Playbook · B2B software (SaaS)
Enquiry triage for B2B software companies
Sort every enquiry by what it is, so the owner’s phone only rings for the kinds that need the owner and the rest land with the office.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 4
- Client fills in
- 6
- Accounts
- 3
- Starts
- From a form, within seconds
Uses
Every step, in order
Branches show each arm; a step indented under one runs only on that arm. The words are the template’s own, and the client’s fields fill them in.
Why this workflow
A small business’s contact form takes everything: new work, existing customers, suppliers, sales pitches, job seekers. When one person reads them all in order, the job that matters waits behind the noise, and when everyone reads them, nobody owns any. Sorting on arrival puts each kind in front of the one person who handles it.
- Starts whenA form is sent
- AgentSort the enquiry
- BranchA kind the owner handles?
- IfIf yes
- TextText the owner
- IfIf no
- EmailSend to the office
What each client fills in
- Business name
- How messages sign off.
- AI model
- The model the client’s key can use.
- Kinds of enquiry
- Comma-separated, the words the business uses: new job, quote, existing customer, supplier, job seeker.
- Kinds the owner takes
- Comma-separated; these reach the owner’s phone, the rest go to the office.
- Owner’s mobile
- Texted when something needs a person now.
- Office email
- Where everything else goes.
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Pick the client’s form that starts it
- Connect the client’s Anthropic, for “Sort the enquiry”
- Connect the client’s Twilio (SMS), for “Text the owner”
- Connect the client’s Resend (email), for “Send to the office”
- Fill in AI model (The model the client’s key can use)
- Fill in Business name (How messages sign off)
- Fill in Kinds of enquiry (Comma-separated, the words the business uses: new job, quote, existing customer, supplier, job seeker)
- Fill in Owner’s mobile (Texted when something needs a person now)
- Fill in Office email (Where everything else goes)
Related templates
- PlaybookCoachingEnquiry triage for coachesThe same playbook, written for coaching.8 steps · 3 apps
- PlaybookHair salons and barbershopsEnquiry triage for hair salons and barbershops on SquareThe same playbook, written for hair salons and barbershops.8 steps · 3 apps
- PlaybookMarketing agencyEnquiry triage for marketing agenciesThe same playbook, written for marketing agency.4 steps · 3 apps
Thrum is cooking.
Get early access and you’ll be among the first in. Early members get a launch perk.