AI SDR Knowledge Base Templates
Fill-in knowledge base templates the AI SDR pulls from when writing emails, handling replies and booking calls. Copy, fill in the brackets, then paste into the client's AI SDR Inbox settings.
AI SDR Template for Podcast Method
AI SDR Knowledge Base & Guide — Podcast Method
The AI SDR books every prospect who responds positively to cold email on autopilot. When a prospect asks a specific question the AI doesn't have in its Knowledge Base, it stops and flags the message for review instead of guessing.
Filling this out and adding it to the AI SDR Knowledge Base gives the AI the "rules of engagement" it needs to handle ~95% of questions autonomously.
The knowledge base gives the AI information and context — it cannot be used to dictate exact replies.
AI SDR Template for Direct Method
AI SDR Knowledge Base & Guide — Direct Method
Cold email outreach → discovery call, niche version. Fill in every [BRACKETED] field.
This is the truth source the AI SDR pulls from when writing emails, handling replies and booking calls — keep it tight and factual, not aspirational.