> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Development Rep persona

> Set up and use the Sales Development Rep persona for prospect research, outreach generation, and pipeline building.

The Sales Development Rep (SDR) persona is built for users who own top-of-funnel pipeline generation. It provides prospect enrichment, personalised outreach at scale, ICP scoring, and objection handling, enabling reps to go from 4-5 quality outreaches per day to 15-20 without sacrificing personalisation.

## SDR use cases

The following table summarises the primary use cases for the SDR persona.

| Use Case                              | Problem Solved                                           | Key Output                                                       |
| ------------------------------------- | -------------------------------------------------------- | ---------------------------------------------------------------- |
| Prospect Research and Personalisation | Shallow research; outreach feels generic.                | Auto-enriched profile: triggers, tech stack, pain points, hooks. |
| Outreach Email Drafting               | Stale templates; low reply rates.                        | AI-personalised emails with A/B variants.                        |
| ICP Scoring and Prioritisation        | All leads treated equally; reps chase low-fit accounts.  | AI-scored ICP fit with ranked lists.                             |
| Call Script Generator                 | No standardised call framework; new reps wing it.        | Dynamic scripts adapted to prospect role, industry, and stage.   |
| Objection Handling Guide              | Reps freeze on objections; responses vary by experience. | Real-time objection library with rebuttals.                      |
| Follow-up Sequence Creator            | Follow-up is ad hoc; ghost rate high.                    | Multi-step sequences timed to engagement signals.                |

## Set up the SDR persona

<Steps>
  <Step title="Open Persona Management">
    In the Admin Console, click **Persona Management** and then **+ Create New Persona**.
  </Step>

  <Step title="Configure the persona">
    * **Name:** SDR
    * **Behaviour:** "You are a Sales Development Rep. Help research prospects, generate personalised outreach, score ICP fit, build call scripts, handle objections, and create follow-up sequences. Ground all responses in CRM data, data warehouse signals, and public web intelligence."
    * **Enable Memory:** ON
  </Step>

  <Step title="Set permissions">
    Enable **Access Connections**, **Access Knowledge Base**, **Use Email Tools**, and **Browse Web** (SDRs need web research for prospect enrichment).
  </Step>

  <Step title="Assign skills">
    Assign the following skills to the persona:

    * Prospect Research
    * Email Drafting
    * ICP Scoring
    * Call Script Generator
    * Objection Handling
  </Step>

  <Step title="Configure starter prompts">
    Add starter prompts tailored to the SDR role:

    * "Research \[company name] before outreach"
    * "Draft outreach email for \[company name]"
    * "Build a call script for \[company name]"
    * "Handle 'we already have a tool' objection"
    * "Which prospects should I prioritise this week?"
    * "Build follow-up sequence for \[contact name] at \[company name]"
  </Step>

  <Step title="Assign users and go live">
    Assign your SDR team members to this persona. They will see the SDR-specific home screen on their next login.
  </Step>
</Steps>

## Walkthrough: prospect research

This walkthrough demonstrates how the SDR persona handles a prospect research request end to end.

<Steps>
  <Step title="Send the prompt">
    Open the Conversational AI and type:

    *"Research \[company name] and give me cold outreach angles for their Head of Data Platform."*
  </Step>

  <Step title="Review the enriched profile">
    The AI returns a multi-section prospect profile:

    * **ICP Score**: A fit rating with rationale based on CRM data, hiring signals, and tech stack analysis.
    * **Company snapshot**: Industry, revenue, employee count, recent funding, and key initiatives.
    * **Trigger events**: Leadership changes, product launches, earnings calls, job postings, and expansion signals relevant to your value proposition.
    * **Pain points and hooks**: Identified challenges mapped to your solution's strengths, ready to use in outreach.

    <img src="https://mintcdn.com/ideabodxai/WR7PD_cPrIP9mAat/images/copilot/tutorials/sdr-prospect-research.png?fit=max&auto=format&n=WR7PD_cPrIP9mAat&q=85&s=9b7c70c8d0910bc6e598135e11af7a62" alt="Co-pilot researching a prospect and returning a structured snapshot with positioning, use cases, and team signals." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1909" height="986" data-path="images/copilot/tutorials/sdr-prospect-research.png" />
  </Step>

  <Step title="Take action">
    Click a suggested follow-up such as *"Draft the cold email"* or *"Write a cold call script"*, or type your own follow-up prompt. The AI retains the full prospect context.
  </Step>
</Steps>

## Walkthrough: outreach drafting

This walkthrough shows how to generate personalised outreach emails from a prospect research result.

<Steps>
  <Step title="Send the prompt">
    After completing prospect research (or in a new conversation), type:

    *"Draft outreach email for \[company name]."*
  </Step>

  <Step title="Review the generated email">
    The AI produces a personalised email that includes:

    * **Subject line**: Tailored to the prospect's trigger events or pain points.
    * **Opening hook**: A personalised reference grounded in real signals (not generic flattery).
    * **Value proposition**: Mapped to the prospect's specific challenges and tech stack.
    * **Call to action**: A clear, low-friction next step.
    * **A/B variant**: An alternative version with a different angle for testing.
  </Step>

  <Step title="Edit and send">
    Review the draft, make any adjustments, and click **Send** to deliver the email or **Copy** to use it in your email client.
  </Step>
</Steps>

<Tip>
  When you generate outreach from within the same conversation as a prospect research query, the AI uses the full enriched profile to personalise the email. This produces significantly better results than drafting in a fresh conversation.
</Tip>

## Example starter prompts

The following starter prompts are recommended for the SDR persona. Each one maps to a common SDR task.

* *"Research \[company name] before outreach."*
* *"Draft outreach email for \[company name]."*
* *"Build a call script for \[company name]."*
* *"Handle 'we already have a tool' objection."*
* *"Which prospects should I prioritise this week?"*
* *"Build follow-up sequence for \[contact name] at \[company name]."*