The AI SDR Playbook

Autonomous prospecting and outreach, from target list to booked meeting. 32 pages.

Outbound is the part of sales that most needs help and is easiest to get wrong. AI can research accounts, draft messages and book meetings, but without the right data, guardrails and review it also produces irrelevant messages and damages your sending domain. This book shows you how to build an outbound system where AI does the repetitive work and people keep control of judgment and relationships.

You will start by deciding how much autonomy to give an AI SDR, then build a clean target list from your best customers. Next you will create research briefs that use only verified facts, and write short messages that earn replies. You will also learn how to protect deliverability, classify and answer replies, stay on the right side of compliance, and measure what matters. A fictional eight-week case study walks through the whole process.

Inside:

• The three levels of autonomy: assist, supervise, autonomous
• Target lists, ICP must-haves and fact sheets that stop hallucinated personalization
• The relevance ladder, a message framework and a five-touch follow-up sequence
• Deliverability, reply classification and compliance basics
• A 30-day launch plan, a prompt and template library and checklists