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Sales Development rep edition
Bardeen's Automation
Field Guide
AI is here. Products launch every day promising to replace your job.
We believe AI should make you better at your job instead.
Here's a guide on how to do that.
The old way of selling is cold, manual, and slow
Manual research, copy/pasting, clicking, clicking, clicking...
With AI and automation, that future is already here
You just need the right tools.
Imagine if you could work 10x faster
How much pipeline could you close?
This guide will help you navigate the challenges
We go over concepts, tools, and even automations we've built using Bardeen - take a look.
Let's learn to automate with AI!
Which funnel stage should we start with?
Prospecting
Find the right leads in less time
Your time is limited - spending it on the right leads will give you the highest chance of building more pipeline.
Traditionally, this has been super manual. Google searches, scrolling through LinkedIn, crawling directories, and typing out dozens of emails with the same template.
Automations and AI can help every part of this process.
We’ll cover all the reasons you should automate this, and how you can do it.
What you'll learn
Qualification & Enrichment
Segment, research, prioritize
With your list of leads, you'll need to gather intel on them. At the very least an email or phone number is needed to reach out.
But, generic cold outreach just won't cut it anymore. It could even get your domain in trouble.
To really conduct effective outreach you'll need more info. Their position, recent announcements from their company, and even what they shared last on social media.
Lucky for you now there are scrapers and AI Agents to do research for you.
What you'll learn
Outreach & Followups
More personal, less spammy
You're finally ready to send some emails (or make some calls if you're brave enough). You found leads who will find your product or service valuable, and you're equipped with information so you don't waste their time with irrelevant offers.
If only sending emails was as simple as sending an email...
In this section, we'll cover how you can reach inboxes and optimize response rates.
What you'll learn
Discovery & Demo Calls
Wow leads with preparation
Game time - all your hard work has paid off. Remember, almost no one takes the time to jump on a call unless they have a problem that needs to be solved.
Your goal is to discover the problem - don't shill your product before understanding what your prospect needs.
Being prepared means you won't spend time asking questions you could have found the answer to.
Again, it's time consuming manual work. Lets explore how to automate it.
What you'll learn
Why did we create this guide?
We're arming you with the ability to automate away boring repetitive tasks. Why? So you can focus on the things that matter.
This field guide and our product are all in service of that vision.
Here's a few links to learn more about Bardeen