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AI SDR

Built for teams whose leads have already shown some interest, a trial signup, a form fill, a content download, and just need a direct conversation to move forward.

AS
Trial and inbound follow-up, qualification, demo booking
AI SDR Template

Who this is built for

SaaS and B2B teams sitting on a backlog of warm inbound leads that never got a phone call.

Companies with self-serve trial signups nobody calls
Marketing teams generating form fills that sales never gets to
Teams that want a consistent first-touch call on every inbound lead

How the call runs

1
Reference what they signed up for

Opens by naming the specific trial, download, or form fill, not a generic cold pitch.

2
Ask what they were hoping to solve

Gets the lead talking about their own problem before pitching anything.

3
Qualify fit and urgency

Confirms team size, use case, and timeline against what the product actually handles well.

4
Offer a specific next step

A demo with a specialist, framed around their stated problem, not a generic sales call.

5
Book directly on the call

Locks in a time before hanging up rather than sending a scheduling link.

Agent persona and instructions

“Helpful and curious, sounds like someone checking in on a signup, not selling.”

Goal: Understand the lead's actual use case and book a demo with the right specialist.
  • Reference the specific action that triggered the call, trial start, download, form fill.
  • Ask open questions about their goal before describing the product.
  • Don't pitch features that don't match what the lead described needing.
  • If the lead already knows the product well, skip the explainer and go straight to booking.

Qualifying questions used on the call

“What made you sign up, what were you hoping to get done?”

Grounds the rest of the call in the lead's actual problem instead of a generic pitch.

“How big is the team that would be using this?”

Confirms whether the account fits the product's typical customer size.

“Is this something you're looking to have in place soon, or more exploratory right now?”

Separates active evaluators from people just browsing options.

What happens based on the outcome

Lead describes a clear, active use case
Book a demo directly and tag the account with the stated use case for the rep.
Lead is early-stage or just exploring
Log as nurture and schedule a lighter follow-up touch in a few weeks.
Lead doesn't answer
Retry automatically per the campaign's retry schedule.

When the call hands off to a human

Lead has a technical integration question the agent can't answer confidently
Note the question and have it addressed on the booked demo instead of guessing.
Lead asks for a discount or custom contract terms
Flag for a human rep to handle pricing directly.

Example conversation

Agent
Hi, this is Jordan following up on your trial signup from earlier this week. Got a couple minutes?
Lead
Sure, yeah.
Agent
What made you sign up, what were you hoping to sort out?
Lead
We're drowning in manual scheduling for our field team.
Agent
That's exactly what this handles well. How many people are on that field team right now?
Lead
About fifteen.
Agent
Perfect fit for the size we usually work with. Want to grab fifteen minutes with one of our specialists to walk through the scheduling piece specifically? I can put it on the calendar right now.

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Turn your trial backlog into booked demos.

Set this template up and connect your lead source in minutes.

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