sdr-playbook

name: sdr-playbook description: Complete SDR and BDR playbook for AI-powered sales development. Use when the user wants to prospect, build pipeline, run outreach sequences, book meetings, or manage their sales development workflow on LinkedIn. Triggers include "find prospects", "build pipeline", "outreach sequence", "book meetings", "sales development", "SDR workflow", "BDR", "cold outreach", "prospect list", "sales cadence", or any task related to B2B sales development and prospecting. license: MIT metadata: author: crispy-sh version: "1.0.0"

SDR Playbook — AI-Powered Sales Development

A complete sales development workflow: prospect identification, research, multi-touch outreach, objection handling, and meeting booking — all powered by LinkedIn MCP tools.

Prerequisites

Crispy MCP server must be configured for LinkedIn access:

{
  "mcpServers": {
    "crispy": {
      "url": "https://crispy.sh/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Get your API key at https://crispy.sh/dashboard/api-keys

When to Apply

• User asks to find prospects or build a pipeline
• User wants to run an outreach sequence or cadence
• User needs to research accounts before reaching out
• User asks to book meetings or generate leads
• User wants to manage their SDR/BDR workflow
• User mentions cold outreach, prospecting, or sales development

The SDR Workflow

┌─────────────┐    ┌──────────────┐    ┌─────────────┐    ┌──────────────┐    ┌─────────────┐
│  1. Target   │───▶│  2. Research  │───▶│  3. Outreach │───▶│  4. Follow-up│───▶│  5. Book     │
│  Account List│    │  & Qualify    │    │  First Touch │    │  Sequence    │    │  Meeting     │
└─────────────┘    └──────────────┘    └─────────────┘    └──────────────┘    └─────────────┘

Phase 1: Build Your Target Account List

Goal: Identify companies that match your ICP (Ideal Customer Profile).

Tools: search_companies, get_company_profile

Steps

1. Define your ICP criteria: industry, company size, location, growth signals
2. Use search_companies to find matching companies
3. Use get_company_profile to validate each company against ICP
4. Score and rank accounts by fit

ICP Scoring Framework

Output Format

## Target Account List
| # | Company | Industry | Size | Score | Rationale |
|---|---------|----------|------|-------|-----------|
| 1 | Acme Corp | Fintech | 200-500 | A | Series B, hiring 5 engineers, ICP match |

Phase 2: Research & Qualify Prospects

Goal: Find the right people at target accounts and gather personalization data.

Tools: search_people, get_profile, search_posts, get_company_profile

Steps

1. For each target account, search_people for decision-makers and champions
2. get_profile on top matches — check title, tenure, background
3. search_posts to find their recent LinkedIn activity
4. Build a personalization brief for each prospect

Who to Target (Decision Matrix)

Prospect Research Brief

For each prospect, compile:

## [Name] — [Title] at [Company]
- **LinkedIn:** [URL]
- **Tenure:** [X years in role]
- **Previous:** [Past companies/roles of note]
- **Recent activity:** [Summary of last 3-5 posts or engagement]
- **Personalization hooks:**
  - Posted about [topic] on [date]
  - Previously worked at [company you know]
  - Connected to [mutual connection]
  - Company just [raised funding / launched product / hired for X]
- **Recommended approach:** [Champion / Economic buyer]
- **Opening angle:** [Specific personalization for first touch]

Phase 3: First Touch Outreach

Goal: Make a personalized first contact that gets a response.

Tools: send_invitation, send_inmail, create_campaign

Channel Selection

Connection Request Framework (max 300 chars)

[Observation about them] + [Lightweight reason to connect]

Examples:

• "Saw your post on [topic] — sharp insight about [specific point]. Building in the same space and would love to follow your thinking."
• "Noticed [Company] is scaling the [team] — went through the same at [my company]. Happy to share what worked for us."
• "[Mutual connection] mentioned you're exploring [problem area]. We just solved this for [similar company]."

Rules:

• No pitch in the connection request. Ever.
• Reference something real and specific
• Keep under 250 characters (leave buffer)
• No links, no "I'd love to add you to my network"

InMail Framework

Subject: [Short, specific, curiosity-driven — under 40 chars]

[1-2 sentences: Observation about them or their company]

[1-2 sentences: Bridge to your relevance]

[1 sentence: Low-commitment ask]

Track Everything

Use create_campaign to track your outreach cohort. Tag by account tier, persona, or messaging angle.

Phase 4: Follow-Up Sequence

Goal: Stay top of mind without being annoying. Convert attention into meetings.

Tools: list_conversations, get_messages, send_message, get_campaign_stats

Cadence

Follow-Up Message Templates

Follow-up 1 (Day 5): Add value, don't ask

Thanks for connecting, [Name]. Saw [Company] is [doing X] —
we just published a case study on how [similar company] approached this.
Thought it might be useful: [insight, not link]

Follow-up 2 (Day 10): Soft ask

Quick question — is [specific problem] on your radar this quarter?
We've been helping [type of company] with this and I had a thought
that might be relevant to [Company].

Breakup (Day 17): Last touch, no guilt

[Name] — I'll stop bugging you. If [problem area] ever becomes a priority,
I'm here. Meanwhile, your post about [topic] was great — shared it with my team.

Inbox Management

Use list_conversations daily to:

1. Check for responses to outreach
2. Prioritize hot replies (interested, asking questions)
3. Flag objections for handling
4. Track non-responders for follow-up cadence

Phase 5: Book the Meeting

Goal: Convert interested prospects into scheduled calls.

Meeting Ask Framework

When a prospect responds positively:

1. Acknowledge their response specifically
2. Propose a specific time (not "when are you free?")
3. Set expectations for what the call covers (15-20 min)
4. Make it easy — suggest 2-3 specific slots

Great to hear [problem] is a priority. Happy to walk through
how [similar company] solved this — takes about 15 minutes.

Would Thursday 2pm or Friday 10am work?

Objection Handling

KPIs to Track

Use get_campaign_stats to monitor:

Daily SDR Routine

Morning (30 min):
1. Check inbox — respond to hot replies immediately
2. Review campaign stats — identify what's working
3. Send follow-ups due today

Midday (45 min):
4. Research 5-10 new prospects
5. Send first-touch outreach
6. Engage with target prospects' content (3-5 comments)

End of day (15 min):
7. Update campaign tracking
8. Queue tomorrow's follow-ups
9. Note any objections or insights

Learn More

• Prospecting tools: https://crispy.sh/features/prospecting
• Outreach tools: https://crispy.sh/features/outreach
• Safety Calculator: https://crispy.sh/tools/safety-calculator
• All 43 tools: https://crispy.sh/tools