40 ready to install
The processes your trade already runs, written down
Every business has a way it handles a new enquiry, a no-show, a bill that has not been paid. Most of it lives in one person’s head. These are those processes, written out step by step, ready for your assistant to carry out.
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TrustScore 4.4 out of 511 reviews on TrustpilotRead them all here for free. Installing one takes a sentence once you have an account.
Real estate
For agents working buyers and sellers out of a phone, where the deal goes to whoever answers first.
See how Zoye works for estate agentsNew enquiry, first hour
Run this the moment a property enquiry lands, from a portal, a form or WhatsApp.
5 stepsViewing booked
Everything that has to happen once a viewing time is agreed.
4 stepsAfter the viewing
The follow-up most agents skip, which is where the second viewing comes from.
4 stepsSeller weekly update
The call that stops a seller going quiet on you. Run it once a week per listing.
4 stepsOffer received
From the moment an offer comes in to the moment the seller answers.
4 stepsNew listing goes live
Run this the day a property is listed, so the first week is not wasted.
4 stepsCold buyer revival
Monthly sweep of buyers who went quiet. Most of them never bought anywhere.
4 stepsAfter completion
The part that makes the next two deals. Run it the week the sale completes.
4 stepsValuation request
A valuation request is a seller lead. Treat it like one.
5 stepsEnd of week pipeline review
Friday afternoon. Fifteen minutes that decide next week.
4 stepsSalon and clinic
For appointment businesses, where a no-show is the whole margin and a rebooking is the whole growth.
See how Zoye works for salonsNew client books
From the first message to the chair.
5 stepsNo-show recovery
Run it the same day. A no-show contacted that day usually rebooks.
4 stepsRebook before they leave
The single highest-value habit in the business.
4 stepsFirst visit follow-up
Two days after a first appointment, which is when they decide if you are their place.
4 stepsLapsed client win-back
Monthly. Everyone who has not been in for twice their usual interval.
4 stepsFill a cancelled slot
A cancellation an hour before is money unless this runs immediately.
4 stepsCourse of treatment
For anything sold as a block of sessions.
4 stepsBirthday and anniversary
Run it monthly against next month, so nothing is late.
4 stepsUnpaid balance
For a client who left owing. Firm, not rude.
4 stepsWeekly diary check
Sunday evening. Find next week problems while there is still time.
4 stepsCoaching and consulting
For one-person practices where selling, delivering and chasing the money are all the same person.
See how Zoye works for coachesDiscovery call booked
From the booking to the call, so you show up prepared.
4 stepsAfter a discovery call
The 24 hours that decide whether the proposal lands.
4 stepsProposal follow-up
Three touches, then stop. Most proposals die of silence on our side.
4 stepsNew client onboarding
Run it the day they sign, so week one feels organised.
5 stepsSession prep and follow-up
Around every session. This is what clients mean when they say you are on it.
4 stepsMid-engagement check
Halfway through a package, before it is too late to fix anything.
4 stepsRenewal conversation
Start it two sessions before the package ends, never on the last one.
4 stepsInvoice chase
For a one-person practice, being owed money is the whole cashflow problem.
4 stepsReferral ask
Ask at the one moment it is easy, which is right after a win.
4 stepsWeekly practice review
Friday. The whole business in one screen.
4 stepsTours and events
For anyone selling a dated experience, where the seat either sells before the date or never sells.
See how Zoye works for travel and toursEnquiry to booking
Run it on every enquiry, whatever channel it came in on.
5 stepsDeposit and balance
The money timeline for a dated booking.
4 stepsPre-departure pack
The week before. Every question they were going to ask, answered first.
4 stepsDay before confirmation
The message that turns a no-show into a rebooking.
4 stepsFill the remaining places
Run it when a date is close and under capacity.
4 stepsAfter the tour
Same day or the next morning, while it is still fresh.
4 stepsGroup or corporate enquiry
A group is a different sale. Slower, bigger, and it needs a decision maker.
4 stepsWeather cancellation
When a date has to be called off. Speed and a concrete alternative.
4 stepsSeason opening
Run it once, a month before the season starts.
4 stepsWeekly capacity review
Monday morning. Which dates are in trouble while there is still time.
4 stepsHow a playbook actually runs
You install it
Ask for it by name and it lands in your account as your own.
MoreLess
Rename it, cut a step, add one.
You ask for it
Say "run the new enquiry one" and the assistant works through the steps with your real records.
It asks before anything irreversible
A step that sends a message or deletes a record still stops and asks you first.
MoreLess
A playbook is a set of instructions, not a standing permission.
Nothing here runs on a schedule unless you ask for that separately. A playbook is something you call on, not something that fires behind your back.
FAQ
Do I need an account to read these?
No. Every playbook is on this site in full, with all its steps. An account is only needed if you want your assistant to actually run one.
Can I change a playbook after installing it?
Yes, and most people should. An installed playbook is an ordinary recipe in your account: rename it, reword a step, drop the ones that do not match how you work. Installing it a second time never overwrites your version.
Will it do things without asking me?
No. The steps are instructions the assistant carries out when you ask it to run the playbook, and anything that sends a message, spends money or deletes a record still stops and asks you first. A playbook is not a standing permission.
My trade is not on this list. Is it any use?
The steps are written the way you would explain them to a colleague, so borrowing one from a neighbouring trade usually works. You can also just describe your own process once and ask to save it as a recipe, which is what these are underneath.