The Complete AI SDR Playbook: Putting It All Together

🏆 Series Difficulty: CAPSTONE (Part 10 of 10) — Everything from Parts 1-9, assembled into your complete daily workflow.

You've made it. Parts 1 through 9 of this series gave you the individual tools and techniques. Now it's time to assemble them into a complete daily system.

This is the capstone of our Claude Code + MarketBetter series — a minute-by-minute playbook for the AI-powered SDR. Not theory. Not "you could do this someday." This is what your actual day looks like when you put everything together.

Here's how every skill from the series maps to your daily routine:

Time Block	Series Skill	Where You Learned It
Morning intelligence	Prospect research	🟢 Part 2
Outreach drafting	Personalized emails	🟢 Part 3
LinkedIn power hour	Sales Nav workflow	🟡 Part 4
Competitive checks	Competitor monitoring	🟡 Part 5
Lead prioritization	Lead scoring	🟡 Part 6
Data maintenance	CRM cleanup	🔴 Part 7
Pre-call prep	Meeting briefs	🔴 Part 8
Re-engagement	Follow-up sequences	🔴 Part 9

If you've been following the series from the beginning — starting with the Basic skills, building through the Medium workflows, and mastering the Advanced techniques — this playbook will feel natural. You've already practiced each piece. Now we're just putting them in the right order.

If you're jumping straight to this post, it'll still work — but you'll get more value from each section if you've read the relevant earlier post. I'll link to them throughout so you can go deeper on any technique.

The AI-Powered SDR's Daily Schedule

7:45 AM — Pre-Work Intelligence Gathering (15 minutes)

Before you even sit down at your desk, spend 15 minutes on intelligence gathering. This is your competitive advantage — most SDRs don't start thinking until 9 AM.

Open MarketBetter's dashboard and check:

• Overnight website visitors — who came to your site while you slept?
• Return visitors — any cold leads that came back to life? (This is your highest-priority signal. See Part 9.)
• High-intent page visits — anyone on pricing, case studies, or comparison pages?
• Multi-person visits — any companies with multiple visitors? (Buying committee forming)

Quick Claude Code prompt:

"Here are today's MarketBetter signals — 14 companies visited our site overnight. 3 hit the pricing page, 1 is a return visitor from 3 months ago, and 2 companies had multiple visitors.

Prioritize these for me based on buying intent. Research the top 5 and give me a 3-sentence brief for each: what they do, what's notable, and the best outreach angle."

By 8:00 AM, you have a prioritized hit list for the day. Most SDRs are still making coffee.

8:00 AM — The Morning Sprint (45 minutes)

This is your most productive window. No meetings, no Slack distractions, pure execution.

8:00–8:15: Batch Research

Take your top 10-15 accounts from the intelligence gathering and batch-research them:

"Research these 10 accounts in detail. For each, give me:

• Company overview (one paragraph)
• Key decision maker with LinkedIn profile
• One personalization hook
• Recommended first-touch channel (email, LinkedIn, or phone)

[list your 10 accounts]"

8:15–8:35: Draft Outreach

Feed the research back to Claude Code for outreach generation:

"Write personalized cold emails for the top 5 accounts. Use the research you just provided. Rules: under 100 words, personal opening, one CTA, conversational tone. Also write LinkedIn connection request notes (under 300 characters) for the other 5."

Review the drafts. Fix anything that doesn't sound like you. This should take 5-10 minutes for 10 personalized touchpoints.

8:35–8:45: Load and Launch

• Load the email drafts into MarketBetter sequences
• Set up multi-touch follow-up cadences for each prospect
• Send LinkedIn connection requests
• Queue any phone calls for the Call Block (coming up next)

Morning Sprint Results: 10 personalized outreach touches, researched and deployed. In 45 minutes. A traditional SDR would need 3-4 hours for this.

8:45 AM — Call Block 1 (60 minutes)

Now it's time to pick up the phone. This is where humans shine and AI can't replace you.

Pre-call prep (2 minutes per call):

Before each call, pull up your Claude Code research brief. But also check MarketBetter for any last-minute signals:

"Quick prep for my call with [Name] at [Company]. Give me:

1. Their most recent LinkedIn post (topic)
2. One personalized opening line
3. The key pain point to explore
4. A fallback question if the conversation stalls"

During the call:

Be human. Listen. Ask questions. Use the research as context, not a script. The AI prepared you; now it's your turn to build a relationship.

Post-call logging (1 minute per call):

After each call, quickly dictate or type your notes. At the end of the call block, batch-process them:

"Here are my raw notes from 8 calls this morning:

Call 1: Sarah at Acme — interested, wants to loop in CRO, follow up Thursday Call 2: James at Beta — not a fit, too small Call 3: David at Gamma — no answer, left voicemail [etc.]

For each call, write:

1. A structured CRM update (2-3 sentences)
2. For interested prospects: a follow-up email to send today
3. For no-answers: a follow-up email referencing the voicemail"

Your call block produced conversations. Claude Code handles the admin that follows.

10:00 AM — LinkedIn Power Hour (30 minutes)

Dedicated LinkedIn time, executed efficiently:

10:00–10:10: Engage with Prospects' Content

Check which prospects posted on LinkedIn today. Use Claude Code to draft thoughtful comments:

"Here are 5 LinkedIn posts from my prospects today. Draft a genuine, non-salesy comment for each that adds value to the conversation. Keep each under 2 sentences."

Leave the comments. This warms up prospects before your outreach arrives.

10:10–10:20: Sales Nav Search

Run your saved Sales Navigator searches for new leads. Feed new results into Claude Code for quick analysis:

"5 new leads from my Sales Nav search. Quick assessment: which 2-3 are worth pursuing? Why?"

Import the best ones into MarketBetter via the Chrome Extension. (Full workflow in Part 4.)

10:20–10:30: Connection Request Follow-Ups

Check who accepted your connection requests. Draft personalized DMs:

"These 3 people accepted my LinkedIn connection requests this week:

1. [Name, Title, Company]
2. [Name, Title, Company]
3. [Name, Title, Company]

Write a follow-up DM for each that:

• Thanks them for connecting (briefly)
• Offers a specific piece of value (insight, resource, introduction)
• Ends with a soft conversation opener, NOT a meeting ask"

10:30 AM — Meeting Prep (15 minutes)

Check your afternoon calendar. If you have meetings, prep now while your brain is fresh:

"I have 2 meetings this afternoon:

1. [Name], [Title] at [Company] — 1:00 PM, discovery call
2. [Name], [Title] at [Company] — 3:00 PM, second meeting (follow-up from last week)

Generate one-page meeting briefs for each. [Full meeting prep prompt from Part 8]"

Layer in MarketBetter website visit data and you're set. (Complete meeting prep system in Part 8.)

11:00 AM — Email and Sequence Management (20 minutes)

Review responses:

• Check for replies to your outreach from the past few days
• Positive replies → Schedule the meeting immediately
• Objections → Feed the objection to Claude Code for a thoughtful response
• "Not interested" → Mark and move on (or add to long-term nurture)

Check sequence performance:

• In MarketBetter, review your active sequences' open rates, click rates, and reply rates
• Identify sequences that are underperforming
• Ask Claude Code to analyze:

"My email sequence for [campaign] has a 45% open rate but only a 2% reply rate. The emails are about [topic] targeting [persona]. The subject lines are getting opens but the body isn't converting. Review my emails and suggest 3 specific changes to improve reply rate."

Manage follow-ups:

• Check which prospects need manual follow-up today
• Use Claude Code to draft personalized follow-ups based on the last interaction

11:30 AM — Competitive Intel Check (10 minutes, twice per week)

Twice a week (say, Monday and Thursday), do a quick competitive scan:

"Quick competitive update: what's new with [Competitor A], [Competitor B], and [Competitor C] this week? Check for product announcements, G2 reviews, leadership changes, funding, or social media discussions."

Update your competitive notes. Use any new intel to refine your outreach messaging. (Full competitive intel system in Part 5.)

12:00 PM — Lunch Break

Step away. Seriously. The AI-powered SDR is more efficient, not more burned out. Eat food. Touch grass. Come back refreshed.

1:00 PM — Afternoon Meetings

Execute your meetings with the briefs you prepped this morning. You're prepared. You're confident. You know things about this prospect that will surprise them.

Between meetings:

• Quick post-meeting note capture
• Claude Code processes notes into structured CRM updates and follow-up drafts

2:30 PM — Call Block 2 (45 minutes)

Second phone session of the day. Different prospects, same prep process.

Focus this call block on:

• Warm follow-ups — Prospects who engaged with your morning emails
• Return visitors — Cold leads that MarketBetter flagged as re-engaging
• Time zone coverage — West Coast prospects (if you're East Coast) or international leads

3:15 PM — Cold Lead Reactivation (20 minutes, twice per week)

Twice a week, work your cold pipeline:

"Review these 10 cold leads. Research what's changed since they went cold. Give me reactivation angles for the top 5 and draft reactivation emails."

Load the emails into MarketBetter reactivation sequences. (Complete reactivation system in Part 9.)

3:45 PM — Admin and Data Hygiene (15 minutes)

The unsexy but essential stuff:

• Update CRM with today's activities (use Claude Code to process your raw notes)
• Quick data quality check on new contacts added today
• Verify email addresses before adding to sequences

Once a week, do a deeper cleanup session. (Full CRM cleanup workflow in Part 7.)

4:00 PM — Tomorrow's Prep (15 minutes)

End your day by setting up tomorrow:

"Based on what I learned today, here are the prospects I should prioritize tomorrow:

1. [Prospect who replied positively — need to schedule meeting]
2. [Prospect from MarketBetter who showed high intent but I didn't get to today]
3. [Follow-up from today's meeting]

Research each and give me a quick brief so I can hit the ground running at 8 AM."

Also queue any emails for early-morning delivery through MarketBetter. Your outreach is working before you wake up.

4:15 PM — End of Day Reporting (15 minutes)

Track your numbers. Use Claude Code to make it painless:

"Here are today's raw activity numbers:

• Emails sent: 35
• Calls made: 22
• LinkedIn touches: 15
• Meetings booked: 3
• Meetings held: 2
• Replies received: 7
• Positive replies: 4

Calculate my:

• Email reply rate
• Call-to-meeting conversion rate
• Total pipeline touches
• Comparison to last week's averages

Any patterns you notice? What should I do differently tomorrow?"

This daily review takes 5 minutes but keeps you on track and continuously improving.

The Weekly Rhythm

Beyond the daily routine, here's your weekly structure:

Monday:

• Weekly planning — set goals for meetings booked, emails sent, new accounts researched
• Competitive intel update
• Sales Nav search refresh

Tuesday-Thursday:

• Full daily routine as outlined above
• Focus on execution and pipeline movement

Friday:

• CRM cleanup session (30 minutes) — using Part 7 workflows
• Weekly performance analysis with Claude Code
• Cold lead reactivation batch
• Plan next week's priority accounts
• Update your lead scoring model with this week's conversion data (Part 6)

The Numbers: AI-Powered SDR vs. Traditional SDR

Here's how the same day looks, quantified:

Metric	Traditional SDR	AI-Powered SDR
Accounts researched	10-15	40-50
Personalized emails sent	15-20	50-80
Calls with research context	5-8	15-22
Meetings booked (avg/day)	1-2	3-5
Time on research	3-4 hours	30-45 minutes
Time on admin	1-2 hours	15-30 minutes
Time actually selling	2-3 hours	5-6 hours

The AI-powered SDR doesn't work longer hours. They work better hours. The AI eliminates the time sinks so you can spend your day on what actually moves the needle: conversations with prospects.

Your AI SDR Toolkit Summary

Here's everything you need, in one place:

Claude Code — Your research and writing engine

• 🟢 Prospect research (Part 2)
• 🟢 Email personalization (Part 3)
• 🟡 LinkedIn outreach (Part 4)
• 🟡 Competitive intelligence (Part 5)
• 🟡 Lead scoring (Part 6)
• 🔴 CRM cleanup (Part 7)
• 🔴 Meeting prep (Part 8)
• 🔴 Follow-up sequences (Part 9)

MarketBetter — Your signal and execution engine

• Website visitor identification (who's on your site right now?)
• Person-level identification (not just companies — actual people)
• Return visitor alerts (cold leads coming back to life)
• AI-powered email sequences (delivery, timing, follow-ups)
• Chrome Extension (LinkedIn-to-pipeline imports)
• Daily playbook (your prioritized hit list every morning)
• Engagement tracking (who's opening, clicking, returning?)

Your Brain — The irreplaceable element

• Building relationships
• Reading the room on calls
• Making judgment calls on timing and approach
• Asking the right questions
• Closing

AI handles the preparation. You handle the performance.

Common Mistakes When Adopting This Playbook

1. Trying to Do Everything on Day One

Don't try to implement all 10 parts simultaneously. Follow the progression:

• Week 1 — Start with 🟢 Basic skills: Research (Part 2) and email writing (Part 3). Get comfortable with simple prompts.
• Week 2 — Move to 🟡 Medium workflows: LinkedIn pipeline (Part 4), competitive intel (Part 5), lead scoring (Part 6). Chain basic skills into multi-step processes.
• Week 3 — Tackle 🔴 Advanced systems: CRM cleanup (Part 7), meeting prep (Part 8), follow-up sequences (Part 9). Build automated routines.
• Week 4 — Run the 🏆 Full Playbook: This post. The complete daily routine.

The series was designed this way for a reason. Each tier builds on the skills from the previous one.

2. Over-Automating

AI should augment your work, not replace your judgment. Always review outreach before sending. Always add your own voice. Always verify key facts. The goal is to be more efficient, not to become a robot.

3. Ignoring the Data

The playbook improves over time — but only if you track results and iterate. Your daily reporting isn't optional. It's how you learn what's working and what isn't.

4. Neglecting the Human Element

AI can research, write, and analyze. It can't build trust, read emotions, or navigate complex organizational dynamics. Never let AI efficiency replace human empathy. The best SDRs are the ones who use AI to free up time for more human connection, not less.

5. Skipping CRM Hygiene

It's tempting to skip the "boring" stuff like data cleanup. Don't. Everything in this playbook depends on clean data. Garbage in, garbage out. Fifteen minutes a day keeps your data clean and your entire system functioning.

The 30-Day Implementation Plan

This plan follows the same Basic → Medium → Advanced progression as the series itself:

Week 1: 🟢 Foundation (Basic Skills)

• Day 1-2: Set up Claude Code. Practice with basic research prompts from Part 2.
• Day 3-4: Start writing personalized emails using the techniques from Part 3. Compare results to your templates.
• Day 5: Do a CRM cleanup sprint using Part 7 — yes, this is an Advanced skill, but clean data is foundational.

Week 2: 🟡 Workflows (Medium Skills)

• Day 6-8: Implement the LinkedIn-to-Pipeline workflow from Part 4. This combines research + email writing into a multi-step process.
• Day 9-10: Set up competitive intelligence monitoring from Part 5. Run your first competitor analysis.

Week 3: 🟡→🔴 Systems (Medium to Advanced)

• Day 11-12: Build your lead scoring model from Part 6. Start prioritizing your daily list with scores.
• Day 13-14: Implement the meeting prep system from Part 8. Prep for every meeting with one-page briefs.
• Day 15: Run your first cold lead reactivation batch from Part 9.

Week 4: 🏆 Full System (Capstone)

• Day 16-20: Run the complete daily routine from this playbook. Every technique, every time block. Track every metric.
• End of week: Review results. What's working? What needs adjustment? Iterate.

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Here's your final action item for the series:

Tomorrow morning, run the complete Morning Sprint (7:45-8:45 AM):

1. 7:45 AM — Check MarketBetter for overnight signals
2. 8:00 AM — Batch-research top 10 accounts with Claude Code
3. 8:15 AM — Draft personalized emails for top 5
4. 8:35 AM — Load into MarketBetter sequences and send LinkedIn requests
5. 8:45 AM — Start your call block with full research context

One morning. One sprint. Compare your output to a typical morning. If you touch more accounts with better personalization in less time — and you will — you'll never go back.

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This is Part 10 (🏆 Capstone), the final post in our 10-part series on Claude Code + MarketBetter for SDRs. If you haven't read the earlier posts, start with Part 1: The AI-Powered SDR (🟢 Basic) →

Ready to build your AI-powered SDR workflow? Book a MarketBetter demo and see how signal-driven outreach, visitor identification, and AI sequences fit into your daily routine.