AI for your role

AI for SDR / BDR

Book more meetings without sending more bad emails.

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The shift

How AI is changing the SDR / BDR role

AI is taking over the repetitive parts of prospecting in 2026, like researching accounts, drafting first-touch emails, and personalizing cold outreach at scale. SDRs now spend less time copy-pasting LinkedIn profiles into spreadsheets and more time on conversations that need a human. Call recording tools also summarize discovery calls and draft follow-ups automatically, so reps move from one meeting to the next faster.

What AI can take off your plate

  • Researching accounts and pulling together company news, funding, and headcount before outreach
  • Enriching contact lists with verified emails and job titles
  • Writing first drafts of cold emails and follow-up sequences
  • Summarizing discovery calls and drafting the recap email
  • Logging activity and updating CRM fields after calls and emails

What stays distinctly human

  • Building real rapport on a live call and reading how someone reacts
  • Deciding which accounts are actually worth your time
  • Handling a tricky objection or an unhappy prospect with judgment
  • Knowing when to break the script and just have a conversation
  • Earning a teammate's or AE's trust through a clean handoff
Tools

Five AI tools for SDR / BDRs

Apollo.io
Find verified contact details and use its AI to draft personalized email sequences based on a prospect's company and role.
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Clay
Pull data from dozens of sources to enrich your prospect list and write custom outreach lines for each contact automatically.
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ChatGPT
Draft cold emails, rewrite LinkedIn messages, summarize a prospect's company news, and prep talking points before a call.
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Gong
Review recorded calls to see which talk tracks book meetings and get AI summaries plus suggested follow-ups after every conversation.
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Lavender
Get real-time scoring and rewrite suggestions inside your inbox so your cold emails are shorter, clearer, and more likely to get a reply.
Try it →
Prompts

Five prompts to try today

Paste these into Claude or ChatGPT and replace the bracketed parts with your own details.

1. Cold email first draft
Write a 90-word cold email to [prospect name], a [job title] at [company]. We sell [product] that helps [target role] with [specific problem]. Reference this recent company event: [news or trigger]. Keep it casual, one clear ask for a 15-minute call, no buzzwords.
2. Account research summary
Summarize what I should know before reaching out to [company]. Cover what they do, their size, recent funding or product news, and the likely priorities of a [job title] there. List three pain points my product, [product], could solve.
3. LinkedIn connection note
Write a 280-character LinkedIn connection request to [name], a [title] at [company]. Make it specific to their role, do not pitch, and reference [shared interest or recent post].
4. Objection response
A prospect replied to my cold email saying: '[objection text]'. Write three short, friendly responses that acknowledge their point and keep the conversation open without being pushy.
5. Follow-up sequence
Create a 4-touch follow-up sequence for a prospect who opened my email but did not reply. They are a [title] at a [industry] company. Vary the angle each time and keep every message under 75 words.
The playbook

Every AI play for SDR / BDR

Your full AI playbook for your role — updated every week. Tap any card for a step-by-step walkthrough and examples.

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A day in your inbox

This is the kind of brief a SDR / BDR gets, every weekday morning.
Monday morning
✦ Personalized for: SDR / BDR
Account Executive PlaybookAccount research
Turn a prospect's filings into a cited pre-call brief

Walk into the call already knowing their priorities, with every claim sourced. Free with a Google account.

NotebookLM FREE  Google's free tool that answers only from sources you upload, with citations

1

Go to notebooklm.google.com, sign in with a free Google account, start a notebook, and add sources: paste the prospect's latest earnings-call transcript, their newsroom press releases, and their product pages.

2

Ask it, so every answer is pulled from their own materials:

What are this company's top 3 stated priorities for this year, and where would [my category] map to them? Quote the exact lines you used and cite each source.
3

Turn the answers into your opener:

Draft 3 discovery questions that tie those 3 priorities to a problem [my product] solves. Keep each under 20 words.

You open with their real priorities, sourced, instead of a generic pitch you could send anyone.

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Your playbook
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How AI is changing your role
Where your work is heading.
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