New: AI Playbook Builder

Building playbooks in LeadLoft can be one of the most time-consuming tasks, especially when you want to start engaging the prospects you’ve saved from LinkedIn.

Historically, this process took anywhere from 30 minutes to 2 hours, depending on how comfortable you were with building outbound campaigns.

But we’ve made that a thing of the past!

Our new AI Playbook Builder does all the heavy lifting for you. With just a short prompt and one click, you can create optimized playbooks that are tailored to your company and your pitch.

So, let’s jump into how our new AI Playbook Builder works!

How Does It Work?

I won’t get into all the tech magic happening behind the scenes (although it’s pretty cool).

From your side, it’s simple. All you need to do is create a Playbook is write a short prompt and hit "Generate with AI"

What You’ll Need:

1. Playbook Prompt – Describe what you want your playbook to do.
2. Your Pitch – Tell us what you’re offering in your outreach.

That’s it! If you're ready to use it, you can jump to Playbooks and give it a try now!

AI Playbook Builder Features

Let’s talk about why this tool is such a game-changer.

1) Multi-Channel Support

LeadLoft isn’t just for email, it’s designed to work across LinkedIn, email, phone, and more. So, we made sure the AI Playbook Builder supports multiple channels too.

You can ask it to build anything from a couple of LinkedIn steps, 15 email steps, or even add call tasks. The sky’s the limit!

2) Personalization

The AI Playbook Builder knows how to personalize your messaging. For example, it automatically adds placeholders like “Hi {{FirstName}}” to your emails.

If you want your calendar link included, it’ll know to add something like, “Book a time with me here: {{Sender.Calendar}}.”

It’s all about making your outreach feel personal and saving you time.

3) Optimized Copy

Writing short, punchy copy can be tough.

It’s easy to overthink things and end up writing an essay, which isn’t ideal. The AI Playbook Builder follows best practices, so every message is concise, clear, and optimized for high performance.

You won’t need to spend hours tweaking the copy, it’s good to go right out of the box.

4) Channel Specific Messaging

The way you communicate on LinkedIn is different from how you’d write an email. The AI Playbook Builder gets that.

It formats your messaging based on the channel you’re using. So your LinkedIn messages will be more casual and conversational, while your emails will be a bit more formal.

5) Pre-Built Prompts

To save even more time, we’ve included a list of commonly requested prompts. Just click on one, and the AI will build out your playbook. It’s fast, easy, and perfect for those playbooks you’ll be building over and over.

Now, let’s make sure you’re getting the most out of your playbooks by crafting a high-quality prompt and pitch

How to Write a Great Playbook Prompt

The Playbook Prompt is where you tell the AI what steps you want in your playbook.

Here are a couple of examples to help you out:

• "Build a playbook with three email steps and two LinkedIn steps to follow up with current deals in the new year. No call tasks, and delays of 7-14 days between each step."
• "Create an outbound playbook that starts with connecting on LinkedIn, followed by two email steps and three more LinkedIn steps. Add call tasks throughout."

Your Playbook Prompt helps you control key details, like:

• Number of steps
• The type of channels used (email, LinkedIn, etc.)
• Content and structure of your messages
• Time delays between each step

You’re basically telling the AI what steps you want in your outreach and how you want to approach your prospects.

How to Write a Great Pitch

This part is really important.

Your pitch is where you set the tone and value for your outreach, and it can make or break your AI-generated playbook.

To make things easier for the AI, focus on the value you’re offering and keep it clear.

Don’t get caught up in listing features, and definitely avoid generic, boring offers.

Bad Examples:

• "We are an AI-first CRM that accelerates revenue with AI."
• "We help large data centers streamline efficiency with our compression ecosystem."

Good Examples:

• "We built an AI tool that booked 38 meetings for me last month. Want to see how it works?"
• "Our tool cuts data center costs by 70%. Interested in seeing much we could save you?"

Wrapping Up

The AI Playbook Builder is live in LeadLoft, and it’s ready for you to use. So go ahead, give it a try, and see how much time you save!

If you have any questions or want to see a demo of the AI Playbook Builder in action, feel free to book a time with my team.

We’re here to help!