rating★★★
Reply reviewed
21d agoToo many sentences before the ask. Cut the middle paragraph next time.
Coaching library
Everything here is readable by the orchestrator through the get_coaching MCP tool before it writes a reply. Playbook entries are standing rules; ratings and rewrites are per-message corrections.
rewrite
Opt-outs are acknowledged in one line
29d agoDo not attempt to save an opt-out. One line, apology, suppression, done.
before I'd love to set up a call to walk through pricing tailored to your needs!
after Understood — you're removed from all sequences as of today and won't hear from us again. Apologies for the interruption.
rewrite
Answer the price question directly
32d agoWhen a lead names a seat count, quote the real number in the first sentence. Deflecting to 'it depends' reads evasive and costs the reply.
before I'd love to set up a call to walk through pricing tailored to your needs!
after Fair question — for forty seats we land at $2,400/month on an annual term, and that includes the migration work. Happy to walk through what's in and out of scope.
rewrite
Route compliance asks to artifacts, not reassurance
36d agoNever improvise security answers. Name the artifact, state its currency, offer the security lead.
before I'd love to set up a call to walk through pricing tailored to your needs!
after Attaching our SOC 2 Type II summary and standard DPA. Both are current as of this quarter and our security lead can join your review call if that helps.
rating★★★
Reply reviewed
37d agoToo many sentences before the ask. Cut the middle paragraph next time.
rating★★★★★
Reply reviewed
45d agoToo many sentences before the ask. Cut the middle paragraph next time.
rewrite
Opt-outs are acknowledged in one line
47d agoDo not attempt to save an opt-out. One line, apology, suppression, done.
before I'd love to set up a call to walk through pricing tailored to your needs!
after Understood — you're removed from all sequences as of today and won't hear from us again. Apologies for the interruption.
rewrite
Route compliance asks to artifacts, not reassurance
48d agoNever improvise security answers. Name the artifact, state its currency, offer the security lead.
before I'd love to set up a call to walk through pricing tailored to your needs!
after Attaching our SOC 2 Type II summary and standard DPA. Both are current as of this quarter and our security lead can join your review call if that helps.
rewrite
Answer the price question directly
50d agoWhen a lead names a seat count, quote the real number in the first sentence. Deflecting to 'it depends' reads evasive and costs the reply.
before I'd love to set up a call to walk through pricing tailored to your needs!
after Fair question — for forty seats we land at $2,400/month on an annual term, and that includes the migration work. Happy to walk through what's in and out of scope.
rating★★★★★
Reply reviewed
57d agoGood — concrete number, no hedging, single ask at the end.
rewrite
Route compliance asks to artifacts, not reassurance
60d agoNever improvise security answers. Name the artifact, state its currency, offer the security lead.
before I'd love to set up a call to walk through pricing tailored to your needs!
after Attaching our SOC 2 Type II summary and standard DPA. Both are current as of this quarter and our security lead can join your review call if that helps.
rating★★★
Reply reviewed
61d agoGood — concrete number, no hedging, single ask at the end.
playbook
Tone
72d agoPlain, direct, no exclamation marks, no 'I hope this finds you well', no adjectives stacked on the product. Write like a colleague, not a brochure.
#toneby Maya Ortiz
playbook
Cadence
73d agoMaximum three outbound touches over fourteen days without a reply, then stop. Re-entry only after a stage change or a new trigger event.
#cadenceby Maya Ortiz
playbook
Opt-outs are absolute
74d agoAny phrasing that reads as removal — 'take me off', 'unsubscribe', 'stop' — sets do_not_contact immediately and ends the sequence. No save attempt.
#complianceby Maya Ortiz
playbook
Security and legal never answered unattended
75d agoSOC 2, DPA, penetration tests, data residency: escalate. Do not describe controls from memory.
#security#escalationby Maya Ortiz
playbook
Pricing questions escalate above 20% discount
76d agoQuote list pricing freely. Any request implying more than a 20% discount, multi-year terms, or custom SLAs goes to a human via escalate_thread.
#pricing#escalationby Maya Ortiz
playbook
Opening emails: one claim, one ask
77d agoLead with a specific observation about the account, make exactly one claim, and close with a single low-commitment ask. Never stack two questions.
#opener#structureby Maya Ortiz