Playbooks
Turn The Loop Revenue System Into Concrete Next Steps
The Loop Revenue System gives you a clear way to think about revenue: four loops and four stages. That's the model.
System playbooks are how you make that model real. On this page, you'll see simple, practical plays for each stage across marketing, sales, service, and ops.
You don't need to do everything at once. Choose one play, run it, learn, and keep the loop spinning.
Express
Get clear
Tailor
Make personal
Amplify
Scale what works
Evolve
Learn & improve
What A System Playbook Is And Why It Matters
A system playbook is a small set of repeatable actions that move your loops forward by stage.
It turns questions like "How do we improve Express?" into concrete moves your team can actually make. It gives you a way to answer, "What does this look like in marketing, sales, service, and ops?" without guessing.
Good playbooks:
From Ideas to Moves
Without playbooks, the Loop Revenue System stays theoretical. With them, it becomes how your team works.
How To Use This Page
There are two easy ways to use this page. Either way, move slowly enough that your team can keep up, and fast enough that you actually feel momentum.
Start by Stage
Pick Express, Tailor, Amplify, or Evolve and see example plays for all four loops.
Good if you know your Tailor stage is weak across the board.
Start by Loop
Read each stage play for your world (e.g., the Marketing Loop) and choose one or two plays to run first.
Good if you lead one department and want to improve it first.
Express Playbook
Get Clear Before You Scale
Express is about clarity. Before you push harder on personalization, automation, or optimization, you need to know what you stand for, who you are serving, and how your process works. Treat Express as a 'clarity sprint' for each loop.
Marketing Loop
Audience Clarity Sprint
- 1.Choose one core audience you care about
- 2.Read 10 win notes and 10 loss notes for that audience
- 3.Review search queries, chat logs, and common ticket topics
- 4.Write a one-page Express brief: Who are they? What problem do they have? What role do you play?
- 5.Update one key asset with this clarity
Sales Loop
Good Fit Definition
- 1.Sit down with experienced and newer reps
- 2.Define in plain language what a good fit opportunity looks like
- 3.Agree on entry and exit criteria for each sales stage
- 4.List 5 discovery questions every rep should ask
- 5.Write a one-page Express guide for sales
Service Loop
90-Day Success Map
- 1.Ask: What does "success" look like 90 days after purchase?
- 2.Document this for 2-3 key segments
- 3.Map the journey from closed-won to that 90-day success moment
- 4.Update onboarding emails, kickoff calls, or in-app guidance
Ops Loop
Lifecycle Sketch
- 1.Bring one leader from marketing, sales, and service together
- 2.Sketch the ideal lifecycle from "first seen" to "renewal/expansion"
- 3.Name the stages and write one sentence for each
- 4.List the minimum fields needed to track this lifecycle
- 5.Push into your CRM as the backbone for lifecycle fields
Tailor Playbook
Make It Personal And Contextual
Tailor is about relevance. Once you're clear on Express, you can adjust your messages, flows, and systems to match what real people need. The goal is not to use every data point; the goal is to be more helpful.
Marketing Loop
Segment Journey Audit
- 1.Pick one high-value segment (industry or role)
- 2.Audit one main journey (nurture sequence or content path)
- 3.Ask: Does the language match how they talk? Are we answering their next question?
- 4.Make two improvements: adjust language and change one automation rule
Sales Loop
Segment-Specific Prep
- 1.Choose one segment where win rate should be higher
- 2.Before each meeting, review account data, behavior, and usage
- 3.Add 2 segment-specific questions to discovery template
- 4.Add 1 segment-specific risk to discuss openly
- 5.Add 1 segment-specific customer story
Service Loop
Tailored Onboarding Add-On
- 1.Identify customers who often struggle early
- 2.Look at their first 30 days: tickets, drop-off points, feedback
- 3.Create a tailored add-on: extra check-in call, short video, or targeted checklist
- 4.Track whether this changes their early experience
Ops Loop
Friction Reduction
- 1.Pick one process where people complain about too many clicks
- 2.Follow a handful of records through that process
- 3.Ask: Do we have needed fields? Are we asking for data twice? Can we pre-fill?
- 4.Make one configuration change that reduces friction
Amplify Playbook
Scale What Works Without Burning Out
Amplify is where you take what's working in one corner and make it easier for more people to use. You don't start Amplify with random tactics. You start with something that has already shown promise in Express and Tailor.
Marketing Loop
Content Atomization
- 1.Find one asset that consistently performs well
- 2.Turn it into: a short email sequence, social posts, and a sales guide
- 3.Don't change the core idea; change the format and channels
Sales Loop
Top Rep Motion Capture
- 1.Identify a rep, message, or motion that outperforms the team
- 2.Record a call, copy the exact email language, document the steps
- 3.Build a simple playbook in your CRM
- 4.Create one core sequence reflecting this motion
- 5.Run a short training session where the rep explains the why
Service Loop
FAQ to Knowledge Base
- 1.Find a question your team answers 5+ times a week
- 2.Write a clear article with screenshots or short video
- 3.Add to knowledge base and tag properly
- 4.Update internal macros to link to this resource
- 5.Track usage and related ticket volume
Ops Loop
Process Automation Template
- 1.Identify one boring, predictable, rule-based manual process
- 2.Map the steps and check that rules are clear and stable
- 3.Automate 1-2 steps: assignment, notifications, or field updates
- 4.Communicate what changed and how to get help
- 5.Use as template for similar patterns
Evolve Playbook
Learn On Purpose, Not By Accident
Evolve turns motion into improvement. This is where you look back at the plays you ran in Express, Tailor, and Amplify and decide what to keep, what to change, and what to drop.
Marketing Loop
Campaign Retro
- 1.Choose one campaign or nurture sequence you've been running
- 2.Ask: What stage/loop was this for? What metrics should move? What actually changed?
- 3.Bring someone from sales and service into the review
- 4.Decide: keep as-is, adjust and run again, or retire
- 5.Capture a short narrative of what you learned
Sales Loop
Win/Loss Pattern Analysis
- 1.Look at last month/quarter of deals for a specific segment
- 2.Group into wins, losses, and no-decisions
- 3.Write down common reasons in each bucket
- 4.Update your reason picklist to match reality
- 5.Use in next leadership meeting and sales training
Service Loop
Support Pattern Review
- 1.Take the last 60-90 days of data
- 2.Look at: top ticket categories, response times, retention for heavy support users
- 3.Identify one pattern that clearly harms customer outcomes
- 4.Propose a small change with product, marketing, or sales
- 5.Review impact after another cycle
Ops Loop
Change Log Review
- 1.Review your system change log for the last quarter
- 2.List changes with clear positive impact on loop metrics
- 3.List changes that created confusion or didn't land
- 4.Ask: What do best/worst changes have in common?
- 5.Refine your change process: stronger requirements, more testing, better communication
Experiments And Iteration Inside Playbooks
Every play on this page can be run as a small experiment. You don't have to commit forever up front.
Experiment Card Template
Hypothesis
What you believe
Stage
Express/Tailor/Amplify/Evolve
Loop
Marketing/Sales/Service/Ops
Metric
What should move
Timebox
4-8 weeks
This way, the Loop Revenue System becomes a rhythm of smaller experiments, grounded in the same model, that help your whole business adjust and flourish over time.
Where AI Fits And Where Humans Lead
AI can make most of these plays faster and more comfortable to run.
AI Can Accelerate
- →Summarize calls, scan feedback, and draft Express briefs
- →Generate segment-specific language and test variations in Tailor
- →Repurpose content and orchestrate automation in Amplify
- →Spot patterns in data during Evolve
Humans Must Decide
- ★Choose which problems to focus on
- ★Set boundaries for personalization and automation
- ★Decide which plays to keep and which to stop
- ★Own the impact of changes on customers and teams
Connecting Playbooks To Your Tools
The playbooks on this page are tool-agnostic on purpose. You can run them with any stack.
With HubSpot
Map plays to CRM objects, properties, lists, workflows, sequences, tickets, pipelines, reports, and dashboards.
HubSpot Implementation →Without HubSpot
Map to similar concepts in your CRM, marketing tools, service desk, and ops platform.
No HubSpot Implementation →Those pages don't add new strategy. They help you translate these plays into your actual systems.
Where To Go Next
You now have a set of plays you can run across Express, Tailor, Amplify, and Evolve. Pick one of these paths.
Understand Each Loop
Revisit The Stages
Tighten your understanding of Express, Tailor, Amplify, and Evolve.
The Four Stages →Get Practical Tools
Don't wait for the perfect moment. Choose one stage, one loop, and one play. Run it. Learn. Then let the loop keep turning.