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Playbook

10 articles tagged with Playbook

Sales Pipeline Automation: a Step-by-Step Guide for Mid-Market Teams
RevOps AutomationSales and RevOps

Sales Pipeline Automation: a Step-by-Step Guide for Mid-Market Teams

A step-by-step sales pipeline automation guide for UK mid-market and SME sales teams. Stages, tools, and AI forecasting.

David Packman
14 min read
AI Lead Scoring Implementation Playbook for Mid-Market UK B2B Sales Teams
Lead IntelligenceSales and RevOps

AI Lead Scoring for Mid-Market UK B2B: an Implementation Playbook

A how-to playbook for AI lead scoring at UK B2B SMEs: the data it needs, lead enrichment automation, and HubSpot or Salesforce rollout.

David Packman
13 min read
AI Proposal Generator for UK Mid-Market Agencies
RFQ AutomationMarketing Agencies

AI Proposal Generator for UK Mid-Market Agencies

An AI proposal generator can take an agency proposal from 25 hours to 2. Here is how proposal automation actually works for UK marketing agencies.

David Packman
14 min read
8 Marketing Agency Workflows to Automate First
Workflow AutomationMarketing Agencies

8 Marketing Agency Workflows to Automate First

A UK marketing agency automation playbook. The 8 workflows that pay back first, the hours each one saves, and where humans stay in the loop.

David Packman
13 min read
How to Automate RFQ Processing in a UK B2B Company
RFQ AutomationSales and RevOps

How to Automate RFQ Processing in UK B2B

A practical UK B2B playbook for RFQ automation: cut time-to-quote, handle messy inbound formats, and keep humans in control of the calls that matter.

David Packman
15 min read
The UK SME AI Automation Roadmap: a 30/60/90-day template
AI Automation RoadmapFounders and CEOs

UK SME AI Automation Roadmap: 30/60/90 Days

A 30/60/90-day AI automation roadmap template for UK SMEs. Board-ready phases, KPIs, and the framework CEOs use to convert strategy into delivery.

David Packman
13 min read
AI Automation ROI for UK SMEs: a four-part hours-saved framework
AI Automation ROIFounders and CEOs

AI Automation ROI Framework for UK SMEs

How UK SMEs measure AI automation ROI: the hours-saved framework that captures direct hours, avoided hires, error cost, and capacity unlocked.

David Packman
11 min read
The Hidden Cost of Manual RevOps
RevOps AutomationSales and RevOps

The Hidden Cost of Manual RevOps

Manual RevOps quietly drains 8 to 15 hours a week from mid-market UK sales teams. Here's where the hours go, and how RevOps automation reclaims them.

David Packman
12 min read
How to build an AI automation strategy: a practical guide for UK businesses
AI Automation StrategyFounders and CEOs

Building Your AI Automation Strategy

An AI automation strategy is a roadmap from one-off automations to connected systems. Here's how UK businesses build one that compounds.

David Packman
12 min read
Where to Start with AI Automation: Your First 3 Steps
AI Automation StrategyFounders and CEOs

Where to Start With AI Automation

Where UK SMEs should actually start with AI automation. The first three workflows that pay back, plus what to ignore until later.

David Packman
11 min read