Sales Playbook & strategy recommendations
Flino helps you reply with three building blocks: the Sales Playbook (ready-made reply strategies), the bridges in the “Flino recommendation” card that point you to the matching strategy or sequence, and the Strategy recommendation card on the offer page.
For how Flino reactively suggests the next action (intent detection, status, pauses), see Smart recommendations. This page covers the ready-made wording, the strategy recommendation and the sequence recommendation.
Sales Playbook (reply strategies)
Section titled “Sales Playbook (reply strategies)”The Sales Playbook is a curated set of reply strategies for typical situations. You find it in the reply composer under the Template tab (subtitle “Curated reply strategies for typical situations”).
Each strategy shows Situation, Goal, and — expandable — Why this works. The Formal / Casual toggle picks the tone (applies to playbook templates only). Use inserts the ready-made text into your draft — Flino then switches to the Manual tab, where you edit everything before sending. You can save an adjusted variant as your own private template via Save as template.
Whether the German or the English version is inserted depends on the language of the email: the contact’s preferred language, otherwise your Default email language from the settings. In the AI suggestion tab you can switch it with DE / EN.
Important: “Use” does not send anything — it only fills the draft for editing.
Available strategies:
| Strategy | When it fits |
|---|---|
| Gentle offer reminder | No feedback after the offer |
| Make the decision easier | Customer is undecided or comparing providers |
| Resolve the price objection | Customer finds the offer too expensive |
| Clarify open questions | Open questions block the decision |
| Prioritise the project | Project postponed for capacity/timing reasons |
| Suggest a short call | Topic too complex for email, or the talk stalls |
| Update the offer | Requirements have changed or the offer is outdated |
| Prepare the close | Positive signal, but not yet confirmed |
| Build confidence with an example | Interested, but still unsure |
| Clarify the decision with a deadline | Offer is about to expire |
| Sharpen the comparison criteria | Customer is comparing several providers |
If you open the composer from the pipeline or from the “Flino recommendation” card, it knows the detected customer signal. When a strategy matches it, Flino highlights that strategy and adds a hint above it, e.g. “Good fit when the reply is about price”.
Below the playbook, the same tab has the Your templates section. It uses the same template picker as the “Send offer” dialog — see Templates.
From recommendation to strategy
Section titled “From recommendation to strategy”In the Flino recommendation card on the offer detail page, Flino offers two bridges when the situation fits:
- View matching strategy in composer — opens the reply composer directly on the Template tab with the matching playbook strategy highlighted.
- Find matching sequence — takes you to the sequence recommendation (below). This link only appears when the offer has neither a running nor a paused sequence.
”Strategy recommendation” card
Section titled “”Strategy recommendation” card”Below the “Flino recommendation” card, the offer page shows the Strategy recommendation card. From replies, the detected intent, conversation analyses, important notes and the offer data it works out what is currently holding the deal back, and recommends one of five strategies:
| Strategy | Goal |
|---|---|
| Educate & simplify | Clear up open questions and make the next step small |
| Reframe the value | Turn the price question into a value question and offer options |
| Build credibility | Provide references, cases or clear evidence |
| Anchor urgency | Remind of the deadline or suggest a quick step |
| Sharpen positioning | Name the difference to the competition clearly |
The card also shows the Blocker (Clarity, Price, Trust, Priority, Differentiation or Timing), a rating of High, Medium or Low confidence, and sometimes an Alternative. Why this recommendation? expands up to three signals Flino bases it on.
- Expanded, Matching next steps shows up to three playbook strategies and up to three sequence templates that fit the strategy. Open template opens the sequence template in the editor. After saving, Flino offers Apply to this offer.
- With low or medium confidence, or too little context, Improve recommendation takes you to the offer’s AI context, where you can add a short note or a call.
The card changes nothing on its own. It is not shown for closed offers (won, lost or expired).
Sequence recommendation
Section titled “Sequence recommendation”Find matching sequence takes you to the sequence template library. Sequences that match the detected situation are marked Recommended and sorted to the top of their category.
Customise template opens the sequence template in the editor — nothing is activated yet. You adjust it, save it as your own sequence, and then activate it on an offer as usual (see Follow-up sequences).
Neither Use (playbook) nor Customise template (sequence) automatically arms a running sequence — both lead into an editor or draft for review.