposals
voice call

Voice Call Micro-Scripts

Voice Call Micro-Scripts: opener, discovery Qs, objection handling, close

Finder v2 Rules

Keywords, Geo, Industry Filters, Run Frequency (Auto-Prospecting)

finder v2 rules

Embeddable Widget Presets

Chat/Callback/Form With Consent
And Tagging

embeddable widget

Chrome Capture Tags

One-Click Mapping Into The Right
Agent/Campaign

chrome capture

Compliance Guardrails

email verification, domain warm-up,
WhatsApp template status,
DNC handling

compliance and guardrails

Analytics Presets

step KPIs, reply types, booking rate,
revenue influence

analytics presets

Library Coverage

(By Industry And Goal)
Real Estate, Home Services
B2B Tech & Manufacturing
Coaching / Consulting
Agencies & Services
Healthcare & Wellness
Education / Training
Automotive, ECommerce B2B
Local, Dental, HVAC, Legal
Finance / Insurance
Fitness
SaaS

How It Works

Pick Playbook (Industry + Goal)

pick playbook

Answer 5–8 Prompts + Upload PDFs/URLs (Offer, Pricing, Proof)

Answer prompts

Launch— The Agent Runs A Complete, Multichannel Campaign With Built-In Guardrails

agents runs

Sample Playbooks(What's Inside)

Dental Implants

Dental Implants Lead Gen (Local)

Finder rules for geo + service, 5-step email, WA nudge, single AI voicequalification, dynamic proposal for treatment financing, HIPAA-aware guardrails.

What You Get (At A Glance)

Sequences

Done-For-You Sequences (5–7 steps, branched)

Sequences

Channels: enable/disable Email, WA/SMS, LinkedIn, Voice

Sequences

Dynamic Proposal layouts with variables from your PDFs

Sequences

Finder v2 recipes + saved searches

Sequences

Widgets for chat/callback/forms with consent tab

Sequences

Chrome Capture templates (field mapping + routing)

Sequences

Guardrails bundle (verification, warm-up, approvals, DNC)

Sequences

Analytics dashboards per playbook

Proof of performance

+0%

Subject Variant B lifted opens +14% for SaaS CTOs → Auto-promoted

Maria Lopez

Maria Lopez

Owner, High-Growth Roofing & Home Services

+0%

Voice after Step 3 increased meetings +22% in Local Services

Chris Turner

Chris Turner

Founder, Turner Digital Marketing Agency

+0%

Proof-first email outperformed benefits-first +11% in Healthcare cohort

Dr. Elaine Morris

Dr. Elaine Morris

B2B Sales Consultant & Author

0%

New domain warmed up — complaints dropped 38% in first week

Dr. Elaine Morris

Dr. Elaine Morris

B2B Sales Consultant & Author

(Results Vary By Niche, List Quality, And Offer Strength.)

What’s Included
(At A Glance)

Done-for-you Sequences (5–7 steps, branched)

Voice Call Scripts tuned to objections in your niche

Dynamic Proposal layouts with variables from your PDFs

Finder v2 recipes + saved searches

Widgets for chat/callback/forms with consent tags

Chrome Capture templates (field mapping + routing)

Guardrails bundle (verification, warm-up, approvals, DNC)

Analytics dashboards per playbook

Frequently Asked
Questions

Yes—every step, script, rule, and template is editable.

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