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.
Try it →
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.

✦  New AI plays are added every week — and go straight to subscribers in their morning brief. Skip the scrolling and get yours delivered free. Get my free brief →
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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 PlaybookPre-call research
Never walk into a call cold again

The 60-second move that makes you sound like you did an hour of homework. Free, no login.

Perplexity  FREE  an AI answer engine that searches the live web and cites its sources

1

Go to perplexity.ai (no account needed) and paste, swapping in the company and your category:

Brief me for a sales call with [Company]. Cover: news from the last 90 days, their top 3 priorities from recent earnings or press, their main competitors, and any sign they are investing in [your category]. Cite your sources.
2

Then follow up with:

Draft three opener questions that tie their priorities to what I sell.

You open with their real priority, sourced, instead of generic flattery. Sixty seconds beats twenty minutes of open tabs.

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How AI is changing your role
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