AI SDR Just Got Smarter: Precision Outreach at Scale

AI SDR Offers – Target the Right Audience with the Right Message

An offer is a complete profile of your product or service for a specific segment. It includes your company details such as name, description, and industry, along with the target ideal customer profile. It also outlines the key pain points your product solves, your value propositions, relevant proof points and case studies, and clear CTAs to drive responses.

Your product likely solves different problems for different audiences, and AI SDR Offers allows you to create multiple, ICP-specific offers to maximize engagement. Each offer helps Jason AI SDR understand who you want to target, what to say, and how to position your product. Instead of crafting outreach from scratch every time, you can simply select the right offer and let Jason do the rest. 

This ensures consistent, high-quality messaging that aligns with your brand’s positioning and sales strategy. The flexibility of AI SDR Offers enables you to experiment with different value propositions, audiences, track engagement by ICP, and refine offers based on real results.

Let’s have a look at some use cases which can inspire you to start using offers.

• If you are selling a multi-solution platform, you can create separate offers for each product, allowing Jason AI SDR to position them correctly. 
• If you target different industries, you can tailor messaging for startups, enterprise clients, or niche sectors. 
• Running A/B tests becomes easier as you can test different value propositions across audiences and see what resonates best. 
• Seasonal campaigns can also benefit from AI SDR Offers, as you can set up offers for different periods, promotions, or industry events. 
• If you are scaling a team, this feature helps standardize messaging so every SDR executes outreach with the same level of quality and precision. 
• It also works well for account-based marketing by enabling you to create ICP-specific offers that align with your highest-value prospects.

You can let Jason generate Offers for you automatically or create them manually based on your needs.

Let Jason create Offers for you:

1. Enter your website URL during the first step of sequence creation.
2. Jason AI will analyze your website and generate five offers based on the available information.
3. One offer will appear directly in the sequence—edit it if needed and continue.
4. The remaining four offers will be saved in the Offers tab under the AI SDR menu.
5. Open any offer, adjust the details if necessary, and save it for future use.

Create an Offer manually:

1. Go to the Offers tab in the AI SDR dropdown menu.
2. Click “Create a new offer.”
3. Fill in the fields with relevant details about your product.

You can start a new sequence directly from the Offers tab (click “Create a sequence”) or, select an offer when setting up a sequence in the Sequence Creation Wizard.

Whether you prefer automation or manual customization, AI SDR Offers help you refine your messaging, target the right audience, and streamline your outreach efforts.

Simplified Playbook Creation: Upload, Customize, Launch

Your sales team likely has battle-tested templates, proven objection-handling tactics, and a go-to outreach structure. But are they being used consistently? Instead of hoping every rep follows best practices, let Jason do it for you.

With Playbook Uploads, you can simply drag and drop your existing sales strategies into Jason AI. The AI SDR will then structure sequences based on your playbook while allowing for easy customization.

Say your team has a document with the best-performing cold email structures. Instead of copying and pasting from that doc every time, just upload it to Jason. The AI will reference your content, ensuring:

• The right opening lines to grab attention. 
• Personalization rules tailored to your ICP. 
• Follow-ups that match your sales approach.

Your playbook isn’t just a guideline anymore—it’s the foundation of AI-powered outreach.

• If you’re onboarding new sales reps, you can standardize outreach messaging so every rep follows best practices from day one. 
• Expanding to new markets becomes easier as you can upload regionalized playbooks to ensure relevance for different geographies. 
• If you need to adapt to industry trends, keeping your outreach agile is simple by updating your playbook with real-time insights. 
• Aligning sales and marketing also becomes seamless when you upload joint messaging frameworks, keeping both teams on the same page.

How to use it:

1. Go to the AI-SDR tab.
2. Open the Playbooks section.
3. Create a new Playbook and choose Upload Style.
4. Drag & drop your document or upload it from your computer.

This update helps teams keep outreach aligned with your best practices while saving time on manual setup.

Still not using Jason AI SDR? Book a demo and see how simple and effective your outreach can be.

CTA Library: The Right Ask at the Right Time

Crafting the perfect Call-to-Action (CTA) is crucial for getting responses, but guessing which one will work best can slow you down. We’ve analyzed thousands of outreach campaigns to identify the most effective CTAs—so you don’t have to. Now, you can access a library of high-converting CTAs, built right into the AI SDR sequence creation wizard, ensuring your messages always guide prospects toward the next step.

With the CTA Library, you no longer need to experiment blindly. Instead, you can choose from a variety of proven CTAs tailored to different engagement levels and outreach goals.

• CTA Remix: Not sure which CTA to use? Test a mix of high-performing options to see what resonates best with your audience.
• Soft CTAs: Gentle, low-pressure asks designed to spark conversations and encourage replies.
• Time-Based CTAs: Offer prospects the flexibility to choose a time for a call, making it easier for them to engage.
• Zoom Meeting CTA: Suggest a quick virtual meeting with minimal effort.
• Scheduling Link CTA: Drop your calendar link directly into your message to streamline appointment booking.
• Offline Meeting CTA: Ideal for in-person networking, conferences, or local outreach.
• Product Demo CTA: Invite prospects to see your solution in action, increasing the likelihood of closing deals.
• Customizable Soft CTAs: Create unique, personalized asks to make your outreach stand out.

The right CTA doesn’t just increase response rates—it improves the quality of conversations and accelerates the sales process.

• No more writing and testing CTAs from scratch—just select the best one and go.
• Use battle-tested wording that has been proven to work across multiple industries.
• Make it effortless for prospects to take the next step, whether it’s scheduling a call or attending a demo.
• By rotating CTAs, you reduce the chances of triggering spam filters and improve email performance.

Your outreach strategy is unique, and so is your messaging. That’s why you can fully customize the CTA Library — remove options you don’t need, add your own high-performing CTAs, and fine-tune your approach based on real-time data.

Conditional Sequences: Smarter, Adaptive Follow-Ups

Sales outreach isn’t one-size-fits-all. Some prospects engage immediately, while others need a different approach. With Conditional Sequences in AI SDR, Jason AI adjusts follow-ups based on prospect behavior, ensuring smarter, more effective outreach without unnecessary manual work.

Instead of using rigid, linear sequences where every lead gets the same touchpoints, Conditional Sequences adapt based on how each prospect interacts with your messages.

Jason AI automatically evaluates engagement signals and adjusts the sequence accordingly:

• If a prospect doesn’t accept your LinkedIn connection request, Jason pauses outreach and schedules a check-in later or switches to email.
• If there’s no response after two emails, Jason tries a different angle or channel instead of repeating the same message.
• If a prospect responds with “Not now” or “Maybe later,” Jason delays the follow-up and customizes the next touchpoint accordingly.
• If an email provider has strict sending limits, Jason ensures you don’t exceed safe thresholds—protecting your domain reputation while maintaining outreach effectiveness.

This adaptive approach means your outreach isn’t just automated—it’s smart and responsive to real-world sales dynamics.

• Protect your sender reputation by adjusting email frequency for sensitive email providers, preventing deliverability issues.
• Boost reply rates with personalized follow-ups that fit the context—prospects who said “not now” shouldn’t get the same follow-up as those who ignored your message.
• Save time by eliminating manual list segmentation; Jason automatically adjusts sequences for you.
• Engage smarter across multiple channels by shifting between LinkedIn, email, and other touchpoints based on prospect behavior.

You’re not locked into predefined sequences—you control the flow. Add or remove steps, fine-tune messaging, and customize conditional triggers to match your outreach strategy. 

Prefer traditional linear sequences? Just turn off the “Generate Conditional Sequence” toggle in the first step of sequence creation.

Ready to try Conditional Sequences? Go to the AI SDR tab, open the sequence wizard, and see the new adaptive outreach template in action!

Still not using Jason AI SDR? Book a demo and discover how it can transform your sales outreach today.

Smarter Targeting with Real-Time Growth Filters

Finding the right companies to reach out to is half the battle in sales. Instead of wasting time on stagnant businesses, Jason AI now helps you prioritize companies that are actively expanding with two powerful new Real-Time Data Filters to AI SDR and Real-Time Data.

With these filters, you can now target companies based on:

• Overall Employee Growth – See which companies have increased their total headcount within a selected timeframe, signaling expansion and potential investment in new tools and services.
• Department-Specific Growth – Identify companies growing in key departments such as sales, marketing, or engineering, allowing you to focus on businesses actively building teams relevant to your offering.

Companies experiencing fast growth are more likely to need new solutions, processes, and tools to keep up with expansion. By focusing on these high-potential businesses, your outreach becomes timelier, more relevant, and significantly more effective.

Here’s how you can use these filters to your advantage:

• Selling a CRM or sales tool? Look for companies rapidly expanding their sales teams—they’ll need solutions to onboard and support new reps.
• Offering a marketing automation platform? Target businesses that have significantly grown their marketing department, as they’re likely ramping up campaigns and need better tools.
• Selling cloud infrastructure or dev tools? Companies with a fast-growing engineering team might be working on new products and need scalable solutions.
• Providing HR software or employee training solutions? A company increasing its overall headcount will likely be investing in onboarding, HR tech, and employee development.
• Looking for B2B SaaS buyers? Companies in hypergrowth phases are actively seeking operational efficiency, making them ideal prospects for automation, analytics, and integration solutions.

Here are some practical tips for using growth filters in outreach:

1. Personalize your messaging – Instead of generic outreach, reference real-time hiring trends to make your message relevant. Example: “I saw your sales team grew by 30% this quarter—are you looking for ways to ramp up new reps faster?”
2. Prioritize high-growth accounts – Focus on businesses scaling rapidly to maximize your chances of engaging prospects with active buying intent.
3. Combine with other filters – Layer department-specific growth with industry, funding status, or tech stack to refine your outreach even further.
4. Time your outreach strategically – If a company just hired a new VP of Sales or CMO, that’s the perfect moment to introduce tools that align with their priorities.
5. Test different value propositions – Use AI SDR Offers to tailor messaging based on whether a company is expanding sales, marketing, or other departments.

Instead of guessing which companies might need your product, use data-driven insights to connect with businesses that are actively growing—and most likely to convert.