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Reply handling playbook

A practical framework for making sure every genuine reply gets an appropriate response.

By Fraser teamPublished: 2026-10-15Last updated: 2026-10-15101 words

Published by Fraser, which provides a managed AI SDR service.

Use the template

Copy or download a blank version to fill in yourself, or a completed example built from a fictional company with sample data, for reference only.

Blank version

REPLY HANDLING PLAYBOOK (blank)

Reply type: Interested -> Action:
Reply type: Objection -> Action:
Reply type: Referral -> Action:
Reply type: Not now -> Action:
Reply type: Opt-out -> Action:
Reply type: Complaint or mistake -> Action:

Completed example (fictional company, sample data)

REPLY HANDLING PLAYBOOK (completed example - fictional company, sample data)

Reply type: Interested -> Action: Reply within 4 business hours, answer the question, send booking link
Reply type: Objection -> Action: Use approved objection-response library; escalate if pricing is challenged
Reply type: Referral -> Action: Thank sender, add new contact to account map, draft new first-touch message
Reply type: Not now -> Action: Log requested follow-up date, pause sequence until then
Reply type: Opt-out -> Action: Suppress immediately across all channels, confirm in writing
Reply type: Complaint or mistake -> Action: Pause all activity for the account, escalate to the sales manager

Reply routes

Interested

Answer the question and make booking easy.

Objection

Respond with relevant context or escalate when approval is needed.

Referral

Thank them and update the account map before contacting the named person.

Not now

Record timing and pause until the agreed date.

Opt-out

Stop immediately and update suppression records.

Complaint or mistake

Pause activity and put a careful draft in front of the manager.

Frequently asked questions

Can Fraser send replies automatically?
Routine replies can send within approved rules. Money, contracts, complaints and mistakes require review.

Give Fraser the brief

Share this structure with our team. We use Fraser to set up and run the agreed programme for you.