Take Control of Your Sales Game: Meet AI SDR Playbooks (& More)

Svitlana Shuliak 26 Feb 2025

What if you could shape your AI SDR to speak exactly like you—strategic, persuasive, and personalized? What if it could target only the best leads and deliver messages that actually convert?

With AI SDR Playbooks, Exclude options, and customizable email personalization, you have the power to turn these “what ifs” into reality. Imagine no more robotic emails—only messages that sound just like you, every time.

AI SDR Playbooks

Remember that feeling when you get a generic, robotic AI-generated email that makes you cringe? Yeah, your prospects feel the same way.

That’s what happens when AI doesn’t get clear instructions. Bad input = bad output. It’s like sending a sales rep into a meeting with zero prep.

No context, no direction—just vibes. And we all know how that turns out.

But what if your AI SDR could be as sharp, strategic, and persuasive as you? What if you could teach it to follow your sales style, use your best messaging, and actually sound human? Well, now you can.

Meet AI SDR Playbooks—the ultimate tool to shape Jason AI SDR into the perfect sales assistant.

1.1 The problem: When AI lacks direction, it shows

Let’s be real. AI is powerful, but it’s not a mind-reader (yet). If you don’t guide it, you’ll get something generic—something that screams, “Yep, an AI wrote this.” And in sales, every sentence, CTA, and offer matters.

If you wouldn’t let a new SDR send emails without training, why would you expect AI SDR to do any better without proper instructions?

That’s why we’ve built AI SDR Playbooks—a way for you to train and guide Jason AI SDR so it sounds like you, follows your strategies, and creates personalized sequences that convert.

What’s changed? More control, more personalization

Now, you’re in the driver’s seat. AI SDR Playbooks let you direct Jason AI SDR exactly how you want.

Select or create a Playbook right from the AI SDR Sequence. No more starting from scratch every time—you can guide AI from step one.
Build your own Playbook Library. Store your best sequences, messaging styles, and strategies for future campaigns.
Fine-tune AI SDR’s behavior. Tell it exactly what to do (and just as importantly, what not to do).
Ensure your AI SDR speaks your language. Whether you prefer direct, punchy sales emails or softer, consultative messaging—Jason AI SDR will follow your playbook.

1.2. How to create your own AI SDR Playbook

Playbooks are ready to go right from the start when you create an AI SDR Sequence—you can instantly pick one that’s already set up.

Need a new Playbook? No problem! Just head over to the Playbook tab to create one. Once you’ve set it up, it’s available right away for your AI SDR Sequence. Here’s how to build one:

1. Go to the AI SDR Tab → Select Playbooks

2. Click “New Playbook” → Name it and describe its purpose.

3. Define your sales strategy:

What Jason AI SDR should do (e.g., personalize intro lines, mention industry pain points, suggest case studies)
What Jason AI SDR shouldn’t do (e.g., avoid generic openings like “Hope this email finds you well”

4. Provide examples of:

Initial messages
Follow-ups
LinkedIn InMails

5. Set the style

- Should it be formal or casual?
- Should it be persuasive or consultative?
- Do you want it short and snappy or detailed and informative?

Once your Playbook is set, Jason AI SDR follows it like a pro—delivering human-like, high-converting outreach without the robotic feel.

1.3. Why AI SDR Playbooks Change the Game

AI SDR Playbooks aren’t just a nice-to-have—they’re a game changer for your outreach; and here’s why they make all the difference:

Better control over AI – You set the rules. Jason AI SDR follows them.
More human-like emails – AI-generated messages finally sound like you wrote them.
Higher conversions – Tailor messaging to match your audience’s pain points and needs.
Saves time, boosts quality – Train Jason once, and he’ll execute flawlessly every time.

And let’s be honest… the more Jason does, the more time you have for closing deals (or, you know, grabbing a well-earned coffee).

Gone are the days when AI-generated content was easy to spot from the first line. Now, you’re the director of your sales story. Jason AI SDR is your star performer—but only if you train him right. With AI SDR Playbooks, you give him the script, the guidelines, and the best practices to follow.

The result? More engaging, effective, and high-converting outreach.

So, what are you waiting for? Create your first Playbook today and start shaping AI SDR into the best sales assistant you’ve ever had.

Build your AI SDR Playbook now

Exclude option: Target the right prospects

Make sure your outreach lands in front of the right people with the Exclude option for AI SDR contact search and Live Data. No more wasted messages—just set up filters to weed out irrelevant contacts and focus on high-value leads.

Exclude option Target the right prospects

This feature helps you fine-tune your audience so your messages actually reach the right people, boosting your chances of getting a response.

To make that happen, you can exclude contacts based on:

Industry – Stick to your ideal customer profile (ICP) by filtering out industries that aren’t a fit. Keep your messaging relevant.
Location – Only target leads within your serviceable areas and avoid regions that don’t align with your market.
Department – Reach key decision-makers while skipping teams that wouldn’t benefit from your offer.
Job title – Focus on the right roles and avoid unqualified contacts to improve your response rates.

With smart exclusion filters, Jason AI SDR helps you optimize outreach, cut down on wasted efforts, and connect with the right prospects—every time.

Ready to make your outreach smarter?

I want to check it out

Your emails, your way – total control over AI personalization

Ever wished you could decide exactly how each email is sent — AI-personalized or exactly as you wrote it? Now, you can!

Imagine this: You have a killer intro email that works like a charm. But for follow-ups, you want AI to add a personal touch. Now, you can do exactly that—no compromises, no surprises.

No more hoping your carefully crafted template stays untouched. With this update, you choose how your messages go out, step by step.

Want AI to personalize your outreach? Let AI SDR tailor each email to your prospects, filling in details based on their industry, company, or role.
Prefer to send your template exactly as written? Just select “Send this template,” and AI SDR won’t change a single word.
Need a mix of both? Keep some steps AI-personalized and others locked to your original messaging—it’s all up to you.

How to do it? Simple:

Go to the Steps tab inside the AI SDR sequence.
2. Select the email step where you want to adjust personalization.
3. Use the switcher to choose:
1. “This template” (AI SDR won’t modify your copy).
2. “AI personalized” (AI SDR will tailor the message for each prospect).

Take full control of your outreach today.

Try it now and see the difference!

Wrapping up

Tired of hoping your AI gets it right? With these updates, you don’t have to. No matter if you want Jason to follow your precise playbook, exclude irrelevant contacts, or personalize each email to perfection, it’s all in your hands. Isn’t it time you took control of your outreach and saw the results you’ve been waiting for?

Let’s make your sales smarter, together!