Why should you use this Playbook?

Manual order intake slows down sales and creates errors. This Playbook standardizes the process to accelerate purchases and improve order quality from the start.

When should you use this Playbook?

Use this Playbook when a customer inquires about purchasing a new device, including confirming configuration, checking inventory, exploring plans, and initiating an order.

What does this Playbook do?

• Guides customers through device purchase initiation
• Captures and validates device, colour, storage, and carrier preferences
• Matches preferences to inventory and suggests closest alternatives
• Confirms availability before proceeding with the order
• Offers and captures optional plan selection
• Collects and confirms customer contact and location details
• Surfaces nearby store locations and hours
• Generates an order confirmation
• Books an in-store appointment and sends calendar invite

This Playbook can integrate with: