YAML47 downloads

Pricing View → Calendar Booking (YAML Playbook)

Automated workflow triggered when high-value prospect views pricing page. Includes wait timers, conditional branching, email sequence, and Slack alerts. Optimized for 72-hour conversion window.

YAML Playbook

Ready to import directly as an automation workflow

# Pricing View to Calendar Booking Workflow
name: "Pricing Page Hot Lead"
version: "1.0"
description: "Automatically engage prospects who view pricing page multiple times"

trigger:
  type: "page_view"
  source: "website_analytics"
  conditions:
    - field: "page_url"
      operator: "contains"
      value: "/pricing"
    - field: "visit_count"
      operator: "greater_than"
      value: 2
    - field: "time_window"
      operator: "within"
      value: "7d"

filters:
  - field: "is_identified"
    operator: "equals"
    value: true
  - field: "company_size"
    operator: "greater_than"
    value: 10

actions:
  - type: "update_score"
    config:
      score_type: "lead_score"
      operation: "add"
      value: 25
      reason: "Multiple pricing page visits"

  - type: "send_email"
    config:
      template: "pricing_followup"
      delay: "5m"
      personalization:
        - field: "pricing_tier_viewed"
        - field: "company_name"
        - field: "first_name"
      include_calendar_link: true
      calendar_config:
        duration: 30
        title: "Quick chat about {{company_name}}'s needs"
        buffer_before: 15

  - type: "create_task"
    config:
      title: "Hot lead: {{contact_name}} viewed pricing {{visit_count}}x"
      assignee: "round_robin"
      due_in: "2h"
      priority: "urgent"

  - type: "send_notification"
    channel: "slack"
    config:
      channel_id: "#hot-leads"
      message_template: |
        :fire: *Hot Lead Alert*

        {{contact_name}} from {{company_name}} viewed pricing {{visit_count}} times

        • Email sent with calendar link
        • Task created for immediate follow-up

settings:
  retry_on_failure: true
  max_retries: 3
  deduplication:
    enabled: true
    window: "24h"
  execution_window:
    start: "08:00"
    end: "20:00"
    timezone: "America/New_York"

💡 Workflow Diagram

When imported into Optifai, this YAML automatically generates a visual workflow diagram. You can see each step, branching logic, and timing at a glance.

💡 Usage Tip

Paste the copied YAML into a text editor, save as .yaml format, then import into your workflow automation tool.

Usage Tips

  • 1Copy entire YAML and import directly into Optifai playbooks
  • 2Adjust wait times based on your sales cycle
  • 3Test playbook with 5-10 leads before full rollout
  • 4Monitor SLA metrics and tune thresholds

Example Use Cases

Scenario

A growing company implementing new software across 3 departments.

Result

Timeline: 30-day pilot, 60-day rollout, 90-day optimization.

Scenario

A team lead driving adoption with skeptical team members.

Result

Approach: quick wins first, then advanced features over 6 weeks.

Who It's For

👤 All RevOps

Pain Points:

  • •Inconsistent follow-up from team members
  • •Difficulty measuring ROI of sales activities
  • •Reps spending too much time on manual tasks
  • •Pipeline visibility and forecasting challenges
  • •Slow response times to inbound leads

Goals:

  • •Ensure 100% follow-up compliance
  • •Prove ROI of sales initiatives
  • •Free up 10+ hours/week per rep
  • •Improve forecast accuracy to 90%+
  • •Achieve <5 minute lead response time

How to Use

  1. 1

    Review the workflow

    Understand trigger conditions and action sequences.

  2. 2

    Customize parameters

    Adjust timing, filters, and message content.

  3. 3

    Test with sample data

    Run the playbook with test contacts first.

  4. 4

    Monitor execution

    Review logs to ensure actions execute correctly.

  5. 5

    Optimize performance

    Adjust based on conversion and engagement metrics.

Related Resources

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Frequently Asked Questions

Click "Copy Template" to add it to your Optifai workspace. Then customize the trigger conditions, email content, and actions to match your specific use case and brand voice.
Yes, all templates are fully customizable. You can change triggers, conditions, email content, actions, and timing. Your modifications won't affect the original template.
This template works with major CRMs (Salesforce, HubSpot), email providers (Gmail, Outlook), and communication tools (Slack, Teams). Check the requirements section for specific integrations.
Optifai automatically tracks actions through to revenue outcomes. The ROI Ledger shows which automated actions led to meetings, opportunities, and closed deals, with holdout-measured attribution.

Have more questions? Feel free to contact us.

Automate Your Sales with Optifai

Use this template in Optifai for fully automated trigger detection → email sending → performance tracking.