The Playbook Agency

WE FIX, BUILD OR AUTOMATE YOUR INBOUND & OUTBOUND SALES WORKFLOWS

We support SaaS, Web3 & Enterprise B2B companies build pipeline, more efficiently, using technology, AI & automation.

Trusted by industry leaders

3x your outbound opportunities using today’s workflows

30+

Companies Supported

40%

saving with lower technology costs via automation

50%

more time spent selling

The Challenge Today

Outbound & Inbound is now more technical than ever

Install AI & automation without losing human connection

Customer Acquisition Costs Are Sky High

Your sales team drowns in manual research

Scaling outbound is blocked by process bottlenecks

Who do you really trust to navigate you?

Flexible Packages to Fit Your Needs and Budget

Contact Data & Research

Get mobile phone, email & LinkedIn ready, researched leads - in 24 hours for your team

From $1,000

Explore more
  • 20+ data providers for phone, email + LinkedIn

  • Save 20 hours per rep per week

view all features
  • Map your entire TAM with quality data

  • Access to a $200,000 technology stack, at a discounted rate

Let's Discuss

Revops & Clay Engineering

Whether you want to diversify your pipeline or fully outsource it, we’ve got you covered.

From $5,500

Explore more
  • Install AI & Automation into your GTM function to increase revenue by 30-50%

  • Automate outbound - Build, enrich, score & message leads in seconds

  • Automate inbound - Auto score, priorities and connect with inbound leads

  • Full Clay.com implementations across Sales, Marketing, Revops, CS & Account Management

view all features
  • Continuous GTM Engineering Support

  • Cost & Outcome Optimised technology stack

  • CRM & Data Enrichment

  • Copywriting & AI Snippet Creation

Let's Discuss
Recommended!

Outbound ACcelaration

Focus on results, not tools with our plug and play outbound service

From $4,500

Explore more
  • Access to a $100,000 per year outbound stack without a yearly commitment

  • 5,000 researched phone + email ready leads per month

  • 15,000 emails per month

  • 800+ LinkedIn outreaches per month

view all features
  • Email automation and infrastructure set up with 50+ inboxes

  • CRM integration, data synchronization & conversion tracking

  • Run outbound and inbound experiments at scale

  • Fully managed service

  • Support on ICP, offer creation and latest outbound hacks

Let's Discuss

Our Success Stories That Inspire Growth

Dive into our success stories and discover the strategies that drive measurable outcomes.

Building Salesflow's ARR from $0 - $4,000,000
SaaS
View Case Study

Building Salesflow's ARR from $0 - $4,000,000

Salesflow is a Linkedin automation tool designed to generate leads for Linkedin users. The company was spun off a lead generation agency and is bootstrapped to this day.

Supporting Bowimi adding £200,000 in ARR in 6 months
SaaS
View Case Study

Supporting Bowimi adding £200,000 in ARR in 6 months

Bowimi, a pioneering SaaS start up focussed on the FMCG (Fast Moving Consumer Goods) sector, embarked on a journey with The Playbook Agency to upgrade their outbound sales strategy.

Bowimi's software empowers challenger F&B brands by simplifying field sales, operationalising data and engaging customers offline.

Creating a hands-free opportunity engine for ChannelCrawler
SaaS
View Case Study

Creating a hands-free opportunity engine for ChannelCrawler

ChannelCrawler is a SaaS platform that helps businesses find YouTube creators, influencers and their channels as well as their contact data. Think ZoomInfo for YouTubers.

What our customers say about us

Inside, you’ll find:

15 Sales Workflows

Outbound automations built for speed, scale, and personalization—from Google Maps prospecting to Gong-based follow-ups.

14 Marketing Workflows

Automated demand gen and ABM plays: social ads, custom videos, landing page personalization, newsletter flows, and more.

12 RevOps Workflows

ICP targeting, CRM hygiene, TAM segmentation, investor mapping, and cross-database enrichment—fully automated.

Tool-Linked Templates

See how Clay connects to Apollo, LinkedIn, Google Docs, Gong, Notion, and other tools across each workflow.

What is the meaning of life, the universe and everything?

42