Playbooks
Step-by-step guides for outbound that works.
Goal-oriented playbooks for the moments that actually move the needle: launching a campaign that lands, recovering an account that wobbles, triaging a funnel that has gone quiet. Written by the team building Funkel.
Agency multi-client signal workflow
A seven-step system for running signal-based outbound across agency clients without mixing evidence, audiences, senders, approvals, replies, or suppressions.
Open playbook →Build a signal mix that fits your business
How to pick the right LinkedIn intent signal mix for your stage, category, and team. Decision framework plus four worked recipes.
Open playbook →Competitor dissatisfaction multichannel outreach playbook
A seven-step workflow for routing verified competitor dissatisfaction across public replies, LinkedIn, X, and email without turning one complaint into a parallel-channel pitch.
Open playbook →Email reply intent routing workflow
A seven-step workflow for pausing the old sequence, preserving multi-state replies, applying stop precedence, and routing one owned next action.
Open playbook →Engineering hiring outreach for devtool teams
A seven-step workflow for turning verified engineering hiring into relevant devtool outreach without mistaking candidate requirements for stack, pain, budget, or vendor intent.
Open playbook →Event attendee sales follow-up workflow
A seven-step workflow for following up after an event without treating registration, attendance, a badge scan, or a booth visit as automatic buyer intent.
Open playbook →Follow-up sequences that don't sound desperate
The 3-step shape that converts after a connection accept: opener cites the signal, value drop, soft exit. Two worked examples and four anti-patterns.
Open playbook →Former champion job-change outreach playbook
A seven-step workflow for reconnecting after a former champion changes jobs without assuming prior trust, product fit, permission, or success transfers.
Open playbook →Founder X outreach after a direct pain post
A seven-step workflow for responding to a founder’s direct pain post on X without turning public problem evidence into an unsolicited pitch.
Open playbook →Founder-led multichannel outreach workflow
A seven-step workflow for coordinating founder outreach across public conversations, LinkedIn, X, and email without duplicating pitches or losing the buyer context.
Open playbook →Funding announcement LinkedIn outreach playbook
A seven-step workflow for turning verified funding news into relevant founder outreach on LinkedIn without assuming new capital means budget or buyer intent.
Open playbook →Funding announcement sales email playbook
A seven-step workflow for emailing a sales leader after a funding announcement without assuming the round created budget, urgency, or buyer intent.
Open playbook →How to recover a flagged LinkedIn account
A practical 7-step playbook for what to do when LinkedIn restricts or warns your account. Pause, rest, ramp back without re-tripping the filter.
Open playbook →Launch a competitor-pain campaign
Find buyers actively complaining about your competitor on LinkedIn and open the conversation while the moment is still warm. The exact 30-minute setup.
Open playbook →Leadership change outreach for RevOps teams
A seven-step workflow for routing a verified leadership change into RevOps without assuming a new executive will replace tools, approve budget, or start a project.
Open playbook →LinkedIn content engagement outreach playbook
A seven-step workflow for deciding when a reaction, comment, or repost supports public help, research, an existing-conversation reply, one reviewed message, or no outreach.
Open playbook →LinkedIn outreach after a direct pain post
A seven-step workflow for responding to a direct pain post on LinkedIn without turning public problem evidence into a promotional connection request or unsolicited pitch.
Open playbook →Market expansion outreach playbook
A seven-step workflow for turning verified market entry into one owned operating question without treating an expansion announcement as buyer intent.
Open playbook →Multiple-stakeholder account outreach workflow
A seven-step account workflow for coordinating several verified stakeholders without copying one person’s intent, opening parallel sequences, or losing the real owner.
Open playbook →New VP Sales outreach workflow
A seven-step workflow for contacting a newly appointed VP Sales without treating the title, first 90 days, or inherited stack as automatic buyer intent.
Open playbook →Outreach workflow stop conditions
A seven-step workflow for defining, classifying, propagating, testing, and auditing stop conditions across outbound sequences, channels, owners, and systems.
Open playbook →Partnership announcement outreach playbook
A seven-step workflow for turning a verified partnership into one owned operating question without treating the announcement as buyer intent.
Open playbook →Pricing page visit sales workflow for SDR teams
A seven-step SDR workflow for routing a verified pricing-page visit without guessing the visitor, exposing tracking, bypassing the account owner, or forcing an immediate sequence.
Open playbook →Product launch outreach playbook for agencies
A seven-step workflow for agencies using a prospect’s product launch to qualify one service gap, owner, outreach route, and stop state—without inventing need.
Open playbook →Repeat website visitor outreach workflow for founders
A seven-step founder workflow for routing verified repeat website activity without guessing the visitor, exposing tracking, or turning account interest into an automatic pitch.
Open playbook →Review-site research outreach workflow
A seven-step workflow for routing verified review-site research without exposing account tracking, guessing the visitor, or opening parallel sequences.
Open playbook →RevOps signal-to-rep handoff workflow
A seven-step RevOps workflow for packaging a buyer signal, resolving ownership, routing by capacity, confirming acceptance, and reclaiming stale rep handoffs.
Open playbook →Run outbound with one founder LinkedIn account
A solo-operator playbook for running quiet, signal-based outbound from a single founder account. The caps, the cadence, and when adding a second sender finally pays.
Open playbook →Sales hiring trigger outreach playbook
A seven-step workflow for turning verified sales hiring into relevant outreach without assuming a job post proves growth, budget, pain, or vendor intent.
Open playbook →Sales manager lead prioritization workflow
A seven-step workflow for sales managers to rank competing lead work by direct commitments, fit, evidence, timing, ownership, capacity, and stop state.
Open playbook →Signal-led outbound for small sales teams
A seven-step operating system for running signal-led outbound with a small sales team, one reason queue, bounded capacity, and reply-led stop rules.
Open playbook →Switch from agency outbound to in-house in 14 days
A day-by-day plan for moving off a lead-gen agency without dropping pipeline. What to inventory, what to launch first, and how to have the cancellation conversation.
Open playbook →Technology adoption outreach playbook
A seven-step workflow for turning a verified technology change into one owned operating question without treating a stack clue as buyer intent.
Open playbook →Vendor recommendation post response playbook
A seven-step workflow for answering a public vendor recommendation request with clear disclosure, useful criteria, and response-led follow-up—not a pitch.
Open playbook →Webinar attendee sales follow-up workflow
A seven-step workflow for following up after a webinar without turning registration, watch time, a poll click, or a replay into automatic sales intent.
Open playbook →When to wait for a second buyer signal
A seven-step workflow for deciding whether one buyer signal supports action, research, a time-bounded wait for specific evidence, or no outreach.
Open playbook →Why aren't leads reaching me? a triage playbook
Four symptoms, four causes, four fixes. How to read the rejection breakdown panel and unstick the discovery pipeline when the funnel runs dry.
Open playbook →Your first 30 days of LinkedIn outbound
A week-by-week plan for someone new to outbound: setup, calibration, first sends, review, scale. What to measure, what to ignore.
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