A few quick questions. I'll come back personally, one company at a time, US and UK.
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Module 8 · 6 lessons · 72 min
Revenue Playbooks: Sales, Marketing and Customer Service
8Revenue Playbooks: Sales, Marketing and Customer ServiceModule 8 · OverviewRevenue Playbooks: Sales, Marketing and Customer Service
Module 8
Revenue Playbooks
Sales, marketing and customer service that run on your AI department
Bruno Ashford
Why start here
Put your AI department where the money is first. Every hour saved here is an hour closer to a customer.
Bruno Ashford
The six playbooks
From stranger to happy customer
1Lead researchKnow them before you call
2Follow-upNo lead goes quiet
3ProposalsSame-day, tailored
4ContentOne idea, a week of posts
5CampaignsCost per customer, not clicks
6ServiceRight tone, right escalation
8.1 Lead research
Research stops being the skipped step
The researcher cites a source for every fact.
Sharp ideal customer profile first
Parallel batches of five
Contact fits of 4 and 5
Public business information only
8.2 Follow-up
Leads rarely say no. They go quiet when you do.
Bruno Ashford
8.2 The morning routine
15 minutes that close the leak
CRM in, drafts out, you send.
Overdue list, read-only
A specific reason to reply
Under 80 words each
Log it, set the next date
8.3 Proposals
Transcript to proposal
1CaptureCall notes or transcript
2DraftSkill plus pricing rules
3ReviewReviewer catches blockers
4DecideYou resolve every [CONFIRM]
8.4 Content engine
One real idea, four formats
Consistency beats inspiration.
Ideas file from real customers
Voice written in CLAUDE.md
Post, caption, email, script
Human approves before publishing
8.5 Campaigns (illustrative numbers)
Ask the business question
Campaign
Cost per lead
Cost per customer
Verdict
Branded search
$18
$42
Scale
Meta prospecting
$9
$190
Fix or pause
Retargeting
$14
$65
Keep
Illustrative example. Cheap leads are not cheap customers.
8.6 Customer service
Always escalate these to a human
Write these rules before drafting a single reply.
Refunds and money
Legal or safety issues
Health questions
Strong emotion, public complaints
Measure it (illustrative targets)
What owners typically track
5 minresearch per lead, down from 20
0leads without follow-up after 7 days
Same dayproposal turnaround
Project
One playbook, end to end, measured
Lead, research, contact, follow-up, proposal.
Log hours before you change anything
Run it for two weeks
Log hours after
Turn hours into money
Recap
AI drafts, researches and remembers. You decide, relate and close. That is the split that grows revenue.
Bruno Ashford
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Use ← → to move. The marker highlights text and the pencil draws on the slide; navigation locks while you annotate. Undo removes the last mark, Esc exits.
Put your AI department to work where it pays first: finding customers, following up, closing, marketing and keeping clients happy.
