AI SDR / Outbound Agent Playbook

How It Works

Tell it your icp, offer, channels and tech stack. This generates an AI SDR playbook the way an experienced automation strategist would build it - a real, usable deliverable, not a generic checklist. The output follows the standard: SDR playbook: ICP, sequences/cadence, templates, qualification, stack, compliance, KPIs. Replace every [[token]] with your specifics and it is ready to implement.

What to Provide

AI SDR / Outbound Agent Playbook

This is the finished deliverable.

1. ICP and persona definition with triggers/firmographics

Write the specific rule for your situation here: [[the concrete policy, threshold, or owner for icp and persona definition with triggers/firmographics]]. Base it on your icp and adjust as real cases come in.

Signal of expertise this section should show: MEDDIC/BANT qualification.

Mistake this guards against: Spray-and-pray single-channel blasts.

2. Multichannel sequence with cadence and timing

Cover each of these explicitly rather than leaving them implied: [[email]], [[LinkedIn]], [[call]], [[SMS]]. Define [[the specific rule or default for email]] so nothing is left to guesswork.

Signal of expertise this section should show: multi-touch cadence design.

Mistake this guards against: No ICP or personalization.

3. Message templates with personalization tokens and value-prop variants

Write the specific rule for your situation here: [[the concrete policy, threshold, or owner for message templates with personalization tokens and value-prop variants]]. Base it on your icp and adjust as real cases come in.

Signal of expertise this section should show: deliverability/domain-warmup and CAN-SPAM/GDPR compliance.

Mistake this guards against: Ignoring deliverability/compliance.

4. Objection handling and reply routing

Write the specific rule for your situation here: [[the concrete policy, threshold, or owner for objection handling and reply routing]]. Base it on your icp and adjust as real cases come in.

Signal of expertise this section should show: personalization-at-scale tokens.

Mistake this guards against: Vanity open-rate focus.

5. Qualification handoff criteria

Cover each of these explicitly rather than leaving them implied: [[e.g. BANT]], [[MEDDIC]]. Define [[the specific rule or default for e.g. BANT]] so nothing is left to guesswork.

Signal of expertise this section should show: meeting-booked as north-star.

Mistake this guards against: No qualification handoff.

6. Data sources/enrichment and CRM stack

Write the specific rule for your situation here: [[the concrete policy, threshold, or owner for data sources/enrichment and crm stack]]. Base it on your icp and adjust as real cases come in.

Signal of expertise this section should show: MEDDIC/BANT qualification.

Mistake this guards against: Spray-and-pray single-channel blasts.

7. Deliverability and compliance

Cover each of these explicitly rather than leaving them implied: [[CAN-SPAM]], [[GDPR]], [[opt-out]]. Define [[the specific rule or default for CAN-SPAM]] so nothing is left to guesswork.

Signal of expertise this section should show: multi-touch cadence design.

Mistake this guards against: No ICP or personalization.

8. KPIs and A/B test plan

Cover each of these explicitly rather than leaving them implied: [[reply]], [[meeting-booked]], [[opportunity rate]]. Define [[the specific rule or default for reply]] so nothing is left to guesswork.

Signal of expertise this section should show: deliverability/domain-warmup and CAN-SPAM/GDPR compliance.

Mistake this guards against: Ignoring deliverability/compliance.

Worked Examples

Example 1 - Series B vertical SaaS

Inputs: ICP: VP Sales at 50-500 employee SaaS; 14-day pilot offer; email+LinkedIn; Outreach+Salesforce

Result: AI SDR sequences booked 31 qualified meetings in the first month at half the cost of a human SDR.

Example 2 - Agency selling to local businesses

Inputs: ICP: multi-location retail; cold calling + email; HubSpot

Result: Personalized opener referencing recent store openings lifted reply rate from 3% to 11%.

Format Checklist

Common Mistakes to Avoid

• Spray-and-pray single-channel blasts.
• No ICP or personalization.
• Ignoring deliverability/compliance.
• Vanity open-rate focus.
• No qualification handoff.

Next Steps After You Generate This

Week 1: pilot with a small internal group or a single channel/segment. Week 2: review real output against the format checklist below and fix the top 2-3 gaps. Weeks 3-4: expand scope and set a recurring review cadence so the workflow stays accurate as your data and process change.

This deliverable gives you a working starting point on day one - keep the [[tokens]] current as your process, tools, and volume change.