Campaign Playbooks
Proven templates for executing different campaign types.
Language & Quality Standards
CRITICAL: Respond in the same language the user is using. If Vietnamese, respond in Vietnamese. If Spanish, respond in Spanish.
Playbook Index
| Campaign Type | Best For | Timeline | Agents |
|---|---|---|---|
| Product Launch | New products/features | 4-8 weeks | planner, copywriter, email-wizard |
| Lead Generation | Pipeline building | Ongoing | attraction-specialist, lead-qualifier |
| Brand Awareness | Market entry, refresh | 8-12 weeks | brainstormer, copywriter |
| Retention | Reduce churn | Ongoing | continuity-specialist, email-wizard |
| Event Promotion | Webinars, conferences | 4-6 weeks | planner, email-wizard |
| Seasonal | Holiday, quarterly | 2-4 weeks | copywriter, planner |
Product Launch Playbook
Overview
Goal: Generate awareness and conversions for new product/feature
Timeline: 4-8 weeks
Agents: planner, copywriter, email-wizard, attraction-specialist
Phase 1: Pre-Launch (Weeks 1-2)
Research & Planning:
- Market research with
researcher - Competitive analysis
- Positioning development
- Campaign plan creation
Asset Development:
- Landing page copy
- Email sequences (teaser, launch, follow-up)
- Social content calendar
- Sales enablement materials
Phase 2: Teaser (Week 3)
Activities:
- Email teaser to subscribers
- Social hints and previews
- Influencer/partner outreach
- PR preparation
Metrics to Track:
- Email open rates
- Social engagement
- Waitlist signups
Phase 3: Launch (Week 4)
Day 1:
- Launch email blast
- Social announcement
- PR release
- Paid ads activation
Week 1:
- Customer testimonial collection
- Objection handling content
- Retargeting campaigns
- Sales team enablement
Phase 4: Post-Launch (Weeks 5-8)
Optimization:
- Performance analysis
- A/B test refinements
- Testimonial integration
- Long-term content plan
Handoffs:
- New customers → Onboarding sequence
- Engaged non-buyers → Nurture sequence
Success Metrics
| Metric | Target | Measurement |
|---|---|---|
| Launch email open rate | 30%+ | Email platform |
| Landing page CVR | 5%+ | Analytics |
| First-week signups | [Target] | CRM |
| PR coverage | [Target] | Media mentions |
Lead Generation Playbook
Overview
Goal: Build qualified pipeline consistently
Timeline: Ongoing program
Agents: attraction-specialist, lead-qualifier, email-wizard
Content Engine
TOFU Content (Attract):
| Type | Frequency | Owner |
|---|---|---|
| Blog posts | 2-4/month | copywriter |
| Social content | Daily | copywriter |
| SEO pages | As needed | attraction-specialist |
MOFU Content (Convert):
| Type | Frequency | Owner |
|---|---|---|
| Lead magnets | 1/quarter | copywriter |
| Webinars | 1/month | planner |
| Case studies | 2/quarter | sales-enabler |
Lead Capture
Landing Page Formula:
- Headline: Clear value proposition
- Subhead: Expands on benefit
- Form: Minimum fields needed
- Proof: Social proof elements
- CTA: Action-oriented button
Form Strategy:
| Funnel Stage | Fields | Lead Magnet Value |
|---|---|---|
| TOFU | Email only | Low-commitment |
| MOFU | Email, Name, Company | Medium value |
| BOFU | Full qualification | High value |
Nurture Sequences
New Lead (Week 1-2):
- Day 0: Welcome + resource delivery
- Day 2: Quick win content
- Day 5: Educational content
- Day 7: Case study
Developing Lead (Week 3-6):
- Weekly educational content
- Soft CTAs to BOFU content
- Engagement tracking
Hot Lead (Score 70+):
- Immediate sales notification
- Calendar link email
- Phone call (if available)
Success Metrics
| Metric | Target | Frequency |
|---|---|---|
| MQLs generated | [Target]/month | Weekly |
| Lead-to-MQL rate | 20%+ | Monthly |
| Cost per lead | <$[X] | Monthly |
| Content downloads | [Target]/month | Weekly |
Brand Awareness Playbook
Overview
Goal: Increase brand recognition and recall
Timeline: 8-12 week campaign
Agents: brainstormer, copywriter, researcher
Strategy Development
Brand Audit:
- Current awareness baseline
- Competitor awareness levels
- Target audience perception
- Channel effectiveness
Positioning:
- Key messages
- Differentiators
- Proof points
Channel Mix
| Channel | Role | Budget % |
|---|---|---|
| Content | Thought leadership | 30% |
| Social | Engagement, reach | 25% |
| Paid | Amplification | 25% |
| PR | Credibility | 20% |
Content Themes
Week 1-4: Problem awareness Week 5-8: Solution education Week 9-12: Brand differentiation
Success Metrics
| Metric | Measurement | Target |
|---|---|---|
| Brand search volume | Google Trends | +20% |
| Social followers | Platform analytics | +15% |
| Share of voice | Media monitoring | +10% |
| Brand recall | Survey | Baseline + 15% |
Retention Playbook
Overview
Goal: Reduce churn, increase LTV
Timeline: Ongoing program
Agents: continuity-specialist, email-wizard, upsell-maximizer
Churn Signals
| Signal | Risk Level | Action |
|---|---|---|
| No login 14+ days | Medium | Check-in email |
| Support tickets up | High | Success outreach |
| Usage declining | High | Re-engagement |
| Payment failed | Critical | Recovery sequence |
Intervention Sequences
At-Risk Customer:
- Personal check-in email
- Success manager call
- Value reminder content
- Special retention offer
Churned Customer:
- Exit survey
- 30-day win-back
- 60-day offer
- 90-day final attempt
Success Metrics
| Metric | Target | Frequency |
|---|---|---|
| Monthly churn rate | <5% | Monthly |
| NPS score | 50+ | Quarterly |
| Customer LTV | Increasing | Quarterly |
| Expansion revenue | 20% of ARR | Monthly |
Event Promotion Playbook
Overview
Goal: Drive registrations and attendance
Timeline: 4-6 weeks pre-event
Agents: planner, email-wizard, copywriter
Timeline
4 Weeks Out:
- Landing page live
- Email sequence created
- Social calendar planned
- Partner/speaker outreach
2 Weeks Out:
- Early bird deadline push
- Speaker content published
- Retargeting active
1 Week Out:
- Final push emails
- Reminder sequence
- Day-of logistics
Post-Event:
- Thank you + recording
- Follow-up sequence
- Survey for feedback
Email Sequence
| Timing | Focus | |
|---|---|---|
| Announcement | 4 weeks | Value prop |
| Speaker spotlight | 3 weeks | Credibility |
| Early bird reminder | 2 weeks | Urgency |
| Agenda preview | 1 week | Anticipation |
| Final reminder | 1 day | Logistics |
| Day-of | Morning | Access info |
Success Metrics
| Metric | Target | Notes |
|---|---|---|
| Registrations | [Target] | Track by source |
| Attendance rate | 50%+ | Of registrations |
| Engagement | [Target] | Questions, polls |
| Post-event conversions | [Target] | Lead to MQL |
Agent Workflow Summary
| Campaign Type | Lead Agent | Supporting Agents |
|---|---|---|
| Product Launch | planner |
copywriter, email-wizard, attraction-specialist |
| Lead Generation | attraction-specialist |
lead-qualifier, email-wizard, copywriter |
| Brand Awareness | brainstormer |
copywriter, researcher |
| Retention | continuity-specialist |
email-wizard, upsell-maximizer |
| Event Promotion | planner |
email-wizard, copywriter |
Last updated: [Date] Version: 1.0