AI playbooks
Templates and launch playbooks
Approved scripts, response patterns, launch checklists, and reward-review playbooks that keep AI output practical and governed.
Playbooks
6
Approved or guarded playbooks available to operators.
Owner only
1
Playbooks that require owner-only approval.
Guarded
2
Launch or automation playbooks with explicit guardrails.
Matched reviews
6
Current review candidates matching these playbook areas.
Template lifecycle
Version state across approved, restricted, training, and draft playbooks.
Testing framework
Each playbook defines outcome measures and risk guardrails.
Variable readiness
Template fields that need database-backed substitution before real sends.
Release controls
Operational gates before templates can move from draft to approved usage.
Approval workbench
What an operator should review before turning a template into a provider-backed action.
Approver must match the policy owner before the template can move lifecycle state.
Every variable needs a source field, fallback value, and missing-data behavior.
Each release needs a sample window, success metric, and rollback trigger.
Trial enquiry follow-up
Lead nurture · SMS + email
Convert a warm enquiry into a booked trial without pressure or invented offers.
Lifecycle
approved
Approved
2026-04-28
Thanks for reaching out. The best next step is a trial class so we can place you in the right group and answer questions in person.
Checks
If the lead asks about price resistance, queue owner call instead of sending a discount.
Primary metric: booked trial within 7 days. Guardrail: opt-out below 2%.
After-hours AI receptionist handoff
AI receptionist · Phone / web
Capture intent and context when staff are offline, then hand the conversation to a person.
Lifecycle
training
Approved
Needs owner sign-off
I can help get the right person to follow up. Please share the member age, preferred class type, and best contact time.
Checks
If intent or risk is unclear, ask one clarifying question then create a staff task.
Primary metric: complete enquiry captured. Guardrail: zero sensitive-topic auto-responses.
Urgent public review response
Reputation · Google / Facebook
Respond quickly without exposing private member, child, billing, or incident information.
Lifecycle
restricted
Approved
2026-04-30
Thanks for raising this. We take it seriously and would like to speak directly so we can understand and resolve it properly.
Checks
If the review references a child, injury, or dispute, draft a private-contact response only.
Primary metric: owner-approved response within same day. Guardrail: no privacy exposure.
Referral reward approval
Referrals · Internal task
Make sure rewards are earned, correctly applied, and visible to billing.
Lifecycle
approved
Approved
2026-04-26
Referral reward ready for review. Confirm referred member conversion, reward eligibility, and payer impact before applying.
Checks
If payer impact is unclear, hold reward and queue billing review.
Primary metric: eligible reward applied accurately. Guardrail: no duplicate credit.
Landing page launch
Landing pages · Website
Launch a conversion page only after offer, audience, tracking, and source-of-truth checks pass.
Lifecycle
draft
Approved
Not approved
Landing page ready for approval. Confirm audience, program details, CTA, tracking source, and follow-up owner.
Checks
If tracking or pricing is missing, keep page in draft and queue owner review.
Primary metric: qualified lead conversion. Guardrail: all leads retain source context.
Campaign follow-up closeout
Campaigns · Email / SMS
Close campaign follow-up loops so no interested lead or member is left in limbo.
Lifecycle
approved
Approved
2026-04-29
Campaign follow-up review: identify uncontacted responders, conversion-ready leads, and messages that need staff approval.
Checks
If consent or owner is missing, pause follow-up and create a campaign review task.
Primary metric: responders contacted with outcome recorded. Guardrail: no consent violations.
Playbook use map
How these templates connect back into current AI/growth decisions.
Lead nurture
Front desk lead
AI receptionist
Owner
Reputation
Owner
Referrals
Front desk
Landing pages
Growth owner
Campaigns
Marketing owner
What becomes durable next
The next database-backed layer for this area.
Template versions
Persist approved templates with owner, version, channel, and last approval.
Experiment variants
Attach A/B versions to campaigns, landing pages, and lead nurture paths.
Outcome scoring
Measure booked trials, conversion, reply quality, review outcome, and reward impact.
Queued drafts
0 growth drafts currently available for replay inspection.
Channel matrix
Which channels each playbook is allowed to touch before provider execution exists.
Trial enquiry follow-up
After-hours AI receptionist handoff
Urgent public review response
Referral reward approval
Landing page launch
Campaign follow-up closeout
Measurement plan
How each template proves it is working without creating unsafe automation.
Trial enquiry follow-up
Primary metric: booked trial within 7 days. Guardrail: opt-out below 2%.
After-hours AI receptionist handoff
Primary metric: complete enquiry captured. Guardrail: zero sensitive-topic auto-responses.
Urgent public review response
Primary metric: owner-approved response within same day. Guardrail: no privacy exposure.
Referral reward approval
Primary metric: eligible reward applied accurately. Guardrail: no duplicate credit.
Landing page launch
Primary metric: qualified lead conversion. Guardrail: all leads retain source context.
Campaign follow-up closeout
Primary metric: responders contacted with outcome recorded. Guardrail: no consent violations.
Version registry
Current version, lifecycle, approval state, and latest change notes for each playbook.
Trial enquiry follow-up
Front desk lead · 2026-04-28
v1.4 tightened price escalation
After-hours AI receptionist handoff
Owner · Needs owner sign-off
v0.9 added phone transcript support
Urgent public review response
Owner · 2026-04-30
v1.1 added child/privacy restriction
Referral reward approval
Front desk · 2026-04-26
v1.2 added payer impact check
Landing page launch
Growth owner · Not approved
v0.8 added rollback owner
Campaign follow-up closeout
Marketing owner · 2026-04-29
v1.0 approved closeout checklist
Database shape preview
Tables this should graduate into when we persist templates properly.
ai_playbooks
Template title, owner, area, lifecycle, current version, allowed channels, and policy scope.
ai_playbook_versions
Versioned template body, variables, forbidden claims, release steps, and approval metadata.
ai_playbook_experiments
Variant, sample window, metrics, rollback trigger, and result summary.
ai_playbook_audit_events
Every approval, release, provider handoff, rollback, and outcome update.