ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / SALES AUTOMATION
Playbooks
Never Miss. Auto-Close.
Multi-step email and SMS sales playbooks that keep every lead engaged until they sign.
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REVENUE_ENGINEACCELERATED
PLAYBOOKSAUTOMATED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
01
Set Your Playbook
Choose when and how often to follow up after a quote is sent.
02
Trigger the Message
System sends personalized messages automatically if no action is taken.
03
Close the Deal
Clients respond to the reminders, moving the deal closer to won.
02 / Overview
Playbooks
The fortune is in the follow-up. Kaching's sales playbooks handle the persistence for you, sending professional messages to clients who haven't signed or paid.
Multi-step email and SMS playbooks
Smart triggers based on quote open status
Customizable templates with trade-specific logic
Pause playbook instantly on reply
Drip campaigns for long-term lead nurturing
Performance tracking on playbook conversion
Closer Bot / Sequence Builder
Auto-Pilot: Active
Refresh
New Sequence
Step 02: High-Ticket Email Protocol
TEMPLATE: ROOF_UNSIGN_02
AES-256 SECURE
Reply Detection: ON
Target Channel
customer_email@domain.com
Subject Protocol
Re: Structural Project Update [Q-842-X]
Render_v4.2
Hi [CUSTOMER_NAME],
Our operational grid indicates that the Structural Roofing System [Q-842-X] proposal for [PROPERTY_ADDRESS] is still awaiting final authorization.
We have reserved the materials and crew staging for the week of March 12th. To lock in this window, please authenticate the signature via the secure portal below.
View Proposal & Authorize
CHANNEL MATRIX
PERSISTENCE
4 NUDGES / 96H
CONVERSION LOG
32% OPEN_RATE
03 / SALES AUTOMATION
THE CLOSER BOT
1
Drip Sequence
Timed delivery of messages to keep leads warm.
2
Smart Triggers
Events that fire automation (Quote Opened, Unsigned, etc.).
3
Template Engine
Professional language designed for conversion and trust.
4
Reply Detection
Logic that halts automation the moment a client responds.
5
Channel Selection
Multi-channel reach across SMS and email for max impact.
6
Automation Log
Technical record of every automated touchpoint delivered.
1
2
3
4
5
6
Closer Bot / Sequence Builder
Auto-Pilot: Active
Refresh
New Sequence
Step 02: High-Ticket Email Protocol
TEMPLATE: ROOF_UNSIGN_02
AES-256 SECURE
Reply Detection: ON
Target Channel
customer_email@domain.com
Subject Protocol
Re: Structural Project Update [Q-842-X]
Render_v4.2
Hi [CUSTOMER_NAME],
Our operational grid indicates that the Structural Roofing System [Q-842-X] proposal for [PROPERTY_ADDRESS] is still awaiting final authorization.
We have reserved the materials and crew staging for the week of March 12th. To lock in this window, please authenticate the signature via the secure portal below.
View Proposal & Authorize
CHANNEL MATRIX
PERSISTENCE
4 NUDGES / 96H
CONVERSION LOG
32% OPEN_RATE
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AUTOMATE YOUR SALES PLAYBOOKS
See how this feature fits into your workflow.