PlaysBy roleSDR / BDR

AI for sales: workflows for SDR / BDR

Starting conversations: research, first touch, and follow-up.

Job 1

Find prospects and research accounts

  • Used in real prospecting · self-reported
  • Level 3
  • LinkedIn, Email

Event-based lead research: find who's in town, and who to meet

Use an AI agent or an AI chat tool with web search to list upcoming local events, research the companies listed there, find the right role at each, and draft a note you review and send yourself.

Setup Manual version: about 20 minutesSDR / BDR, Account Executive, Sales Manager, Owner who sells

Job 2

Write first-touch outreach (email, LinkedIn, call)

  • Used in real prospecting · self-reported
  • Level 3
  • LinkedIn, Email

Event-based lead research: find who's in town, and who to meet

Use an AI agent or an AI chat tool with web search to list upcoming local events, research the companies listed there, find the right role at each, and draft a note you review and send yourself.

Setup Manual version: about 20 minutesSDR / BDR, Account Executive, Sales Manager, Owner who sells

Job 3

Follow up and revive stalled leads

Job 4

Prepare for and run discovery and demo calls

Job 5

Handle objections and negotiate

Type to search. Try a role (SDR), a job (follow up), or a tool name.

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