Use this starter pack when you want early value without turning on too many workflows at once.
The goal is to launch a few focused wins, learn from real customer behavior, and expand only after your data, channels, and team process are working.
Exact playbook availability can depend on your plan, account setup, country, channels, and data sources. Use the closest available playbook, route, capture, or campaign in your account.
Start with 3 to 5 wins
Do not launch every playbook at the same time.
Start with a mix that covers the full customer path:
- Grow the audience.
- Recover lost intent.
- Convert or recommend.
- Reduce support load.
- Send one focused campaign when you have a clear moment.
This gives you cleaner signals and makes it easier to understand what worked.
1. Grow your reachable audience
Start here if you do not have enough subscribed customers yet.
Use one capture path first:
- QR code for stores, events, packaging, or printed material.
- Shareable link for social, ads, email, and landing pages.
- Website form or popup for visitors already on your site.
- Checkout opt-in when customers are already buying.
- Subscriber Booster or Property Collector if your account has those playbooks available.
Expected win: more reachable customer profiles and cleaner consent for future playbooks and campaigns.
2. Recover abandoned carts
Start here if your store has cart or checkout signals.
Use a basic cart route when you want fixed reminders with predictable timing. Use an AI cart saver playbook when replies, product context, objections, or recommendations should change the next step.
Expected win: recover purchase intent that already exists instead of only trying to create new demand.
Keep reading: Abandoned cart: route template vs AI playbook.
3. Convert new shoppers or recommend products
Start here when you have product, browsing, subscription, or purchase signals.
Useful options can include:
- First-purchase follow-up for new subscribers who have not bought yet.
- Browse recovery for customers who viewed products but did not add to cart.
- Smart recommender when product and inventory context are strong.
- Cross-sell or replenishment when you have enough order history.
Expected win: move customers from interest to purchase, repeat purchase, or higher-value orders.
4. Reduce support load
Start here if your team answers the same questions repeatedly.
Useful options can include:
- Instant Answers for frequent questions.
- Order updates when customers often ask where their order is.
- Returns or exchange help when your policy is clear enough to automate parts of the conversation.
- Inbox assignment and response rules when humans still need to own replies.
Expected win: faster answers, cleaner handoffs, and fewer repetitive tickets for your team.
5. Send one focused campaign
Use a campaign when you have one clear audience, one message, and one planned send time.
Good first campaigns include:
- A product launch.
- A restock announcement.
- A seasonal promotion.
- A short sale.
- A message to a small high-intent segment.
Expected win: learn how your audience responds to the channel, message, offer, and timing before sending broader campaigns.
What to avoid at first
Avoid:
- Turning on several revenue playbooks for the same audience at once.
- Launching before customer profiles, consent, and signals are verified.
- Sending broad campaigns before testing links, replies, and opt-out behavior.
- Using AI agents without clear handoff rules.
- Comparing results before enough customers have gone through the workflow.
Review after 7 days
After the first week, review:
- Audience growth and opt-in sources.
- Cart recovery or conversion activity.
- Replies, handoffs, and support questions.
- Clicks, orders, and attributed revenue.
- Any failed messages, opt-outs, or unexpected behavior.
Then decide what to tune, pause, or expand.
Keep reading: Measure success in your first 7 days.