Skip to main content

​
Write your Sales Playbook

The Sales Playbook is the brief you’d give a new appointment setter on day one. OnSet Digital uses it for every automated Instagram DM. Open Playbook in the app and fill it for your offer.

​
What to define

​
Voice

How you want appointment setters to sound in DMs. Default vibe:
Casual, direct, confidence-first. Sound human — no corporate speak.
Rewrite it for your brand.

​
Qualification

What must be true before you send the booking link? Budget, timeline, decision-maker — one question at a time.

​
Objection scripts

Short replies for price, timing, and trust.

​
Hard rules

What automation must never do (no cursing, no overpromising, escalate if hostile). Paste your Calendly (or other scheduler) for discovery / sales calls. When a lead is qualified, OnSet Digital can add this link automatically.

​
Confidence threshold

Lower = more automated sends. Higher = more human handoffs. Start around 0.65.

​
Hot leads

Keep hot as human-only so your best appointments aren’t left to a weak AI reply.

​
Save before go-live

Then open Go live.