Playbooks

How businesses run on Selfeey

Illustrative, capability-true walkthroughs for each industry — what runs, how it fits together, and where AI drafts and voice calls help.

Real Estate & ConstructionIllustrative

The pre-sales playbook: answer every portal lead before it goes cold

Portal and ad leads arrive around the clock; buying teams don't. This playbook puts instant first replies, site-visit booking and milestone-driven collections on one customer record.

Instant first reply on WhatsApp (automation)AI receptionist for enquiry callsSite-visit scheduling

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EducationIllustrative

The admissions & fees playbook: enquiries answered, dues collected, parents informed

Admission season concentrates a year of enquiries into weeks, and fee collection consumes the accounts office year-round. This playbook automates both lifecycles end to end.

AI receptionist for admission callsDemand-note generation & fee remindersAttendance registers & parent communication

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Fitness & WellnessIllustrative

The retention playbook: see a lapse coming and act before it happens

Growth leaks through unrenewed memberships. This playbook turns renewals from a month-end scramble into an always-on system driven by real member activity.

Members-at-risk list from attendance & duesRenewal reminders with payment linksWin-back journeys

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RetailIllustrative

The loyalty playbook: turn anonymous bills into repeat customers

Footfall without customer capture is revenue you can't defend. This playbook makes every counter transaction the start of a relationship — and gives the owner a nightly truth.

POS with customer captureWhatsApp campaigns with opt-out suppressionBirthday & win-back journeys

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