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.

Browse The Library

Deploy A Playbook

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

Pre-Configured Goal, Targeting, Tone, And Variables

Sequence Orchestrator

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

Dynamic Proposal Template

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

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)

Embeddable Widget Presets

Chat/Callback/Form With Consent
And Tagging

Chrome Capture Tags

One-Click Mapping Into The Right
Agent/Campaign

Compliance Guardrails

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

Analytics Presets

step KPIs, reply types, booking rate,
revenue influence

Library coverage

(By Industry And Goal)

Industries

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

Goals

Book Demos ,
Convert Free Trials ,
Close High-Ticket ,
Local Lead Capture ,
Reactivate Cold Leads ,
Upsell/Cross-sell ,
Webinar/Demo Registration ,
Post-Event Follow-Up ,
Abandoned Lead Revive

How It Works

Pick Playbook (Industry + Goal)

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

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

What's Inside

Finder v2 — Automated Lead Discovery

Define keywords, industry, geography, radius, and frequency.

Finder v2 surfaces net-new prospects on schedule, enriches with contact data, and either queues them for review or auto-ingests them directly into the mapped Agent/playbook.