SDR/BDR Playbook

Help me prioritize my account list for outreach.

MY ICP:
- Target company size: [EMPLOYEE COUNT OR REVENUE]
- Industries: [LIST INDUSTRIES]
- Key signals we look for: [HIRING, FUNDING, TECH STACK, etc.]
- Disqualifiers: [THINGS THAT MAKE THEM NOT A FIT]

ACCOUNTS TO PRIORITIZE:
[Paste a list of companies with any context you have]

For each account, provide:

1. PRIORITY SCORE (1-10)
- Based on ICP fit and likely timing

2. PRIORITIZATION RATIONALE
- Why this score
- Key signals present

3. RECOMMENDED APPROACH
- Best entry point
- Messaging angle to lead with

4. RESEARCH NEEDS
- What else to find out before reaching out

Sort the list by priority score.

Help me identify the right contacts to target at this company.

COMPANY: [COMPANY NAME]
WHAT WE SELL: [YOUR PRODUCT/SERVICE]
TYPICAL BUYERS: [ROLES THAT BUY FROM US]
TYPICAL USERS: [ROLES THAT USE OUR PRODUCT]

Generate:

1. PRIMARY TARGETS
- 3-5 titles to prioritize
- Why each would care

2. SECONDARY TARGETS
- 3-5 additional titles
- How they influence the deal

3. ENTRY POINT STRATEGY
- Where to start (top-down vs. bottom-up)
- Multi-threading approach

4. THINGS TO AVOID
- Roles that are typically blockers
- How to navigate around them

Write a cold email that will stand out in a busy inbox.

PROSPECT:
- Name: [NAME]
- Role: [ROLE]
- Company: [COMPANY]
- Industry: [INDUSTRY]
- Company size: [SIZE]

PERSONALIZATION INTEL:
[Any research you've done - recent news, LinkedIn activity, mutual connections, etc.]

WHAT WE DO:
- Product: [PRODUCT]
- Pain we solve: [PAIN POINT]
- Typical result: [OUTCOME]

CONSTRAINTS:
- Under 75 words
- No generic compliments
- No "I hope this finds you well"
- Clear, specific CTA
- Mobile-friendly formatting

Write 3 variations:
1. Problem-focused approach
2. Curiosity/question-led approach
3. Social proof approach

Include subject lines for each.

Create cold call opening scripts that earn the next 30 seconds.

PROSPECT:
- Name: [NAME]
- Role: [ROLE]
- Company: [COMPANY]

REASON FOR CALLING:
- Trigger/signal: [WHAT PROMPTED THIS CALL]
- Pain hypothesis: [WHAT YOU THINK THEY STRUGGLE WITH]

Generate:

1. PERMISSION-BASED OPENER
- Acknowledge you're interrupting
- Ask for time with a hook

2. PATTERN INTERRUPT OPENER
- Something unexpected that earns attention
- Still professional

3. REFERRAL-STYLE OPENER
- Even without a direct referral
- Name-drop without being sleazy

4. OBJECTION RESPONSES
- "I'm busy" / "Not interested" / "Send me an email"
- Quick pivots for each

5. TRANSITION TO DISCOVERY
- How to move from opener to conversation
- First question to ask

Generate responses for common SDR objections.

MY PRODUCT: [PRODUCT]
MY TYPICAL ASK: [MEETING, DEMO, etc.]

Generate responses for:

1. "I'm not interested"
2. "We're already working with [competitor]"
3. "Send me some information"
4. "We don't have budget"
5. "Call me back next quarter"
6. "I'm the wrong person"
7. "We tried something like this before"
8. "I'm too busy right now"
9. "We're happy with what we have"
10. "What's this about?"

For each objection provide:
- Acknowledge the concern
- Reframe or provide new information
- Bridge to your CTA
- Keep it under 30 words for phone

Also provide email versions for each (slightly longer).

Help me navigate gatekeepers to reach decision-makers.

TRYING TO REACH:
- Target: [NAME and ROLE]
- Company: [COMPANY]
- Gatekeeper role: [ASSISTANT, RECEPTIONIST, etc.]

CONTEXT:
- Why I'm calling: [BRIEF REASON]
- Any existing relationship: [IF ANY]

Generate:

1. GATEKEEPER APPROACHES
- 3 different approaches to try
- Respectful but effective

2. COMMON BLOCKS
- "They're in a meeting"
- "They're not available"
- "What's this regarding?"
- How to handle each

3. INFORMATION GATHERING
- Questions to ask the gatekeeper
- Building rapport

4. VOICEMAIL STRATEGIES
- Leave one or not?
- Script if leaving
- Follow-up approach

5. ALTERNATIVE ROUTES
- How to reach around gatekeepers
- Direct lines, mobile, etc.

Write meeting confirmation and reminder messages.

MEETING DETAILS:
- Prospect: [NAME]
- Company: [COMPANY]
- Date/Time: [DATE/TIME]
- Meeting type: [INTRO, DEMO, etc.]
- AE joining: [AE NAME if applicable]

Generate:

1. IMMEDIATE CONFIRMATION EMAIL
- Confirm the meeting
- Set expectations for the call
- Include calendar invite details

2. DAY-BEFORE REMINDER
- Brief value reinforcement
- Ask if anything's changed

3. DAY-OF REMINDER
- Morning of the meeting
- Include meeting link
- Keep very short

4. NO-SHOW FOLLOW-UP
- If they miss the meeting
- Reschedule attempt

5. POST-MEETING SUMMARY (for SDR to AE)
- Template for handoff notes
- What to include

Create an AE handoff document for a booked meeting.

MEETING BOOKED:
- Prospect: [NAME, ROLE]
- Company: [COMPANY]
- Industry: [INDUSTRY]
- Size: [EMPLOYEES/REVENUE]
- Date/Time: [MEETING DATE]

HOW I GOT THE MEETING:
- Channel: [EMAIL, PHONE, LINKEDIN]
- Sequence touch: [WHICH TOUCH]
- What resonated: [WHAT GOT THEM INTERESTED]

PROSPECT INTEL:
- Pain points discussed: [ANY MENTIONED]
- Current solution: [IF KNOWN]
- Timeline: [IF DISCUSSED]
- Other stakeholders: [IF MENTIONED]

RESEARCH NOTES:
[Any relevant company/contact research]

Create a handoff that includes:

1. EXECUTIVE SUMMARY
- One paragraph overview

2. KEY TALKING POINTS
- What to reference from outreach
- Topics they're interested in

3. DISCOVERY QUESTIONS
- Suggested questions for the AE
- Based on what we know

4. WATCH OUTS
- Any concerns raised
- Potential blockers

5. NEXT STEPS AFTER CALL
- What the prospect expects
- How to follow up