Creating Smart Playbooks for Sales & Marketing Teams

Stairoids is designed to give your revenue teams more than just data — it’s built to trigger action. By using smart playbooks, you can turn real-time intent signals into structured sales and marketing workflows that scale, convert, and repeat.

This article shows how to build effective playbooks in Stairoids — using filters, signal types, tagging, and team assignments to align your go-to-market strategy.

🧠 What Is a Playbook in Stairoids?

A playbook is a structured process triggered by a specific pattern of behavior or signal combination — designed to help your team:

• Recognize intent

• Take the right next step

• Stay aligned between sales and marketing

• Move faster, with less guesswork

Think of a playbook as your “if-this-then-that” system, powered by intent.

🧩 Playbook Structure

Every smart playbook starts with:

1. Trigger signals or filters

2. Segment or account definition

3. Action steps for sales or marketing

4. Timing and follow-up rules

5. Optional export or automation step

📚 Example Playbooks

🎯 Sales Playbook: “Profile View + IWS > 80”

Trigger: Contact viewed LinkedIn profile + company has IWS > 80
Action:

• SDR connects on LinkedIn with context

• Assign company and heart the contact

• Sales rep sends 1:1 message 2–3 days later

• Monitor engagement and update status in CRM

📣 Marketing Playbook: “Ad Click + Website Visit”

Trigger: Contact clicked LinkedIn ad + visited site within 5 days
Action:

• Add tag: Campaign - [Ad Name]

• Push to nurture email flow

• Export list for LinkedIn retargeting

• Filter weekly for new additions

🚀 ABM Playbook: “ICP Fit + 3 Signals in 14 Days”

Trigger: Approved company, IWS > 100, 3+ signals in 2 weeks
Action:

• Assign to ABM team

• Upload to LinkedIn matched audience

• Start multi-touch campaign (ad + email + SDR task)

• Weekly team review for progress

🛠️ How to Build a Playbook in Stairoids

1. Create a Filter that defines your trigger

2. Tag accounts or contacts automatically from the filter

3. Assign team members via tasking or manual approval

4. Export lists to your ad, CRM, or email platform (if needed)

5. Document your steps in a shared Notion, wiki, or CRM playbook section

💡 Bonus: Use Suggested Tasks to automatically recommend playbook actions when the pattern is detected.

✅ Best Practices

🔁 Turn Playbooks into Repeatable Wins

Use reporting, filters, and tag tracking to measure:

• Which playbooks generate most replies or conversions

• Where leads are dropping off

• How marketing influences pipeline progression

This helps you optimize and evolve your approach over time.

🟢 Summary

Playbooks help your team move from insight to impact — without reinventing the wheel every time.