Skip to main content

122 posts tagged with "Sales Playbooks"

Cold calling scripts, outbound strategies, SDR workflows, and objection handling

View All Tags

How to Find Lookalike Companies for Sales Targeting

ยท 10 min read
sunder
Founder, marketbetter.ai

How to find lookalike companies for sales targeting

Your best customer โ€” the one that closed fast, expanded twice, and has never complained โ€” is not unique. There are hundreds, maybe thousands of companies that look just like them: same industry, similar size, comparable tech stack, facing the same problems.

If you could find those companies systematically, you'd have the most productive prospect list in your entire pipeline.

That's the idea behind lookalike company finding: start with your best customers, identify what makes them great, and find more companies that match. It's how Facebook Ads (now Meta) revolutionized advertising โ€” and it works just as well for B2B sales prospecting.

Yet most B2B sales teams still build prospect lists the old way: filtering by industry and company size in a database, then hoping for the best. It's a blunt instrument. You end up with thousands of "technically-fit" companies, most of which will never buy.

This guide explains how lookalike modeling works for B2B sales, compares the tools available, and shows you how to find companies similar to your best customers โ€” starting for free.

What Is Lookalike Company Finding?โ€‹

Lookalike company finding is the process of identifying companies that share key characteristics with your existing customers โ€” particularly your best customers.

Instead of defining your ideal customer profile (ICP) from scratch using industry, size, and location filters, you let the data tell you what your best customers have in common. Then you find more companies that match those patterns.

How It Differs from Traditional Prospectingโ€‹

Traditional approach:

  1. Define ICP manually (e.g., "SaaS companies, 50-500 employees, US-based")
  2. Search a database with those filters
  3. Get 10,000+ results
  4. Manually sort through to find the good ones
  5. Discover that most don't respond because the targeting was too broad

Lookalike approach:

  1. Start with 10-20 of your best customers
  2. AI analyzes what they have in common (beyond obvious firmographics)
  3. Get a ranked list of companies that match, sorted by similarity score
  4. Focus outreach on the highest-similarity matches
  5. Get dramatically higher response and close rates

The difference is signal density. Traditional filters are binary (yes/no on each criteria). Lookalike models consider dozens of weighted attributes simultaneously, producing a similarity score that tells you exactly how closely a prospect resembles your best customers.

What Makes a Good Lookalike Model?โ€‹

Not all lookalike tools are created equal. The best ones consider these dimensions:

1. Firmographics (The Basics)โ€‹

  • Industry and sub-industry (NAICS/SIC codes)
  • Company size (employees, revenue)
  • Location (HQ, offices)
  • Founding year and growth stage

2. Technographics (What They Use)โ€‹

  • Technology stack (CRM, marketing automation, analytics)
  • Development frameworks and infrastructure
  • SaaS tools and integrations

3. Business Model Similarityโ€‹

  • Revenue model (SaaS, marketplace, services)
  • Customer type (B2B, B2C, B2B2C)
  • Sales motion (PLG, enterprise sales, channel)

4. Growth Signalsโ€‹

  • Hiring velocity (especially in relevant departments)
  • Funding history and stage
  • Recent news and expansions

5. Digital Presenceโ€‹

  • Website traffic and engagement
  • Content marketing activity
  • Social media presence

6. Buying Behavior Indicatorsโ€‹

  • Previous technology purchases
  • Conference attendance
  • Content consumption patterns

The more dimensions a tool considers, the more accurate the lookalike matches will be.

Tools for Finding Lookalike Companiesโ€‹

MarketBetter Lookalike Company Finder (Best Free Option)โ€‹

Website: tools.marketbetter.ai/lookalike-finder

How it works:

  1. Enter the name or URL of your best customer
  2. AI analyzes the company across multiple dimensions (industry, size, tech stack, business model, growth signals)
  3. Get a ranked list of similar companies with similarity scores
  4. Export results for outreach

Pricing: Completely free. No signup required.

Why it stands out:

  • Zero friction โ€” paste a company name or URL, get results instantly
  • AI-powered matching โ€” considers more than just industry and size
  • Similarity scoring โ€” ranked results so you know which prospects are closest to your ICP
  • Free and unlimited for individual lookups
  • Actionable output โ€” results you can immediately use for prospecting

Best for: Sales reps, founders, and small teams who want to quickly find companies similar to their best customers without paying for expensive data platforms.


Instantly (SuperSearch)โ€‹

Website: instantly.ai

Instantly's SuperSearch feature includes lookalike company discovery as part of their outreach platform.

How it works: Upload your best customer domains, set filters (industry, size, location), and get similar companies ranked by fit.

Pricing: Free trial available; paid plans from $30/month (outreach), data add-ons extra

Pros: Integrated with email outreach platform, verified contacts included, good UI Cons: Lookalike is part of a larger platform โ€” can't use it standalone, data credits have limits


La Growth Machineโ€‹

Website: lagrowthmachine.com

LGM's Lookalike Search lets you enter a company URL and get companies ranked by similarity score.

How it works: Enter a company URL, apply filters (industry, company size, location), browse results ranked by similarity.

Pricing: Plans from โ‚ฌ50/month (includes outreach features)

Pros: Similarity scoring, integrated with LinkedIn outreach, good European coverage Cons: Can't use lookalike search without the full platform, limited free usage


Surfeโ€‹

Website: surfe.com

Surfe offers company search with smart lookalikes, integrated into their CRM-LinkedIn bridge.

How it works: Search from a database of 350M+ companies, with lookalike matching based on firmographic attributes.

Pricing: Free tier available; paid plans from $39/month

Pros: Large database, LinkedIn integration, CRM sync Cons: Lookalike is one feature among many, limited free tier


Coresignalโ€‹

Website: coresignal.com

Data provider offering a "Find Similar Companies" tool based on multiple firmographic and growth attributes.

How it works: Enter a company, get similar companies based on employee data, growth patterns, and firmographic matching.

Pricing: Enterprise/API pricing (contact for quotes)

Pros: Deep data (based on 700M+ professional profiles), growth signals, investor-grade data Cons: Enterprise-focused and expensive, not designed for individual sales reps


Clayโ€‹

Website: clay.com

Clay's enrichment platform can build lookalike lists using multiple data sources.

How it works: Import your customer list, use Clay's 75+ enrichment sources to find patterns, then search for similar companies.

Pricing: Free tier (100 credits/month); paid plans from $134/month

Pros: Extremely flexible, combines multiple data sources, customizable scoring Cons: Requires setup and configuration, not a one-click solution, credits-based pricing adds up fast


Apollo.ioโ€‹

Website: apollo.io

Apollo's database of 275M+ contacts includes company search with advanced filters.

How it works: Search companies by industry, size, technology, and other attributes. No native "lookalike" feature, but you can replicate it by analyzing best customers and applying similar filters.

Pricing: Free tier (unlimited emails, limited features); paid from $49/user/month

Pros: Large database, includes contact data, integrated outreach Cons: No true lookalike search โ€” you're manually building equivalent filter sets

How to Build Your Lookalike Prospect List (Step by Step)โ€‹

Step 1: Identify Your Seed Companiesโ€‹

Start with 10-20 of your best customers. "Best" should mean:

  • Fastest time to close โ€” they bought without a long sales cycle
  • Highest lifetime value โ€” they expanded or renewed
  • Lowest churn risk โ€” they're actively using your product
  • Best advocacy โ€” they refer others or leave positive reviews

Don't include one-off wins or customers acquired through unusual channels (e.g., a personal connection). You want customers who bought because of genuine fit.

Step 2: Analyze What They Have in Commonโ€‹

Look beyond the obvious. Yes, they might all be "mid-market SaaS companies," but dig deeper:

  • What specific sub-industry? (e.g., not just "SaaS" but "vertical SaaS for healthcare")
  • What growth stage? (Series A? Series C? Bootstrapped?)
  • What tech stack? Use MarketBetter's Tech Stack Detector to check
  • What departments are growing? (Hiring SDRs? Building a marketing team?)
  • How do they sell? (PLG? Enterprise? Channel?)

Document the 5-10 attributes that your best customers share. This is your real ICP โ€” not the one your VP of Sales wrote on a whiteboard, but the one validated by actual buying behavior.

Enter your seed companies into MarketBetter's Lookalike Company Finder. Review the results, paying attention to:

  • Similarity scores โ€” higher is better, but don't ignore medium-similarity companies entirely
  • Companies you recognize โ€” if the tool surfaces companies you already know are good fits but haven't prospected, that's validation the model is working
  • Surprises โ€” companies you wouldn't have found through traditional filtering are where the real value lives

Step 4: Enrich and Qualifyโ€‹

For your top lookalike matches, add additional qualifying data:

  • Contacts: Use the AI Lead Generator to find buyer contacts
  • Tech stack: Verify technology fit with the Tech Stack Detector
  • Recent signals: Check for hiring, funding, product launches, or conference attendance

Step 5: Prioritize and Sequenceโ€‹

Rank your final list by:

  1. Similarity score (highest first)
  2. Timing signals (recently raised funding, hiring relevant roles)
  3. Accessibility (do you have a warm connection? Are they in your territory?)

Then build your outreach sequences โ€” starting with the highest-priority accounts.

Why Lookalike Prospecting Outperforms Traditional Targetingโ€‹

The numbers speak for themselves:

  • 2-3x higher response rates compared to broadly-filtered cold outreach (Instantly customer data, 2025)
  • 40% shorter sales cycles when prospects closely match your ICP (Gong Labs research)
  • 30% higher win rates on ICP-matched deals (TOPO/Gartner research)

This makes intuitive sense: if your best customer is a Series B vertical SaaS company with 100-300 employees using HubSpot and Intercom, and you find another company with those exact characteristics, your pitch is already battle-tested. You know the pain points, the objections, and the value proposition that works.

Common Mistakes in Lookalike Prospectingโ€‹

1. Using Too Few Seed Companiesโ€‹

With only 2-3 seeds, the model can't identify meaningful patterns. Use 10-20 for reliable results.

2. Including Bad Customers as Seedsโ€‹

That enterprise customer who churned after 3 months? Don't use them as a seed. You want to find more companies like your best customers, not your worst ones.

3. Ignoring the Similarity Scoresโ€‹

Not all lookalikes are equal. A company with 95% similarity is fundamentally different from one with 60% similarity. Prioritize accordingly.

4. Skipping Enrichmentโ€‹

Lookalike data tells you which companies to target. You still need to find the right people at those companies, understand their current situation, and personalize your outreach.

5. Set-and-Forget Mentalityโ€‹

Your ICP evolves as you close more deals and learn what works. Re-run your lookalike analysis quarterly with updated seed lists.

Get Started: Find Your Lookalike Companiesโ€‹

The fastest way to build a high-quality prospect list is to start with what's already working and find more of it.

Try MarketBetter's free Lookalike Company Finder โ†’

Enter your best customer's name or URL, and get a ranked list of similar companies in seconds. No signup required, completely free.


Found companies you want to prospect? Use our AI Lead Generator to find buyer contacts, or check their Tech Stack to qualify by technology fit. Need help with outreach? The GiftDM Copilot creates personalized gifts and LinkedIn messages for your top prospects.

How to Scrape Conference Exhibitor Lists for Sales Prospecting

ยท 9 min read
sunder
Founder, marketbetter.ai

How to scrape conference exhibitor lists for sales prospecting

It's Tuesday morning. Your sales team is prepping for the biggest trade show of the year. You need a list of every exhibitor, speaker, and sponsor โ€” with company names, booth numbers, descriptions, and ideally contact info โ€” so you can prioritize who to visit and who to prospect before the event.

You go to the conference website. The exhibitor list is there: 400+ companies spread across an interactive floor plan with infinite scroll, lazy-loaded cards, and no export button.

So you start copying and pasting.

Company name. Tab. Description. Tab. Website. Tab. Next company. Repeat 400 times.

This is the reality for thousands of SDRs, AEs, and marketing teams every year. Conference and trade show websites are designed for attendees to browse โ€” not for sales teams to extract. The data is right there, but getting it into a usable format (a spreadsheet, a CSV, your CRM) is absurdly painful.

There's a better way.

Why Conference Lists Are Gold for Sales Teamsโ€‹

Conference exhibitor, speaker, and sponsor lists are among the highest-quality prospecting sources available:

1. Pre-Qualified by Budgetโ€‹

Companies that pay $5,000-$50,000+ for a booth at a trade show have budget. They're investing in growth. That's a buying signal you can't get from a cold database.

2. Industry-Specific Targetingโ€‹

A cybersecurity conference exhibitor list is a curated list of cybersecurity companies. A SaaS conference speaker list is a roster of SaaS leaders. No filtering required โ€” the conference organizer already did it for you.

3. Timely and Relevantโ€‹

Conference lists are current. These companies are actively participating in industry events right now, which means they're engaged, investing, and accessible.

4. Multi-Stakeholder Dataโ€‹

Speaker lists give you names of decision-makers. Exhibitor lists give you company profiles. Sponsor lists tell you who has the biggest budgets. Combined, it's a complete prospecting package.

5. Pre-Event Outreach Advantageโ€‹

The most successful conference prospecting happens before the event. If you can email or LinkedIn-message an exhibitor before the show with "I saw you're exhibiting at [event] โ€” I'll be at Booth 342, would love to connect," your meeting rate goes through the roof.

The Pain of Manual Conference Data Extractionโ€‹

Let's be honest about what manual extraction looks like:

Time cost: A typical conference with 300 exhibitors takes 4-6 hours to manually copy into a spreadsheet. That's nearly a full working day.

Error rate: Copy-paste errors are inevitable. Company names get truncated, URLs get mangled, descriptions get partially captured.

Format inconsistency: Different conferences structure their data differently. Some have separate pages per exhibitor. Others use interactive maps. Others use accordion-style lists. Each requires a different manual approach.

Dynamic content problems: Many conference sites use JavaScript-heavy frameworks (React, Angular) that render exhibitor data dynamically. You can't even "View Source" to find the data โ€” it's loaded asynchronously.

Repetitive across events: If your team attends 10+ events per year, you're burning 40-60 hours annually just copying exhibitor data. That's a full work week of pure drudgery.

Methods for Extracting Conference Dataโ€‹

Method 1: Manual Copy-Paste (The Hard Way)โ€‹

Process: Open the conference website, manually select each exhibitor's name, description, and details, paste into a spreadsheet.

Pros: No tools required, works on any site Cons: Extremely time-consuming, error-prone, soul-crushing

Time per event: 4-8 hours for 300 exhibitors

Method 2: Browser Extensions (Semi-Automated)โ€‹

Tools like Instant Data Scraper (Chrome extension) can detect tables on web pages and export them.

Process: Install the extension, navigate to the exhibitor page, click the extension, hope it detects the right data, export to CSV.

Pros: Free, fast when it works Cons: Only works on simple HTML tables. Fails completely on dynamically-loaded content, interactive maps, and paginated lists. Captures lots of irrelevant data. Requires manual cleanup.

Success rate: Works on maybe 20% of conference websites. Most modern event sites use dynamic rendering that breaks these extensions.

Method 3: Custom Python Scripts (Technical)โ€‹

For developers, writing a custom scraper using libraries like Scrapy, BeautifulSoup, or Playwright is an option.

Process: Inspect the conference website's HTML structure, write a Python script to extract the relevant elements, handle pagination and dynamic loading, export to CSV.

# Example: Scraping a simple exhibitor list with BeautifulSoup
import requests
from bs4 import BeautifulSoup

url = "https://example-conference.com/exhibitors"
response = requests.get(url)
soup = BeautifulSoup(response.text, 'html.parser')

exhibitors = []
for card in soup.find_all('div', class_='exhibitor-card'):
name = card.find('h3').text.strip()
desc = card.find('p', class_='description').text.strip()
exhibitors.append({'name': name, 'description': desc})

Pros: Highly customizable, handles complex sites, can be reused Cons: Requires programming skills, breaks when site structure changes, needs to be rebuilt for each conference site, can take hours to debug JavaScript-rendered content

Time investment: 2-4 hours to write and debug per conference site

Method 4: Apify Actors (Platform-Dependent)โ€‹

Apify offers pre-built scrapers ("Actors") for specific conference platforms like Map Your Show, 10times, and Xporience.

Process: Find the right Actor for your conference platform, input the URL, run the scraper, download results.

Pros: Pre-built for specific platforms, handles dynamic content, outputs structured data Cons: Only works for supported platforms (many conference sites aren't covered), requires an Apify account, costs credits for large runs, doesn't work for custom-built conference websites

Pricing: Free tier includes some usage; paid plans from $49/month

Method 5: Web Scraping Services (Expensive)โ€‹

Companies like WebScrapingExpert and ScrapeHero offer custom scraping as a service.

Process: Submit the conference URL, they build a custom scraper, deliver results in 24-48 hours.

Pros: Hands-off, handles any site Cons: Expensive ($50-$500+ per project), slow turnaround, not practical for frequent use

Method 6: MarketBetter Conference Scraper (Free, Any Site)โ€‹

MarketBetter's Conference Scraper takes a completely different approach: paste any conference URL and get structured CSVs of speakers, exhibitors, and sponsors.

How it works:

  1. Paste the conference website URL
  2. The AI-powered scraper analyzes the site structure, navigates through exhibitor directories, speaker pages, and sponsor lists
  3. You get downloadable CSVs with structured data: company names, descriptions, booth numbers, speaker names, titles, and topics

Why it's different:

  • Works on any conference website โ€” not limited to specific platforms like Map Your Show or Eventbrite
  • AI-powered navigation โ€” handles dynamic content, infinite scroll, paginated lists, and JavaScript-rendered pages
  • Multiple data types โ€” extracts speakers, exhibitors, AND sponsors in one pass
  • Structured output โ€” clean CSVs ready for import into your CRM or outreach tool
  • Completely free โ€” no account, no credits, no per-use charges

Time per event: 2-5 minutes (versus 4-8 hours manually)

The Conference Prospecting Workflowโ€‹

Here's the complete workflow for turning conference data into booked meetings:

Step 1: Extract the Dataโ€‹

Use MarketBetter's Conference Scraper to pull exhibitor, speaker, and sponsor lists from your target conference.

Step 2: Enrich with Contact Dataโ€‹

Conference lists give you company names, but you need individual contacts. Use tools like:

  • MarketBetter AI Lead Generator โ€” find buyer contacts at each company on LinkedIn
  • Apollo.io โ€” search for contacts by company and title
  • LinkedIn Sales Navigator โ€” find decision-makers at target companies

Step 3: Prioritize by Fitโ€‹

Not every exhibitor is a good prospect. Score your list by:

  • Company size โ€” do they fit your ICP?
  • Industry fit โ€” are they in your target vertical?
  • Technology fit โ€” use our Tech Stack Detector to check if they use compatible/competitive technology
  • Sponsor level โ€” Platinum sponsors have bigger budgets than basic exhibitors

Step 4: Pre-Event Outreachโ€‹

Reach out 2-4 weeks before the event:

Email template:

Hi [Name],

I noticed [Company] is exhibiting at [Conference] โ€” we'll be there too.

[One sentence about what you do and why it's relevant to them]

Would love to grab 15 minutes at the event. Are you available on [day]?

LinkedIn message template:

Hey [Name], saw you're speaking at [Conference] on [topic]. Really looking forward to your session.

We work with companies like [similar company] on [relevant problem]. Would be great to connect while we're both there.

Step 5: At-Event Meetingsโ€‹

With pre-scheduled meetings, your conference ROI multiplies. Instead of wandering the floor hoping for productive conversations, you arrive with a full calendar.

Step 6: Post-Event Follow-Upโ€‹

Within 48 hours of the event, follow up with everyone you met and everyone who didn't respond to pre-event outreach:

Great connecting at [Conference], [Name]. As discussed, [reference specific conversation point].

Here's [the resource/demo/proposal] I mentioned. Would [date] work for a follow-up call?

Real-World Example: SaaStr Annualโ€‹

Let's say your team is attending SaaStr Annual, one of the largest SaaS conferences with 300+ exhibitors and 200+ speakers.

Manual approach:

  • Time to extract exhibitor list: ~6 hours
  • Time to extract speaker list: ~3 hours
  • Total data extraction: 9+ hours
  • Result: One messy spreadsheet with inconsistent formatting

MarketBetter Conference Scraper approach:

  • Paste the SaaStr exhibitor page URL
  • Wait 3-5 minutes
  • Download clean CSVs of exhibitors, speakers, and sponsors
  • Total data extraction: 5 minutes
  • Result: Three clean, structured CSVs ready for CRM import

Time saved: 8+ hours per event. Multiply that by 10 events per year, and you've reclaimed 80+ hours of productive selling time.

Tips for Effective Conference Prospectingโ€‹

Start Earlyโ€‹

The best conference prospecting starts 4-6 weeks before the event. Exhibitor lists are usually published 2-3 months in advance. Don't wait until the week before.

Focus on Speakersโ€‹

Conference speakers are typically senior leaders (VP+) who are active in the industry and open to networking. They're often higher-quality prospects than random booth visitors.

Layer Multiple Data Sourcesโ€‹

Combine conference data with:

Track Your Metricsโ€‹

Measure conference prospecting ROI:

  • Pre-event emails sent
  • Meetings booked before the event
  • Meetings held at the event
  • Deals generated from conference contacts
  • Revenue attributed to conference prospecting

Get Startedโ€‹

Stop manually copying exhibitor data from conference websites. Paste any conference URL into MarketBetter's free Conference Scraper and get structured CSVs of speakers, exhibitors, and sponsors in minutes.

Try the Conference Scraper free โ†’


Once you have your conference list, use our AI Lead Generator to find buyer contacts at each company, or try the GiftDM Copilot to personalize outreach gifts for your top prospects.

Instantly.ai Review 2026: Cold Email Champion or Overhyped?

ยท 8 min read

Instantly.ai Review 2026 โ€” Features, Pricing, and Honest Assessment

Instantly.ai has become one of the most popular cold email tools on the market, especially among agencies, freelancers, and SMB sales teams. The promise is compelling: unlimited email accounts, built-in warmup, and the ability to send thousands of emails without landing in spam.

But dig beneath the surface โ€” into Reddit threads, Trustpilot reviews, and honest G2 feedback โ€” and you'll find a more nuanced picture. Deliverability issues, confusing pricing tiers, and a tool that works great for some use cases but falls short for others.

Here's our honest assessment of Instantly.ai in 2026.

What Is Instantly.ai?โ€‹

Instantly.ai is a sales engagement platform focused primarily on cold email automation. Founded in 2021, it's grown rapidly by offering:

  • Cold email campaign automation with multi-step sequences and scheduling
  • Unlimited email account connections โ€” send from dozens of inboxes in a single campaign
  • Built-in email warmup to build sender reputation and avoid spam folders
  • B2B lead database (SuperSearch) โ€” claiming 450M+ verified contacts
  • Unified inbox (Unibox) โ€” manage replies across all connected accounts
  • AI agents โ€” automated reply handling with customizable tone and instructions
  • CRM and deal tracking โ€” basic pipeline management

The platform targets agencies running cold outreach at scale, freelancers doing lead generation, and SMB sales teams looking for affordable outreach automation.

Instantly.ai Pricing: What You'll Actually Payโ€‹

Instantly uses a multi-product pricing model that can get confusing. Here's the breakdown:

Sending & Warmup Plansโ€‹

PlanPriceEmail AccountsMonthly EmailsKey Features
Growth$37/monthUnlimited5,000Warmup, A/B testing, Unibox
Hypergrowth$97/monthUnlimited25,000Everything in Growth + premium support
Light Speed$358/monthUnlimited100,000Priority support, dedicated IP

Lead Database Plans (Separate)โ€‹

PlanPriceMonthly Leads
Growth Leads$47/month1,000 verified leads
Supersonic$97/month5,000 verified leads
Hyperleads$197/month10,000 verified leads

CRM Plans (Also Separate)โ€‹

PlanPrice
Growth CRM$47/month

The hidden cost trap: What looks like $37/month quickly becomes $130+/month when you add leads and CRM. Real-world SDR teams using Instantly as their primary platform report spending $200โ€“$400/month โ€” not the $37 headline number.

One G2 reviewer noted: "The only downside is the pricing model โ€” if you're sending large volumes, it can get a bit expensive due to account limits."

The Good: What Instantly Does Wellโ€‹

1. Unlimited Email Accounts Is a Real Advantageโ€‹

Instantly's core selling point is legitimate. Being able to connect dozens of email accounts and split campaign volume across them significantly reduces the risk of any single domain getting flagged. For agencies managing multiple clients, this is genuinely useful.

One Reddit user reports: "I've been using Instantly for all my cold email campaigns. In my last campaign, I sent 2,500 emails and landed 4 clients."

2. Warmup Is Set-and-Forgetโ€‹

The built-in warmup system runs automatically as soon as you connect an inbox. It gradually increases send volume and simulates engagement to build sender reputation. For teams managing 10+ sending domains, having this automated saves hours of manual work.

A G2 reviewer said: "The most helpful is the email warmup, which is very useful to not go to SPAM."

3. The Interface Is Clean and Intuitiveโ€‹

Multiple reviewers praise Instantly's UI as "really simple to set up." The campaign builder is straightforward โ€” you add steps, write copy, set delays, and launch. There's no steep learning curve or complex configuration required.

4. AI Reply Agents Are Promisingโ€‹

Instantly's newer AI agents can handle initial reply sorting and response generation. You customize the agent's tone, give it instructions, and it handles the first response to interested prospects. This is still maturing but shows real potential for scaling personalized follow-up.

5. Good Template Libraryโ€‹

For teams starting from scratch, the pre-built template library covers common outreach scenarios โ€” agency pitches, SaaS sales, partnerships, hiring. The A/B testing makes it easy to iterate on messaging.

The Bad: Where Instantly Falls Shortโ€‹

1. Deliverability Is Inconsistent โ€” The Biggest Issueโ€‹

This is the most common complaint across every review platform. Despite the warmup system, many users report emails still landing in spam.

Reddit and Trustpilot are filled with reports:

  • "All my warming emails were going straight to spam"
  • "Test emails went to spam even after waiting weeks for warmup"
  • "Random bounce spikes with no explanation or alerting"

The core problem: Instantly doesn't offer deep deliverability diagnostics. When things go wrong, there are no real-time alerts or root cause analysis โ€” you're left guessing why your open rates suddenly dropped.

2. Lead Database Quality Is Unreliableโ€‹

The SuperSearch database claims 450M+ contacts, but multiple review sources flag data accuracy issues. Reports of outdated emails, wrong titles, and high bounce rates are common. High bounce rates don't just waste credits โ€” they actively damage your sender reputation.

If leads are core to your workflow, you'll likely need a dedicated data provider (Apollo, ZoomInfo, Cognism) alongside Instantly, adding another layer of cost.

3. Campaign Bugs Can Kill Your Pipelineโ€‹

This is a serious issue. Multiple Trustpilot and Reddit reviews report campaigns failing to send on schedule or entire email sequences being deleted. When your pipeline depends on emails going out at specific times, these aren't minor inconveniences โ€” they're deal-killers.

One Trustpilot reviewer described a "truly terrible experience" after the platform deleted their entire email sequence right before a launch.

4. No Multi-Channel Outreach (Without Paying Extra)โ€‹

Instantly is fundamentally an email tool. There's no LinkedIn integration, no built-in dialer, no SMS capabilities on the standard plans. The top-tier plan adds calling, but most teams on the $37โ€“$97/month plans are email-only.

In 2026, pure email outreach is increasingly less effective. Buyers expect multi-channel engagement, and tools that only do email leave gaps in your coverage.

5. No Intent Data or Prioritizationโ€‹

Instantly tells you nothing about which prospects are actually interested. There's no website visitor identification, no intent signal detection, and no AI-driven prioritization. You're essentially spray-and-pray with better automation โ€” sending to every contact and hoping some respond.

What Real Users Are Sayingโ€‹

On G2 (4.8/5 from 3,500+ reviews):

  • Highest-rated: Email warmup, ease of use, campaign builder
  • Lowest-rated: Customer support, data accuracy, reporting depth
  • "Almost all you need โ€” if you don't mind increasing your budget"

On Trustpilot (Mixed):

  • Positive reviews praise the warmup and simple UI
  • Negative reviews focus on bugs, spam issues, and deleted campaigns
  • Support responsiveness gets mixed feedback

On Reddit (r/coldemail, r/sales):

  • Popular among agency owners running outreach for clients
  • Frequent complaints about deliverability despite following best practices
  • Some users report excellent results; others report total failures

Instantly vs. MarketBetter: Volume vs. Intelligenceโ€‹

FeatureInstantly.aiMarketBetter
Core approachHigh-volume cold emailSignal-driven warm outreach
Website visitor IDโŒ Noโœ… Yes
Daily SDR playbookโŒ Noโœ… AI-generated
Built-in dialer๐Ÿ’ฐ Top-tier onlyโœ… Included
AI chatbotโŒ Noโœ… Included
Email sequencesโœ… Unlimited accountsโœ… Hyper-personalized
Intent signalsโŒ Noโœ… Behavioral + firmographic
Email warmupโœ… Built-inโœ… Managed deliverability
Lead database๐Ÿ’ฐ Separate plan๐Ÿ”„ Via integrations
CRM๐Ÿ’ฐ Separate planโœ… Included
Starting price$37/month (email only)Transparent published pricing

The fundamental difference: Instantly helps you send more emails to more people. MarketBetter helps you send the right message to the right person at the right time. One is a volume play; the other is a precision play.

If your strategy is "send 10,000 cold emails and see what sticks," Instantly is built for that. If your strategy is "identify the 50 companies showing buying signals this week and engage them with relevant outreach," that's MarketBetter territory.

Who Should Use Instantly?โ€‹

Instantly is a good fit if you:

  • Run an agency doing cold outreach for multiple clients
  • Need to manage dozens of sending domains and inboxes
  • Primarily rely on cold email (not multi-channel)
  • Have a separate tool for lead data and enrichment
  • Need affordable cold email at scale ($37โ€“$97/month)

Instantly is NOT the best fit if you:

  • Need to know which accounts are actively showing buying intent
  • Want multi-channel outreach (email + phone + social) in one tool
  • Require a built-in dialer without premium pricing
  • Need reliable, consistent deliverability for mission-critical campaigns
  • Want AI to prioritize your daily outreach tasks
Free Tool

Try our AI Lead Generator โ€” find verified LinkedIn leads for any company instantly. No signup required.

The Bottom Lineโ€‹

Instantly.ai is a solid cold email automation tool at an accessible price point. For agencies and freelancers running high-volume outbound campaigns, the unlimited email accounts and built-in warmup provide real value. The interface is clean, setup is fast, and when it works well, it works really well.

But "when it works well" is doing heavy lifting in that sentence. The deliverability inconsistencies, campaign bugs, and unreliable lead data are genuine concerns that can't be dismissed. And in 2026, cold email alone isn't enough โ€” buyers are harder to reach, spam filters are smarter, and the teams winning deals are the ones who combine intent intelligence with targeted execution.

Instantly optimizes the sending. But it doesn't help you figure out who's worth sending to.

Want to see what intent-driven outreach looks like? Book a demo with MarketBetter and discover how visitor identification and AI playbooks turn cold outreach into warm conversations.


Last updated: February 2026. Pricing from Instantly.ai website. User feedback sourced from G2, Trustpilot, Reddit, and third-party review sites.

How to Personalize Sales Gifts That Actually Book Meetings

ยท 10 min read
sunder
Founder, marketbetter.ai

How to personalize sales gifts that actually book meetings

Your prospect's inbox has 127 unread emails. Your cold call went to voicemail. Your LinkedIn connection request is sitting in a queue of 40+ pending invitations.

Then a package arrives at their desk. A book they've been meaning to read โ€” one that's eerily relevant to a challenge they mentioned in a recent LinkedIn post. With a handwritten note that references their keynote at last month's conference.

They respond within the hour.

This is the power of personalized sales gifting. Not swag. Not branded mugs with your logo. Not generic gift cards sent to a list of 500 people. Genuinely personalized gifts that demonstrate you've done your homework and care about the person, not just the deal.

It works because of a principle as old as human psychology: reciprocity.

The Psychology of Why Gifting Works in Salesโ€‹

The Reciprocity Principleโ€‹

Robert Cialdini's research on influence identified reciprocity as one of the six fundamental principles of persuasion. When someone gives us something โ€” especially something thoughtful and unexpected โ€” we feel a deep, almost unconscious obligation to reciprocate.

In sales, this translates directly:

  • Reachdesk data shows that personalized gifts like champagne or cupcakes can boost close rates by 19% and generate up to 447% more opportunities
  • eGifts (coffee cards, lunch vouchers) increase booked meetings and can boost response rates by 212% (Reachdesk, 2025)
  • Sendoso reports that corporate gifts can accelerate the sales cycle by 50%

The key word is personalized. A $10 Starbucks gift card sent to 500 people triggers no meaningful reciprocity. A $15 book that directly relates to something the prospect cares about creates a genuine connection.

The Endowment Effectโ€‹

Once someone receives a physical gift, they own it. The endowment effect means people value things they possess more than identical things they don't. A prospect who has your thoughtful gift on their desk feels a connection to you that a 100-word email can never create.

Pattern Interruptionโ€‹

In a world of digital-only outreach, a physical gift breaks the pattern. It's unexpected. It demands attention in a way that email #47 from another sales rep doesn't. Your prospect has to physically interact with it โ€” open the package, read the note, decide what to do with the gift.

That moment of attention is worth more than 50 cold emails.

When to Send Gifts in the Sales Cycleโ€‹

Timing matters more than budget. Here's when gifting creates the most leverage:

1. Pre-Meeting (Highest ROI)โ€‹

Goal: Get the meeting booked.

Send a small, personalized gift before asking for time. This is the highest-ROI use of gifting because it transforms a cold outreach into a warm one.

What works:

  • $10-$25 value range
  • eGift cards (coffee, lunch) tied to a personal message
  • A relevant book with a note explaining why you chose it
  • Something related to their hobby or interest (visible from LinkedIn)

Example:

Hi Sarah, I noticed from your LinkedIn that you're a runner training for the Austin Marathon โ€” that's awesome. Sent you a $15 credit for [running nutrition brand]. Thought of you when I saw it.

Separately โ€” I work with VPs of Marketing at companies like [similar company] who are struggling with [specific problem]. Would love to share what we're seeing. 15 minutes this week?

2. Post-Demo Follow-Upโ€‹

Goal: Stay top-of-mind during the evaluation period.

After a good demo or discovery call, a gift reinforces the positive experience and keeps you memorable during the decision process.

What works:

  • $25-$50 value range
  • Something tied to a personal detail from the conversation
  • A "thank you for your time" framing (not transactional)

3. Re-Engagement (Stalled Deals)โ€‹

Goal: Restart a conversation that's gone quiet.

When a prospect ghosts after seeming interested, a gift provides a natural reason to re-engage without being pushy.

What works:

  • $15-$30 value range
  • Light, no-pressure framing
  • "Thought of you when I saw this" positioning

4. Celebration Momentsโ€‹

Goal: Build relationship equity.

Job promotions, company milestones, work anniversaries, and birthdays are natural gifting moments that build goodwill without any sales pressure.

What works:

  • $20-$50 value range
  • Congratulatory framing
  • No sales ask โ€” pure relationship building

How to Personalize Gifts That Resonateโ€‹

Generic gifts fail. Personalized gifts work. Here's how to personalize at scale:

Step 1: Research the Prospectโ€‹

Before choosing a gift, spend 5-10 minutes on research:

LinkedIn profile:

  • Recent posts and articles (what topics do they care about?)
  • Activity (what have they liked or commented on?)
  • About section (personal interests, values)
  • Volunteer experience (causes they care about)
  • Education (alma mater, continuing education)

Twitter/X:

  • Tweets and retweets (interests, opinions, humor style)
  • Bio (hobbies, roles, identities)

Company news:

  • Recent funding, product launches, awards
  • Blog posts they've written
  • Podcast appearances

Step 2: Match Gift to Personโ€‹

Based on your research, choose a gift that connects to something personal:

SignalGift IdeaCost
Posts about running/fitnessRunning nutrition, race entry, fitness book$15-$40
Coffee enthusiast (mentions, photos)Specialty coffee subscription (1 month)$15-$25
Recent book recommendationThe book they mentioned wanting to read$15-$30
Dog owner (photos on social)Premium dog treats or toy$15-$25
Foodie (restaurant posts)Gift card to a highly-rated local restaurant$25-$50
Tech/gadget enthusiastInteresting tech accessory$20-$40
Parent (mentions kids)Fun family experience gift card$25-$50
Sustainability advocateEco-friendly brand gift card$15-$30
Just got promotedCongratulatory book on leadership$15-$25
Mentioned a specific challengeBook that addresses that challenge$15-$20

Step 3: Write the Noteโ€‹

The note matters more than the gift. It should:

  1. Reference something specific (not "I saw your LinkedIn" but "your post about the challenges of scaling a content team really resonated")
  2. Explain why you chose this gift ("thought of you when I saw this because...")
  3. Be genuinely warm (not corporate, not transactional)
  4. Include a soft CTA (not "let's schedule a demo" but "would love to hear your perspective on [topic]")

Good note example:

Sarah โ€” Loved your post about the challenges of building a marketing attribution model from scratch. Reminded me of this book (Chris Mercer's "Digital Marketing Measurement") that completely changed how we think about attribution. Hope you enjoy it as much as I did. Would love to pick your brain on how you're approaching it at [Company]. โ€” [Your name]

Bad note example:

Hi Sarah, I'm reaching out from [Company]. We help businesses like yours improve marketing performance. I'd love to schedule a demo. Enjoy this gift card. โ€” [Your name]

How to Scale Personalized Giftingโ€‹

"This sounds great, but I can't research every prospect for 10 minutes and hand-pick a gift."

Fair. Here's how to scale:

Tier Your Accountsโ€‹

Not every prospect gets the same treatment:

  • Tier 1 (Top 10-20 accounts): Fully personalized research + custom gift + handwritten note. Spend 15-20 minutes per prospect.
  • Tier 2 (Next 50-100 accounts): Personalized from LinkedIn data + curated gift options + personalized digital note. Spend 5 minutes per prospect.
  • Tier 3 (100+ accounts): AI-personalized recommendations + eGift + templated-but-customized message. Spend 2 minutes per prospect.

Use AI to Speed Up Researchโ€‹

This is where MarketBetter's GiftDM Copilot transforms the workflow.

How GiftDM Copilot works:

  1. Enter a prospect's name, company, or LinkedIn URL
  2. AI researches the prospect โ€” analyzing LinkedIn activity, company context, and public information
  3. Get AI-generated gift recommendations personalized to that specific prospect
  4. Get draft LinkedIn DMs tailored to their interests and role
  5. Send the gift and message with confidence that it'll resonate

What would take 15 minutes of manual research takes 30 seconds with AI.

Gift Fulfillment Platformsโ€‹

Once you know what to send, you need a way to send it:

  • Sendoso โ€” Largest gifting platform with warehouse fulfillment. Integrates with Salesforce, HubSpot, Outreach. Enterprise pricing ($$$).
  • Reachdesk โ€” European-focused gifting with good personalization features. From ~$3/gift.
  • Postal.io โ€” Direct mail and gifting platform with marketplace. Plans from $49/month.
  • Tremendous โ€” Digital rewards and gift cards at scale. Low per-gift costs.
  • Amazon directly โ€” For books and specific items, send directly via Amazon wish list or gift shipment. No platform cost.

For most SDR teams, starting with Amazon + a handwritten note or digital gift cards + a personalized LinkedIn DM is enough. You don't need a $10K/year gifting platform to get started.

Gift Ideas That Work (Organized by Budget)โ€‹

Under $15โ€‹

  • Coffee gift card ($10 Starbucks/local shop) โ€” universal, safe
  • eBook โ€” Kindle gift of a relevant book
  • DoorDash/UberEats credit ($10-$15) โ€” "lunch is on me"
  • Charity donation in their name (for prospects who value social impact)

$15-$30โ€‹

  • Physical book โ€” always wins when well-chosen
  • Specialty coffee/tea โ€” a step up from Starbucks
  • Desk plant (small succulent) โ€” memorable and lasting
  • Quality notebook (Moleskine, Leuchtturm) โ€” practical and appreciated

$30-$50โ€‹

  • Experience gift โ€” cooking class, wine tasting (via platforms like Tinggly)
  • Premium food gift โ€” artisanal chocolate, local bakery delivery
  • Personalized item โ€” custom bookmark, engraved pen
  • Restaurant gift card to a place near their office

$50+ (Executive/Tier 1 only)โ€‹

  • Premium wine or spirits โ€” for celebrating milestones
  • Masterclass subscription โ€” educational and personal
  • High-quality tech accessory โ€” noise-canceling earbuds, wireless charger
  • Curated gift box โ€” themed around their interests

Measuring Gifting ROIโ€‹

Track these metrics to prove gifting works:

Response Rate Liftโ€‹

Compare response rates on gifted vs. non-gifted outreach sequences. Expect a 2-5x improvement.

Meeting Booking Rateโ€‹

Track meetings booked per gift sent. Good targets:

  • eGifts ($10-$15): 10-20% meeting rate
  • Physical gifts ($25-$50): 20-35% meeting rate
  • Premium gifts ($50+): 30-50% meeting rate

Pipeline Attributionโ€‹

Tag deals in your CRM that started with a gift touchpoint. Track:

  • Pipeline generated from gifting
  • Win rate on gift-sourced deals vs. non-gift deals
  • Average deal size comparison
  • Sales cycle length comparison

Cost Per Meetingโ€‹

Calculate: Total gifting spend รท meetings booked. If you spend $500 on 25 gifts at $20 each and book 5 meetings, your cost per meeting is $100 โ€” likely cheaper than most paid channels.

Common Mistakes to Avoidโ€‹

1. Leading with the Gift, Not the Personโ€‹

The gift should feel like a natural extension of a genuine interest in the person. If it feels transactional ("here's a gift card, now take my meeting"), it backfires.

2. Over-Spendingโ€‹

A $100 gift to a stranger can feel uncomfortable or even ethically questionable. Keep initial gifts in the $10-$30 range. Save bigger gifts for established relationships.

3. Generic Swagโ€‹

Company-branded merchandise is fine for customers and event attendees. For cold prospects, it screams "I'm trying to sell you something" and goes straight in the trash.

4. No Follow-Upโ€‹

A gift without a conversation is wasted. Always follow up within 2-3 days of delivery with a low-pressure message referencing the gift.

5. Ignoring Company Gifting Policiesโ€‹

Many enterprises have policies about accepting gifts from vendors. Keep values modest and position gifts as "a book recommendation" or "coffee on us" rather than formal corporate gifts to avoid policy friction.

Get Started: Personalize Your First Gift in 60 Secondsโ€‹

Pick your most important prospect right now. The one you've been trying to reach for weeks.

Open MarketBetter's GiftDM Copilot โ†’

Enter their name and company. In seconds, you'll get:

  • AI-researched insights about the prospect
  • Personalized gift recommendations
  • Draft LinkedIn DMs ready to send

No signup required. Free to use.


Build your complete prospecting workflow: find target companies with our Lookalike Finder, identify buyer contacts with the AI Lead Generator, and personalize your outreach with GiftDM Copilot. All free.

Reply.io Review 2026: Is It Still Worth It for SDR Teams?

ยท 7 min read
MarketBetter Team
Content Team, marketbetter.ai

Reply.io has been in the sales engagement space since 2014. Over a decade of building multichannel outreach sequences, AI email writing, and B2B data tools. With 3,000+ businesses using the platform, it's clearly not a fly-by-night operation.

But the sales engagement category has exploded. AI SDR platforms, intent-driven outbound, signal-based selling โ€” the game has shifted. The question isn't whether Reply.io works. It's whether it's still the right tool when your SDRs need more than sequence automation.

I've tested Reply.io alongside several other platforms for B2B SDR teams. Here's my honest take.

Sales Discovery Questions: Master Outreach and Close More Deals

ยท 32 min read

In outbound sales, the quality of your pipeline is directly tied to the quality of your questions. Generic sales discovery questions lead to generic answers, shallow insights, and stalled deals. Top-performing sales development representatives (SDRs) and account executives (AEs) donโ€™t just ask random questions; they deploy a strategic framework to uncover a prospect's true operational pain, tech stack limitations, and critical business priorities. The difference between a high-performing rep and an average one often comes down to their ability to guide a conversation, not just participate in it. For instance, an average rep asks what a prospect's goals are, while a top performer asks what's preventing them from hitting those goals.

This article moves beyond the outdated lists you have seen a hundred times. We will dissect specific, high-leverage sales discovery questions and provide a detailed breakdown of not just what to ask, but why it works, when to use it, and how to analyze the response. For each question, we will compare effective versus ineffective approaches and provide actionable scripts you can implement immediately.

You will learn to transform your discovery process from a simple checklist into a powerful diagnostic tool. This guide is designed to help you build urgency, uncover genuine opportunities, and demonstrate value from the very first interaction. We will explore the questions that reveal whether a prospect is struggling with rep productivity, tech stack chaos, or a lack of pipeline visibility, and show you how to position your solution as the definitive answer. This is about making every conversation count by asking questions that drive the sales process forward.

1. What specific business challenges is your team currently facing with outbound prospecting?โ€‹

This foundational question immediately shifts the conversation from a generic pitch to a consultative diagnosis. Itโ€™s one of the most effective sales discovery questions because it bypasses surface-level problems and invites the prospect to articulate their core operational pains. Instead of assuming their needs, you create an opening for them to volunteer the exact issues your product, like MarketBetter, is built to solve, such as low activity, poor data quality, or process inefficiencies.

This approach, rooted in methodologies from Sandler Training and The Challenger Sale, is designed to uncover both known and latent pain points, positioning you as a problem-solver from the very first interaction.

Strategic Breakdownโ€‹

Asking about "specific business challenges" is far more powerful than asking "What are your goals?" The former frames the conversation around obstacles, which are inherently more urgent and emotional. Goals are aspirations; challenges are active problems demanding a solution.

  • Average Approach: "What are your team's goals this quarter?" (Invites a generic, forward-looking answer.)

  • Effective Approach: "What specific business challenges are preventing your team from hitting its goals?" (Invites a specific, problem-focused answer.)

  • For a VP of Sales: This question uncovers strategic issues. They might say, "Our SDRs spend too much time on research and not enough on calls, leading to unpredictable pipeline." This reveals a pain point directly tied to revenue and forecast accuracy.

  • For a RevOps Leader: The same question elicits technical and process-based pain. An example response could be, "Our dialer doesn't sync with Salesforce, so reps log calls manually. Our data is a mess, and we can't trust our activity reports."

Actionable Takeaways & Applicationโ€‹

Use this question early in your first call to set the tone. Your goal is to map their stated challenges to your solution's core capabilities.

  1. Listen for Keywords: Actively listen for terms like "manual data entry," "wasted time," "inaccurate reporting," or "low conversation rates."
  2. Map Pain to Features: When a pain is mentioned, immediately connect it to your solution.
    • If they mention wasted time on research, actionably pivot to your task automation.
    • If they cite poor message relevance, actionably introduce your AI email assistant.
    • If they complain about messy data, actionably highlight your seamless CRM integration.
  3. Use Follow-Up Questions to Quantify:
    • "Could you walk me through what that process looks like today?"
    • "How does that data inaccuracy impact your forecasting?"
    • "What's the business cost of your team only having 4-5 conversations per day?"

2. How are your SDRs currently spending their time, and what percentage is dedicated to actual conversations vs. research and admin?โ€‹

This is a diagnostic question that quantifies the productivity gap and exposes the hidden costs of inefficient workflows. Itโ€™s one of the most powerful sales discovery questions because it moves beyond vague challenges and into measurable data. The answer validates the core premise of a tool like MarketBetter: that reps are bogged down by non-selling tasks like research, data entry, and manual call prep.

When a manager reveals their team spends only 20% of their day on calls, you have tangible evidence of a problem. This approach, highlighted in research from Gartner and Sales Hacker on rep activity, shifts the focus to opportunity cost and justifies the need for a solution that reclaims selling time.

Strategic Breakdownโ€‹

Asking about time allocation is a tactical way to get the prospect to self-diagnose an efficiency problem. Instead of you telling them their process is broken, their own data proves it.

  • Ineffective Comparison: "Are your reps busy?" (A "yes/no" question that leads nowhere.)

  • Effective Comparison: "What's the breakdown of a typical rep's day?" (Prompts a detailed, quantifiable response.)

  • For a new SDR Manager: This question reveals their blind spots. They might say, "I'm not sure yet, but my top performer just told me she's burning out on grunt work." This uncovers a critical retention risk tied directly to operational inefficiency.

  • For an experienced VP of Sales: The question taps into strategic goals. A likely response is, "Honestly? Maybe two hours of actual selling. The rest is Salesforce updates, LinkedIn research, and email drafting." This directly connects low activity to a massive, solvable time sink. For teams aiming to optimize how SDRs spend their time, reducing administrative burden and pre-qualifying leads can be crucial. Solutions like an efficient small business virtual receptionist can help filter inbound traffic so reps only engage high-intent prospects.

Actionable Takeaways & Applicationโ€‹

Use this question to build a data-driven case for change. Your goal is to translate their "wasted time" into "lost revenue" and position your solution as the path to reclaiming it.

  1. Identify the Ratio: Pay close attention to the split between "selling" and "non-selling" activities. An 80/20 split in favor of admin work is a huge red flag you can exploit.
  2. Calculate the Opportunity Cost: Frame the wasted time in terms of dollars. For example: "If you have 10 reps, and each wastes 2 hours a day, thatโ€™s 20 hours of lost selling time daily. How many more meetings could 20 hours of calling generate?"
  3. Use Targeted Follow-Up Questions:
    • "If you could reclaim two hours per rep each day, what would you have them do with that time?"
    • "What's the downstream impact of that administrative work on pipeline generation?"
    • "How much faster could you ramp new hires if their call prep was automated?"

3. What does your current sales engagement and dialer tool stack look like, and how well are they integrated with Salesforce/HubSpot?โ€‹

This technical question moves beyond pain points to diagnose the root cause: a fragmented and poorly integrated tech stack. Itโ€™s one of the most revealing sales discovery questions because it uncovers hidden operational friction caused by tool sprawl. By asking how their systems connect, you can pinpoint inefficiencies like manual data entry, low user adoption, and unreliable reporting, all of which are direct consequences of a disjointed workflow.

This line of questioning, often seen in technical deep dives and championed by RevOps communities, allows you to map their current state to your solution's unified architecture. It immediately frames your product, like MarketBetter, not just as a new tool, but as the central hub that eliminates the chaos of toggling between multiple platforms.

Diagram illustrating the contrast between disorganized sales tools and an integrated CRM system.

Strategic Breakdownโ€‹

Asking about the "tool stack" and "integration" is more precise than asking "What tools do you use?" It forces the prospect to evaluate the connections between their tools, which is where most of the pain resides.

  • Average Question: "What tools do you use?" (A simple inventory list.)

  • Superior Question: "How well do your tools work together?" (Uncovers the pain caused by a lack of integration.)

  • For a RevOps Leader: This question hits their biggest pain points. They might confess, "Our dialer doesn't talk to Salesforce, so our activity data is a mess. I spend hours every week trying to reconcile reports, and leadership still doesn't trust the numbers."

  • For a Sales Manager: Their frustration is more focused on team productivity. A common response is, "My reps have to log calls in one system and then copy-paste notes into Salesforce. It adds 30 seconds to every call, and half the time they just skip it."

Actionable Takeaways & Applicationโ€‹

Use this question after you've uncovered a general business challenge to dig into the technical source of the problem. Your objective is to quantify the "toggle tax" their current stack creates.

  1. Listen for Friction Keywords: Actively listen for phrases like "manual logging," "toggle between tabs," "doesn't sync," "inconsistent data," or "reps don't use it."
  2. Paint a Before-and-After Picture: Contrast their current fragmented state with your unified solution. Say, "So right now, a rep has to open three tabs to make one call. With our platform, it's one click inside Salesforce. What would that mean for your team's daily call volume?"
  3. Ask Impactful Follow-Up Questions:
    • "How much time do you think your reps lose each day switching between those applications?"
    • "How does that lack of automated activity logging impact your ability to coach your team?"
    • "What's the business impact when a key conversation isn't logged correctly in Salesforce?"

4. How are you currently measuring SDR/BDR activity and outcomes, and what visibility does your leadership team have into what's actually working?โ€‹

This two-part question is a precision tool for exposing critical data and visibility gaps. It moves beyond surface-level metrics like call volume and drills into the "so what" of sales activity. As one of the most insightful sales discovery questions, it reveals whether a prospect's sales engine is running on guesswork or data-driven strategy. It uncovers the hidden costs of inconsistent data logging, a pain point MarketBetterโ€™s auto-logging and analytics are designed to eliminate.

This diagnostic approach aligns with modern revenue operations principles, shifting the focus from simply tracking activity to understanding its effectiveness.

Strategic Breakdownโ€‹

Asking about measurement and visibility separates prospects who have a process from those who have an optimized system. The first part ("how are you measuring") assesses their current state, while the second ("what visibility does leadership have") links that process directly to strategic decision-making and its inevitable blind spots.

  • Weak Question: "Do you track KPIs?" (Answer is always yes, tells you nothing.)

  • Strong Question: "How do you use your KPIs to make coaching decisions?" (Forces them to describe the application of data, revealing gaps.)

  • For a VP of Sales: This question uncovers coaching and strategy gaps. A common response is, "We know our reps made 500 calls, but I have no idea which talk track converted best. I canโ€™t scale what I canโ€™t see." This highlights an inability to optimize their go-to-market motion.

  • For a RevOps Leader: The question reveals technical and process failures. They might say, "Activity is logged inconsistently. Some reps use Salesforce, others don't log at all. Our attribution is completely broken, and we canโ€™t trust the data."

Actionable Takeaways & Applicationโ€‹

Deploy this question after you've established their primary challenges. It's a powerful way to connect their pain points to a lack of operational visibility. Your goal is to make the abstract problem of "bad data" feel tangible and costly.

  1. Listen for Visibility Gaps: Pay attention to phrases like "inconsistent logging," "no idea," "manual reports," "can't trust the data," or "broken attribution."
  2. Frame it as a Risk: When they admit they lack visibility, frame it as a strategic risk. "So, if you can't trust the data, how can you confidently decide where to invest your sales resources next quarter?"
  3. Use Follow-Up Questions as a Mini-Audit:
    • "If you had to pull a report right now showing which messaging generated the most meetings, how long would that take?"
    • "How do your managers currently identify what separates your top performers from the rest of the team?"
    • "What's the business impact of not knowing which campaigns or talk tracks are actually driving revenue?"

5. How are new SDRs currently onboarded, and how long before they're hitting quota or contributing to pipeline?โ€‹

This powerful question targets a hidden but significant operational cost: ramp time. It shifts the discovery conversation from daily workflows to a strategic, high-impact business challenge that directly affects revenue growth and team scalability. By asking about onboarding and time-to-productivity, you uncover deep-seated process inefficiencies that many leaders accept as a "cost of doing business."

This line of questioning, heavily influenced by sales enablement best practices, is one of the most effective sales discovery questions for high-growth companies. It allows you to expose the financial and opportunity costs associated with slow onboarding, making a platform like MarketBetter, which accelerates ramp, feel indispensable.

Strategic Breakdownโ€‹

Asking about ramp time is more impactful than asking about general training needs. "Training" is an abstract concept, but "time to pipeline contribution" is a concrete metric tied directly to ROI.

  • Abstract Question: "How do you train new hires?" (Leads to a description of their training program.)

  • Concrete Question: "How long does it take for a new hire to become a productive member of the team?" (Focuses on the business outcome and its associated costs.)

  • For a VP of Sales at a Scale-Up: This question uncovers scaling bottlenecks. They might respond, "We hire three to four SDRs per quarter, and they're basically useless for the first three months. I'm spending way too much time hand-holding when I should be scaling." This reveals a direct pain point related to their ability to execute their growth strategy.

  • For a new SDR Manager: The question highlights tactical chaos. A typical answer is, "The last few hires took four months to get to 10 conversations per day. I have no formal onboarding playbook, so each manager is winging it." This exposes a lack of process and consistency.

Actionable Takeaways & Applicationโ€‹

Use this question when you've identified that the company is hiring. Your goal is to connect their onboarding pains to the financial impact and then position your solution as the "scaffolding" that accelerates productivity.

  1. Listen for Process Gaps: Note phrases like "hand-holding," "winging it," "inconsistent," "slow ramp," or "stuck on research."
  2. Turn Time into Money: Actionably quantify the cost of slow ramp time. Ask, "What's the quota for a fully ramped rep? If a new hire takes four months instead of one to get there, what's the total pipeline value lost during that three-month gap?"
  3. Ask Diagnostic Follow-Up Questions:
    • "Where do new reps typically get stuck? Is it research, email writing, or call confidence?"
    • "How many hours of one-on-one coaching does each new rep need before they're independent?"
    • "If you onboard three SDRs per quarter, and each day of ramp time costs $200 in lost productivity, what's four weeks of accelerated ramp worth?"

6. When your SDRs do make contact with a prospect, how prepared are they, and what does a typical cold call conversation sound like?โ€‹

This question transitions from analyzing if reps are connecting to how effectively they connect. It is a powerful diagnostic tool that assesses the quality and depth of your prospect's sales conversations. By asking what a "typical" call sounds like, you move beyond metrics like call volume and uncover critical gaps in preparation, confidence, and personalization that directly impact conversion rates.

This is one of the most revealing sales discovery questions because it exposes the true nature of the team's outreach. It tells you whether they are performing genuine discovery or simply launching into a generic pitch. The answer reveals if reps are armed with contextual insights or just "winging it."

Sketch of a smiling sales rep using an AI assistant for call insights and objection replies.

This question's power comes from a framework popularized by call recording leaders like Gong and Chorus. They advocate for analyzing conversational patterns to identify what separates top performers from the rest.

Strategic Breakdownโ€‹

Asking about a "typical call" instead of a "best call" provides an honest baseline of team performance. It invites transparency and helps identify systemic issues rather than one-off successes.

  • Idealized Question: "Can you tell me about a recent successful cold call?" (Highlights an outlier, not the norm.)

  • Realistic Question: "If I listened to 10 random calls from your team, what would I hear?" (Reveals the average experience and systemic issues.)

  • For a VP of Sales: This question highlights consistency and scalability issues. They might say, "Honestly, calls are pretty generic. Reps open with 'Hey, we work with companies like yours,' and it goes downhill from there. No personalization." This points to a systemic failure in call preparation and strategy.

  • For an Enablement Leader: This uncovers training and coaching gaps. A common response is, "I listened to 10 calls last week. Maybe two were actual discovery calls. The rest were pitches, and none mentioned anything recent about the prospect's company." This signals a need for better tools and reinforcement.

Actionable Takeaways & Applicationโ€‹

Use this question to dig into the qualitative aspects of your prospect's sales motion. Your objective is to connect their conversational weaknesses to your solutionโ€™s strengths in call preparation and execution.

  1. Listen for Quality Indicators: Note phrases like "generic," "pitching," "winging it," "not prepared," or "low confidence."
  2. Connect Poor Quality to Business Outcomes: Make the link explicit. "You mentioned calls are generic. How do you think that's impacting your meeting conversion rates?"
  3. Propose a Better Way: Contrast their current state with the ideal future state your tool enables. "Imagine if every rep started their call with a relevant insight about the prospect's company. What would that do for your team's credibility?"
  4. Use Targeted Follow-Up Questions:
    • "Before a cold call, what does a rep know about that specific prospect?"
    • "What's the typical talk-to-listen ratio on those calls?"
    • "How do you currently coach reps to improve the quality of these conversations?"

7. How are your SDRs currently handling follow-up sequences, and how many touches does it take before a prospect engages?โ€‹

This question zeroes in on the often-neglected discipline of persistence and follow-up strategy. By asking about both the process ("how") and the outcome ("how many touches"), you uncover critical gaps in a team's outbound motion. Many teams lack a formal, multi-touch cadence, leading reps to give up after just one or two attempts, leaving significant pipeline on the table.

This diagnostic question, a staple in high-performing SDR circles, reveals whether a prospect's follow-up process is structured or chaotic. It exposes pain points related to generic messaging, manual workflows, and rep discouragement.

Strategic Breakdownโ€‹

Asking about follow-up sequences is a tactical way to diagnose a team's operational maturity and grit. A vague answer like "reps send a few emails" signals a lack of process.

  • Unstructured Approach (Prospect's Side): "Our reps just send a few emails when they have time." (Indicates a lack of process and high likelihood of missed opportunities.)

  • Structured Approach (Ideal State): "We have a 12-touch, multi-channel sequence that intelligently adapts based on prospect engagement." (Indicates operational maturity.)

  • For an SDR Manager: This question uncovers coaching opportunities and process gaps. They might admit, "I see reps sending one or two emails, then moving on because they get frustrated or feel like they're bugging people." This reveals an emotional and tactical breakdown.

  • For a VP of Sales: The focus shifts to pipeline efficiency. A likely response is, "Our sequences are set-and-forget; we don't personalize touches three, four, and five. I assume that's why conversion drops off after the first attempt."

Actionable Takeaways & Applicationโ€‹

Use this question to quantify the cost of inaction and demonstrate a more effective path forward. The goal is to connect their current follow-up deficiencies to lost revenue opportunities.

  1. Listen for Process Weaknesses: Note terms like "generic templates," "set and forget," "don't want to spam," or "reps get frustrated."
  2. Educate on Persistence: If they give up early, provide a data point. "Industry data shows that 80% of sales require at least five follow-ups. If your reps stop at two, what percentage of your potential pipeline is being left on the table?"
  3. Map Pain to a Solution:
    • If they mention generic messaging, actionably introduce your AI's ability to create personalized, variant-rich follow-ups.
    • If they cite low rep persistence, actionably highlight how easily reps can execute a multi-touch sequence that feels natural.
    • If they worry about "spamming," explain how relevant, value-driven touches build relationships, not burn them. A great resource on this is our guide to effective email follow-up strategies.
  4. Ask Probing Follow-Up Questions:
    • "What does your messaging look like in touch three versus touch one?"
    • "How do you currently measure engagement across a full sequence?"
    • "What's the impact on your pipeline when reps stop sequences after only two touches?"

8. What is your current sales development quota or target, and how consistently are SDRs hitting it month-over-month?โ€‹

This question moves beyond activity metrics and connects directly to the ultimate business outcome: performance against a target. It's one of the most revealing sales discovery questions because it uncovers issues related to process, coaching, and tools. While a team might seem busy, inconsistent quota attainment signals deeper systemic problems, such as a lack of a standardized workflow or a performance gap between top and bottom reps.

This approach, rooted in modern sales management, helps diagnose the health of an SDR team, not just its output. By understanding the variance in performance, you can position your solution as a tool that standardizes excellence.

Strategic Breakdownโ€‹

Asking about quota consistency is far more insightful than simply asking, "Are you hitting your numbers?" It acknowledges that averages can be misleading and forces the prospect to confront the costly performance gaps within their team.

  • Averages vs. Reality: A team with 5 reps hitting 200% of quota and 5 reps hitting 20% has an "average" of 110%, but the team is broken. This question uncovers that reality.

  • Simple Question: "Are you hitting your goals?" (Yes/No answer)

  • Diagnostic Question: "What's the gap between your top performers and the rest of the team?" (Reveals inconsistency and a coaching problem.)

  • For a VP of Sales: This question highlights a core strategic pain. They might reveal, "Our quota is 10 meetings a month. Three reps consistently hit 12+, but three others are struggling at 4-6. I canโ€™t figure out why the delta is so big." This points to a scalability problem that tools can solve.

  • For an SDR Manager: The same question uncovers tactical coaching and process gaps. An example response could be, "My team of five is supposed to hit 60 meetings combined, but we're unpredictable. I know my top reps have a system, but my newer reps are just winging it."

Actionable Takeaways & Applicationโ€‹

Use this question to quantify the cost of inconsistency and build a business case for a standardized platform. Your goal is to tie their performance variance to a tangible revenue opportunity.

  1. Listen for Performance Gaps: Note phrases like "inconsistent," "unpredictable," "top performer," "bottom quartile," or "no standard process."
  2. Frame Your Solution as a "Performance Floor Raiser": Position your tool not just as a way to help top reps, but as a system to bring the bottom 50% of the team up to a higher, more consistent standard.
  3. Quantify the "Delta": Calculate the value of closing the gap. "If you could get your bottom three reps from 4 meetings to just 7 meetings a month, that's an extra 9 meetings. Based on your close rate, what's that worth in new revenue?"
  4. Ask Solution-Oriented Follow-Ups:
    • "Between your top and lowest performer, what does that gap in meetings booked look like each month?"
    • "Why do you think some reps are so consistent while others struggle?"
    • "If you could get your bottom half of reps to perform just 20% better, what would that mean for your pipeline?"

9. How do you handle account prioritization and territory assignment, and how often does it change?โ€‹

This question is a masterclass in uncovering the strategic discipline behind a company's sales motion. Itโ€™s one of the most revealing sales discovery questions because it exposes the often-chaotic reality of how sales teams spend their most valuable resource: time. It probes whether their prospecting is driven by a data-backed strategy or by ad-hoc "cherry-picking" and gut feelings.

Instead of a generic "Who's your ICP?" this question diagnoses the process of targeting that ICP. It uncovers hidden pain related to wasted effort, inconsistent outreach, and a lack of revenue predictability.

Sketch diagramming a complex business process with labeled boxes, priority markers, and workflow arrows.

Strategic Breakdownโ€‹

Asking about prioritization and territory changes moves the conversation from abstract goals to the concrete mechanics of daily sales activity. It reveals the sophistication of their RevOps function.

  • Strategy vs. Execution: Many companies have a defined ICP (strategy) but no system to enforce it (execution). This question exposes that gap.

  • Reactive vs. Proactive: Are reps reactively chasing any account they find, or are they proactively working from a prioritized list based on data?

  • For a RevOps Leader: This question uncovers systemic issues. Their response might be, "We have an ICP, but reps often target accounts they find on LinkedIn. We don't have a formal, signal-based priority list to enforce it." This exposes a gap between strategy and execution.

  • For a VP of Sales: The focus shifts to team efficiency and momentum. They might say, "We reassign territories every six months, and it's chaos. Reps lose steam, and key accounts get touched by multiple people." This highlights a direct impact on pipeline and morale.

Actionable Takeaways & Applicationโ€‹

Use this question to assess operational maturity and identify where your solution can impose order and efficiency. The goal is to connect their lack of a prioritization framework to missed revenue opportunities.

  1. Listen for Chaos Keywords: Note phrases like "reps cherry-pick," "it's chaos," "don't know if it's the right list," or "manual process."
  2. Contrast Chaos with Control: Paint a clear picture comparing their current state with the future state. "Right now, it sounds like every rep decides their own priorities. Imagine a world where the system tells each rep the top 10 accounts they should call today based on real-time buying signals. How would that change their focus?"
  3. Map Pain to a Specific Action:
    • If they admit reps go off-list, actionably introduce your prioritized task inbox that enforces focus.
    • If they aren't using intent data, actionably highlight how your platform surfaces accounts showing active buying signals.
  4. Use Follow-Up Questions to Dig Deeper:
    • "Do your reps have a formal list of accounts to target, or do they mostly self-source?"
    • "How are you currently using intent signals like website visits or funding rounds to prioritize outreach?"
    • "How long does it typically take a rep to become productive after getting a new territory?"

10. How are you currently using intent signals to prioritize outbound accounts?โ€‹

This question transitions the discovery from general pain points to the specifics of a modern sales motion. Itโ€™s a critical sales discovery question for any B2B sales team because it assesses their technological maturity and strategic approach to prospecting. Instead of simply asking if they use intent data, this question prompts them to describe the process, often revealing significant gaps between data acquisition and practical application.

The insight gained here is invaluable. Many companies invest in intent data but fail to operationalize it effectively, leaving reps with noisy signals and no clear direction. This question uncovers that exact disconnect.

Strategic Breakdownโ€‹

Asking about the use of intent signals is more insightful than asking about the tools. It forces the prospect to evaluate their workflow, not just their tech stack. The goal is to uncover inefficiencies in how data is surfaced, routed, and acted upon.

  • Data vs. Action: The key comparison here is between simply having data and acting on it effectively. A prospect might say, "We get a weekly CSV file," which is very different from, "Intent signals automatically create prioritized tasks for reps in our CRM."

  • Noisy Signal vs. Clear Directive: This question helps differentiate whether reps see a flood of useless alerts or a clear, actionable instruction.

  • For a RevOps Leader: This question probes the operational workflow. A common answer is, "We get web activity alerts from Provider X, but they just go to a Slack channel. We don't have a good way to route them to the right reps or prioritize them against other accounts." This highlights a clear operational bottleneck.

  • For a Sales Manager: The same question reveals team-level challenges. They might say, "We have no real mechanism to prioritize accounts by intent; our reps just work through static lists alphabetically." This exposes a lack of strategic prioritization.

Actionable Takeaways & Applicationโ€‹

Use this question when you suspect the prospect has a sophisticated tech stack but is struggling with execution. Your aim is to quantify the cost of their current inefficient process.

  1. Listen for Operational Gaps: Note phrases like "data firehose," "alert fatigue," "manual routing," "don't know what to do with it," or "no prioritization."
  2. Quantify the Delay: Ask, "What's the time delay between when an account shows intent and when a rep first reaches out?" A long delay is a tangible pain point you can solve.
  3. Propose a Concrete Workflow: Instead of talking about features, describe an actionable workflow. "Imagine this: an account visits your pricing page. Within 5 minutes, the account owner gets an automated task in Salesforce with the exact topic they were researching and a suggested email template. How does that compare to your current process?"
  4. Ask Value-Driven Follow-Ups:
    • "How do reps decide which of those intent alerts to act on each day?"
    • "If your reps could focus only on the top 10% of accounts showing active buying signals, how would that impact their pipeline generation?"
    • "How do you ensure speed-to-lead on these high-intent accounts?"

10-Point Sales Discovery Questions Comparisonโ€‹

Question๐Ÿ”„ Implementation Complexity๐Ÿ› ๏ธ Resource Requirementsโšก Efficiency Impactโญ Expected Effectiveness๐Ÿ“Š Outcomes / ๐Ÿ’ก Ideal Use Cases
What specific business challenges is your team currently facing with outbound prospecting?Medium โ€” needs skilled probingSDR + RevOps + 15โ€“30 minModerate โ€” directs remediation quicklyโญโญโญโญSurfaces core pains; maps to task automation, AI email, dialer integrations; early discovery
How are your SDRs currently spending their time, and what percentage is dedicated to actual conversations vs. research and admin?Low โ€” quantitative questionManager + SDR time estimates or trackingHigh โ€” immediate ROI calculationโญโญโญโญโญQuantifies wasted time; builds defensible ROI; primary qualification hook
What does your current sales engagement and dialer tool stack look like, and how well are they integrated with Salesforce/HubSpot?High โ€” technical follow-up often requiredRevOps, tool inventory, integration docsMedium โ€” reveals integration blockersโญโญโญโญIdentifies tool sprawl vs. consolidation needs; informs replace vs. layer decision
How are you currently measuring SDR/BDR activity and outcomes, and what visibility does leadership have into what's actually working?Mediumโ€“High โ€” needs data accessReports, RevOps, managers, call recordingsMedium โ€” enables targeted coachingโญโญโญโญExposes visibility gaps; enables coaching, attribution, and reporting improvements
How are new SDRs currently onboarded, and how long before they're hitting quota or contributing to pipeline?Medium โ€” needs historical dataEnablement, ramp metrics, manager inputHigh โ€” can compress ramp time materiallyโญโญโญโญQuantifies ramp cost; use case for onboarding acceleration and scaling headcount
When your SDRs do make contact with a prospect, how prepared are they, and what does a typical cold call conversation sound like?Lowโ€“Medium โ€” qualitative + examplesCall transcripts/recordings, manager reviewHigh โ€” immediate quality uplift possibleโญโญโญโญReveals personalization gaps; positions call-prep and coaching features to lift call quality
How are your SDRs currently handling follow-up sequences, and how many touches does it take before a prospect engages?Low โ€” process questionSDRs, templates, sequence toolsHigh โ€” improves response rate through persistenceโญโญโญโญHighlights follow-up cadence gaps; use for AI email variant personalization and completion
What is your current sales development quota or target, and how consistently are SDRs hitting it month-over-month?Medium โ€” sensitive data requiredQuota data, performance dashboardsMedium โ€” ties tool to business outcomesโญโญโญโญShows predictability issues; positions MarketBetter to raise floor and standardize execution
How do you handle account prioritization and territory assignment, and how often does it change?Mediumโ€“High โ€” strategic + operationalICP definition, intent data, RevOpsHigh โ€” reduces wasted research and overlapโญโญโญโญReveals prioritization discipline; use case for task prioritization engine and intent-based targeting
How are you currently using intent signals to prioritize outbound accounts?Medium โ€” depends on vendor integrationsIntent providers, RevOps, integration workHigh โ€” operationalizes signals into actionโญโญโญโญโญConverts intent into prioritized, contextual tasks; ideal for teams using intent data or evaluating it

From Questions to Action: Building a Repeatable Discovery Engineโ€‹

We've explored a comprehensive arsenal of sales discovery questions designed to do more than just scratch the surface. We dissected everything from initial qualification and pain discovery to the nitty-gritty of budget, technical stacks, and decision-making processes. The central theme is clear: great discovery isn't about running through a checklist; it's about conducting a diagnostic conversation that uncovers the true cost of inaction for your prospect.

The difference between a top-performing sales representative and an average one often comes down to the quality of their questions. An average rep asks, "What are your challenges?" A great rep asks, "How are you currently measuring SDR activity, and what visibility does leadership have into what's actually working?" The first question gets a generic answer; the second unearths specific, measurable pain points that directly map to your solution's value.

Key Takeaways: From Theory to Daily Executionโ€‹

Mastering the art of discovery requires moving from simply knowing these questions to embedding them into your team's DNA. Here are the most critical takeaways to turn these concepts into a repeatable, high-performance engine:

  • Context Over Content: The most powerful question asked at the wrong time is useless. As we've shown, tailoring your inquiry to the buyer's stage (first touch vs. decision-making) and persona (SDR manager vs. VP of Sales) is non-negotiable.
  • The Power of the Follow-Up: A great initial question is only the beginning. The real magic happens in the follow-up. Always be prepared with a "Tell me more about that" or "What impact is that having on..." to dig deeper and quantify the problem.
  • Quantify Everything: Vague pain is easily ignored. Quantified pain demands action. Always push to attach a number to the prospect's challenges, whether it's wasted hours, low conversion rates, or onboarding ramp time. This transforms a "nice-to-have" solution into a "must-have" investment.
  • Log and Learn: Your CRM should be more than a database; it should be your intelligence hub. Logging the answers to key discovery questions creates a feedback loop, allowing you to identify patterns, refine your messaging, and forecast more accurately.

Actionable Next Steps: Building Your Discovery Frameworkโ€‹

Knowledge without action is just trivia. To implement what you've learned, start with these immediate, tangible steps:

  1. Conduct a Question Audit: Gather your sales team and review your current discovery call recordings. Compare the questions being asked to the strategic examples in this article. Identify gaps where your team is staying at a surface level instead of digging into process, metrics, and impact.
  2. Build Role-Specific "Question Maps": Create a one-page guide for your SDRs and AEs. For each key persona they target, list the top 5-7 high-impact sales discovery questions they should prioritize. Include potential follow-up questions to guide the conversation.
  3. Integrate Questions into Your CRM: Don't let valuable insights get lost in a notes field. Add custom fields in your CRM for the most critical discovery data points (e.g., "Current Dialer," "SDR Ramp Time," "Primary Bottleneck"). This makes the information structured, reportable, and visible to the entire team.

By systematically elevating your team's questioning skills, you do more than just improve a single stage of the sales cycle. You create a powerful flywheel effect. Better discovery leads to more qualified opportunities, which result in more relevant product demos, more compelling business cases, and ultimately, a higher win rate. This isn't just about closing more deals; it's about building a predictable and scalable revenue machine. The journey from a simple question to a signed contract begins with mastering this foundational skill.


Tired of your reps spending their time searching for the right accounts instead of asking the right sales discovery questions? marketbetter.ai automates account prioritization by analyzing intent signals directly within your CRM, so your team can focus their energy on high-value conversations that build pipeline. See how it works at marketbetter.ai.

The SDR Playbook: How Top Sales Teams Prioritize Their Day [2026 Guide]

ยท 14 min read

SDR Playbook โ€” AI-Powered Daily Task List

Here's what a typical SDR's morning looks like:

Open HubSpot. Check for new leads. Open Outreach. Check sequence tasks. Open LinkedIn Sales Navigator. Look for warm intros. Open ZoomInfo. Research a few accounts. Open Slack. Catch up on team updates. Open Gmail. Reply to a prospect who responded last night. Back to HubSpot. Log the activity.

Twenty minutes gone. Zero prospect conversations.

This is the workflow most SDR teams accept as normal โ€” and it's why the average SDR spends only 35% of their time actually selling (Salesforce State of Sales Report). The rest is admin, research, data entry, and the soul-crushing act of figuring out what to do next.

The solution isn't more discipline. It's a better system. It's a playbook.

What Is an SDR Playbook?โ€‹

An SDR playbook is the operational framework that defines how sales development reps spend their time. At its most basic level, it answers three questions:

  1. Who should I contact? (prioritized list)
  2. How should I contact them? (channel, messaging)
  3. What should I say? (context, personalization)

Traditional SDR playbooks are static documents โ€” PDFs or Google Docs that outline general processes, scripts, and sequences. They're created once, updated rarely, and followed loosely.

Modern SDR playbooks are dynamic, AI-powered task lists that reprioritize throughout the day based on real-time buying signals.

The difference is night and day.

Static Playbooks vs. Dynamic Playbooksโ€‹

AspectStatic Playbook (Document)Dynamic Playbook (AI-Powered)
FormatPDF, Google Doc, Notion pageLive dashboard, integrated with CRM
UpdatesQuarterly, manuallyReal-time, automatically
PrioritizationGeneral rules ("call inbound first")AI-ranked by intent signals
PersonalizationGeneric scripts per personaContext-specific per prospect
Lead routingRound-robin, manual assignmentAvailability-based, instant
After-hoursNot addressedAI chatbot + auto-email handles 24/7
MeasurementSelf-reported activitiesAutomatic tracking of response time, touches, outcomes

Static playbooks tell reps generally what to do. Dynamic playbooks tell them specifically who to call next and why.

Anatomy of a High-Performing SDR Playbookโ€‹

Whether you're building a static playbook for a small team or evaluating tools for a dynamic one, every SDR playbook needs these components:

1. ICP Definition and Qualification Criteriaโ€‹

Your reps need to know exactly who they're looking for. Not vague personas โ€” specific criteria:

  • Company size: 50-500 employees (or by revenue)
  • Industry: B2B SaaS, FinTech, HealthTech, etc.
  • Geography: US, EMEA, etc.
  • Technology signals: Uses HubSpot, Outreach, Salesforce
  • Buying signals: Recently raised funding, hiring SDRs, evaluating competitors

Pro tip: Define negative criteria too. "Not consulting firms, not agencies, not companies under 20 employees." This saves reps from chasing leads that will never close.

2. Lead Prioritization Frameworkโ€‹

Not all leads are equal. Your playbook should define a clear priority order:

Tier 1 โ€” Respond in Under 5 Minutes:

  • Inbound demo requests
  • Pricing page visitors (identified via visitor ID)
  • Return visitors with 3+ sessions this week
  • Replies to outbound sequences

Tier 2 โ€” Respond Within 1 Hour:

  • Content downloads from ICP-fit companies
  • Webinar registrants
  • Chatbot-qualified leads
  • LinkedIn connection accepts with engaged profiles

Tier 3 โ€” Work Into Daily Outbound Block:

  • New ICP-fit accounts in target market
  • Trigger events (new funding, executive hires, expansion news)
  • Re-engagement of closed-lost opportunities (90+ days)

Tier 4 โ€” Automate or Deprioritize:

  • Non-ICP downloads
  • Generic newsletter signups
  • Student/consultant inquiries

3. Channel Strategy by Scenarioโ€‹

Different situations call for different outreach channels:

ScenarioPrimary ChannelSecondary ChannelWhy
Inbound demo requestPhone callFollow-up emailFastest connection, shows urgency
Pricing page visitorPhone callLinkedIn messageThey're evaluating now
Content download (ICP)Personalized emailPhone call Day 2Less urgent, build context first
Reply to sequencePhone callSame thread emailStrike while iron is hot
Cold outbound (ICP)Email + LinkedInPhone call Day 3-5Multi-touch builds awareness first
Re-engagementEmail with new anglePhone if openedNeed fresh reason to reconnect

4. The Daily Structureโ€‹

Here's what a world-class SDR day looks like:

8:00-8:15 AM โ€” Playbook Review Open your daily playbook. Review overnight inbound leads, email replies, and new intent signals. Your hottest leads should already be at the top.

8:15-9:30 AM โ€” Inbound Response + Hot Leads (Power Hour) Contact every Tier 1 lead immediately. This is your highest-ROI activity. Phone first, email second. No research paralysis โ€” your playbook already provides context.

9:30-10:00 AM โ€” Follow-Ups Work through Tier 2 leads and follow up on yesterday's conversations. Send follow-up emails, leave voicemails, connect on LinkedIn.

10:00-11:30 AM โ€” Outbound Prospecting Block Build pipeline with Tier 3 outbound activities. This is the proactive work โ€” cold calls, personalized emails, LinkedIn engagement.

11:30 AM-12:00 PM โ€” Admin and Prep Log activities, update CRM, prep for afternoon block.

1:00-2:30 PM โ€” Second Outbound Block Continue prospecting. Afternoon calls often have higher connect rates as executives are done with morning meetings.

2:30-3:00 PM โ€” Playbook Refresh Check for new inbound leads, replies, and signals that arrived mid-day. Reprioritize remaining tasks.

3:00-4:30 PM โ€” Multi-Channel Follow-Up LinkedIn engagement, video prospecting, referral requests, social selling activities.

4:30-5:00 PM โ€” End-of-Day Review Log remaining activities. Set up tomorrow's priority list. Note any deals that need manager attention.

5. Messaging Frameworks by Situationโ€‹

Your playbook should include proven messaging templates for each scenario:

Inbound Demo Request (Phone Script):

"Hi [Name], this is [Your Name] from [Company]. You just requested a demo โ€” I wanted to catch you while [the challenge you're solving] is still fresh. What prompted you to look into this today?"

Pricing Page Visitor (Cold Call):

"Hi [Name], I noticed your team at [Company] has been evaluating [category] tools this week. A lot of companies your size are trying to solve [specific pain point]. Is that something on your radar?"

Content Download Follow-Up (Email):

Subject: Quick question about [content topic]

Hi [Name], you downloaded our guide on [topic]. Most [titles] I talk to grab that because they're dealing with [specific challenge]. Is that what's going on at [Company]?

6. Objection Handlingโ€‹

The playbook should prepare reps for the most common objections:

"We're already using [Competitor]."

"That's actually why I'm calling. A lot of teams that use [Competitor] tell us they love [specific feature] but struggle with [known weakness]. How is that working for your team?"

"We're not looking at anything right now."

"Totally fair. Most of the teams I talk to weren't actively looking either โ€” they just realized their SDRs were spending more time on research than selling. Quick question: how much time do your reps spend finding their next action each day?"

"Just send me information."

"Happy to. But let me ask one quick question first so I send you the right stuff โ€” what's the biggest challenge your SDR team faces right now?"

"We're too small / too early for this."

"Actually, teams your size tend to get the most out of this because you can't afford to miss any lead. When you're running a lean team, speed to lead is everything."

The Problem With Static Playbooksโ€‹

Static playbooks work fine for teams of 2-3 reps where the manager can personally coach daily priorities. They break down at scale because:

They Can't Prioritize in Real-Timeโ€‹

A static playbook says "call inbound leads first." But which inbound lead? The demo request from a 500-person SaaS company, or the whitepaper download from a 10-person agency? Static playbooks can't make that distinction in the moment.

They Don't Account for Timingโ€‹

If a prospect visited your pricing page at 2:47 PM, they're hot at 2:50 PM and lukewarm by 4 PM. A static playbook assigns them to tomorrow's call list. A dynamic playbook surfaces them immediately.

They Create Decision Fatigueโ€‹

Every time an SDR opens their CRM and sees 50 unworked leads, they have to decide: who do I call first? This decision fatigue is one of the biggest hidden costs in sales. By rep #30 on the list, the SDR has used up mental energy on prioritization instead of selling.

They Can't Coordinate Across Repsโ€‹

In a team of 5+ SDRs, static playbooks can't prevent two reps from contacting the same account, or ensure that the best-fit rep handles a specific lead.

Building a Dynamic SDR Playbookโ€‹

A dynamic playbook is essentially an AI-powered task list that integrates with your CRM, email, website visitor data, and intent signals. Here's what it looks like in practice:

Morning: Rep Opens Their Playbook

Instead of 8 tabs and 20 minutes of sorting, the rep sees a single prioritized list:

  1. ๐Ÿ”ด Call Sarah Chen, VP Sales at Acme Corp โ€” Requested demo 7 min ago. Visited pricing page 3x this week. ICP fit: 92%.
  2. ๐Ÿ”ด Call Mike Rodriguez at TechFlow โ€” Replied to your email: "Let's talk this week." 2 hours ago.
  3. ๐ŸŸก Email Jennifer Wu at DataStream โ€” Downloaded ROI guide. 250-person company, uses Salesforce. No prior contact.
  4. ๐ŸŸก Follow up with Ryan Park at CloudBase โ€” Had intro call Tuesday. No response to proposal email sent Thursday.
  5. ๐ŸŸข LinkedIn connect David Kim, SDR Manager at ScaleUp โ€” Commented on SDR productivity post. ICP fit: 85%.

Each task includes:

  • Why this lead, why now (the signal that triggered the task)
  • Suggested action (call, email, LinkedIn)
  • Context (company info, recent activity, talking points)
  • One-click action (call button, email template, LinkedIn profile link)

The rep doesn't decide what to do. They just execute, starting from the top.

Mid-Day: New Lead Arrives

At 1:15 PM, someone submits a demo form. Instead of waiting in a queue, the playbook:

  1. Identifies the company and enriches the lead automatically
  2. Scores the lead based on company fit + behavioral signals
  3. Surfaces it at the top of the available rep's task list
  4. Sends a push notification: "New inbound demo request โ€” Acme Corp, VP Sales"

The rep calls within 3 minutes. The prospect is still at their desk, still thinking about their problem. Connection rate: 90%+.

End of Day: Automatic Logging

Every call, email, and interaction is logged automatically. No manual CRM updates. No "activity logging" sessions at 4:30 PM.

Key Metrics for Your SDR Playbookโ€‹

Track these to ensure your playbook is actually working:

Activity Metricsโ€‹

  • Calls per day: Target 40-60 for outbound-focused reps
  • Emails per day: Target 30-50 personalized touches
  • Conversations per day: Target 8-12 meaningful conversations
  • LinkedIn touches per day: Target 10-15 connections/messages

Outcome Metricsโ€‹

  • Speed to lead: Under 5 minutes for inbound (the most critical metric)
  • Contact rate: 15-25% for cold outbound, 60%+ for inbound
  • Meeting set rate: 2-4% of cold outbound touches, 30%+ of inbound conversations
  • Meetings per rep per week: Target 4-8 qualified meetings
  • Pipeline generated per rep per month: Varies by ACV

Efficiency Metricsโ€‹

  • Time selling vs. admin: Target 65%+ selling time (up from the 35% average)
  • Tabs/tools per workflow: Target 1-2 (down from 8-10)
  • Average lead research time: Under 30 seconds (with auto-enrichment)
  • CRM logging time: Zero (with auto-logging)

The Cost of Not Having a Playbookโ€‹

Let's do the math for a team of 5 SDRs:

Without a playbook:

  • Each SDR wastes 90 minutes/day on tab-switching and decision-making
  • 5 SDRs ร— 90 min ร— 22 working days = 165 hours/month of lost selling time
  • At an average loaded cost of $80/hour = $13,200/month in wasted wages
  • Plus the pipeline lost to slow response times (see speed-to-lead calculator above)

With a dynamic playbook:

  • Reps start selling in the first 5 minutes of their day
  • Inbound leads are contacted within 3 minutes
  • Reps handle 30-40% more conversations per day
  • Admin time drops from 65% to under 35%

The ROI math is straightforward: a playbook pays for itself in the first week.

How to Evaluate SDR Playbook Toolsโ€‹

When evaluating platforms, ask these questions:

1. Does it integrate all signal sources? Website visitor data, email engagement, CRM records, intent data, social signals โ€” all in one view. If the rep still needs to check multiple tools, it's not a real playbook.

2. Does it prioritize by buying intent, not just lead score? Traditional lead scores are static (job title + company size). Intent-based prioritization uses real-time behavioral signals: pricing page visits, email opens, competitor research.

3. Does it tell reps what to DO, not just who to contact? "Call Sarah at Acme" is nice. "Call Sarah at Acme โ€” she visited the pricing page 3x, opened your last email, and Acme just raised $20M" is a playbook.

4. Does it include communication tools? If the rep sees "Call Sarah" but then has to switch to a separate dialer, you've lost the speed advantage. Built-in calling, email, and LinkedIn integration are essential.

5. Does it handle after-hours leads? AI chatbot + automated email should cover the 40-50% of leads that arrive outside business hours.

6. Does it reduce admin, not add it? If the playbook requires manual logging or activity updates, it's just another tool to manage.

Platforms like MarketBetter are built specifically around the daily SDR playbook concept โ€” combining visitor identification, AI chatbot, smart dialer, email automation, and intent-based prioritization into a single workflow. The result: reps go from 20 tabs to one task list, response time drops from hours to minutes, and pipeline grows without growing headcount.

Building Your First SDR Playbook: Step-by-Stepโ€‹

Even without specialized tools, you can build an effective SDR playbook:

Week 1: Define Your ICP and Tiers Document your ideal customer profile with specific criteria. Create a 4-tier prioritization framework.

Week 2: Set SLAs and Measure Baseline Define response time targets. Measure your current average. Set a 30-day improvement goal.

Week 3: Create Messaging Templates Write call scripts, email templates, and objection handlers for each tier and scenario.

Week 4: Implement Daily Structure Adopt the daily structure outlined above. Track adherence and results.

Month 2: Evaluate Tools Based on what you learned in Month 1, identify the biggest bottlenecks. Then evaluate playbook tools that address those specific gaps.

Free Tool

Try our AI Lead Generator โ€” find verified LinkedIn leads for any company instantly. No signup required.

The Bottom Lineโ€‹

The best SDR teams in 2026 won't be the biggest. They'll be the ones with the best playbook.

A great playbook transforms SDR work from reactive chaos to proactive execution. Instead of 20 tabs and 50 decisions, reps get one task list and zero ambiguity.

The impact:

  • Speed to lead drops from hours to minutes โ€” because reps know exactly what to do the moment a lead arrives
  • Selling time increases from 35% to 65%+ โ€” because research, prioritization, and admin are automated
  • Pipeline per rep grows 30-50% โ€” because reps spend more time in conversations and less time context-switching
  • Rep satisfaction increases โ€” because the job becomes about selling, not about wrangling software

Stop building bigger SDR teams. Start building better SDR playbooks.

Related reading:

Want to see what an AI-powered daily SDR playbook looks like in action? Book a demo with MarketBetter and discover how top-performing teams go from 20 tabs to one task list.

SmartLead Review 2026: Honest Assessment for Cold Email Teams

ยท 7 min read
MarketBetter Team
Content Team, marketbetter.ai

SmartLead has exploded in popularity since its launch. Over 100,000 businesses now use it for cold email at scale, and it's become the default recommendation in every "what cold email tool should I use?" thread on Reddit and Twitter.

The appeal is obvious: unlimited email accounts, built-in warmup, and pricing that doesn't punish you for growing your team. For cold email agencies especially, SmartLead is almost an industry standard.

But after testing SmartLead with real SDR teams and talking to users who've switched away, the picture is more nuanced than the hype suggests. Here's what's actually good, what's frustrating, and who should (and shouldn't) use it.

11x AI Review 2026: Can Alice Really Replace Your SDR Team?

ยท 7 min read

11x AI raised $50M+ to build "digital workers" that replace human sales reps. Their flagship agent, Alice, promises to handle prospecting, outreach, and meeting booking autonomously. Their phone agent, Jordan, aims to replace cold callers entirely.

Bold claims. But what do actual users say after months of using the platform?

We analyzed verified reviews from G2, Reddit threads, founder communities, and competitive research to give you the real picture of 11x AI in 2026 โ€” not the venture-backed marketing version.

What Is 11x AI?โ€‹

11x AI builds autonomous AI agents (they call them "digital workers") designed to replace specific roles in your go-to-market team:

  • Alice โ€” AI SDR that handles outbound prospecting, email personalization, LinkedIn outreach, reply classification, and meeting booking
  • Jordan โ€” AI phone agent that makes calls, qualifies leads, and books follow-ups
  • James (upcoming) โ€” Inbound SDR for handling incoming leads
  • Serena (upcoming) โ€” Revenue Operations automation

The pitch: instead of hiring SDRs at $60K-$80K/year plus benefits, you deploy Alice at a fraction of the cost and she works 24/7 across every timezone.

11x has raised significant venture capital and counts some recognizable logos among its customers. But as we'll see, the gap between the pitch and the reality has frustrated a significant number of users.

11x AI Pricingโ€‹

11x AI does not publish transparent pricing. Based on user reports and third-party analysis:

PlanEstimated CostWhat's Included
Starter~$900-$1,200/monthAlice basic, limited contacts
Professional~$2,000-$3,500/monthFull Alice + Jordan, higher volume
EnterpriseCustom (typically $5,000+/month)Multi-agent, dedicated support, custom integrations

Critical pricing details:

  • Annual contracts are standard โ€” most users report 12-month commitments
  • Cancellation difficulties are frequently mentioned in reviews
  • Credit-based system means costs can escalate with usage
  • No free trial or free plan available

For context, that $900-$3,500/month could fund a part-time SDR in many markets, or cover a comprehensive platform like MarketBetter that augments your entire team rather than replacing one function.

What Users Like About 11x AIโ€‹

1. Multi-Channel Outreach Automationโ€‹

Alice handles email and LinkedIn sequences simultaneously, which saves genuine time compared to managing separate tools. The ability to run coordinated multi-channel campaigns without manual switching is valuable.

2. ICP-Based Targetingโ€‹

You define your Ideal Customer Profile, and Alice identifies and prioritizes prospects that match. For teams without an existing data provider, this built-in prospecting capability is useful.

3. Reply Classificationโ€‹

Alice categorizes responses (interested, not interested, out of office, objection) and handles simple follow-ups. This saves SDR managers from triaging every inbound reply manually.

4. 24/7 Operationโ€‹

Alice doesn't take sick days, doesn't need ramp time, and works across time zones. For global teams targeting multiple geographies, the always-on nature is a genuine advantage over human SDRs.

5. Meeting Bookingโ€‹

When things work correctly, Alice can negotiate meeting times and book directly to your calendar via integrations with scheduling tools.

What Users Criticize About 11x AIโ€‹

1. Personalization Falls Shortโ€‹

The most consistent complaint across every review platform: Alice's outreach doesn't feel personal enough. Users report that despite providing detailed ICP information and brand guidelines, the output reads like generic AI-generated email.

One Salesforge review summarized it: "Lack of personalization has been a key complaint."

This is critical because in 2026, buyers can spot AI-generated outreach instantly. If your emails feel robotic, they hurt your brand more than help your pipeline.

2. No Meaningful Results for Many Usersโ€‹

The Reddit threads are damning. Multiple users report:

  • "We spent so much time building prompts, creating rules, blacklisting our customers' names and domains, and setting super clear guidelines... and it literally did nothing right."
  • "Not a single call or meaningful engagement" from Jordan
  • Extended trials with zero booked meetings

When multiple independent users report zero results despite significant setup effort, it's a systemic issue, not user error.

3. Buggy Platform and Slow Supportโ€‹

Users report frequent platform issues โ€” campaigns breaking, analytics not loading, integrations failing. While bugs are normal in fast-growing startups, the combination of high pricing + bugs + slow support response creates significant frustration.

"The tool keeps getting buggy and support team hasn't been reactive, despite usually being very reactive," one long-term user noted.

4. Annual Contracts with Difficult Cancellationโ€‹

This comes up repeatedly: users who want to leave 11x find the process difficult. Annual auto-renewal, limited cancellation windows, and unclear terms create lock-in that feels adversarial when the tool isn't delivering results.

5. Limited Control Over Brand Voiceโ€‹

Alice operates somewhat autonomously, which means less control over exactly how your brand is represented in outreach. For companies with strict brand guidelines or regulated industries, this lack of control is a dealbreaker.

6. Phone Agent (Jordan) Underwhelmsโ€‹

Jordan was announced with excitement, but real-world feedback suggests the phone agent struggles with natural conversation, proper qualification, and handling objections. Several users reported it failed to generate any meaningful phone-based outcomes.

11x AI vs. MarketBetter: Replace vs. Augmentโ€‹

Feature11x AIMarketBetter
PhilosophyReplace human SDRs with AI agentsAugment human SDRs with AI intelligence
Website Visitor IDโŒ Not availableโœ… Identifies companies on your site
Daily SDR PlaybookโŒ No prioritized action listโœ… Tells SDRs exactly what to do each day
Smart Dialerโš ๏ธ Jordan (limited effectiveness)โœ… Built-in dialer with AI-powered call scripts
AI ChatbotโŒ Not includedโœ… Engages every website visitor instantly
Email Automationโœ… Alice handles sequencesโœ… Hyper-personalized sequences with intent data
Intent Signalsโš ๏ธ Basic prospect matchingโœ… Website visits + behavioral + firmographic signals
Human Controlโš ๏ธ AI operates autonomouslyโœ… AI recommends, humans execute
Pricing TransparencyโŒ Contact sales onlyโœ… Published on website
Contract FlexibilityโŒ Annual contracts standardโœ… Flexible options
G2 Rating4.0/54.97/5

The core difference: 11x tries to remove humans from the sales process. MarketBetter makes humans better at the sales process.

In practice, the "replace your SDR" promise breaks down because:

  1. AI can't match human judgment on complex deals
  2. Buyers increasingly distrust AI-generated outreach
  3. The setup and maintenance effort often exceeds managing a human SDR
  4. When AI goes wrong, it damages your brand reputation at scale

MarketBetter's approach โ€” surface the right signals, recommend the right actions, give your SDR the right tools โ€” preserves human judgment while eliminating the 70% of SDR time spent on research and admin.

Who Should Consider 11x AI?โ€‹

11x AI might be worth exploring if:

  • You have literally zero sales capacity and need some outbound running
  • Your ICP is broad and horizontal (not niche)
  • You're comfortable with AI autonomously representing your brand
  • You can commit to $900+/month for 12 months before seeing clear ROI
  • You have patience for weeks of prompt engineering to improve output quality

Who Should Look Elsewhere?โ€‹

Skip 11x AI if:

  • You need high-quality, personalized outreach that reflects your brand
  • You sell into specific verticals where generic messaging fails
  • You want human control over every touchpoint with prospects
  • You need multi-channel execution including a real dialer and live chat
  • You prefer transparent pricing and month-to-month flexibility
  • You want a platform that makes your existing team better rather than replacing them
Free Tool

Try our AI Lead Generator โ€” find verified LinkedIn leads for any company instantly. No signup required.

The Bottom Lineโ€‹

11x AI represents the most aggressive bet in the "autonomous AI SDR" category. The vision is compelling โ€” digital workers that scale your GTM without scaling headcount.

But the execution hasn't matched the vision. The consistent themes from real users โ€” generic messaging, zero results, buggy platform, difficult cancellation โ€” paint a picture of a product that's not yet ready to deliver on its ambitious promises.

For most B2B sales teams in 2026, the smarter investment is in tools that augment your team's capabilities rather than attempting to replace your team entirely. Your SDRs bring judgment, relationship skills, and brand authenticity that AI agents can't replicate yet.

If you want AI that makes your sales team faster, not optional, see how MarketBetter works.


Ready to augment your SDRs instead of replacing them? Book a demo with MarketBetter โ€” go from 20 tabs to one prioritized task list.

Apollo.io Review 2026: Is It Still Worth It for SDR Teams? (Honest Take)

ยท 6 min read
sunder
Founder, marketbetter.ai

Apollo.io has become one of the most popular sales platforms for outbound teams. With 275M+ contacts, built-in email sequencing, and a generous free tier, it looks like a no-brainer for SDR teams building their tech stack.

But after talking with dozens of sales teams who use Apollo daily, the picture is more nuanced than the marketing suggests. Some teams swear by it. Others hit walls โ€” credit limits, data accuracy gaps, and deliverability problems โ€” that make them start looking for alternatives within months.

Here's our honest take on Apollo in 2026: what it does well, where it falls short, and who should (and shouldn't) use it.

What Apollo.io Does Wellโ€‹

1. The All-in-One Value Propositionโ€‹

Apollo's strongest pitch is that you don't need a separate data provider, sequencing tool, and dialer. Everything lives under one roof:

  • Contact database (275M+ contacts, 60M+ companies)
  • Email sequences with multi-step automation
  • Built-in dialer for cold calling
  • LinkedIn integration via Chrome extension
  • Basic CRM functionality

For small teams who'd otherwise juggle ZoomInfo ($15K+/yr) + Outreach ($100+/seat/mo) + a dialer, Apollo consolidates that into one platform starting at $49/month.

2. Aggressive Pricingโ€‹

Apollo deliberately undercuts competitors. Their 2026 pricing:

PlanPrice (Annual)Credits/MonthKey Features
Free$0100Basic search, 250 emails/day
Basic$49/mo900Sequences, intent filters
Professional$79/mo1,200Dialer, advanced reports
Organization$119/mo2,400Data enrichment API, SSO

Compared to ZoomInfo's $15K+ annual minimum or 6sense's $30K+ enterprise pricing, Apollo is accessible for startups and SMBs.

3. Solid Chrome Extensionโ€‹

Apollo's Chrome extension works well on LinkedIn, letting SDRs prospect without leaving Sales Navigator. One-click enrichment, direct-to-sequence, and contact data overlay are genuinely useful in daily workflows.

Where Apollo Falls Shortโ€‹

1. Data Accuracy Is a Real Problemโ€‹

This is Apollo's Achilles' heel. Multiple G2 reviewers and teams we've spoken with report:

  • Email bounce rates of 15-25% on Apollo-sourced contacts (industry standard should be under 5%)
  • Outdated job titles โ€” people who changed roles 6-12 months ago still listed at old companies
  • Weak international data โ€” EMEA and APAC coverage is significantly worse than North America
  • Phone numbers often wrong โ€” direct dials frequently route to main company lines

When your sequence tool and data source are the same platform, bad data doesn't just waste credits โ€” it tanks your email sender reputation.

2. The Credit System Creates Frictionโ€‹

Apollo's credit model sounds generous until you hit the walls:

  • Free plan: 100 credits/month (barely enough to test)
  • Export limits: Can only select 25 records at a time for export
  • Credit burns: Revealing emails and phone numbers costs separate credits
  • Enrichment costs extra at the Organization tier

Teams doing serious outbound (500+ prospects/month) burn through credits fast and either upgrade or start rationing, which defeats the purpose of an "all-in-one" tool.

3. Deliverability at Scale Is Challengingโ€‹

Running cold email campaigns through Apollo at volume introduces problems:

  • Shared sending infrastructure means your reputation is partially tied to other Apollo users
  • No built-in email warmup (you need a separate tool like Instantly or Mailreach)
  • Sequence management gets messy โ€” the UI isn't designed for teams running 10+ active campaigns simultaneously
  • Reply handling is basic compared to dedicated engagement platforms like Outreach or Salesloft

4. No Website Visitor Identificationโ€‹

Apollo tells you who's in its database. It doesn't tell you who's visiting your website right now. This is a critical gap for inbound-assisted outbound:

  • No reverse IP lookup
  • No real-time visitor alerts
  • No integration with visitor identification tools out of the box

If someone visits your pricing page three times this week, Apollo has no idea. You're relying entirely on cold outbound when warm signals exist.

5. No Daily Playbook or Prioritizationโ€‹

Apollo gives you a database and sequencing tools, but it doesn't tell your SDRs what to do next. There's no:

  • Daily task prioritization based on intent signals
  • Automated lead scoring that factors in website behavior
  • Playbook-style workflow ("Call this person first because they visited pricing yesterday")

SDRs still have to figure out their own priorities every morning, which is exactly the productivity problem modern sales tools should solve.

Who Apollo Is Best Forโ€‹

Small outbound-only teams (1-5 SDRs) who:

  • Primarily do cold outbound (no inbound pipeline)
  • Operate in North America (data is strongest here)
  • Need an affordable all-in-one to start prospecting
  • Can tolerate higher bounce rates in exchange for lower cost
  • Don't need website visitor identification

Apollo is NOT ideal for:

  • Teams with meaningful inbound traffic (no visitor ID)
  • Companies needing high data accuracy (healthcare, financial services)
  • Large SDR teams (10+) who need advanced prioritization
  • Teams doing both inbound and outbound (need signal-based workflows)

Apollo vs. MarketBetter: A Different Philosophyโ€‹

Apollo and MarketBetter solve different problems:

CapabilityApolloMarketBetter
Contact database275M+ contactsFocused on your actual visitors
Website visitor IDโŒโœ… Company + person-level
Daily SDR playbookโŒโœ… Prioritized task list
Intent signalsBasic (keyword tracking)Website behavior + engagement
Email sequencesโœ… Built-inโœ… Hyper-personalized
Smart dialerBasic power dialerโœ… Warm call routing
AI chatbotโŒโœ… Instant visitor engagement
ApproachCold outbound at scaleWarm outbound from signals

Apollo's philosophy: Give SDRs a massive database and let them blast outreach at volume.

MarketBetter's philosophy: Show SDRs exactly who's interested and what to do about it. Fewer contacts, but warmer and more likely to convert.

Free Tool

Try our AI Lead Generator โ€” find verified LinkedIn leads for any company instantly. No signup required.

The Bottom Lineโ€‹

Apollo is one of the best value propositions in sales tech for teams that need affordable, all-in-one cold outbound tooling. The free tier is genuinely useful for testing, and the pricing undercuts legacy vendors by 70-80%.

But "affordable" and "effective" aren't the same thing. Data accuracy issues, credit limitations, and the total absence of inbound signal processing mean Apollo-sourced outbound often converts at lower rates than signal-driven approaches.

If your team generates any meaningful website traffic, you're leaving pipeline on the table by using a tool that can't see those visitors. The 98% of traffic that leaves without filling out a form? Apollo has no idea they exist.

Our recommendation: Apollo is a solid starting point for early-stage outbound teams. But as you grow and start generating inbound traffic, you'll need to either layer on visitor identification tools (adding cost and complexity) or switch to a platform that connects signals to action from day one.


Ready to see who's actually visiting your website? Book a demo and see how MarketBetter turns anonymous traffic into pipeline โ€” no cold database required.