How To
How to start with default playbooks
Pick the default playbooks that match your first customer journey instead of activating everything at once.
How to start with default playbooks
Every new RevMozi project ships with default playbooks, but the right starting set depends on how you sell.
Start with the journey you actually run
- Lead capture business: start with lead welcome and lead follow-up
- Appointment business: add appointment reminders
- Paid offer business: add order confirmation
- Subscription business: add payment retry and win-back
- Completed-service business: add testimonial and feedback collection
A practical first stack
For most new workspaces, this is enough:
- lead welcome
- order confirmation
- appointment reminders, if you book time
- testimonial and feedback collection
What to customize first
- message tone and brand voice
- delays that are obviously wrong for your business
- channels you do or do not use
What to leave alone at first
- the overall flow structure if you have not yet seen real data
- advanced win-back logic before the first sale path is working