sales-aisdr

What this skill does

# AiSDR Platform Help

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

Ask the user:

1. **What do you need help with?**
   - A) Setting up my first AiSDR campaign
   - B) Improving reply rates on existing campaigns
   - C) Connecting AiSDR to my CRM (HubSpot/Salesforce/Pipedrive)
   - D) Understanding pricing, credits, or message limits
   - E) Email warmup or deliverability issues
   - F) Prospect list building or importing contacts
   - G) Comparing AiSDR to other AI SDR tools
   - H) Something else — describe it

2. **Which AiSDR plan are you on?**
   - A) Explore ($900/mo)
   - B) Grow ($2,500/mo)
   - C) Enterprise (custom)
   - D) Not yet a customer — evaluating

3. **What CRM do you use?** (HubSpot, Salesforce, Pipedrive, none)

**If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.

## Step 2 — Route or answer directly

Based on the user's need, either answer directly from the reference below or hand off to a more appropriate skill:

| Need | Action |
|---|---|
| AiSDR-specific config, campaigns, warmup, integrations | Answer directly from Step 3 |
| General outbound cadence design (multi-platform) | Hand off: "This is a cadence/sequence design question — run: `/sales-cadence {your question}`" |
| Email deliverability strategy (SPF/DKIM/DMARC) | Hand off: "This is an email deliverability question — run: `/sales-deliverability {your question}`" |
| Building prospect lists beyond AiSDR's database | Hand off: "This is a prospect list building question — run: `/sales-prospect-list {your question}`" |
| Contact enrichment from other providers | Hand off: "This is an enrichment strategy question — run: `/sales-enrich {your question}`" |
| Meeting scheduling beyond Calendly integration | Hand off: "This is a meeting scheduling question — run: `/sales-meeting-scheduler {your question}`" |
| Lead scoring strategy | Hand off: "This is a lead scoring strategy question — run: `/sales-lead-score {your question}`" |

## Step 3 — AiSDR platform reference

### Platform overview

AiSDR is an AI-powered SDR that finds prospects, researches them individually, writes personalized cold email and LinkedIn outreach, and books meetings autonomously. Y Combinator-backed (2023), founded by Yuriy and Oleg Zaremba.

**Core philosophy**: Quality over quantity — AiSDR "targets pain and thinks before it sends" rather than blasting volume. Claims 1-3 meetings per 100 leads vs industry average of <1%.

### Key modules

| Module | What it does |
|---|---|
| AI Prospecting | Search 700M+ contact database, filter by persona, signals, and intent |
| AI Outreach | Auto-generate personalized cold emails and LinkedIn messages based on deep prospect research |
| AI Strategist | Builds personalized outreach strategies per prospect using company news, tech stack, job postings |
| Email Warmup | Built-in warmup for new email accounts (30-60 day ramp, automated) |
| Campaign Dashboard | Performance metrics, reply tracking, meeting tracking |
| CRM Sync | Bi-directional HubSpot sync; Salesforce and Pipedrive support |
| Meeting Booking | Calendly integration for automated scheduling |
| Call Integration | Aircall integration for call tracking alongside email/LinkedIn |

### Pricing and limits

*Best-effort from research — verify current pricing at aisdr.com/pricing.*

| Feature | Explore ($900/mo) | Grow ($2,500/mo) | Enterprise (custom) |
|---|---|---|---|
| AI messages | 1,200/mo | 4,500/mo | Custom |
| Lead search credits | 1,200/mo | 4,500/mo | Custom |
| Seats | Unlimited | Unlimited | Unlimited |
| Email + LinkedIn | Yes | Yes | Yes |
| HubSpot/Salesforce sync | Yes | Yes | Yes |
| Dedicated GTM engineer | Yes | Biweekly check-ins | Dedicated CS FTE |
| AI multimedia content | No | Yes | Yes |
| SOC 2 Type 2 | No | Yes | Yes |
| Website visitor identification | No | No | Yes |
| Custom playbooks | No | No | Yes |
| Billing | Quarterly | Quarterly | Custom |
| Annual discount | 20% | 20% | Negotiable |

Additional costs: extra domains $99/mo each.

Cost-per-message estimates: ~$0.75 (Explore), ~$0.56 (Grow). Cost-per-meeting: $140-$300 depending on execution quality.

### Integrations

| Integration | Details |
|---|---|
| HubSpot | Native bi-directional sync — import leads from HubSpot lists, sync all interactions back, use HubSpot custom properties for personalization |
| Salesforce | Supported (verify current depth of sync with AiSDR support) |
| Pipedrive | Supported (verify current depth of sync) |
| Calendly | Meeting booking — prospects can self-schedule directly from email |
| Aircall | Call tracking — logs call activity alongside email/LinkedIn engagement |
| Gmail | Email provider for sending |
| Outlook | Email provider for sending |

### Campaign setup workflow

1. **Connect email accounts** — link Gmail or Outlook accounts that will send outreach
2. **Enable warmup** — turn on automated warmup for each connected account (allow 30-60 days for new domains)
3. **Define ICP** — set target persona filters (title, seniority, industry, company size, signals)
4. **Build prospect list** — use AiSDR's 700M+ database or import from HubSpot
5. **Choose campaign type** — cold outbound, inbound follow-up, trigger-based, or re-engagement
6. **Configure AI Strategist** — provide context about your product, value props, pain points
7. **Set sending limits** — daily email volume, LinkedIn connection limits
8. **Launch and monitor** — track opens, replies, meetings in the dashboard
9. **Sync to CRM** — all activity and outcomes flow back to HubSpot automatically

### HubSpot integration deep dive

- **Import**: Sync HubSpot lists directly into AiSDR campaigns — no CSV exports needed
- **Enrich**: AiSDR enriches existing HubSpot records with additional data
- **Personalize**: Use HubSpot custom properties as personalization variables
- **Log**: All prospect interactions, lead insights, and engagement data sync back to HubSpot
- **Score**: AiSDR uses existing CRM data for lead scoring and campaign targeting

## Step 4 — Actionable guidance

Based on the user's specific situation, provide:

1. **Step-by-step instructions** tailored to their AiSDR plan and use case
2. **Configuration recommendations** — sending volume ramp schedule, ICP filter strategy, AI Strategist prompts
3. **Benchmark expectations** — what "good" looks like for their plan tier and use case
4. **Next steps** — what to do after initial setup (monitoring cadence, optimization triggers)

For campaign optimization:
- If reply rate < 2%: review AI Strategist context — are you giving it enough info about your value prop and target pain?
- If open rate < 30%: check warmup status, sending reputation, and subject line patterns
- If meetings < 1 per 100 leads: review ICP targeting — too broad or too narrow?

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **30-60 day warmup period is mandatory for new accounts.** Don't expect results in the first month — AiSDR ramps sending volume gradually. Rushing this tanks deliverability.
- **No phone dialer.** AiSDR is email + LinkedIn only. If your sales process requires phone touches, you'll need a separate tool (Aircall, Salesloft, Apollo) running alongside.
- **$2,700 minimum upfront commitment.** Quarterly billing at $900/mo minimum, no free trial. Ask for a demo and negotiate — annual contracts get 20% off.
- **Message credits are not emails — they're AI-generated messages.** 1,200 messages on Explore means 1,200 unique AI-written touchpoints, not 1,200 sends. Multi-step sequences consume multiple credits per prospect.
- **Website visitor identification is Enterprise-only.** If you need to see who's visiting your site, you'll nee