“I can't see what my team says in our name.”
Sell your way. Then press Run.
Write how you sell once. Mach turns it into steps, and you see each first move before anything goes.
From your words to Run
Say who to reach, what to use and who answers.
Mach draws each sentence as a step, with both paths.
See each person's first move, question or skip.
For CTOs at banks that fit, write an email using their recent fact and our relevant case study. Let AP review it. Wait three days, then follow up only if nobody replies. Hand replies to AP.
- CTOs at banks that fit
- Her recent fact and a case study
- Replies go to AP Ludgate
No reply in three days
Write the follow-up. Check the review rule again.
The buyer replies
Stop their steps. AP gets a task to answer.
Examples on this page use made-up companies and people. Trying them changes nothing.
You see every move before it goes.
One paragraph becomes a playbook. Before Run shows each person's first move, and sends nothing.
“For CTOs at banks that fit, write an email using their recent fact and our relevant case study. Let AP review it. Wait three days, then follow up only if nobody replies. Hand replies to AP.”
Before Run
- Scranton CTOFirst email. Waits for AP's review.
- Pawnee SavingsAsks you first. A new head of digital, but no confirmed loan-system project.
- Eagleton Trust CompanySkipped. Trust services only, no loans. Not who this offer is for.
A person approves, edits or skips each message.
A person checks the first message at each company. Later steps follow the plan.
Messages wait for review until the playbook earns your trust.
Steps go ahead within the plan. Sending checks still apply.
Ready to run. The check sent nothing.
Your team does only what needs a person.
Connected steps send once sending is on. Calls and anything unsupported become tasks for your reps.
First email
Sent for you.
Make the call
A task for AP, with the brief ready.
Send a voice note
Done by hand, still in the playbook.
Never write to someone who already replied.
When a buyer answers, their steps end. Your rep gets a task to answer.
An outline would help. The Head of Operations runs loan operations. Could you include them?
Their steps have ended. Read the reply in the company Inbox.
Know what your team's work led to.
Count people reached, replies and meetings. Open anyone to see each step and why.
- People reached
- Who got a message or invitation.
- Replies
- Who answered, with the reply to read.
- Meetings
- Booked and held, counted apart.
More on follow-up and handoff and which task to automate first.
Choose the approach before you run itSee which accounts to work first.Questions about playbooks.
Who to reach, what to say, the channels and who answers. Write it in plain words. Mach draws the steps for you to check.
Yes. Add follow-ups and waits. A real reply ends that person's steps and gives your rep a task to answer.
Yes. A test run sends nothing. It shows each person's first move, question or skip reason.
No. You choose how much to check, and your connections decide what can send. Other steps become tasks for your team.
It asks a person. That step waits for an answer.