Marketing Agency
Fix handoffs between strategists and outbound reps with clean client-fit lists.
View segment playbookProspecting workflows by segment
Prospecting workflows by segment
Each segment playbook is built for operators who need clean lead validation, tight cadences, and a clear Kanban view. Use these pages to keep day-to-day outreach focused and to stop wasting touches on the wrong accounts.
Pick a segment, follow the workflow, and use the checklist to keep data clean. The result is a weekly operating rhythm you can repeat without spreadsheet drift.
Segment playbooks
Outbound workflows for focused teams
Pick a segment to see validation tips, cadences, and messaging angles.
Tech (IT & Software)
Route high-intent accounts, reduce stale contacts, and keep technical outreach organized.
View segment playbookBusiness Consulting
Stay aligned on buying signals, project windows, and decision-maker relevance.
View segment playbookStaffing & Recruiting
Coordinate hiring managers, keep requisition data clean, and move fast.
View segment playbookAccounting & Finance
Target finance leaders with clean compliance data and predictable follow-up.
View segment playbookReal Estate
Organize brokerage outreach, verify property decision-makers, and keep pipelines tight.
View segment playbookWholesale Distribution (B2B)
Keep distributor outreach organized, clean vendor data, and track buying cycles.
View segment playbookLogistics & Transportation
Validate shipper needs, keep carrier data clean, and track outreach by lane.
View segment playbookWarehousing & Fulfillment (3PL)
Qualify fulfillment needs, keep contact data accurate, and track onboarding readiness.
View segment playbookManufacturing
Qualify plant needs, keep procurement contacts clean, and track RFQ timing.
View segment playbookConstruction
Track bid timing, keep GC contacts clean, and avoid wasted outreach.
View segment playbookField Services (Trades)
Keep service territories clean, validate decision-makers, and avoid wasted calls.
View segment playbookInsurance
Validate policy decision-makers, keep compliance data clean, and run tight cadences.
View segment playbookEducation & Training
Track program needs, validate decision-makers, and keep outreach aligned to terms.
View segment playbookHealthcare
Validate provider roles, keep compliance notes clean, and track procurement timing.
View segment playbookAutomotive Services
Track multi-location shops, keep service data clean, and align outreach to capacity.
View segment playbookRetail & E-commerce
Validate brand fit, keep buyer data clean, and align outreach to merchandising cycles.
View segment playbookHospitality (Hotels)
Keep property contacts clean, align outreach to renovation cycles, and track decisions.
View segment playbookRestaurants & Cafes
Keep location data clean, validate decision-makers, and time outreach to busy seasons.
View segment playbookLocal Services
Validate service areas, keep owner data clean, and avoid wasted outreach.
View segment playbookHow to use these pages
A simple three-step approach
1. Validate the list
Use the checklist to confirm roles, timing, and fit before you send a touch.
2. Run the cadence
Keep outreach short and consistent, then log every response in Kanban.
3. Clean the data weekly
Remove stale contacts, update roles, and keep ownership visible.
FAQ
Segment playbook questions
What are segment playbooks?
They are practical outbound workflows tailored to a specific industry segment, including validation steps, cadence structure, and tracking guidance.
How should I choose a segment?
Pick the segment that matches your current customer profile and adjust the checklist to your ideal company size and role.
Do I need to validate every lead?
Yes. Each playbook includes a quick checklist so your team avoids stale or out-of-scope accounts.
How often should these playbooks be used?
Use them weekly. Review lead hygiene, run cadences, and update Kanban stages as part of your regular operating rhythm.
Can I use these for list cleaning?
Yes. The validation checklist and Kanban notes help you document why leads stay or are removed.
Where do pricing and product details live?
Use the Product and Pricing pages for a deeper view of workflows and plan details.