Resources
Shared links and reference material used across every product. External resources open in a new tab.
Prime Partner — AI Acquisition
Partner resource portal with the current tooling, offers and reference material to share with clients.
Open resourceRoadmap to Revenue
Use this Roadmap to Revenue call link as an added bonus session to identify clients' goals and map out the fastest path to get there.
Open resourceAdditional resources
Send any link the onboarding team should have here and it will be added to this library.
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.
Helpful How-Tos
Short Loom walkthroughs for the tools you use daily. Internal use only — do not share with clients.
How to Submit Tasks via Athena
Internal use only — do not share with clients. Submitting tasks via Athena (replaces the legacy #deliverables Slack flow).
How to Connect Calendar and Zoom to Acquisity
Connecting calendar and Zoom to Acquisity so bookings and calls sync.
How to Log in to Acquisity for the First Time
First-time login walkthrough for Acquisity.
How to Fill out a VA Placement Form
Internal walkthrough for completing a VA placement form correctly.
How to Ensure Your Fathom is Setup Properly
Confirming your Fathom notetaker is configured and joining calls.
How to Add Inboxes/Domains to your Acquisity
Adding inboxes and sending domains inside Acquisity.
How to Respond to AI SDR Escalations/Need Attention
Handling AI SDR escalations and need-attention items in Acquisity.