5 posts tagged with "AI SDR"

It's February 2026, and the AI SDR market is on fire.

This week alone, Monaco launched with $35M from Founders Fund. 11x is sitting on $74M from a16z. Artisan raised $12M. Clay raised $46M. And dozens of smaller players are entering the space every month.

VCs have poured hundreds of millions of dollars into AI tools that promise to transform sales development. The category is growing so fast that it's becoming nearly impossible to evaluate every option.

But you still need to choose. Here's a framework for cutting through the noise and picking the right AI SDR tool for your team.

The AI SDR Landscape in 2026​

Let's map the landscape by approach:

Full Replacement (AI does everything)​

• 11x.ai ($74M) — "Alice" AI SDR, autonomous outbound
• Artisan ($12M) — "Ava" AI sales agent
• 1mind — AI sales agent for inbound and outbound

Human-Guided (AI + expert oversight)​

• Monaco ($35M) — AI platform with embedded human sales experts

SDR Augmentation (AI empowers your team)​

• MarketBetter — Complete SDR command center
• Apollo.io — Data + outreach
• Clay ($46M) — Data enrichment + automation

CRM-Centric (AI inside the CRM)​

• HubSpot — AI features within Sales Hub
• Salesforce — Einstein AI
• Attio — AI-native CRM

Each approach has trade-offs. Let's figure out which one fits you.

Step 1: Define Your Philosophy​

Before evaluating features, answer this:

Do you want AI to replace your SDRs, or make them better?

If Replace:​

You're looking at 11x or Artisan. These tools run autonomously with minimal human involvement. Good for teams that want to scale outbound without hiring. Risk: quality control, brand risk, limited channels.

If Augment:​

You're looking at MarketBetter, Monaco, or Clay. These tools keep humans in the loop — AI handles data, research, and drafting while humans handle judgment and conversations. Lower risk, higher quality, but requires human SDRs.

Our recommendation: Augment. The data consistently shows that human-in-the-loop platforms produce better results and higher customer satisfaction.

Step 2: Map Your Must-Have Capabilities​

Not every team needs every feature. But here are the capabilities to evaluate:

Tier 1: Must-Haves for Most Teams​

Tier 2: High-Value Differentiators​

Tier 3: Nice-to-Haves​

Map your must-haves, then compare platforms:

Step 3: Evaluate Trust Signals​

In a market this hot, every startup makes big promises. Look for trust signals:

Customer Reviews​

Track Record​

• MarketBetter: Customers include CallRail, Hologram, GXC — documented results
• Apollo: Widely used, established in the market
• Monaco: Public beta, no public case studies yet
• 11x: Growing but mixed reviews suggest quality inconsistency

Pricing Transparency​

Step 4: Consider Total Cost of Ownership​

Don't just compare platform fees. Consider the full cost:

Platform fee + Additional tools needed + Implementation time + Training cost + Switching cost if it doesn't work

Example:

Monaco approach:

• Monaco: Unknown flat fee
• Need to add: Dialer ($300/user/mo), chatbot ($1,000/mo), visitor ID ($500/mo)
• Total: Unknown + ~$1,800/mo in supplements

MarketBetter approach:

• MarketBetter: Published pricing (includes visitor ID, dialer, chatbot, playbook)
• Additional tools: None for core SDR workflow
• Total: One predictable cost

Step 5: Test Before You Buy​

The best way to evaluate: try it.

• MarketBetter: Free 60-day trial — no credit card, full platform
• Apollo: Free tier available
• Clay: Free tier available
• HubSpot: Free CRM
• Monaco: Public beta access (talk to sales)
• 11x: Enterprise demo (talk to sales)

Don't commit to an annual contract based on a demo. Use free trials to test with real data and real workflows.

The Decision Matrix​

Based on our analysis, here's the quick guide:

The Bottom Line​

The AI SDR market is exploding — but that doesn't mean every tool is right for your team. Use this framework:

1. Decide your philosophy (replace vs. augment)
2. Map your must-have capabilities
3. Check trust signals (reviews, track record, pricing)
4. Calculate total cost of ownership
5. Test before you buy

For most B2B teams in 2026, MarketBetter offers the most complete AI SDR platform — the only one with visitor identification, multichannel outreach, AI chatbot, and daily playbook in one product, with transparent pricing and proven results.

Related Reading​

• MarketBetter vs Monaco: Full Comparison
• Monaco vs 11x vs MarketBetter: Which AI SDR Works?
• The Rise of Human-in-the-Loop AI Sales
• Why $35M AI Startups Can't Replace Your SDR Team
• Best AI SDR Tools with Human Oversight 2026

The AI SDR space is splitting into two camps: tools that try to replace your SDRs, and tools that try to supercharge them.

The "replace" camp had a rough 2025. Fully autonomous AI SDRs produced generic outreach, missed context, and left buyers feeling like they were talking to a machine. G2 reviews told the story — mediocre ratings and complaints about quality.

The "supercharge" camp is winning. These tools keep humans in the loop: AI handles data processing, research, prioritization, and drafting, while human SDRs handle judgment, relationships, and conversations.

Here are the best AI SDR tools with human oversight in 2026.

Why Human Oversight Matters​

Before the rankings, let's be clear about why this matters:

1. Buyers are sophisticated. They know AI-generated outreach when they see it.
2. Sales is relational. Trust and rapport require human interaction.
3. Brand risk is real. One bad AI email to the wrong person can damage your reputation.
4. Judgment matters. AI can't tell if a prospect is in buying mode or just browsing — humans can.
5. Results prove it. Human-in-the-loop platforms consistently outperform fully autonomous ones on G2 and in customer outcomes.

The Best AI SDR Tools with Human Oversight​

1. MarketBetter — Best Overall​

Human-AI balance: AI empowers, humans decide.

MarketBetter is designed as an SDR command center where AI does the heavy lifting but the SDR stays in control. Here's how:

• Daily SDR Playbook — AI prioritizes tasks; SDRs decide what to act on
• AI email drafts — AI writes personalized emails; SDRs review and send
• Smart Dialer scripts — AI generates call scripts; SDRs run the calls
• Visitor identification — AI identifies website visitors; SDRs decide how to engage
• AI Chatbot (FloBot) — AI qualifies inbound visitors; SDRs handle the hot leads

What makes it unique: MarketBetter is the only platform that combines visitor identification, multichannel outreach, and a daily playbook — all with human oversight built into every step.

G2 rating: 4.97/5 Pricing: Transparent, published pricing. Free 60-day trial.

Book a demo →

2. Monaco — Best for Embedded Expert Guidance​

Human-AI balance: Expert humans monitor and guide AI.

Monaco (launched February 2026) takes a unique approach: instead of relying on your SDRs for oversight, Monaco embeds experienced salespeople who guide the AI. These are Monaco's experts — they monitor outbound campaigns, review AI output, and ensure quality.

• Expert-guided outreach — Experienced sales pros review AI campaigns
• AI CRM — Auto-logs and manages pipeline
• Meeting notetaker — Captures call summaries

What makes it unique: The embedded expert model is genuinely differentiated — you get human oversight even if you don't have experienced SDRs yet.

Limitations: Email-only (no dialer, chatbot, or visitor ID). Public beta. Opaque pricing.

G2 rating: Too new to rate. Pricing: Flat fee (undisclosed).

3. Apollo.io — Best for Data-Driven Prospecting​

Human-AI balance: AI enriches data; humans run outreach.

Apollo provides the intelligence layer — 270M+ contacts, intent signals, and enrichment — while humans build and execute campaigns.

• AI-powered lead scoring — Identifies best-fit prospects
• Enriched contacts — Verified emails and phones
• Sequence builder — Humans create, AI assists

What makes it unique: Massive, high-quality database with human-controlled outreach.

Limitations: Basic AI compared to newer platforms. No visitor ID, chatbot, or daily playbook.

G2 rating: 4.8/5 Pricing: Free tier; paid from $49/user/month.

4. HubSpot Sales Hub — Best for Established Teams​

Human-AI balance: Comprehensive CRM with AI-assisted workflows.

HubSpot's Sales Hub provides email sequences, meeting scheduling, and pipeline management with increasingly smart AI assistance — but humans remain fully in control.

• AI email writer — Drafts based on context
• Predictive lead scoring — AI ranks prospects
• Workflow automation — Human-designed, AI-assisted

What makes it unique: Largest ecosystem, most integrations, most resources.

Limitations: AI features feel bolted on. Expensive at scale. Not AI-native.

G2 rating: 4.4/5 Pricing: Free tier; paid from $50/month.

5. Clay — Best for Technical Teams​

Human-AI balance: AI enriches data; humans build workflows.

Clay gives technical GTM teams incredible control over data enrichment and outreach workflows. AI processes data from 100+ sources; humans design the logic.

• AI data processing — Enriches and scores across dozens of providers
• Custom workflows — Build exactly what you need
• Personalization engine — AI generates, humans refine

What makes it unique: Maximum flexibility for teams that want to build custom sales workflows.

Limitations: Steep learning curve. Not a complete SDR platform. Requires technical skills.

G2 rating: 4.9/5 Pricing: From $149/month.

Comparison Table​

How to Choose​

Choose MarketBetter if: You want the most complete AI SDR platform with human oversight at every step — visitor ID, multichannel, chatbot, and daily playbook.

Choose Monaco if: You're a brand-new startup that wants embedded expert guidance and an all-in-one platform (and can accept the feature limitations).

Choose Apollo if: You primarily need a prospect database with basic outreach tools.

Choose HubSpot if: You want the safest, most established platform with the biggest ecosystem.

Choose Clay if: You're technical and want maximum control over data enrichment workflows.

The Bottom Line​

The best AI SDR tools in 2026 aren't the most autonomous — they're the ones that make human SDRs the most effective. Human-in-the-loop isn't a compromise. It's the winning strategy.

Related Reading​

• The Rise of Human-in-the-Loop AI Sales
• Monaco vs 11x vs MarketBetter
• Best AI Sales Platforms for Startups 2026
• MarketBetter vs Monaco: Full Comparison

The AI SDR category is having its moment. In 2025-2026, billions of dollars have poured into companies claiming to automate, augment, or replace human sales development reps.

But which approach actually works?

Let's compare three leading platforms — each representing a fundamentally different philosophy:

• 11x.ai — the fully autonomous AI SDR ("replace the human")
• Monaco — the human-guided AI platform ("expert humans steer the AI")
• MarketBetter — the complete SDR command center ("AI empowers the human")

Three Philosophies, Three Products​

11x: Full Autonomy​

11x.ai, backed by $74M from Andreessen Horowitz and Benchmark, sells "Alice" — an AI SDR that autonomously handles outbound prospecting. The pitch: one AI agent replaces 10 human SDRs.

The promise: Set it and forget it. Alice finds prospects, writes emails, sends follow-ups, and books meetings — all without human involvement.

Monaco: Expert-Guided AI​

Monaco, backed by $35M from Founders Fund, combines AI outbound with experienced human salespeople who monitor and guide the system. The pitch: AI does the heavy lifting, but human experts ensure quality.

The promise: Better than pure AI because human judgment stays in the loop. The AI is powerful, but experienced salespeople keep it on track.

MarketBetter: AI-Powered SDR Command Center​

MarketBetter takes a different approach entirely. Rather than replacing the SDR or running outbound in a black box, MarketBetter gives your SDR team superpowers: visitor identification, multichannel tools, and a daily playbook that tells them exactly what to do.

The promise: Your SDRs become dramatically more productive because AI handles the research, prioritization, and grunt work — while humans handle the conversations.

Feature Comparison​

The Real Question: What Actually Works?​

The Problem With Full Autonomy (11x)​

11x's "replace the SDR" approach sounds efficient. In practice, it has issues:

• Quality control: Fully autonomous emails can feel robotic, miss context, or target wrong personas
• Brand risk: When the AI goes rogue, it's your company's name on the embarrassing email
• No inbound capture: 11x only does outbound — if someone visits your website, it can't help
• Enterprise pricing: $40-60K/year means it's only accessible to well-funded teams
• G2 reviews tell the story: ~3.5/5 suggests mixed real-world results

Full autonomy works when the task is simple and the stakes are low. Cold outbound email is neither.

The Promise of Human-Guided AI (Monaco)​

Monaco's approach is smarter: experienced salespeople guide the AI, catching errors and adding judgment. This should produce better outreach quality than 11x's fully autonomous system.

But Monaco has gaps:

• Email-only — no phone, no chat, no LinkedIn
• No visitor identification — misses your warmest leads
• No daily playbook — doesn't structure your team's day
• Brand new — public beta with no track record

The human-guided approach is the right philosophy. But the feature set needs to catch up.

The Complete SDR Stack (MarketBetter)​

MarketBetter takes the view that the best AI SDR is a superhuman human SDR. Instead of replacing your team, it makes them dramatically more effective:

1. Visitor identification tells them who's interested (warmest leads first)
2. Smart dialer lets them call efficiently with AI-powered scripts
3. AI chatbot captures inbound leads 24/7
4. Email automation handles personalized sequences at scale
5. Daily playbook structures every rep's day for maximum productivity

The human stays in the driver's seat. The AI handles everything else.

Real-World Scenarios​

Scenario 1: A Prospect Visits Your Website​

• 11x: Doesn't know. Continues sending cold outbound.
• Monaco: Doesn't know. Continues sending cold outbound.
• MarketBetter: Identifies the visitor, alerts your SDR, adds them to the daily playbook for immediate follow-up.

Winner: MarketBetter. This is the highest-intent signal in B2B sales, and only MarketBetter captures it.

Scenario 2: A Lead Wants to Chat at 2 AM​

• 11x: Can't help. No chatbot.
• Monaco: Can't help. No chatbot.
• MarketBetter: FloBot engages the visitor, qualifies them, and books a meeting for your team.

Winner: MarketBetter. Inbound leads convert 5-10x better than cold outbound. Don't let them slip away.

Scenario 3: Your SDR Starts Their Day​

• 11x: SDR checks the 11x dashboard, sees campaign stats. Figures out what to do.
• Monaco: SDR checks Monaco, reviews AI-sent emails. Decides on follow-ups.
• MarketBetter: SDR opens the Daily Playbook: "Call these 5 people first. Email these 10. Follow up on these 3 deals." Done.

Winner: MarketBetter. Structured daily workflow beats ad-hoc every time.

Scenario 4: You Need to Make Calls​

• 11x: "Jordan" AI phone agent handles autonomous calls.
• Monaco: No phone capability. Buy a separate dialer.
• MarketBetter: Smart dialer built in, with AI-powered scripts and call intelligence.

Winner: MarketBetter & 11x. Both have calling; Monaco doesn't.

The Verdict​

MarketBetter wins. It's the only platform that captures inbound AND outbound, covers every channel, structures the SDR's day, and has a proven track record — all at transparent pricing.

Monaco is philosophically sound but feature-incomplete. 11x is ambitious but high-risk with its fully autonomous approach.

Related Reading​

• MarketBetter vs Monaco: Full Comparison
• MarketBetter vs 11x.ai
• MarketBetter vs Artisan
• Best AI SDR Tools 2026
• Is Monaco Worth It?

The AI SDR category is heating up fast. With Monaco's splashy $35M launch in February 2026, there's a new player at the table — and sales teams are wondering how it stacks up against established platforms like MarketBetter.

This guide goes deep on the AI SDR features of both platforms. Not the funding headlines or founder pedigrees — the actual capabilities your team will use every day.

What Makes a Great AI SDR Platform in 2026?​

Before comparing features, let's set the bar. The best AI SDR platforms in 2026 need to:

1. Identify demand — who's already interested in your product?
2. Enrich contacts — get accurate emails, phones, and context
3. Automate outreach — personalized email, phone, and social at scale
4. Capture inbound — don't let website visitors bounce without engaging them
5. Prioritize actions — tell reps what to do first each day
6. Integrate with your CRM — sync everything bidirectionally
7. Keep humans in the loop — AI suggests, humans decide

Let's see how Monaco and MarketBetter measure up.

Feature Comparison: The Full Breakdown​

Prospecting & Database​

Monaco built its own proprietary prospect database from scratch — a ZoomInfo-like contact repository that's native to the platform. This means you don't need a separate data provider. The AI automatically builds and stack-ranks your Total Addressable Market (TAM), creating a prioritized list of target accounts. According to Monaco's press release, it incorporates signals like "existing connections, job changes, and custom web-based signals" to identify recommended buyers.

Beta user Amy Yan (Co-Founder, Nowadays) shared: "We had our TAM built on day 2 and we're running outbound sequences that same day." That's impressively fast onboarding for a data product.

MarketBetter takes a different approach: enrichment-first. Rather than maintaining a proprietary database, MarketBetter enriches contacts from your existing sources with verified emails, phone numbers, and firmographic data. Combined with website visitor identification, you're working with leads who have already shown interest.

Verdict: Different philosophies. Monaco gives you a cold contact database with buying signals. MarketBetter gives you warm, intent-enriched contacts. For most teams, warm beats cold — but Monaco's speed of TAM-building is genuinely impressive.

Email Outreach & Automation​

Monaco deploys AI agents that create and execute email outreach campaigns based on embedded GTM best practices. As Sam Blond told TechCrunch: "We can replace full workflows with agents. Monaco builds a database of prospects, identifies the exact people at a target company to pitch, and the sequence in which to target them. We orchestrate and execute that sequence. We schedule a meeting."

The key differentiator is their "forward deployed AE" model — experienced human salespeople monitor and guide the AI. As Blond emphasized: "Monaco does not have an agent pretending to be a sales rep trying to sell to the customer." Actual customer meetings are always done by humans, not AI avatars.

MarketBetter offers AI-powered email sequences with personalization, smart send-time optimization, and A/B testing built in. Your SDRs stay in control of messaging while the AI handles the heavy lifting.

Verdict: Both platforms handle email well. Monaco leans more autonomous with human oversight from their embedded experts; MarketBetter keeps your own reps more directly involved. The right choice depends on whether you want Monaco's team managing your outbound or your own people driving it.

Phone & Calling​

MarketBetter wins clearly. The Smart Dialer is a core feature — AI-powered call scripts, call recording, and intelligence. Phone outreach is built into the daily workflow.

Monaco is primarily email-focused. There's no mention of a built-in dialer or phone capabilities. For teams where phone is part of the outreach mix (and it should be), this is a significant gap.

Verdict: MarketBetter. If your sales process involves any phone outreach, Monaco leaves you looking for a third-party dialer.

Website Visitor Identification​

MarketBetter wins clearly. Person-level and company-level identification of anonymous website visitors is a core differentiator. When a prospect visits your website, MarketBetter tells you who they are — often before they fill out a form.

Monaco doesn't mention website visitor identification. The platform focuses on outbound prospecting, not inbound demand capture.

Verdict: MarketBetter. This is arguably the highest-ROI feature in modern sales — you're reaching out to people who are already researching your product.

AI Chatbot & Inbound​

MarketBetter wins. FloBot is a Qualified-style conversational AI that engages website visitors in real time, qualifies leads, answers questions, and books meetings — 24/7, even when your team is offline.

Monaco doesn't offer a chatbot or any on-site engagement tool.

Verdict: MarketBetter. Inbound leads convert at 5-10x the rate of cold outbound. Not capturing them is leaving revenue on the table.

Daily SDR Playbook​

MarketBetter wins. Each morning, SDRs get a prioritized action list: who to call first, which emails to send, which leads need follow-up. It's like having an AI sales manager that preps the day's work.

Monaco doesn't offer an equivalent daily task prioritization feature.

Verdict: MarketBetter. SDR productivity lives and dies by daily prioritization. Without it, reps waste time figuring out what to do instead of doing it.

CRM Integration​

Monaco takes the built-in approach — their AI-native CRM is part of the platform. Zero integration needed if you don't already have a CRM. It captures interactions, manages pipeline, and handles forecasting natively.

MarketBetter offers deep bidirectional integration with HubSpot and Salesforce — the CRMs most teams already use. Every touchpoint syncs automatically.

Verdict: Depends on your situation. New startup with no CRM? Monaco's built-in approach is convenient. Already on HubSpot or Salesforce? MarketBetter integrates seamlessly without disrupting your existing workflow.

Meeting Notes & Intelligence​

Monaco includes a built-in meeting notetaker that captures and summarizes sales conversations. One less tool to buy.

MarketBetter offers pre-meeting intelligence — auto-generated briefs with prospect context before every call — but uses third-party tools (Gong, Chorus, etc.) for call recording.

Verdict: Monaco has the edge on meeting notes. MarketBetter has the edge on pre-meeting prep. Both are valuable at different points in the sales cycle.

Human-in-the-Loop Design​

Both platforms get this right — but in very different ways.

Monaco's approach is unique in the market: they provide "forward deployed AEs" — experienced salespeople who are actually embedded with your account. As Catheryn Li (Co-Founder, Simple AI) described: "Monaco is more than technology. The forward deployed AE is like having a sales exec on our team." These aren't just AI monitors — they're sales professionals who help train the AI to sell your specific product, ensure outreach quality, and handle real customer meetings in person. Sam Blond's press release calls it "like having a world-class CRO embedded directly into the sales workflow."

However, this model raises scalability questions. With only ~40 employees and a "growing base of customers," how many forward deployed AEs can Monaco provide? This service layer is expensive to scale.

MarketBetter's Daily Playbook keeps the SDR in the driver's seat — the AI recommends, the human acts. Your own team stays in control rather than depending on Monaco's personnel.

Both approaches are smarter than platforms like 11x.ai and Artisan that try to fully replace human SDRs. As Blond told TechCrunch: "Monaco does not have an agent pretending to be a sales rep trying to sell to the customer."

Verdict: Different implementations, same smart philosophy. Monaco gives you their experts; MarketBetter empowers your own team. The right choice depends on whether you want to build in-house sales capability or outsource the expertise.

What Early Monaco Users Say​

Monaco's product page features testimonials from beta customers. Here are the unique ones (with real names and companies):

• "Monaco made our legacy CRM feel instantly obsolete." — Alex Berkovic, Co-Founder, Sphinx
• "LOVE LOVE LOVE Monaco, they are awesome and my team and I love the platform." — Fatima Sabar, CEO & Co-Founder, Bluenote
• "Monaco feels like the future of sales. It replaced our CRM, outbound tools, and half the manual work overnight." — Sean McCarthy, Co-Founder, BackOps
• "Monaco lets us punch way above our weight. We're a 3-person team running GTM like a 20-person sales org." — Graham Cummings, CRO, Datawizz
• "We've tried every modern CRM and sales tool. Monaco is the best and it's not even close." — Hari Raghavan, CEO & Co-Founder, Autograph
• "I am DELIGHTED by my experience — what a team and product you have put together." — Alex Shan, CEO & Co-Founder, Judgment Labs

These are enthusiastic but note what's missing: no specific metrics (meetings booked, pipeline generated, revenue closed). Contrast this with MarketBetter's documented results on G2 (4.97/5 rating) with specific ROI data from companies like CallRail, Hologram, and GXC.

The Score Card​

MarketBetter: 8/10 | Monaco: 5/10

Bottom Line​

Monaco is a well-funded, well-designed platform with a strong founding team. Its all-in-one approach and AI-native CRM are genuinely impressive for teams starting from zero.

But on pure AI SDR features, MarketBetter offers significantly more: visitor identification, smart dialer, AI chatbot, and daily playbook — four capabilities that Monaco simply doesn't have.

For sales teams that need a complete AI-powered workflow — not just email outbound — MarketBetter is the more feature-complete choice.

Related Reading​

• MarketBetter vs Monaco: Full Comparison
• MarketBetter vs 11x.ai
• MarketBetter vs Artisan
• Best AI SDR Tools 2026

The difference between a mediocre AI response and a game-changing one? The prompt.

With 57% of enterprises now using AI agents for multi-stage sales workflows and 80% reporting measurable ROI, the SDRs who master prompting are pulling ahead fast. They're not working harder—they're working smarter by getting 10x better outputs from the same AI tools everyone else has access to.

Here's the thing: anyone can send 10,000 emails for pennies now. The SDRs crushing quota aren't just using AI—they're using it strategically with prompts that deliver genuinely personalized, insight-driven outreach.

Below are 10 copy-paste prompts I use daily. Each one is battle-tested, includes template variables you can customize, and comes with a real example of what great output looks like.

Why Good Prompts Actually Matter​

Most SDRs treat ChatGPT or Claude like a magic 8-ball: ask a vague question, get a vague answer.

Bad prompt: "Write me a sales email"

Good prompt: Specific context + clear task + desired format + constraints

The difference in output quality is staggering. A well-crafted prompt transforms AI from a generic text generator into your personal sales research analyst, copywriter, and strategist—all in one.

Think of prompts like instructions to a brilliant but literal-minded assistant. The more context and specificity you provide, the more valuable the output.

The 10 Prompts​

1. Lead Research Deep Dive​

Use this before any outreach to uncover insights that make your emails impossible to ignore.

You are a B2B sales research analyst. I need comprehensive research on [CONTACT_NAME], [ROLE] at [COMPANY].

Research and provide:
1. **Company Overview**: What does [COMPANY] do? Recent news, funding, acquisitions in the last 12 months
2. **Role Context**: What are typical priorities and challenges for a [ROLE] at a company this size?
3. **Potential Pain Points**: Based on their industry ([INDUSTRY]) and company stage, what problems might they face that [YOUR_PRODUCT] could solve?
4. **Personalization Hooks**: Any recent LinkedIn posts, podcast appearances, awards, or public content I can reference?
5. **Recommended Angle**: What's the single most compelling reason this person should take a meeting?

Be specific. Avoid generic statements. If you don't know something, say so rather than guessing.

Example output:

"Jake recently posted on LinkedIn about struggling with lead quality from ZoomInfo. His company just raised Series B—likely scaling the sales team. Angle: position around the pain of scaling outbound while maintaining personalization quality."

2. Hyper-Personalized First Email​

Transform your research into emails that actually get replies.

Write a cold email to [CONTACT_NAME], [ROLE] at [COMPANY].

**Context about them:**
[PASTE YOUR RESEARCH OR KEY FACTS]

**What we sell:**
[YOUR_PRODUCT] helps [TARGET_PERSONA] to [MAIN_VALUE_PROP].

**Rules:**
- Maximum 100 words
- Open with something specific to them (NOT "I hope this finds you well")
- One clear pain point, one clear value statement
- End with a low-friction CTA (not "Let me know if you'd like to chat")
- Tone: confident but not pushy, conversational but professional
- No buzzwords like "synergy," "leverage," or "unlock"

Write 3 variations with different opening hooks.

Pro tip: Always generate multiple variations. The first option is rarely the best.

3. Objection Handling Scripts​

Prepare for common pushbacks before they happen.

I'm an SDR selling [YOUR_PRODUCT] to [TARGET_PERSONA].

The prospect just said: "[OBJECTION]"

Give me:
1. **Why they're saying this**: What's the real concern behind this objection?
2. **Acknowledge & Pivot**: A response that validates their concern without being defensive
3. **Proof Point**: A stat, case study reference, or third-party validation I could use
4. **Redirect Question**: A question that moves the conversation forward

Keep responses conversational—I'm on a call, not writing an essay.

Common objections to prep:

• "We already use [COMPETITOR]"
• "We don't have budget right now"
• "Send me some information" (the brush-off)
• "I need to talk to my team"
• "We're not looking at this until Q3"

4. Pre-Call Research Brief​

Never walk into a call blind again. Run this 10 minutes before every meeting.

I have a call in 10 minutes with [CONTACT_NAME], [ROLE] at [COMPANY].

Create a 1-page call prep brief:

**Quick Company Context:**
- What they do (1 sentence)
- Size, funding stage, recent news
- Tech stack if known

**This Person:**
- Career background (quick summary)
- Likely priorities in their role
- Any content they've published

**Conversation Starters:**
- 2-3 specific things I can reference to build rapport

**Likely Pain Points:**
- Based on role + company context

**Questions I Should Ask:**
- 3 discovery questions tailored to their situation

**Red Flags to Watch:**
- What might indicate this isn't a good fit?

Keep it scannable—bullet points, not paragraphs.

5. LinkedIn Connection Request​

Stand out in a sea of "I'd love to connect" messages.

Write a LinkedIn connection request to [CONTACT_NAME], [ROLE] at [COMPANY].

**What I know about them:**
[ONE SPECIFIC FACT OR OBSERVATION]

**Rules:**
- Maximum 280 characters (LinkedIn limit)
- Reference something specific about them
- Give a reason to connect (not "I'd love to pick your brain")
- No pitch, no ask—just genuine connection
- Sound like a human, not a sales bot

Write 3 options.

Example output:

"Hey Sarah—saw your take on intent data in that RevOps Co-op thread. Spot on. Would love to connect with folks who actually get the signal-vs-noise problem. — [NAME]"

6. Follow-Up Email Sequence​

Because 80% of deals require 5+ touches, but most SDRs give up after 2.

I sent a cold email to [CONTACT_NAME] at [COMPANY] about [TOPIC/VALUE_PROP].

No response after [X] days.

Write follow-up email #[2/3/4] that:
- Doesn't just "bump" or "circle back" (those are lazy)
- Adds NEW value: a relevant insight, resource, or angle
- Is shorter than the previous email
- Has a different CTA approach
- Maintains my dignity (no begging, guilt-tripping, or "I guess you're not interested")

**Previous email summary:**
[1-2 SENTENCES ON WHAT YOU SENT]

**Optional new hook:**
[ANY NEW NEWS, TRIGGER, OR INSIGHT ABOUT THEIR COMPANY]

Follow-up framework:

• Email 2: New angle + social proof
• Email 3: Relevant content/resource share
• Email 4: Breakup email (creates urgency without desperation)

7. Competitive Battlecard​

Know your competition cold.

I sell [YOUR_PRODUCT] and often compete against [COMPETITOR].

Create a quick competitive battlecard:

**[COMPETITOR] Overview:**
- What they do, who they serve
- Pricing model if known
- Key features/strengths

**Where They Win:**
- What are they genuinely good at?
- What types of companies choose them?

**Where We Win:**
- Based on [YOUR_DIFFERENTIATORS], where do we have an advantage?

**Common Objections When They're Incumbent:**
- What will prospects say if they're already using [COMPETITOR]?

**Displacement Talk Track:**
- How do I respectfully position against them without bashing?

**Trap Questions:**
- Questions I can ask that highlight our strengths vs. their weaknesses?

For a deeper dive on AI tool comparisons, check out our Claude vs ChatGPT for Sales Teams breakdown.

8. Meeting Prep & Demo Customization​

Tailor your demo to what actually matters to this specific buyer.

I'm preparing a demo for [CONTACT_NAME], [ROLE] at [COMPANY].

**What we've learned in discovery:**
[KEY PAIN POINTS, GOALS, OR REQUIREMENTS]

**Their industry:** [INDUSTRY]
**Company size:** [SIZE]
**Current solution:** [WHAT THEY USE TODAY]

Help me prepare:

1. **Demo Flow**: What features should I prioritize and in what order?
2. **Tailored Talk Track**: How do I frame each feature in terms of THEIR specific problems?
3. **ROI Story**: What metrics would resonate most with a [ROLE]?
4. **Landmines to Avoid**: Based on their current setup, what might cause objections?
5. **Next Steps to Propose**: What's a logical follow-up that advances the deal?

9. Account Prioritization Matrix​

Stop wasting time on accounts that will never close.

I have [X] accounts in my territory. Help me prioritize them.

Here's the data:
[PASTE ACCOUNT LIST WITH: Company name, industry, size, last activity, any signals]

Score and rank these accounts based on:

1. **Fit Score**: How well do they match our ICP ([DESCRIBE YOUR ICP])?
2. **Timing Signals**: Any indicators they're in-market now?
3. **Access**: Do we have a path to decision-makers?
4. **Deal Size Potential**: What's the likely ACV?

Output as a tiered list:
- **Tier 1 (Hot)**: Work these daily
- **Tier 2 (Warm)**: Work these weekly
- **Tier 3 (Nurture)**: Monthly touch, not priority

Include a 1-sentence reasoning for each Tier 1 account.

10. End-of-Day Summary & Tomorrow's Plan​

Close out strong, start tomorrow with momentum.

Here's what happened in my sales day:

**Calls made:** [X]
**Emails sent:** [X]
**Replies received:** [X]
**Meetings booked:** [X]
**Deals advanced:** [LIST]
**Stalled deals:** [LIST]
**Notable wins:** [ANY]
**Frustrations:** [ANY]

Help me:

1. **Reflect**: What worked well today? What patterns do I see?
2. **Diagnose**: If I'm behind on [SPECIFIC_METRIC], what might be causing it?
3. **Prioritize Tomorrow**: Based on my pipeline, what are the 3 highest-leverage activities for tomorrow?
4. **Prepare**: Any specific accounts or tasks I should prep tonight?

Be direct and actionable—I want to leave with a clear plan.

How to Use These Prompts Effectively​

Having great prompts is only half the battle. Here's how to get maximum value:

1. Build Your Prompt Library​

Save these in a doc, Notion, or your CRM snippets. The SDRs who move fastest have their prompts one click away.

2. Customize the Variables​

The [BRACKETS] are your personalization points. The more specific you make them, the better your output. Generic inputs = generic outputs.

3. Iterate on Outputs​

First output is a draft, not a final. Ask follow-up questions like:

• "Make it shorter"
• "Make the CTA more casual"
• "Give me a version for a technical buyer"

4. Layer Your AI Usage​

Use prompt #1 (research) → feed that output into prompt #2 (email). Chain them for compounding quality.

5. Learn From What Works​

When an email gets a reply or a call goes well, reverse engineer it. Update your prompts with what's working.

Bonus: Template Variables Cheat Sheet​

Keep these placeholders consistent across all your prompts:

The Real Unlock: AI + Human Connection​

Here's what most people get wrong about AI in sales:

The goal isn't to replace human connection—it's to create more time for it.

When you use AI to handle the research, first drafts, and analysis, you free up mental bandwidth for what actually closes deals: genuine conversations, creative problem-solving, and building real relationships.

With AI, anyone can send 10,000 emails for pennies. Human connection is almost the premium currency left in B2B.

These prompts help you do the busywork faster so you can invest your energy where it actually matters.

Ready to Go Beyond Prompts?​

Want to see these prompting principles built into an actual AI-powered sales workflow? Book a demo of MarketBetter and see how we turn intent signals into personalized outreach—automatically.

Or if you're the DIY type, check out our tutorial on how to build your own AI SDR using tools you already have.

Now go make those prompts work for you. Bookmark this page, copy what resonates, and start experimenting. The SDRs who master AI prompting today will be tomorrow's sales leaders.